Aj8's Posts
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unite4real:Its annualized |
Wema Bank on the path to becoming a Systemically Important Bank (SIB) New Common Sense Target for 2025 revised from N14 to N20 (nudged N14 today). Dividend target N2.00. Needs to pay interim to further support the “ too big to fail” pursuit.
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Agbalowomeri:Thats okay. Just remember that they are negative on retained losses. |
Agbalowomeri:I like to play safe sir, unless I am buying to hold. Important thing is that at the CP, its at a premium. Its good here at its CP for at least a 50% appreciation you would agree sir. Can always adjust at Q2…if I am still in by then. Having a target allows one to enjoy the proceeds. Its only cash if banked. |
Cadbury, another good pick. Short term target N42.00 Mid term N52.00. Will reappraisal after Q2.
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aj8:I personally feel that heavy dilution and still maintaining high stock prices/ and about the same dividends is a strategy to ward off deep-pocket mercenaries. Only initial investors are winners for years till value comes at par. Quite some sense!! Just my thoughts. |
Picky1:APR It’s good for those already invested into it, having already received bonuses, and now still the prospects of getting at least a 50k dividend in FY 2025. Not so good for a new investor as 2025 yield at the current price may seem an embarrassment. Front-row seats are already filled. You just have to wait for something catastrophic to happen to jump in ( our prayer is of course that no such thing happens for all our sake). Train gone way past the station. Let’s not pick a fight with those already in the stock who will not agree with the current valuation having made their gains and plan to hold on tight. @that say me please. |
Agbalowomeri:That’s okay, no problem. Some have to offload for those that would take it to 80 . No BUY without a SELL n’est pas? Just know your target, hit it and make room for others. However, should the metrics change , so would I. |
Common Sense Target Range for NASCON 59.84-74.80. Good if entered much lower. I will offload what I have at N60.00.
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Set your Zenith bank alarm to 10 am today and start to watch Zenith bank trade volumes in the first 1 hour of trade. Can draw interesting assumptions before the Q1 release. If Q1 is not released at or before the market open. |
Common Sense target for NIgerian Brewries N60-N104. Probably over a year. However should rapidly climb above N50 if nothing catastrophic happens. Please do your due diligence Just my common sense |
yMcy56:Access: High volume (deep pockets) transaction significantly below opening price ( covered charges) , around support, ready to move up!. AMD: (M) Reverse for FCMB… AMD : (M) AMD = Accumulation Manipulation Distribution:
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yMcy56:…….@When retailers finished granting billionaires their wish, then billionaires will take it up to their desired price So beautifully put I couldnt resist not archiving for future general reference. Simply put yet brilliant and true. 🫡🫡🫡 The vulture is an interesting animal and don't blame some who regard it a disgusting bird, in the wild, the way it lurks around seeking and possibly praying on the vulnerable.…lets not forget that shares are peoples funds and investments. A stock crash can be painful without funds to average down. But even more painful is the lack of empathy on a down turn. Lets tamper our buy the dippty dips with empathy. Averaging down is one of two proven strategies to beat the market….when the resources are available. |
Agbalowomeri:No sir. If you had read the tea leaves at Q1, you would have entered below N30 and now preparing to sell at 69 or hold for dividends sir. I know you are a very busy gentleman but I urge you to review my earlier posts you may pick up a thing or two.The mind is like a parachute, it works better when open. |
Raider76:Fewer. But who says you can't place Nmillions on a few promising stocks? Just remember to rebalance once you hit the target unless current released earnings show continued positive metrics and hence reasons to hold to a higher price or for dividends ( if such historically exist ). You can check my earlier posts. Greed is the only enemy. I learnt a few lessons after the last market crash. |
vacanci:Yes. But not any price below, but any price way below. The aim is to sell at those prices having keyed in much lower, having taken an earlier front-row seat in the stock holding only if the metrics change positively to a higher valuation in future earnings. But please note. My use of the term “way below”. For the above example, I would also apply a 75% penalty ( N72.00) on my calculation based on EPS since the market considers N5.00 poor. The lower your entry price, the better your possible gain. The above are valuations. So aim at buying at a huge discount. Let's consider for instance that Zenith pays 2025 interim of N2.00, the market would be right to expect a final of N5.00 or a total of N7 at year-end which should drive prices above N80 before year-end. And, anything higher than N7? Yes …..your guess is as good as mine. |
yMcy56:@yMcy56 You probably would have guessed that that at their current prices, I would not jump into either. Why? Simply because they are way above the metrics I use for my Common Sense Entry Strategy. For this strategy, my entry is gauged either on estimated EPS, where I buy into at a price way below (EPS x 4), or buy at a price way below 10x estimated dividends. I use whichever is higher of the two metrics. I don’t however doubt their potential to appreciate bearing in mind their valuation based on P/E. The cost of raw rubber is forecast to continue its climb so would expect Okomu to do well into 2025 and probably pay higher dividends if not at least the same total of N36. So my entry for Okomu would be N360 or lower which I doubt if they would ever drop to that …hence my not jumping in but would if it does. Dangote in the same vein N300 is based on dividends. Can safely jump in if it ever drops below that price which again I doubt it would. So far, the strategy has kept my funds safe and I pray it continues that way. The aim remains to get into a front row seat on any stock before it starts to climb. Not when the train has departed the station. However should the train return to the station Jump in. The gurus on this platform will be able to do justice to this. I don’t consider myself one. These are purely my thoughts. Please pick whatever seems flesh and throw away the bone. Thank you for the tremendous good you are doing on this platform. You have my respect. |
TIP Common Sense target sees at least approximately 50% appreciation. Target N6.2
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ositadima1:There are two figures on my mind based on Common Sense 63 and 96. Better still range 63-96. Q1 will give clarity. Of course not unless something very catastrophic happens. If Q1 shows significant upside then expect 63 quickly after that, towards a total dividend of at least N6 at FY |
Mpeace:N4.00 |
Ades1:The price will leverage on the Q1 results which I believe the bank would strategically release quickly if favorable. Zenith is already airborne concerning the new capital requirement. Market makers and insiders however don’t like to buy high so may split purchases into multiples below 100k units in an attempt to peg the price within mid 40s. Price likely to blast off once the Q1 comes in showing massive Q1 earnings to buoy enthusiasm for H 1 Interim dividend above N2.00 |
Really impressive
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currentprice:Let’s see today’s candle/ volume print for a clearer picture. |
toyeoye:There is nothing strange here. The NAV is 134.45. VSPBONDETF can be extremely volatile. The volume can be ridiculously low when available. Prices are rebalanced every 6 months. Beware!!!. Beware of these trades!!! |
Common Sense target for Mutual Benefit is good for at least a 50% return from current price. Track record is not so good so I applied a 75% penalty in the calculation. Target is therefore 92k. Its 23/3 x 4 x4 and apply 75%
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Final lap….towards dividend. Target same as before..N14.00 if they deliver.
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aj8:The banks’ financial dry season is about to end. The wet dividend season is loading. As usual, some banks would want to push approval to after the first quarter, 31st March, to leverage prices on a show of strength in their first quarter results. Keenly watching Wema. Wema needs to show considerable strength in dividends to make the upcoming offers attractive. My new target for Wema is N14.00ish. Should be easy enough if they can pay N0.75 dividend alongside a good show of strength in the first quarter of 2025 to help push their price well over N12.00. This would boost an offer to the public at or around N12.00. |
KarlTom:Could it be the MTN issue? |
Top Ten Trades Today/ Top Twenty Trades Today
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jonnysessy:…….and sometimes more. Multiple Insiders were buying even before the year end results. . Wouldn’t that mean something? |
emmanuelewumi:
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pluto09:Those who need it to move, do so last minute with above 100k transact till it gets where they want it to be. Call it manipulation if you choose. Just follow the lead. |


. No BUY without a SELL n’est pas? Just know your target, hit it and make room for others. However, should the metrics change , so would I.
