₦airaland Forum

KarlTom:
Sold DEAPCAP & CADBURY today at +10%.
I forsee a slight drop in ELLAH and CADBURY before Friday

Every mallam to his kettle...

Just 10% gain? is that not too small?

Debt turns problems into catastrophes.

Cash turns problems into opportunities

Sunrisepebble:
e ku market .

Yes sir

megawealth01:
Here’s a comprehensive update on PZ Cussons Nigeria Plc’s 2025 financial performance through the fiscal year ending May 31, 2025:


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📊 FY2025 Summary (Year ended May 31, 2025)

Metric FY 2025 % Change YoY

Revenue ₦212.63 bn +40%
Operating Profit ₦17.31 bn Reversal from ₦127.43 bn loss
Profit Before Tax (PBT) ₦16.86 bn
Profit After Tax (PAT) ₦5.54 bn Reversal from ₦76.02 bn loss
Basic & Diluted EPS ₦1.00 per share* vs ₦‑19 in prior year
Shares Outstanding 3.97 bn


*EPS based on ₦5.64 bn PAT over 3.97 bn shares: ₦5,643 m ÷ 3,970 m ≈ ₦1.42, but rounded to ₦1.00 in official disclosure.


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📅 Quarterly Highlights (FY 2025)

Q2 (H1 ended Nov 30, 2024): Returned to profitability post-heavy FX losses; specifics in interim report .

Q3 (Nine-months ended Feb 28, 2025): Continued strong performance; firm posted ₦28.08 bn PAT and recorded Q3 revenue of ₦196.03 bn .

Q4 (Year-end): Group PAT of ₦5.54 bn for the year, driven by Q4 turnaround (after earlier losses) .



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📌 Insights & Analysis

1. Major Turnaround: From a ₦76 bn net loss in FY2024 to a ₦5.5 bn profit in FY2025—driven by improved operations and reduced foreign exchange losses .


2. Steady Revenue Growth: A strong +40% increase shows robust market demand and pricing strategy in Nigeria .


3. Profit Concentrated in H2: Q3 and Q4 performance overcame early-year loss, reflected in growing quarterly profitability.




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✅ Summary

EPS FY 2025: ~₦1.00–₦1.42, a sharp positive shift from last year's negative earnings.

Revenue: ₦212.6 bn; PAT: ₦5.54 bn.

Key drivers: Cost control, FX stability, and operational recovery.

You are doing well.

Let me check them out and add my little jara

emmanuelewumi:
Nice one

ROIC of 10? thought you always prefer and work with 20% and above

SonofElElyonRet:
Human beans like to fear.
Sorry I couldn't resist the "temptation"

My brother, my hand as typing faster than my brain ni

fashionnisir:
as these commerced , or when is the date it will start, make dem no take person unaware.

Not yet.
In the meantime, based on my valuation, Japaul should rise to #3.20 region after releasing there H1/25 result if my estimated revenue of 5.6b is met and TTM earnings of 1.6b.
They have been doing well in the last 3 Quarters declaring profit, though more needs to be done in there OCF.
But after the 100b dilution, they will need to grow there EPS by 600% to breakeven for investors.
How good and far the management would be able to make good use of the capital is what we will see.
Current market cap = 2.7 x 14.3b shares = #38.6b
Final Market cap = #38.6b/100b shares = #0.39 = 39k
They plan to do shares reconstruction immediately to avoid uproar....so we may see a 3 to 1 construction to bring the price above #1 to #1.2 per share. But that is just share price cosmetic approach. EPS is down by 600%.
As a rule of thumb for me, revenue and earnings growth rate must be higher than dilution rate to give returns to investors.
Revenue has been growing at an average of 200% in the last 3 quarters, so dilution of 100% should have been not more than 30b shares but since it seems they want to expand and it will bring value in the long run, then it should be worth the pain.
How long will they be able to return 600% eps is another thing...1 year or 5 years?
Based on historical returns, Japaul ROIC max has been 8%.
If they are to put the future raised capital of 500b into use...let's say 450b out of it while 50b in cash and equivalent, retain earnings or whatever, that will be 40b profit from invested 450b capital.
Debt to equity is 40% but with the raise capital, it should go down to 10% atleast......So we may be looking at around 30b profit as equity to shareholders.
2024 retention ratio is 65%....So a payout ratio of 35% = 11.5b divided by 100b shares....11.5k per shares dividends based of my rough estimation of Next twelve month after dilution.

SonofElElyonRet:
Investors have known about this for a while

It is well.
Just checked their fincials today to see if i can go in but will stay it out for now.

christejames:
Make person no do mistake come dey fall in love with him fellow guy ooo

.....
Na wa oo with this 40 characters
xvcbmcckhxjgys

megawealth01:

Bro, this no be laughing matter oo.
i expected their share price to rice to around #3.2 from #2.7 after the H1/25 result due to the estimated revenue and net profit but with this coming dilution....Damn!!!!!!
For the past 3 quarters, it seems they have been putting their house in order....raise revenue and coming into profit despite the cashflow statement still not impressive but with this?
Damn......
I won't be surprised to see a massive full offer tomorrow with no buyer at the horrizon.

Japaul diluted their shares from 4b in december to 14.2b shares and now wants to dilute it more to 100b shares.
That is craze.
It will turn the share price from #2.7 to 39 kobo.
To even think their expected TTM revenue by this month would be around 5.43b and with an estimated net margin of 30%, the net profit should be around 1.6b.
Dividing that by 100 ordinary shares would render the EPS useless. That is 2 kobo eps...Omohh
I know they need money, they are broke.
Just 300m in cash and cash equivalent and seriously burning money in FCF but damn....14b to 100b shares is craze unless the are raising that money to acquire a currently functioning and profit generating company, if not, i wash my hands comot.

Kipaji:
Miserable and dangerous. Everybody distrust everybody and everything. We don't have a society here (at least in the main urban areas), just a bunch people that happen to live in the same area (with zero trust). Most people divert towards compromising and illegal ways to make a living. I observe that a lot of Cameroonian have turn into zombies. I fear that we are at the brink of an implosion.
But still, there's hope. Presidential elections come in October. Hopefully, we'll get a new national leadership that can stimulate a bold dynamic that will foster growth, well-being, Africanity and security in this country.

What you described in not unusual or uncommon....it is happening here in Nigeria too and virtually all round the world.
I think it is the second or third stage of capitalism.

Kipaji:
This is one of the truths that turn a boy into a man.

Yes bro.

How is Cameroun?

An unsuccessful woman still gets treated like a woman.

An uneducated woman still gets treated like a woman.

A broke woman still gets treated like a woman.

But an unsuccessful, uneducated, and broke man? Nobody cares if he dies or lives.

Locotrader:
Pa Emma is around 60 years
Agba 53 years
Peter 50 years
Streetinvestor 47
Mercy
Loco is 45 years
Ositadinma 40 years
Emmaodet 35

Na wa ooo, make I add my own Age Analysis as per Agba.
Median age of population observed -
Rearranging ages in ascending order -
35,40,45,47,50,53 and 60.
Median is 47.
Mean of the Age = Sum of total ages / observed population of 7 = 330/7 = 47.1i
Which means the average age of nsempa members in this forum s 47 years.
Standard deviation is 8.3
Which means 1 standard deviation - 8.3 + 47.1 = 55.4 years at the upper band and
47.1 - 8.3 = 38.9 at the lower band.
From the original data: 35, 40, 45, 47, 50, 53, 60 The values that fall within [38.87, 55.41] are:
40, 45, 47, 50, 53
That’s 5 out of 7 values, or about 71.4% of nsempa members age fall into this bracket — which aligns well with the empirical rule (about 68% of data falls within 1 standard deviation in a normal distribution).
The 7 period average true range = Pa Emma (60) - Emmaodet (35) = 25 which is the average age range on this group.
The group is experiencing a bearish candle opening at 60 and closing at 35.
The 3 age-period simple moving average is 60 + 53 + 50 / 3 = 54.3.
Doing it till the 7th age period will give 54.3, 50, 47.3, 44, 40. It shows the SMA trend line is declining and bearish.
You can get your RSI, ADX and many more indicators from these observations.
Let me leave the remaing for Agba ichimoku, Ositadinma Price-volume profile, Purist ABCD pattern and elliot wave etc

PETERiCHY:
LOCO have MERCY on those in Cileasing BOAT ⛵, if you REALLY want it to MOVE. you know exactly WHAT to DO.

BARGAIN HUNTERS TAKE NOTE!

Chaii

Say Loco na jonah make him come down from the boat.
As loco commot for our Ellah Lakes boat, i don see over 200% profit.

Agbalowomeri:
The Oando conductor
Cruise ship landed: mile 2 orile, wole wole wole
Hol ya change o

Agba oni-owo-meri

WritterNg:
⚡Andrei Badalov, Vice President of "Transneft" a company for oil transportation, has died after falling from the window of his luxury apartment in central Moscow - Russian media

Putin don kill this one

WritterNg:
Well I'm sure Russia already knows that.

Words may lie to you, but satellite images would not. They see the weapons pouring in through Poland and Romania.

Which is why Russia has made Ukraine war a part of their daily life.

They produce 20 missiles, they administer 2 to Ukraine as part of their daily dosage and they save the rest for the next day.

So no amount of "talks" will veer Russia off its path. I'm sure they've already made a calendar of the amount of missile strikes Ukraine would receive per day.

Gerrard59:
It happened to Uganda and Ghana. The World Bank and IMF respectively withheld loans to both countries until their anti-gay laws are cancelled. A quick search says that the former president didn't sign it. In return, the loan was lent by the IMF to Ghana. For Uganda, the World Bank resumed funding after being re-assured that there will be mitigation measures in the anti-gay law.

Up till today, I never read where China mandated any African country to give up their religion to become atheist or learn Chinese or Muslims in African countries to eat pork. But hey, China bad bad bad 🙄

The guys supporting the west should just wait and see if/when US and allies succeed in subduing their competitors and then they will regret their decisions.
No matter how good a system is - be it democracy, communism etc Humans are not known or designed to be at their best when they have absolute powers.
A checkmate always brings us back to reality.
A world controlled by US without any checks would be hell on earth... It has always been their dream.
Even in politics, you don't pray APC is the only strong party without any little checks or fears of been taken over by PDP.
It will just be looting galore with impunity and no fears or checks.
A world were US can just wake up and say people should relocate away from Calabar or south Africa because they want to use it for farming or resort and not country to call them to order or a country to run and hide under for protection, weapons, economic partnership due to sanctions is not a world you will like to experience

Gerrard59:
The thing that has always surprised me is how Russians are disregarded by Western Europeans. They treat Chileans (obviously white people) better than Russia. Could it be as a result of the history between Russia and the West?

Honestly I don't know why. Just my observation working with so many nationalities in my industry.
Even salary wise, americans/British/french/German passport holders get far more salaries than Eastern block guys (Ukraine, Russians, polish, Croats etc)
The Russians always wants to be seen to be at the western Europeans level but it's glaring the frictions between them at work

WriiterNg:
⚡US State Department:

It is unacceptable for Iran to choose to suspend cooperation with the IAEA.

Iran must cooperate fully and without delay with the IAEA.

Na WA oooo.
So the US is dictating with strong voice to Iran what they can do or not?
So Iran is not a sovereign state to determine what is best for her again?
I don't want my kids to live in a world controlled by these tyrants.
Without the eastern block to balance power, we will get to that point were they will threaten African leaders to enshrine gay and lesbian laws into our constitution without which we won't have access to loans, placed on sanctions, inability to buy military wares to fight the reeks they would be sponsoring for regime change in other for the rebels to enact the gay law and so many more.
Presidents who knows these laws are not right would turn around to look for help or support from bigger countries like china for weapons or support but there won't be none.
It will be real hell on earth.
Just imagine a world that has been subdued by the west and they enforce all countries to vaccinate their citizens with a new disease they just pushed out into the society, a vaccine that would be dangerous for humans and none would be able to talk because those who need to check mate their excesses have all been subdued.
It is the world they want to create and yearning for.
Highly satanic people

FoolishBoy419:
RT
So long, USAID!

CIA-linked agency spent $715 BILLION creating ‘NGO industrial complex’ and funding ‘DEI, censorship and regime change’ – Marco Rubio

It ceased operations today

No more ‘five-star lifestyles’ for NGO executives, Rubio says.

Interesting.... $715b sponsoring regimes change and other atrocities like sponsoring rebels etc.
This is not a country but highly satanic group

Crayfish09:
Thank God you sef notice am. He is saying it as if Iran will get tankers and fly the jets to Israel or use the S400 to bomb Israel from Tehran. Iran's poor security is a legitimate concern but what about Syrian airspace? There is more to the story

Exactly bro.
One thing you have to give to the west is that when you give them a job, they will try and do it for you without excuses.
No matter what deal iran or turkey or china or russia offers US, she won't feign ignorance while any country bombs Saudi or UAE or Qatar they are protecting.
They will never sell out or give excuses.
They are been paid to be there, have bases there so there is no reason or excuses while such county would be attacked and this goes along way becuase others are watching.
If i have a russian base in my country to protect my assets but one way or the other, my asstes are been blown off by my enemies, then such military establishment is incompetent to be in my country and no serious country around would like to take them in.
If you had to be taking a back deals to sabotage syria, why won't it happen to iran or any other country around.
They are not a reliable partner abeg

Crayfish09:
There is something fishy about Putin. He abandoned Armenia. He abandoned Syria. He failed to deliver jets to Iran on time and diverted Egypt's SU35 delivery to Algeria. It took him a long time to acknowledge that North Koreans were dying for him. I am assuming the Ukraine war is responsible for this if not, then the jewish oligarchs in Russia must have bought him over too. Whatever the case is, he is sending the wrong message to his allies.

Russia had always wanted to be recorgnised as europeans and superior whites liek US/British/French/Germans but somehow, they are been giventhe cold shoulder of been inferior whites. It is what has made Putin/Russia to be somehow the Rebellious whites to the other whites.
The romance with china, iran and co is not a comfortable one for them, they just have to do it out of survive.
I have my reservation for them against the Brics alliance.

seunny4lif:
BREAKING
Macron has been terrified by Iran's ballistic missiles:
'Negotiations with Iran must address the ballistic missile program'

First Nukes, now ballistic missiles..

They just want to render all countries around isreal useless so that they can be banging them as they like and claiming superior from God.

tunnyl:
It’s just one of the reasons. The major reason is that she knows when you have money, other girls will snatch you from her. Believe it or not girls like as their partners are poor.

Especially the narcissistic type. You might say it’s a lie lie but believe me women brain is wired differently.

They think you stuck with them because you are broke. Especially if you are way beyond their league

You are very correct bro.
Na wa for this 40 character ooo

Using Point and Figure Analysis of Oando...
There was a break-down of price at #58.5, the next support line will be at 54.95.
A further breakdown of price at this level may see it touch 48.

Eku market oooo...
Using the Price-Volume Profile of Oando, Oando is at the 1 year Point of Control area which is an area that serves as a resistance if price coming from below or support if price coming from above.
A price break below this High volume node area may see Oando test the weak support at #40 but a price action above with volume may see it test the weak resistance area of #60 and #70 again.

seunny4lif:
The reason everyone is blaming Iran was that the Iranian intel team underestimated how deep the MOSSAD/CIA operation was going on in their country.
So, the Iranian intelligence agency went to sleep and the same for Russia. The reason I said Chinese intel should learn from Russia and Iran before any future operation in Taiwan.
Like I said earlier, Russia is currently facing the same problem due to many pro-Ukrainian citizens who have dual citizenship.

And you think iran has no sleeper cells in isreal?
Or isreal is nnot massively been infiltrated?
Isreal/US are just chronic liars. How do you think iran got all the intels they used? hiting military bases, intelligence bases etc
Even US/Nato were all shocked with the way the missiles were hiting with precision calling it SURGICAL.
You can't do all that if you don't have spies litering the whole of isreal.
The underground bunker they blew close to the hospital that was the office of the intelligence HQ and many more.
The west controls most of the media, they want you to believe mossad is really deep in iran but iran spies and not anywhere close to isreal but it is a big lie.
Isreal lost many generals and have so many iran spies among her military and intelligence community.

WritterNg:
⚡Iran says 700 people arrested for spying for Israel over 12 days; around 10,000 drones seized in Tehran alone.

Jesus Christ of Nazareth.
Only God knows how many are still out there with drones too.
In just 12 days oo