Share Name Share Symbol Market Type Share ISIN Share Description
Steppe Cement LSE:STCM London Ordinary Share MYA004433001 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 25.50p 24.00p 27.00p - - - 0 05:30:39
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 48.8 1.4 0.4 54.0 55.85

Steppe Cement Share Discussion Threads

Showing 1001 to 1025 of 1025 messages
Chat Pages: 41  40  39  38  37  36  35  34  33  32  31  30  Older
DateSubjectAuthorDiscuss
08/8/2018
08:48
Yeah Wilo.. very happy Divi will keep my invested here and expect capital appreciation to go with it will be welcome too
jailbird
08/8/2018
07:18
Assume all followers received their dividends and are feeling happy and pleased with the company, much more dividend next year for sure. Maybe even an interim if we are lucky.
wilo101
25/7/2018
18:24
Dividend monies will arrive on Friday, 27th, and now STCM is very firmly in dividend payment territory going forward and 2018 is a bumper and in many ways record year. It is only a question of time before the market wakes-up.
wilo101
25/7/2018
17:57
By 2021 the cost of the 300 cement rail wagons should be making a net profit. If STCM wins contracts for cement in the huge road expansion programme, the wagons should be a major asset in delivering cement wherever a line exists.
azalea
25/7/2018
13:51
By the end of 2021, the plan is for Kazakhstan to have a network of some 10,000km of tolled roads, with 5,500km being built before 2020. At present Kazakhstan has just one 210km toll road connecting Astana with Buranbay.
celeritas
17/7/2018
14:20
With Trump reportedly imposing sanctions on any country that buys oil from Iran, the the development of the silk road belt from Tehran to China has become increasingly important almost overnight.The rail route between the two countries through Central Asian countries will be of great strategic importance to China as it imports oil and petrolum products over a secure land locked route. Its quite possible China could fund the development of Iran's gas fields and a pipeline between the two countries,
azalea
14/7/2018
05:47
hxxps://www.apolloinvestment.com/whatsnew.htm, is where Claire Barnes who runs the Apollo Asia fund writes her daily blog, Mark Mobius and Marc Faber say she is one of the best fund managers in Asia, and the track-record of her Appollo Asia fund is superb
wilo101
13/7/2018
15:18
Investment philosophy We value businesses as would a long-term private buyer, and generally ignore the short term views and price influence of other market participants, except in so far as these create opportunities. In Benjamin Graham's classic analogy, the investor is in business with a manic depressive partner, Mr Market, who obligingly sets a two-way price every day. Most of the time, the investor will listen to Mr Market, politely decline to take action, and get on with real life. Sometimes however, Mr Market's price is wildly in excess of any intrinsic value, and the investor may take these opportunities to sell, perhaps even to retire. At other times Mr Market's price is ludicrously low; we have at times in the past been able to buy good businesses with honest management for less than their net cash balances. At such times, the sober investor will buy, without worrying unduly about whether Mr Market's price may be even lower tomorrow. We like value – buying a dollar of assets for 50 cents, for example – but never at the expense of quality. In developed markets, legal protection may (perhaps) be good enough to base decisions on numbers alone. In Asia, management integrity is paramount. We also prefer "operating assets", which generate cash or will do so in future, rather than "dead assets" reliant on the price someone else may pay. We like growth as much as value - but "growth at a reasonable price". One of the easiest mistakes is to overpay for a good company, or a good story. Given the impossibility of infinite growth on a finite planet, and a suspicion that growth may in future be harder to find, "sustainable income at a reasonable price" is attractive too. Sustainability is never absolute. We value resilience. We seek good businesses: internal returns are important. Deep value buys may rise from very cheap to somewhat cheap and remain illiquid. The managers of our holdings do most of the work for us when they continue to generate good returns internally, and this reduces reinvestment risk. Free cashflow is good; sensible capital allocation is key. We like dividends - especially in those parts of Asia where there are no tax disadvantages, but anyway it is generally a good idea that excess cash be returned to the shareholders. (If companies with a good value-adding record want cash for expansion, investors can be relied upon to stump up enthusiastically for a rights issue.) We dislike buyback-and-issuance schemes designed to enrich insiders, but buybacks shrinking the capital base at discounts to intrinsic value are sometimes constructive. We try to know our companies inside out¹. We visit the companies, try to read their annual reports and announcements from cover to cover², talk to their competitors, and so on. The longer we've known them, the better. We don't worry about missed opportunities. Most companies are too complicated: we look for businesses we like and think we can understand, and focus on relatively few. We buy securities on a 3-5 year time horizon. (Maybe even more - ideally we would like to buy good companies at good prices and hold for ever, but in an ever more volatile world, 3-5 years may be as far ahead as one can realistically hope to see, and certainly we need to keep reassessing.) However, if a security appreciates rapidly to the point where it no longer represents reasonable value in absolute terms or relative to prospective purchases, or if new information comes to light which causes us to reevaluate, we may sell with alacrity. Restraining fund size helps us to maintain selling discipline³. The emphasis has changed slightly over the years, due to changing market conditions and sometimes-painful experience. Our style will, we hope, continue to evolve: in a changing world, we see no point in narrowing options unnecessarily. The link is easier to read htTps://www.apolloinvestment.com/philosophy.htm
celeritas
13/7/2018
11:34
SEB Investment Management we would assume
wilo101
13/7/2018
10:40
Given the positive H1 results(the weaker period of the two halves), it could be a distressed seller. Apollo got a great bargain @ 25.78p.
azalea
13/7/2018
08:06
Apollo has acquired 8,649,054 ordinary shares in Steppe Cement at average price of GBP 0.2578So who was the seller ?
jailbird
11/7/2018
10:47
Is very, very under-stating of the current position post 30th June, and how good things are going, volumes, revenues and price-wise and market terms. Anyhow, the second half, in essence from late March to October is always key.
wilo101
11/7/2018
10:30
Terrific update
mattjos
11/7/2018
07:16
Very nice update.
celeritas
05/7/2018
19:12
Chart shaping up very nicely. We'll get noticed by more soon enough but, let's hope not to soon :-)
mattjos
05/7/2018
17:55
STCM still under the radar, of mainstream investors;however, its day will come. A good H1 report this month, should attract the notice of the IC and financial press pundits.
azalea
05/7/2018
17:09
Now trading above 32p but sadly only still small volumes
wilo101
03/7/2018
13:54
I also expect the RNS on the 1st half and a current market outlook and update to be extremely positive indeed, as prices and volumes seem very good this year, indeed, with Uzbekistan desperate for cement from the 2 southern plants, creating an overall shortage and increasing prices and demand.
wilo101
03/7/2018
13:23
I am also expecting further improvements on numbers Looking for 50p next level
jailbird
03/7/2018
13:07
An update on H1 in a couple of weeks, should be notably positive.
azalea
02/7/2018
12:40
still seems too cheap to me so, still adding
mattjos
02/7/2018
09:01
With 219m shares in issue, as you know the 3% reporting threshold is 6,570,000 shares, so unless an existing major holder has bought them, there will be no disclosure. Prices and volumes are, apparently very good this year, next RNS about mid-July, as usual, I assume.
wilo101
29/6/2018
16:16
zero online offer
mattjos
25/6/2018
09:07
There's your overhang. I agree azalea, who has bought them.
celeritas
25/6/2018
09:04
Who bought the 4m?
azalea
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