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Share Name Share Symbol Market Type Share ISIN Share Description
Steppe Cement Ltd 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
  0.50 1.96% 26.00 25.00 27.00 26.00 25.50 25.50 332,295 11:00:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Construction & Materials 64.4 8.4 3.2 7.8 57

Steppe Cement Share Discussion Threads

Showing 2476 to 2500 of 2775 messages
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DateSubjectAuthorDiscuss
09/10/2019
22:57
Their high demand quarter fell by 3% but Kazakhstan had the unusual development of a new president after 30 years, so in hindsight I guess there was an impact during this time.. the new regime will likely stay pro-economy and building their new personal monuments, as well as new factories and new offices should, I would imagine, resume as usual if it hasn't already.
novicetrade68
09/10/2019
22:37
Oversupply could be true, but the papers don't seem to confirm that, I would give STCM a cautious plus because of their contacts, pre-marketing effort as well as the quality of their product (not to be entirely underestimated actually, poor quality bricks are not going to sell...ever) The other thing to bear in mind is that even if they miss their own targets by less than 5%, their debt repayments should amount to at least $3m+ annually, so in theory this should still go only one way, ie up, bar any imminent disaster in the country or market, or MMs taking waaaaay to long to properly rerate debt reductions.....
novicetrade68
08/10/2019
22:41
My concern was it fell during their high demand quarter. Combining this with the Analyst note, which seems to suggests major oversupply in the country, I decided to move to just watching - could be right could be wrong.
podgyted
08/10/2019
20:30
not a huge drop, especially compared to the large increase from q1 to q2
zangdook
08/10/2019
18:59
That makes sense, thanks.
king suarez
08/10/2019
16:52
KS MT to Q1 = 266,393, to Q2 780,315 and to Q3 1,357,007. Average ex-factory price Q1 13,614 KZT, to Q2 15,148 and to Q3 15,301. Therefore sales ex-factory to Q1 3,626 M, to Q2 11,820 M and to Q3 20,763 M. Splitting out the seperate quarters gives:- Q1 13,614 Q2 15,943 Q3 15,508
podgyted
08/10/2019
11:42
They're also consistently increasing market share.
mr roper
08/10/2019
11:16
@Pogyted - where are you getting a drop in ex-factory prices for Q3 from? Thanks
king suarez
08/10/2019
09:28
I'm thinking if this falls any further i will be in for a lot more ;o)
fozzie
08/10/2019
09:23
In their cement business they're protecting if not increasing their margins as STCM spends a good wack on pre-marketing costs(enticing customers), so the actual profit they're making could actually be a lot higher in reality, or in line, inflation adjusted.
novicetrade68
08/10/2019
08:15
Not sure thats we are all thinking, and share price is in £.
jbe81
07/10/2019
22:36
Pretty quiet here, so let me state what you're all thinking. Results were worse than expected. Results suggested, for the future, there is potentially the start of a price war - lower volume and for the first time in a while a fall in ex-factory price if you look at Q3 by itself - specific reference to not chasing volume at the detriment of price. Lot of the growth here in the recent past quarters has been increased price. The KZT has been falling against the dollar. Not looking as good. No longer in - now watching.
podgyted
07/10/2019
19:57
Not the results i was hoping for tbh. Any sort of negative commentary is jumped upon in the market at the moment. Not sure what is going to lift these in the short term?
jeanesy
07/10/2019
08:26
Looks like wait until next figures for a run up.. I like to stay away from stocks (esp no news expected) to the run up to Xmas..volume drops off until after New year Got to say chatter of 100p - 150p is out of the question unless a bid come in for the Co
jailbird
07/10/2019
08:23
Not sure you'll be right, but I hope so.
podgyted
07/10/2019
08:17
Should be a blue finish today.
jbe81
07/10/2019
08:15
I was comparing to last year - company is saying 10% up in KZT compared to last year for first 9 months. Again, doubt it is up at all in USD on the same basis , probably down, and USD is its reporting currency.
podgyted
07/10/2019
08:00
Kzt: usd has averaged 1:0.26 for most of this year so dont see why not. Numbers look fine. Selling less but for a higher price. Share of mkt 18%
mr roper
07/10/2019
07:56
I doubt if sales are up in USD.
podgyted
07/10/2019
07:53
Sales decreased, but revenue up over the nine months.
totana
07/10/2019
07:15
3rd Quarter still good but sales/revenue growth has decreased in %terms ...is this the contraction? Not expecting increasing YoY but to be stable at least this year
jailbird
03/10/2019
12:56
Maybe ppl seeing headings like this Steppe Cement Sees Contraction In Kazakh Market; Interim Earnings RiseJust wondering why broker has not raised 40p target which is not demanding .
jailbird
03/10/2019
12:31
STCM does seem very cheap. I do wonder why people are selling - do thy know something we don't?
pigeonfeeder
03/10/2019
11:48
what a gift this is today :-)
mattjos
03/10/2019
10:47
Also bought a few more
king suarez
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