₦airaland Forum

Streetinvestor2:
My first call for this yr is Tantalizer. I called it late last Yr at #2 30 though it later got to #2.70
This is based on street analysis only for now till full yr result shows up.

My second call goes to .....

This is never a buy recommendation for anyone. I am only saying what i saw on the street and will be watching to see whr my call gets
I don't plan to put new fund on ngx till 2027 based on my political calculations for a new government

yMcy56:
It's well.
It's all part of investing.
Many dead ones came up and people recouped their funds.
This one may have political undertone.

** As for NDIC, they planned repaying depositors up to N2M...
** For investors, what's their fate?
Maybe NGX can come up and clear air on this.

jonnysessy:
I beg to disagree. Once you sold any stock, it is gone. If you are entering again it is different. Either you enter at a lower price or higher price. Meanwhile, the 16k earlier sold reduce his RI. His right ought to have been more were it not sold.

ositadima1:
They’re not completely out yet. Look at their current nine-month cash flow, it’s negative, meaning they lost money overall, yet they still spent ₦24 billion on capital expenditure. If the remaining three months don’t turn things around, they’ll still end the year with losses. I think the stock will only start to take off when they begin generating real profits and adding value for shareholders.

In Q2, I valued them to move above ₦79 because they had around ₦50 billion in cash flow(all dried up), but I don’t think they’ll reach that level with the current weak results.

pluto09:
He is doing a good job though I also have my reservation with the way he uses the number line.
DS should do well next year considering the fact that the price of raw sugar is down in the international market, the support around $15 has just been broken. History has taught us that DS makes a lot of money when price of raw sugar is on a downward spiral.
The only negative I see with the company now is the finance costs,that needs to be brought down ASAP.

Streetinvestor2:
The eps can not be #2 if u calculate from whr they came from in q1 results based on his style. U didn't put in consideration of the negative part of the eps from q1 to the positive part of q4 as I understand in his common sense calculations.
It is easier when all quanter are positive. Na this part of maths I no dey like those days in sch when u have to move from negative side to positive side..lol

Agbalowomeri:
I still think this your method doesn't work when you try to use number line. It does not apply common sense. I can't fathom how an expected FY EPS of less than N2 would be projected to any price more than N20. That is a PE of 10. At 80 it will be a PE of 40. That cannot make sense to me.

Ginalex:
Zenith trading at 59.95, 60 naira levels. Make I still wait abi make I jump in

Toluway:
Mikeapollo, be far na, how can you say that an investor with 200m portfolio is a struggling investor?
Even with my about 150m, which was only possible because I sold a piece of landed property, I consider myself rich. In fact, I'm a multi-millionaire.
If you feel that you're a struggling investor with 200m, when then are you going to enjoy your life? With my present portfolio, even the dividends alone is enough for me to live like a king.
I give the glory to God Almighty.

essentialone:
Are you presuming that the Fair Value or Target Price of each stock is x10 of its FY Dividend? Read what you wrote again.

Agbalowomeri:
GTCo struggled to break below 90

Now Zenith is struggling to break below 60. Once broken na 50 straight

Everything na step lather. Na the way we climbed up we go climb down

funkymedina2:
OMG ! Ladies and gentlemen ..Ellah Lakes, same period EOY July 2025, different results ..
May God have mercy , I am invested in this company. Please someone explain this and tell me I am tripping, please tell me how I am wrong

Buchika:
Please pardon my ignorance. What is the GTCO INDEX, and how is it calculated?

I used your formula on NAHCO using a Q3 EPS of 2.35: 2.35 X 4 X 4 = 37.6 without penalty. What didn't I get right in the calculation?
Or does it mean that NAHCO is highly overpriced?

jonnysessy:
This your common sense in the entry point of NASCON ? I just wonder what will be Dangote Food entry price would be if it is going to be listed.

Agbalowomeri:
I hope you know that the EPS is annualised?

Agbalowomeri:
Are you sure? Given the current results your target price will take the P/E to 20. I think it is rightly priced at PE of 10 which would be ca. 110-120

crownprince2017:
The calculation was based on Q1 AND Q2 NUMBERS..

WEMA ALREADY ATTAINED YOUR ANNUALISED EPS IN 9 MONTHS.

jckgroup1:
TIP RI @N7. 00K and PO @N9.50K

@Aj8
Please common sense target for Oando

Ginalex:
If Cadbury enter sub 60(maybe 56 ish), I no go mind re-entering 🤔🤔. The red never red reach... Meanwhile who I offend for this prestige wey I buy

Payunsin:
Cadbury on full offer, loaded it at 24 got to 74 greed no let me sell.
But no complains sha Na same greed carry me reach the current orice😬

chimex38:
@naturalflow the Q3 performance was not as good as Q2 performance that took it SP to 4+
It made ₦0.56 EPS in H1(Q1+Q2) which made estimated FY EPS to be about ₦1.10k! Consequently, this took SP to ₦4+
Q3 alone it made ₦0.13
(drop per Q). This shows it may not attain the FY EPS of ₦1.10k that was estimated by H1 that took the Share price to ₦4 if it continues with this ₦0.13 EPS in Q4.





I know Qtn is meant for Aj8.
But let me add.

EPS of MB is 0.69 Year-Till-Date(9Months).

We are only left with 1 quarter EPS to add to the EPS of 0.69 to get the Estimated FY EPS.

12=12 calender months
9= calender months.

0.69* 12/9 will give you the estimated full year EPS of ₦0.92k
He multiplies by 4 as his personal standard of average PE ratio of 4 for "most" companies which he calls common sense .
0.92* 4=₦3.68 as target price.

Alternative1,
4=4 quarters(12months; FY)
3= 3 quarters(9months)
he could as well have done 0.69*(4/3)=₦0.92
Then 0.92*4= ₦3.68 as target price.

For a more logical breakdown:
Alternatively 2, you can divide 0.69(Eps for 3 quarters) by 3 to get the EPS for 1 Quarter=
0.69/3= 0.23.

Then multiply 0.23 *4 to get the estimated full yr EPS= ₦0.92k.
Then multiply 0.92*4 to get the common sense target price of ₦3.68 as target price

aj8:
Yes I know.

Utalinmou:
The 520 na negative

Xidget:
@Aj8,

Please come give common sense analysis on Cadbury and MBENEFIT