95. A look at the Cement Manufacturers: A chat with Mr. Adebayo Adebanjo

On the podcast this week, we chat with Mr. Adebayo Adebanjo (Senior Analyst/ Portfolio Manager, CardinalStone Securities) about the listed Cement manufacturers on the stock exchange.

We examine the bull and bear cases for that industry and how Dangote Cement has been able to generate enviable returns & market share in that sector.

He also shares insights on the other players, Bua Cement and Lafarge Africa such as how they are trying to close the gap with the industry leader.

We hope this episode sparks the interest of retail investors in this very crucial sector of both the economy and the stock market.

Thanks for listening.