₦airaland Forum

Streetinvestor2:
Oga this one you show face.we still they wait for that stock you dey find for your bed spread for the year.I pray it is garnished in corruption, lol

Ginalex:
We await your spreadsheet sir

Kind regards

One of your many mentees

I have sold and hav my NAHCO loot in the bedsheet for safekeeping looking for next stock but my money is not for the like of livestock feeds that ended last financial year with negative earnings, struggling to make 20 million earnings 2023 Q1 (Lol... an amount less than Lion123 holding in GTB). with close to 500m negative retained earnings not for me & my household even if it rise to N10.. anyway Afroil with no office , no operations sold for over N20 in d past

I will rather add to my UBA or DS or buy one ogbonge company I am looking at. not CHAM o. this company has done investors good in the past, can they repeat the same this time? not likely as their numbers suggested but they will still do something good.

Ekuu Market o

yMcy56:
Chai!! See as you interpret am!
Well, you're good at prediction anyway. I no too get liver for trouble like that.

Btw, when are you giving us tips for that ogbonge one you mentioned sir?

Ginalex:
Co-ask

is the Chams u have identified thru ur real-Itrade TA

though am not buying but buyer will make good money, not strong enough to my taste as am still searching for my own taste for the year

yMcy56:
Lol. So Oga CP you are not against the North and South?

Na the person wey that Oga go blame he dey find.
How he go compare me to you ogas nah.

My own na to follow up on wetin dey happen for market as e dey happen daily....

I read the oga post, he respected your contribution. he only wanted you to improve on your boldness on stock alert. u post for free , no one will come beat u for house for any post u made.

onegentleguy:
@ currentprice, TRANSCORP did appreciable well at delivering value in their Q1, 2023. (refer to post above)
I'll advise you to go and study their report again... but this time, do more dig on the Nos.


As i've always told you; fundamental analysis has gone beyond the traditional ways of making permutations when it comes to digging for VALUE.

What is currently playing out in TRANSCORP is beyond the matter of fundamentals.
You should know better than blame anyone for anything my dear.

Any Jack will agree that the FO/TE saga helped aide the pacy price rise.
It's price will adjust accordingly and then it will present another opportunity.

Keep your eyes on the prize!

yes sir

yMcy56:
Chai!! Oga CP, I don't believe this is the case ooo.

It was the Otedola factor that made people to stay put, it was Otedola factor that made the price to rise from 1.30/1.35 to 3.24....… and it was the same Otedola's exit that halted the upward price movement and everyone trying to exit out of panic since he was no longer on the board of TRANSCORP.

I could remember someone made mention of the poor result along the line too, but since two elephants were still spraying money, some stayed to partake out of the loot.

Pls try and check/reply your mail sir.

is the Transcorp financial report worth the price. with Otedola factor, does it mean it will continue rising for ever ?

yes someone made mention the poor Q1 report but is it the popular handle that mentioned it.

her husband go enjoy her well well..

with little shakara she go gentle go hide for corner

her issues was she doesnt have liver. once she hear little noise panicking set in and delete or adjust her post.

I like Mercy strategy, a real life itrade TA . I will like to learn such TA from her. she sabi it weli

Agbalowomeri:
See who is talking
I have never seen SELL in your dictionary
It's always BUY BUY BUY

most got trap on transcorp today because of some of the daily post about off market trade today bla bla bla in 100 of millions deals during the saga despite the poor Q1. 100 of millions deal posted here without reminding member of the not good Q1, pple got carried away missed the opportunity to sell at good price.

currentprice:
NAHCO may be next vitaform thing if there is no Covid again. Fv @ 13 could get better base on future performance +/-

currentprice:
Nahco pullback is a grave robber opportunity, nacho chart speaks volume ^{fundamentally sound too}

Nahco reach the stop we see today.

welldone for those who join to make d money

....and again there is this one small ogboge company that begin showing a light green flag on my bedsheet.. can this turn to full green flag? analysis continue. still searching for this year stock that will surprise the market.

fingers crossed

Ekuu mkt o

Ginalex:
Oga CP and OGG thank you for the DS buy recommendation

https://doclib.ngxgroup.com/Financial_NewsDocs/38369_DANGOTE_SUGAR_REFINERY_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2023_FINANCIAL_STATEMENTS_APRIL_2023.pdf

Dave2011:
CP, please what do you advise one to buy now to partake in this anticipated bull? Thanks so much sir 🙏

if u miss Nahco , dont miss Dangote sugar. others are Wapco, Afripud , vitafoam , uba/access.

if u taken action on DS as at Monday by today u must have been 5% up. the stock will cross 20 soon to keep going.

my opinion though

locodemy:
Other stocks that closed on full bids today are:

Livestock
Total
Nnfm
Aiico
Japaul
Ikeja hotel
Academy
Ftn cocoa

Some did 10%, some 9+%, some 7 - 8+%.
Soon 52w high will start pouring in if more bullish strength is seen in the market.

wait small till May 29 or b4 and see mother of full bids

Standardguy:
Thank you so much. E make sense die.

Abeg Oga CP, help us check watin PZ dey talk for your bedsheet.

Pz fair price stand @ N20 on my bedsheet but I don't see it getting to this price sooner except the Q1 2023 shows promising numbers like the latest Q3 and coming 2022/23 FY... good Q3 earnings report includes (income from sales of asset) which I think can not reoccurring. even if it reoccur it not a good sign for the business. operating income is the koko though revenue and some other metric improves over the previous year.

PZ is one of the few company on NSE with negative enterprises value, I will not be surprise if they go private in the future ^{to eat their cake alone} . Lol mkt capitalisation of about N47b and cash equivalents/bank of N86b, this does not mean they have the raw cash o. cash flow statements even shows the company use more of the external fund to financial their business as they generated less cash from core business compare to overall total cash in the book,

the company if they want to may give good dividend to pump up the price to the fp or over self.

for me and my household we will let it pass. would rather load more of DS at curretprice.

kalkah:
Hello boss man. Please, wetin be ur FAIR PRICE for Vitafoam based on the last result?

I have N28 on my bedsheet based on last f/y but Q1 doesn't look like the company will maintain recent growth

fingers crossed sha

Ekuu Market o

now people are looking at Dangote Sugar without taken action at CP

fv of Ds is something else back up with full of oxygen

okay o sooner or later DS go begin making sense

currentprice:
Nahco pullback is a grave robber opportunity, nacho chart speaks volume ^{fundamentally sound too}

after that post above, Nahco had a pullback , we alert pple to load it

welldone if u took action

currentprice:
[b]NAHCO may be next vitaform thing if there is no Covid again. Fv @ 13 could get better base on future performance +/-[/b]

conoil 35, CWG 2.4 , it will be very hard for the cwg to move to it fp with daily volume.

_{^{na my opinion o}}

How Nahco Mkt

when we say it a next vitafoam pple no believe

it begin making sense now

EKUU market O

lasisi:
NAHCO!!! N1.20kobo dividend! This is impressive!
Dangote Sugar come and learn. @currentprice @emmanuelewumi and others thank you for the analysis and predictions! You got this spot on.

you are welcome bro. I no day recommend/pointed out plenty stocks here, I no sabi talk too much but the two or three stock u see me pointed out here just know that I have invested time on it before coming here to post and if u can do your DD on it u might be convinced to buy it young . to add to your confusion it easy for me listed almost all the stock on NSE here for recommendation atleast one will do better to get the thumbs up but not my way

Have been shouting Nacho will shake d table here for a while now the rest is the story. U take 1.20 as thank u if u buy below 6 is cool

others are Dangote sugar, Fidson and Afripud and for banking stock UBA.. do your DD

someone asked me here on International brew and I said I don't waste my time on such a company, he can see her latest report now, tell me how will I see those company listed above and go for international brew based on hope . if the company turns around and I see what I do look for then I can buy even at N20 but for now I let it pass

with the raw cash DS control now. they are capable to pay all N4.5 earnings as dividend without seeking for external finance for it operations but they decided not to.

last year div. was N1, 50% improvement on last year dividend is not bad in my opinion.

like i said earlier. I expect the company to pay interim dividend this year.

DS will rise very well but it will not be on a straight line... watch out

will find time to check my bedsheet for the FP of the stock

I expect Dangote Sugar to pay interim Dividend this year.

pluto09:
Super correct.
I salute you sir.

I forget to call u out too. I know u like the stock based on numbers I pointed out last Dec. but u got discourage because of Q2 VS Q3.

https://doclib.ngxgroup.com/Financial_NewsDocs/Dangote_Sugar_Refinery_Plc_-_2022_AFS.pdf

EPS N4.51 vs 1.82 last year

Hmmmm bedsheet flag this stock shouting about it here few weeks ago.

@ Pa Emma see DS results o

currentprice:
InterBrew is missing in my bedsheet, that mean bedsheet is not interested about the stock due to back to back negative earnings with about 40B negative retained earnings, negative FCFE, even the company doesn't believe in herself by investing huge fund in debt securities to make money than investing in her operations.
no much time to waste on such stock when stock like DS with EV/EBITA of less than 1 , using her own cash for the operations without external financing, plenty cash left for future operation/dividend payment, cash valuation better than earnings valuation. moderate ROE above 20% .
financial services like Afripud with good innovation, good cash ratios with moderate roe of about 20%
fidson a ucap in d making.. though high debt but earnings and cash generation is high enough to cater for the debt.^{one of the stock to make investor rich}
UBA and Access bank and many more are good stock bedsheet can waste time on not stock like interbrew. when it time to look at interbrew bedsheet will flash us...

currentprice:
Agree Boss... all metric look cool for Dangote Sugar.. i cant wait to see the Audit report
DS generate 96% of it cash purely from operation ^{not interest from other investment, not from dividend, not from sales of invest or asset}
FCFE of 112b/9.2 pershare as at Q3
ROE 23%
EV of 33.8B vs Mkt capitalisation of 200B, EBITA of 57.7B as @ Q3
I expect the stock to shake the mkt soon. currently selling at a discount in my opinion.

ROE over 30% @ year end

Ekuu Mkt o

Ekuu results day

essentialone:
NB set to push to N60.

based on the latest report/numbers, the stock appears overvalued stock on the bedsheet

base on sentiment, the name "Breweries" may help u push it up to your target sha ^{hope investors}

TA is neither supporting up nor down on Monthly TF