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Is ARM the place to be with the current infrastracture expansion?
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VituVingiSana
#21 Posted : Saturday, August 07, 2010 9:47:51 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
ARM's shares will see a dip as competition heats up... See Bamburi's results for 1H 2010...

Also the new players in Kenya are pricing the cement at much lower prices vs EAPCC, Bamburi & ARM... There are other players in Tanzania as well...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#22 Posted : Saturday, August 07, 2010 10:06:08 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@vvs the demand for cement is also huge and the local producers do not have the capacity to satisfy.
Life is short. Live passionately.
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kyt
#23 Posted : Saturday, August 07, 2010 10:09:18 AM
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Joined: 11/7/2007
Posts: 2,182
vvs has hit 4k posts what does that make him
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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sparkly
#24 Posted : Saturday, August 07, 2010 11:35:33 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
kyt wrote:
vvs has hit 4k posts what does that make him

either a very elderly elder or a chief.
Life is short. Live passionately.
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cnn
#25 Posted : Saturday, August 07, 2010 11:36:16 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price.
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sheep
#26 Posted : Saturday, August 07, 2010 11:39:54 AM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
seems things are not good in the cement industry..hope the subsidized fertilizer they were repackaging brings in the numbers.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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guru267
#27 Posted : Saturday, August 07, 2010 1:19:43 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
cnn wrote:
After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price.

Another way of analyzing companies is seeing How their counterparts in the industry are performing..
I don't expect ARM to pull a growth in profits after seeing bamburi's
Mark 12:29
Deuteronomy 4:16
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mlennyma
#28 Posted : Saturday, August 07, 2010 1:27:52 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Laughing out loudly the loss by bamburi must be a signal that the
market is getting saturated with cheap cement imports,next casualty could be arm who knows?
"Don't let the fear of losing be greater than the excitement of winning."
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PKoli
#29 Posted : Sunday, August 08, 2010 2:30:29 AM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
guru267 wrote:
cnn wrote:
After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price.

Another way of analyzing companies is seeing How their counterparts in the industry are performing..
I don't expect ARM to pull a growth in profits after seeing bamburi's


I agree with your observations. This might be a little tricky with ARM in view of their huge debts.
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sparkly
#30 Posted : Sunday, August 08, 2010 11:36:15 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
PKoli wrote:
guru267 wrote:
cnn wrote:
After seeing Bamburi i cant wait to see ARM half year,i hope they back the spike in the share price.

Another way of analyzing companies is seeing How their counterparts in the industry are performing..
I don't expect ARM to pull a growth in profits after seeing bamburi's


I agree with your observations. This might be a little tricky with ARM in view of their huge debts.

unless their chemicals and fertzrs performed well and they were able to capture more market share in cement, results will not be so good.
Life is short. Live passionately.
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