Steppe Cement Share Discussion Threads

[celeritas] 23/11/2017 10:30

Limits again.

[jailbird] 23/11/2017 09:38

Jesting CelYou can sell decent quantity at 19.1p This is looking good as buy and hold investment.

[celeritas] 23/11/2017 09:23

A few more than that jail.

azalea, plenty of upgrading to do, with oil stronger and China wanting trade routes I'm expecting infrastructure to take a step up.

[jailbird] 23/11/2017 08:02

Ok so you bought the 10k.. who bought the other 125k.. ?

[jailbird] 22/11/2017 16:39

Is that a 100k buy at the end of the day ?Plus the 35k already bought

[celeritas] 22/11/2017 14:57

New Silk Road expedition to run through Kazakhstan

22 November 2017 13:17

[celeritas] 22/11/2017 14:53

According to experts, freight traffic through Kazakhstan is increased annually by 10-12%. The country’s transit profit will make up US$5 billion by 2020. Moreover, cargo shipments from China to Europe are growing every year. In the next few years the volume of goods transported through Kazakhstan’s territory will reach two million containers.

[celeritas] 21/11/2017 13:55

Only if you've finished buying, just about top up time.

[wilo101] 21/11/2017 11:30

Yes, very disappointing, indeed.

[jailbird] 18/11/2017 05:04

Hello Wilo,

Good summary

Disappointed to see the drop on the bid...no delayed reported sells today though.

[wilo101] 18/11/2017 04:04

STCM is the lowest cost and most efficient producer, second to none by a long way, yes the Zi Belt and Road Strategy will have, has had and is having a Big Impact, the Chinese already own the 4 Soviet-era onshore oil and gas fields, Aktobemunaigas, Petrokazakhstan, Mangystaumunaigas and Karazhanbasmunai, have already built and commissioned gas and oil trasnport lines from Turkmenistan and Kazakhstan, whilst the EU is paralyzed over NABUCCO, with many more deals in the pipeline and much more to come.

By my records, and as per the public record, STCM has debts now of only US$16m, US$4m as to the fleet of 350 cement hoppers/wagons, bought for less than the metal content, brand-new, at the height of the Ukraine crisis, US$4m debt long-term ex EBRD, US$5m subsidised long-term Damu Loan, and hopes to end the year with no debt, currently has stocks of 200,000 tonnes or US$4m at cost, and is no doubt collecting receivables to realise cash after the close of the season. Seasonal loans are always needed to enable the 2 dry-kilns to produce flat out all winter to then facilitate sales into the rising market as the season opens and develops, when everyone suddenly wants cement and to pay cash.

[azalea] 17/11/2017 11:44

Celertas post 760, is very interesting. With several thousands of miles of roads yet to be built/modernised, in KAZ, STCM, being one of, if not THE most cost efficient producers in Kaz, could well capture a number of contracts for work put out to tender.

With President Xi speaking of creating land and marine routes from China to the Middle East and Europe, converting the rail gauge system to the international standard through Kaz and central Asia will require a whole lot of cement ties(?) on which to lay the new track and the building of new roads connecting communities en route.

[mattjos] 17/11/2017 10:41

none of the wording in the RNS are likely to be trigger words that ADVFN people search for each morning so, might not be until later today that it is picked up on but, it will get twigged as it is very significant positive development

[mattjos] 17/11/2017 10:39

very tight to buy now

[celeritas] 17/11/2017 10:09

Plenty of new roads to be built and being built.

[celeritas] 17/11/2017 09:56

Yes wilo, saving 10% interest on that now as well.
jail, stock is tight, 10k max buy online

[wilo101] 17/11/2017 08:10

This was a great deal, as US$10m was borrowed in KZT and since then there was also a large devaluation so the net amount repayable in US$ was much less and the Group benefited from the decline in the KZT, though of course its revenues and costs are in KZT.

[jailbird] 17/11/2017 08:06

Good to see you can sell above NMS again today .Not sure on buy side though

[celeritas] 17/11/2017 07:50

Good clarification, this is a very cheap stock which I don't expect to stay this way for long.

[jailbird] 17/11/2017 07:44

There is the RNSAnd net debt clarification

[celeritas] 16/11/2017 12:23

Kazakhstan's industrial output records growth

[jailbird] 16/11/2017 10:58

Well i can tell you from plotting 10year chart on another site ( Money??)

WCC chart

2008 it was £2.00...fell to 50p in 2009..then whoosh to £7 in 2010

Hope that helps a little:-)