Marketapprentic:


Oga CP thank you for that one. I will come with my tithe at the due time

Please, based on last Q3 result or projected FY , what is your spreadsheet saying about the fair price of TOTAL PLC.

THANKS

samguru:
https://doclib.ngxgroup.com/Financial_NewsDocs/34884_UNILEVER_NIGERIA_PLC%20_QUARTER_4_FINANCIAL_STATEMENT_F.pdf

edwardaigb:
What is happening in Guinness?

edwardaigb:
What is happening in Guinness?

edwardaigb:
What is happening in Guinness?

currentprice:


nothing Total plc is doing below N500. yield hunters will likely get good dividend _{^{watch out}}

if you can't buy Total @ 220 then look the way of Ardova

currentprice:


nothing Total plc is doing below N500. yield hunters will likely get good dividend _{^{watch out}}

if you can't buy Total @ 220 then look the way of Ardova

samguru:
Watch out for Q3 result of NNFM, its going to be another bomb

Fidson Pharmaceuticals PLC is going to surprise everyone too

Guinness you have done well jare

samguru:


shebi idey shout make our people buy Guinness dem no buy, dem go join us las las for KM70

Nigerialabalaba:


Oga mi, na all of dem for brewery industries carry loot o. For Guinness, na dia Q2 wey fall for Christmas and New year celebrations you dey see so. Na Adekunle Gold be high tins.

If Guinness do dis kain performance for Q3 and Q4, na dat time I go do dem tuale. As tins dey like dis, make we dey tell people to put c-caution sumol.

For dat NNFM and Total I agree totally with you 101% and sabi am wella but dat Guinness, dis q2 performance fit be dem peak for d FY 2021 sa.

Igi pawpaw o ni wo pawa o.

Princkez:
pls is ZENITHBANK a good buy @#25+

samguru:

SURE

Nigerialabalaba:


Oga mi, na all of dem for brewery industries carry loot o. For Guinness, na dia Q2 wey fall for Christmas and New year celebrations you dey see so. Na Adekunle Gold be high tins.

If Guinness do dis kain performance for Q3 and Q4, na dat time I go do dem tuale. As tins dey like dis, make we dey tell people to put c-caution sumol.

For dat NNFM and Total I agree totally with you 101% and sabi am wella but dat Guinness, dis q2 performance fit be dem peak for d FY 2021 sa.

Igi pawpaw o ni wo pawa o.

Calebbold:


Well, I don't think you are entirely correct though. Guinness q1 runs from july- September which is not a festive quarter and they made 4 billion as profit after tax.

In the q2 result, which runs from October- December, PAT was 4.7 billion. So the difference between q1 or q2 is basically 0.7 billion. So the issue of the festive period been the chief determinant of this result is not entirely true.

I strongly feel that the company is back to making profit for its shareholders.

onegentleguy:


Great pick dear... TOTAL ly agree with you.
That coy should deliver!

As for ARDOVA, not sure about that. At least based on their last 2 financial print.
...look well oo before you leap.
Unless of course Q4 and by extension H2, 2021 print will spring up a surprise.

That coy is battling with cost which has birthed lower NETS despite increasing GROSS.
They are currently on an investing phase which requires a lot of funding. (capex in view... the aftermath of some expansionary move... post the acquisition of ENYO Ltd)
There's also a plan to raise over N22B via bonds by H1, 2022.

Have had my reservation on ARDOVA since the sale/divestment of what I believe to be it's juicy business unit in the power and upstream segments (Amperion power and AP oil & gas Ghana) following a change in the coys ownership structure in 2019.
And though they've improved from 2 yrs ago, I still hold that view until I see certain key lines in their financials.

I don't see them paying a great dividend for YE, 2021.
Price might push up but as I said, it will need a good Q4 print to sustain it.

It is well.

onegentleguy:


https://marketnewsng.com/2022/01/24/cbn-place-telecommunication-sector-on-forex-priority-list/

A big + for the sector.
Good news for MTN... forward-looking improvement in input cost. (MoCOF in view)

By implication though, this might well be a good time to gradually seek to exit AIRTEL AFRICA... and maybe re-enter when price later drops to ones comfort zone.

In one of my past analysis, I had mentioned the drop-down impact the rate of capital flight/outflow of funds by foreign entities (FPIs and FDIs alike) has had on the Fx mkt space, which in itself was experiencing a squeeze brought about by unfavourable policies from our economic gladiators, as a possible reason for the surge in the price of AIRTELAFRI shares and not because of its fundamental stand.

We wait to see how things play out as the CBN implement this policy.

It is well.

Teeonly:
currentprice :

Result is out ooooo!!!!!!!!
It seems we should be looking out for another 25% on this.
Please, what is your BED SHEET saying now?
https://doclib.ngxgroup.com/Financial_NewsDocs/34897_VITAFOAM_NIG_PLC%20_QUARTER_1_%20_FINANCIAL_STATEMENT_FOR.pdf.

sonofElElyon:


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