₦airaland Forum

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.

pluto09:
Super correct.
I salute you sir.

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.

essentialone:
NB set to push to N60.

currentprice:
Ucap release a good results but we should lower our expectations on the price rise... much of it has been factor into d results, it will be turf task for the stock moving to N20 except the company gives us better than expecting Q1.

based on the result Fp in bedsheet stand at N18.

dividend hunters might push beyond sha but if i have it i will sell around the fp

_{^{to be review at Q1}}

juniorrate:
TA show that Lp will win d election and the bull will continue from monday

emmanuelewumi:
Could not believe the crazy figures I got, reason why I asked for a second opinion,


As a matter of fact, Dangote Sugar figures appear to be crazier and more unbelievable

emmanuelewumi:
Free cash flow of N11.7 billion, compared to operating profit of N8.6 billion and profit after tax of N6 billion.
Not forgetting the cash and cash equivalents of N68 billion at the end of 2022 financial year

Very good working capital with a current asset of N101 billion compared with a current liability of N50 billion.

I have a cash flow return on investment of about 18%, which I got by dividing the net operating cash flow of N12.5 billion by the capital employed of N72 billion and multiplying by 100.

Quick ratio of about 133% ie the cash and cash equivalent of N68 billion divided by the current liability of N51 billion .

EV/FCF is less than 1.CROIC ie Cash flow return on invested capital of about 130%

@ Current price, I don't believe these figures, can you assist me by digging deeper into this?

^{same way ngxgroup lack some metrics but full of oxygen @ 16 and mkt push it up to N30...}

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

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}}

debeey87:
On Conoil, I think CP or someone else highlighted it might get to 35 before the unaudited results was released. Seeing an EPS of 8naira and considering a payout ratio of 50% or more, at least 4naira dividend suppose drop if adenuga no de stingy this time

Agbalowomeri:
Today ASI closed at over 15 year high
Fasten your seat belt

_{^{base on TA, uba is trying to do something... watch out}}

Frangel:
No, don't stop. That is defeatist. Reflect on his advice and make amends. We're here to exchange ideas, knowledge and grow.

You even do me somehow in one of your mentions but we move. Some of us here have been in the business for decades. You can learn if willing and humble.

Cheers.

yMcy56:
November 10, 2021........

Though CP modified and added more to the post, the one wey concern me was the fair price of 230....think it was selling @160/170 or so... that time.

**Well, I must say here that it's not everything that CP says that I totally agree to........but will agree to the ones that align with my belief too**

CP, no recommendation from you in 2022, try and show up this year o.

yMcy56:
NGXGROUP .......@28
E Ku market oo.

@Currentprice well done boss.

Where is marketapprentic ?

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

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}}

^{Dangote sugar next}

mendes911:
Hope is not a strategy.....

Wapgod:
You made a lot of assumptions which are just wrong.
This thread is for civilised, educated and sophisticated investors not random people that try to eke out a reaction from another individual at every opportunity they get.

Wapgod:
This NGX, why is it that after one day or two days that i sell my shares, the share price rise.
Its like its taunting me or something.

robobo:
where are we going?

54 or 65?

locodemy:
Cp, CWG from .72 kobo to 1.44 is +100%.It is already above 1.00.
Today is just the first trading of the yr.It will do 1.50 in the coming days.

I wasn't active online today to monitor events.Lets see how tomorrow will go.

pluto09:
Of all the stocks you mentioned, I only have reservation about DS.
I am not comfortable with their q3 result.