Wazua
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ARM HY2017
Rank: Member Joined: 3/20/2008 Posts: 503
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Ericsson wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. For an additional stake or will it be shareholder loan Truth is that at this point it doesn't matter so much. The drastic share price tanking was caused by failure by CDC to confirm to the external auditors that they would back the company financially if need be (thereby defending their investments) yet this was a no brainer....hence the going concern BS. Those currently invested know they have already been shafted by the market due to the poor performance of the company over the years. However, significant share price gains are expected purely as a result of CDC realizing their folly and making the support affirmation in whatever form, albeit belatedly and regardless of financial performance. The army of experts from London is slowly learning how the stock market works when it comes to short term share prices. Give them time.
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Rank: Elder Joined: 6/23/2009 Posts: 14,228 Location: nairobi
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xxxxx wrote:Ericsson wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. For an additional stake or will it be shareholder loan Truth is that at this point it doesn't matter so much. The drastic share price tanking was caused by failure by CDC to confirm to the external auditors that they would back the company financially if need be (thereby defending their investments) yet this was a no brainer....hence the going concern BS. Those currently invested know they have already been shafted by the market due to the poor performance of the company over the years. However, significant share price gains are expected purely as a result of CDC realizing their folly and making the support affirmation in whatever form, albeit belatedly and regardless of financial performance. The army of experts from London is slowly learning how the stock market works when it comes to short term share prices. Give them time. Money down the drain by CDC. The business model is what needs fixing at ARM, not additional cash at this time.. Bamburi have already driven up capacity by initializing of their KES 4B plant. What market share will ARM be going for with reduced production? Ni kubaya
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Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,228 Location: nairobi
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VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done
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Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi
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obiero wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done Uchumi has sadly not shut down entirely and still leeching off the taxpayer. I don’t know what the deal with Nakumatt is. I saw the location in Westlands was open and advertising it is fully stocked. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done ARM despite the troubles are playing in the league of world cup finalists. Why do you want them to play against Gor Mahia and Thika United? Life is short. Live passionately.
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Rank: Member Joined: 3/20/2008 Posts: 503
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obiero wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done Hahahaha....I can see the beef you have from the burned to ashes" situation in KQ is taking its toll. Don't worry, bits and pieces are being sold off every passing day..and we are buying them! 
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Rank: Elder Joined: 12/4/2009 Posts: 10,809 Location: NAIROBI
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done Uchumi has sadly not shut down entirely and still leeching off the taxpayer. I don’t know what the deal with Nakumatt is. I saw the location in Westlands was open and advertising it is fully stocked. Nakumatt will come back as a small supermarket with few branches abt 10 countrywide. The revenue it will be getting will be used to repay its sh.42bn debt for a couple of years. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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xxxxx wrote:obiero wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done Hahahaha....I can see the beef you have from the burned to ashes" situation in KQ is taking its toll. Don't worry, bits and pieces are being sold off every passing day..and we are buying them!  be nice Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,351 Location: Nairobi
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Ericsson wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:BTW, the Net Equity of 20bn should see another hit in 1H 2018. I do not believe ARM can pull off a profit in 1H 2018.
This is reminiscent of KQ with loss after loss which erodes the capital base.
I wonder if CDC will step in to help. This may be interesting for speculators IF a strategic investor steps in and provides equity. Also a lender, backed by CDC or a SI, could give ARM cheaper long-term loans.
No, I am staying out. I like to sleep at night! CDC confirmed to bail out ARM. Link? Is it an equity investment? [If yes, at what price?] Is it debt? [Terms?] Convertible Debt? [Terms?] If it is an equity investment or convertible debt then ARM may be compelling as an investment (not speculation). Also as @Obiero said the market has changed since 2016 i.e. other players are also expanding their capacity. Is Kenya over-supplied? Is EAC over-supplied? The construction industry in Kenya is slow at the moment. ARM is doomed. Their best bet is to link up with Simba, Savannah, Bamburi or any other cement producer who is currently in profit. Just sell off the damn thing, or close it down similar to what Nakumatt and Uchumi have done Uchumi has sadly not shut down entirely and still leeching off the taxpayer. I don’t know what the deal with Nakumatt is. I saw the location in Westlands was open and advertising it is fully stocked. Nakumatt will come back as a small supermarket with few branches abt 10 countrywide. The revenue it will be getting will be used to repay its sh.42bn debt for a couple of years. What happened to Tuskys taking over most of the Nakumatt branches? Carrefour, not Tuskys, has taken over some prime locations eg Junction. 42bn! That could take Nakumatt 30 years to pay off even if can make 1.4bn/year! https://www.businessdail...41028-scvg8d/index.html >>> Tuskys takes over the former Uchumi in Westlands. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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