Welcome, Guest: Register On Nairaland / LOGIN! / Trending / Recent / New
Stats: 3,152,738 members, 7,817,029 topics. Date: Friday, 03 May 2024 at 11:53 PM

Danniee's Posts

Nairaland Forum / Danniee's Profile / Danniee's Posts

(1) (2) (3) (4) (5) (6) (of 6 pages)

Business / Re: Why You Should Do Business In Onitsha by Danniee(m): 6:42am On May 04, 2021
Good morning, pls where can I buy Water bottle and Food flask in Onitsha, if possible the contact/address of wholesaler.
Thanks in expectation.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 11:42am On Apr 21, 2021
TRANSCORP heading to full bid, ok oooooo....
Investment / Re: Treasury Bills In Nigeria by Danniee(m): 6:13pm On Apr 12, 2021
Pls any value in TRANSCORP at present price?
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 8:42pm On Apr 01, 2021
Fishneck:


Oga swerve abeg leave me alone.Someone with sense has already answered me.

Fishneck keeee, you get big mouth oooo.

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 7:43pm On Feb 08, 2021
PETERiCHY:


Instead GUINNESS rather Grab TRANSCORPSE @N1 and WATCH OUT for TOE abracadabra in some couple of weeks.cc.LOC0

BARGAIN HUNTERS TAKE NOTE!

Baba Peteru also testifying to value in Transcorp, I am moving in 100% with long term in mind.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 1:18pm On Feb 01, 2021
10M supplier in Transcorp in batches preventing its nothern movement, na wa oooo.......
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 11:41am On Jan 28, 2021
TRANSCORP don show me wen.......Making me to turn from short termer to long termer but dey gbe body now, maybe heading to full bid.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 10:29am On Jan 22, 2021
Mcy56:
TRANSCORP and J-GOLD trending today......

Yes ma, trending and moving in opposite direction.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 8:56pm On Jan 21, 2021
ALERT: 1.05% of TRANSCORP's Outstanding Shares Traded on NSE Today 21/01/21.

Chai, Transcorp burundi bull kwantinue tomorrrow......
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 2:56pm On Jan 21, 2021
In my layman analysis, Transcorp is a major contributor for bearishness in market today. Some sell-off/profit taking in other stocks just for great bargain buying in Transcorp.......

1 Like

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 1:49pm On Jan 21, 2021
All Share Index on -0.06 nothing to worry about for portfolio well diversified in all sectors...
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 1:46pm On Jan 21, 2021
Profit Takers have their way today and create great opportunity to accumulate, soonest we move northward......
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 9:11pm On Jan 18, 2021
locodemy:


But you were the first person that posted this news about Transcorp and oil in this thread either on Friday or Saturday last week.How come you are looking for what to buy again?

I no na mmiri,ncha abanye gi anya.

Sir Loco, I dey front seat for Transcorp bus, Mutual Benefit, Lasaco and Vitafoam.
Me no dey finish my bullet oooo, for purpose of averaging down or new catch.
Na new catch I dey find......
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 8:40pm On Jan 18, 2021
megawealth01:
Party don end na abi another dey?

Thanks boss, I am really looking for what to buy for capital appreciation outside insurance coy, transcorp and champion.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 8:22pm On Jan 18, 2021
Pls any advice on buying of Neimeth now?
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 2:06pm On Jan 18, 2021
Japaul don Jaaaaaa.....
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 12:51pm On Jan 18, 2021
I don remove CHAMPION from my watchlist, because of Megawealth01 dem..... grin
Extra stingy people, make you na learn from Transcorp.
Over 40M release so ever only today.

3 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 9:45am On Jan 18, 2021
Me never see this kind bid oo, Transcorp 429M bid @ 1.07.
Dis don break roof oo.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 6:56pm On Jan 16, 2021
Thanks sir
onegentleguy:


As @ Q1 2020, we mentioned on several occasions here that the insurance sector will be the next best place to be considering the positive impact recent policy shifts can have on it(CBNs dovish stance and other economic measures including the finance act of 2020) wink cheesy grin

I recall that was when I decided to gradually take position in some select names therein. A worthy move was accumulating 5M units each of AIICO, REGENCY ALLIANCE, MUTUAL BENEFITS and ROYAL EX and about 3.5M of LINKAGE for one chief I manage his portfolio seeing he was really quite liquid then. …with the middle 3 coys purchased @ a p/value of 20k, the 1st(aiico) @ a BEP of 61k and the last(linkage) @ 35k it was clear that capital yield can well come from cash flow accruals given they were broadly dividend paying assets.
With a few like REGENCY ALLIANCE having the best HPR with yield (@ circa 15% at the time) and healthy risk-reward ratio (BS position in view), there just couldn’t have been a better time!! wink cheesy grin
But more often than not, I was criticized each time I mentioned INSURANCE COYS. I remember how I had to leave a what’s-up forum following a rain of insult for daring to recommend 3 coys back then. I was called a chief MH for drawing folks attention to MUTUAL BENEFITS and LASACO after I noticed that both coys had just witnessed a turning point(BS and CGP in view) and UNIONDAC for highlighting it as a possible rewarding buy-out candidate(EPA in view).
Most annoying was how the forum moderator (a member here) who was the one that 1st contacted me to join the said platform as an analyst/moderator also joined in the destructive criticism. Funny enough, none of those who criticized me could present proof to counter the analysis I had put up, so I had to leave. Time has since exonerated me!!

This is also part of the problems we face here. …it’s what some worthy members like mcy56, megawealth and a few others face, and is the reason why I sometimes prefer to withhold certain information.
A case in point is JAPAULGOLD. After the coys much debated FP which saw a huddle with ACCESS BANK (then japauloil), I was asked for my opinion on the matter, to which I replied; No comment!!
In truth, I never covered the coy or had it on my watch list. but all that changed when a few lines in their report made me have a rethink and after an in-depth review, I reached out to several pals and some members here(@bumba123, @billtommy, @ekpotek, @clarlesniper, @tradeinvestgal to mention a few) and asked them to ACCUMULATE the coy after explaining the reason it was bound to appreciate in price. Most folks I know bought @ 20-23k. As I told them then, JAPAUL might not be healthy but 2 things stood out:

1) When u relate the coys current BS position to its SoI and benchmark it against its CF and CGPR potential, REWARD had overtaking RISK and was making a mockery of it.
2) There were some fine lines in between the then released poor financial print that highlights the need to raise funds(EFIR and CBR in view) and signals a strong possibility for a price rise to achieve that aim.

This was even before the Name change was announced. I decided against putting it up here knowing what might well be the repercussion but still gave a hint back then. See one such post above where I gave a hint(part in bold… a revert to @ oracle)
Earlier today, I read from the sideline and observed some sharp criticisms targeted @mcy56, @megainvest and a few others and I just knew it could’ve been me !! …God, I would’ve been disappointed if after taking time to put up a comprehensive analysis of JAPAUL here for gratis I got destructively criticized.
I am not highlighting these lines to prove any point or see myself as some sought of semi-god, but to underscore the fact that this forum, this platform CAN BE BETTER!! Yes if we can all stop it with the mockery, ridicule and toxic criticisms and start up building each other. …particularly those who go out of their way to encourage, help and sometimes offer meaningful and healthy/rewarding advice to others including the new ones in our midst without any form of pay/reward. Folks like @Oracle, @bigjay @mcy56, @currentprice, @Obagadafi, @ rebakah and many others here deserve no less than a pat in the back and appreciated for all they do.

Understandably, a mix of emotion can take their toil on one and make them have extreme reservation on certain select asset… perhaps because of their not-so-good experience playing such coys. But its NOT enough reason to hate it or find disgusting the mere mention of it. U can lose money in a coy today, and gain double ur invested capital in the very same coy tomorrow. Ur astuteness, doggedness and willingness to want to learn from the experience and lessons of that failed TRADE/INVESTMENT SETUP is what makes all the difference!!
We all wish to learn. It is often said that the day u stop learning, u stop living!! I personally love to learn. Engage and criticize me constructively and I will love u for it. …am sure the same can be said of many others here.

Some of us don’t like it when we see these bouts of negative comments.(even if it’s not directed at me, I hate it) Yes there might be some folks who give advise having ulterior/selfish motives, but u can tell that there are others who don’t tour that line. Some folks here mean well!!

Personally, I will NEVER put out any write-up with intent to deceive. …it had, has and will never align with the basic principle that defines my person. For us, we respect and appreciate why the word INTEGRITY came before the duo of MONEY and SUCCESS in the dictionary. Before ever I advise or put up any post here or anywhere else, I must have put that thought line through a thorough scrutiny drawing from several tested analytical models.
My last recommendation here (GSK) followed a proof-test of no fewer than 7 models, 4 of which I personally developed. …the highlight of the coys –EV was just one of the other known 3(keep a close watch on that coy and do well to align if u are yet to do so)
While there is no such thing as ABSOLUTE CERTAINTY in the investment world, the INTENT 1st, and from there ur zeal/drive and investing strategy is what really matters !!


Now back to talk on INSURANCE coys.
Let me quickly reiterate what I said here in times past: This sector is worth a % of ur investment money… but a lot will depend on how well u do ur homework. It will require a case by case study of the of coys in the index to ascertain the likely big winners in line with the recent recap policy by the regulatory body(Naicom)

A quick guide;
I covered about 20 quoted insurance coys on the NSE: 1- CUSTODIAN, 2- AIICO, 3- MANSURD INS 4- MUTUAL BENEFITS, 5- PRESTIGE, 6- NEM, 7- LASACO, 8- CORNERSTONE, 9- SOVEREIGN TRUST, 10- WAPIC, 11- ROYAL EXCHANGE, 12- VERITAS KAPITAL, 13- REGENCY ALLIANCE, 14- AFRICAN ALLIANCE, 15- NIGER INS, 16- SUNU INS, 17-CHI, 18- LINKAGE, 19- GUINEA INS and 20- UNIVERSAL INS to see how VALUE can be taped.

Of the 20, No 4, 2, 7, 9, 10 11, 12(yes I said 12) 13, 17 and 18, carries with it a higher weight of value drive prospect given their MoS peg relative to CMP(risk-reward margin in view).

In view of the planned sector recapitalization exercise which will be 2-phased- 50% and 60% of the newly stipulated minimum paid-up capital for insurers and re insurers respectively by 31st Dec 2020(expect a lot of activities from now till the release of FY2020 Fps to capture the 1st phase) and 100%/full compliance on or before 31st Sep 2021, I see 11 of them; Nos, 1,2, 3, 4, 5, 6, 7,10, 12, 17 and 18 meeting both deadlines and remaining as standalone entities with a 65% probability of acquiring the other 9. …so the other 9 might pass the 1st deadline but could end up been acquired by those 11 or other external forces(either in-house core investors or new entrants) or end up merging amongst themselves to form a bigger entity on or before the 2nd/last deadline of Sep 31st 2021.


And Yes there are a few lines to draw these inferences by relating their individual CF position and SoI to their BS position in their Financial prints and bench-marking against the guideline of the proposed recap exercise.
However, nothing is cast is stone!! …so it’s important to remain vigilant and not throw caution to the gallery.

On a side note, those with holdings in No 3 should do well to thread with caution. …especially if u aligned post the bonus issuance but waiting to partake of the planned split exercise. (i.e. If u missed out on the QD of the 1st and is yet to liquidate any % holding). If u fail to extrapolate ur figures well, u might incur a loss post the split. It might be best to gradually follow through with a structured exit plan in time.
Remember that the split will likely create an exponential EM effect (4x price mark up in view)

Like I always tell folks, the increased price peg that follows a split is 88% of the time an overblown reflection of a coys valuation… so there’s often a near 1 prob. that price will fall to mirror the true value of the asset relative to earnings and the perception of market participants.
The fall though, will depend on the assets proposed factor of X. …that of MANSURED requires a careful breakdown of ur trade/investment setup to avoid a loss.
Note that this is not to say that MANSURED is an unworthy play, but to accentuate the need for carefulness.
If I can elk out the time, I will do an extensive analysis/review of the insurance 20 to help us with our quest to seek REWARD.

Disclaimer: The parts in italics should only be viewed subjectively. …it is NOT a license to any sought of recommendation. Due diligence still applies as always.
My advice? Pls follow ur instinct.

Selah
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 8:13pm On Jan 15, 2021
locodemy:


Have you find out why the heavy sell off?

Oga Loco, na heavy buy off oooo.
Trascorp don find oil.

1 Like

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 7:36pm On Jan 15, 2021
Transcorp +Oil is a goal
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 9:56am On Jan 15, 2021
Danniee:
Transcorpeeee 25,000,000 bid @ 1.02 at Premarket, we move......
Megawealth01, I am dogging your steps ooooo.

Dey don remove am, hand of market player....
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 9:38am On Jan 15, 2021
Transcorpeeee 25,000,000 bid @ 1.02 at Premarket, we move......
Megawealth01, I am dogging your steps ooooo.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 2:16pm On Jan 14, 2021
Thanks to who dey dump TRANSCORP ooooo....
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 12:40pm On Jan 11, 2021
Champion holders make u na release tasere units now, na abeg I dey.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 7:54pm On Jan 05, 2021
Oga Peter shaaa, na rapture fit cause dis kin thing, are you saying end of the world is at hand?

PETERiCHY:


Our PRICE TARGET for 2021

STANBIC. 18.50
GTB 13:05
Zenithbk 9:50
FBHN. 3.90
UBA. 4:50
ACCESS. 4.80
UBN. 3.20
ETI. 2.80
Fcmb N1.55
Fidelity. N1.45

You can add yours ......


PATIENCE is KEY
KNOW this and know PEACE.
Reporting live from KATANGA

BARGAIN HUNTERS TAKE NOTE!


Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 11:42am On Jan 04, 2021
Any advice on NCR, I don't even know what they are into, just thinking is a good buy?
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 11:05am On Jan 04, 2021
Thanks
yMcy56:
@eziokwunwoko
You asked about deap capital........STAY Away from that stock.

@Danniee
The offer on ground is barely 4M.
FCMB is just correcting the last minute magic performed by the MM in the last trading day. Was done to close register. Don't think it has to do with any MD or whatever.... ..my opinion.
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 10:40am On Jan 04, 2021
FCMB on full offer, Market the reason their MD matter
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 7:38pm On Dec 31, 2020
Special thanks to Madam Mrcy, for her contribution on this platform that had made me traded successfully this year. My porfollio appreciated 80% from June till date.
I am very grateful.
Also to the Oga's, God shall bless you continually.

7 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 1:13pm On Dec 30, 2020
yeeeee Flourmill....
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Danniee(m): 1:44pm On Dec 29, 2020
Any advice or info on Transexp?

(1) (2) (3) (4) (5) (6) (of 6 pages)

(Go Up)

Sections: politics (1) business autos (1) jobs (1) career education (1) romance computers phones travel sports fashion health
religion celebs tv-movies music-radio literature webmasters programming techmarket

Links: (1) (2) (3) (4) (5) (6) (7) (8) (9) (10)

Nairaland - Copyright © 2005 - 2024 Oluwaseun Osewa. All rights reserved. See How To Advertise. 40
Disclaimer: Every Nairaland member is solely responsible for anything that he/she posts or uploads on Nairaland.