Steppe Cement Share Discussion Threads

[azalea] 30/6/2014 16:31

About to enter Q3, with its dry Line 5 up and running alongside dry line 6, production and sales should be firing on all cylinders.

[azalea] 03/6/2014 10:27

To give an idea of the potential for STCM, the East Kazakhstan authorities have given their approval to LSE:GBGR for its Seisovskoe mine development project. Following final approval, the Kazakh government will build the infrastucture to connect the project to the main transport networks. Given the size of the country and its huge undeveloped resources, government funded road networks should prove an eldorado for STCM cement business for the next 20 years.

[rantau] 03/6/2014 09:36

At this rate, someone might just decide to take this company private. And this Hamzah bloke has a history of doing just that when he thinks the market is grossly undervaluing a company he has equity levels thats considered more than strategic.

[azalea] 30/5/2014 16:30

hmmn, some interesting and sizeable trades this pm, but as usual not sure what to make of them.

[azalea] 29/5/2014 11:36

Following Russia's $400bn deal to supply China with natural gas, the former has formed an economic and free trade zone with Belarua and Kazakhstan. Whilst I am not sure about Belarus, Kaz has massive natural mineral and gas resources awaiting development. Another boost for STCM.

[azalea] 22/5/2014 09:39

A steady tick up on the back of renewed buy bodes well. Mr Hamzah's adding in the millions should see him rewarded as the share price hits 50p for starters.

[mach100] 19/5/2014 14:28

Yes, it is off the blocks now and racing towards 50p. I would even say if it keeps going like this it will cement its place in the AIM 50!

[azalea] 19/5/2014 08:35

STCM share price is going to be a runaway train.'All abooarard'.

[azalea] 16/5/2014 21:49

Background is military. Long interested in military matters, Foreign Affairs and associated politics. Since my retirement, with an earlier introduction to the internet and the access the latter provided to a huge array of financial data, I took up investing in a modest way with several semi breaks along the way. Like anyone else investing in the market, I have had my failures.

My investment philosophy is largely "follow the money" and not all ones eggs in one basket. I am current focused on STCM and OPG.

In STCM case, Mr Hamzah stake building fits the first criterion.Its profile, huge long term staggered investment in converting Line 5 and all the benefits thereof. Its growing market share, purchase of 300 new trucks, etc, paints a promising picture. To that end, for all the reasons I have posted along the way, I see no obstacle to STCM sp,returning to its historical high in 4-5 years.

OPG has an even bigger and more immient story to tell. A huge cash cow by 2016, with a share price double its historical high. As always DYOR

[mach100] 16/5/2014 18:57

Azalea, what is your background can I ask? You seem quite clued on Asia and India. You made good point about the Russian space program above.I think things are motoring here. Trying to time an entry point is so difficult when you want to optimise our profits. 36p would have been a good entry point in hindsight but probably if I had bought then it would have ticked down. I agree though this is heading towards 50p if the Malaysian doesn't make a bid first as he watches the share price climb higher.

[azalea] 16/5/2014 15:26

Steady as we go, ticking up on a modicum of volume. Past sellers will be kicking themselves, but its not to late by any means to jump back in as we head for 50p by the interims.

[azalea] 15/5/2014 15:55

Mach100. I will not be selling for a few years, by which time STCM will be in full cry and the dominant producer and seller in this under developed country.

[azalea] 15/5/2014 07:13

Russia is going its own way on its space programme and will be pouring 52 billion dollars into it. To that end, a lot of money is going into upgrading its Kazakhstan space launch facilites- a whole lot of cement for STCM to bid for.

[mach100] 08/5/2014 18:02

Westhouse have a BUY on these today with a target price of 50p. Not sure why it is down from the old TP of 54p. I think 50p is a minimum target here and I wont be selling before this.

[mach100] 08/5/2014 14:20

Yes Azalea, Our buyer is back and I think my hopes for buying at 35p are stone dead for now. Not complaining as my holding value is going up so am still watching and sitting on my hands. Lovely 1 million buy today.

[azalea] 08/5/2014 09:29

This morning's opening trade looks interesting. Sp up 4%. If the indication of 1m bought @ 38p, is correct, it could be the work of Mr Hamzah. Still a long way to go before returning to the modest 52 week high of 50p.

[azalea] 03/5/2014 07:30

whilst not trying to promote my own investment here, I would be very surprised to see a further retracement from this already suppressed level. From here on, production, cost savings, revenues, profits and earnings are going to rise for all the reasons cited in the Annual report.

[mach100] 02/5/2014 18:43

I like the idea of keeping the wet lines as a back up. The results were solid but not spectacular. I could have bought at 36p but was waiting in case of further falls. They have had a bounce now so they are back on my watchlist for any falls to 33-34p. Still a holder here who doesn't intend to sell so will use a retrace to accumulate or else watch it sprint out of the blocks and away.

[azalea] 02/5/2014 11:19

Having read the FY report, I believe prospects show great promise going forward. All the financial arrangements are reaffirmed. Significant costs savings from Line 5 and the dedicated electricity supply will be made as production is stepped up in 2014. The purchase of the 300 new wagons will be cash neutral and after 7 years notably cash positive. Forecasting to capture 20% 0f the 8.6m tons domestic market, this year. Given this wholly feasible scenario and the low sp, I believe there is significant room for the latter to rise by the time of the Interims in September. I have added accordingly, to hold for the long term .

[azalea] 29/4/2014 09:36

The FY results are now due circa 5/5. In addition to the numbers,we might get a steer on any potential effects from the Ukraine situation, which still has some way to go.

[mach100] 28/4/2014 19:30

Yes I think so. I will be watching Azalea as I think further selling could be on the cards because of Russia and Ukraine. I think the key may be to get in before Mr Hamzah as he will soon be in a bid triggering situation if he continues with his hefty buying.

[azalea] 28/4/2014 16:10

One must assume sellers are concerned over the potential for EU/US sanctions against Russia having a wider impact. I too will be watching to see if Mr Hamzah increases his stake further.

[mach100] 28/4/2014 13:49

Wonder why the fall? Must be wider market sentiment as many illiquid stocks are being punished. I have my itchy buying figure at the ready if these hit 33 to 33.5p as before. The Malaysian buyer will never have a better chance of getting in cheaply than this dip.

[azalea] 22/4/2014 14:40

FY results this week, should, amongst other features, provide an indication of the financial benefit of having its own dedicated power supply line to the national grid. Despite todays tick up, the share price remains way short of its historical heights. However, with a clear strategy of undercutting the competition and still increase revenues through higher volume of sales, upward movement in the share price should become brisker. If a dividend is announced ,STCM will gain notable attention from analysts. On the cusp of greater things in a vast under developed country. A year or two from now the company's position will have been transformed. I am sitting tight.

[azalea] 17/4/2014 07:37

Q1 2014,

Despite a colder winter sold 20% more cement with revenues up 9%.

Increased market shares by 2%

Cement market estimates for 2014 up again at 8.6m tons

Line 5 production will allow a strategy of undercutting prices of competition at home and from abroad with the effect of grabbing a biger slice of the market.

Buying, (instead of renting) up to 300 new cement wagons indicates major commitment and expectation of a strong and growing market share

Regular payment of a dividend is very likely given that it only requires shareholder approval.

Q2 2014 will set the scene for the rest of the year.