₦airaland Forum

CaveAdullam:
@emmaodet

Going through your diary has really caused me great ponder and soberness.

In local parlance "na man you be. Idan. Agba".

Please, be careful not to allow yourself become the ultimate sacrifice - you figure out this yourself.

You need to create distance. You need to stay afar.

Your children need you. Your wife need you.

Anything wrong happen to you tomorrow, your immediate nuclear family will suffer. So, it's better you keep yourself alive for them.

You've done well for your siblings and father. If it's to give them a sum of money and ghost them forever, you can think of it. They are not ready to build with you. They don't share in your vision.

Please, be careful with these people. Be extra cautious.

Ghosting or dealing from afar while protecting and guarding your nuclear family should be your ultimate concern now.

Your father and siblings are adults. They will survive if you die tomorrow. So don't kill yourself for them today.

Kudos, big chief.

Happy New month in advanced.

Thanks alot Cave. I really appreciate for the kind words.

Wema

Aradel

Khallicopyro:
I hope say we no go later hear say omo naija dey among the squad o

Agbalowomeri:
I meant bottomline

Agba and Bottom sha.
Something must kill a man 😁😁😁
Oohhh... Just saw it.
No change. Just 2% increase.
I guess the eps increased due to stock reconstruction.
Thanks for the heads-up
Make I commot am from the list of my potential buy.

thebargainhunte:
MRS carry cost of sales chop all the revenues

You see those downstream oil companies, just avoid them for your rest of mind.

MRS, Totalenergies, Conoil etc

Too low profit margins

Sunrisepebble:
https://doclib.ngxgroup.com/Financial_NewsDocs/44017_PRESCO_PLC-PRESCO_PLC_-_Q1_2025_UNAUDITED_FINANCIAL_STATEMENT_PRESS_RELEASE_CORPORATE_ACTIONS_APRIL_2025.pdf

PRESCO N47.58 Q1 EPS

Waoooo.
Just waoooo
Impressive

Seplat

MTN superb result.

Eps of 6.38 Q1.

thebargainhunte:
Transcorp

Check the picture I uploaded.
The top line increased by 62.3% compared to previous quarter.

Agbalowomeri:
There was no growth in the top line. How did the EPS change?

Are you talking about Nahco or Transcorp?

yMcy56:
TOTAL
Corporate Action......
https://doclib.ngxgroup.com/Financial_NewsDocs/43990_TOTALENERGIES_MARKETING_NIGERIA_PLC-CORPORATE_ACTION_CORPORATE_ACTIONS_APRIL_2025.pdf

LIVING TRUST
Corporate Announcement.....
https://doclib.ngxgroup.com/Financial_NewsDocs/43987_LIVINGTRUST_MORTGAGE_BANK_PLC-LIVINGTRUST_-_2024_FY_DIVIDEND_ANNOUNCEMENT_CORPORATE_ACTIONS_APRIL_2025.pdf

I knew Total is a disaste-r in the making.
I had to exit them when I saw the FY24 result.
I don't like companies with low net margins.
They can easily spill into loss which is what they have proved.
I expect the stock price to tumble a bit

Princkez:
just bought some @#71 this morning

When he called it out last year. Did my due diligence and took ucap loan to load more.
My BE is #35.
It it touches #100, I can easily pay back the loan and interest of 30% while still have decent profit but am holding for long.

yMcy56:
NAHCO
This stock has turned to something else for this market oo
Price shouldn't be less than 100...

https://doclib.ngxgroup.com/Financial_NewsDocs/43988_NIGERIAN_AVIATION_HANDLING_COMPANY_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

ECOBANK
https://doclib.ngxgroup.com/Financial_NewsDocs/43986_ECOBANK_TRANSNATIONAL_INCORPORATED-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

Honestly.
Nahco price should roam between 80 to 100.

Meanwhile, transcorp looks #80.
Too many good stocks to buy but too little money to go round

Agbalowomeri:
NESTLE firing back

Q1 EPS = N38
Annualised EPS = N152

https://doclib.ngxgroup.com/Financial_NewsDocs/43983_NESTLE_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

Waooooooo
This is good.
The consumer's sector is really repricing.

tayejay:
MTN Nigeria Communications Plc releases unaudited results for the quarter ended
31 March 2025
Salient points:
• Total subscribers increased by 8.2% to 84.1 million
o Added 3.2 million subscribers in Q1 2025
• Active data users rose by 13.0% to 50.3 million
o Added 2.6 million active users in Q1 2025
• Service revenue grew by 40.5% to N1.0 trillion
• EBITDA1

increased by 65.9% to N492.7 billion

• EBITDA1 margin expanded by 7.2 percentage points (pp) to 46.6%
• Profit after tax of N133.7 billion (Q1 2024: negative N392.7 billion)
• Earnings per share of N6.38 kobo
• Capital expenditure (Capex), excluding leases, increased by 159.0% to
N202.4 billion
• Positive free cash flow (FCF) of N209.9 billion

Very good result.
Looks like a #350 - #400 stock

0neal:
For the children's sound mental health into adulthood.

It has been shown by research it is better to raise Children in a Two parent household, than a single parent household.

Also most single fathers make the best parent than single mothers.

So except you'll be more present in your kids lives other than just paying their bills, you are good to go.

Sent you a message on telegram

Therock5555:
Nice one Itel, nice one....



7 months later, even Nokia X2 camera go bright pass your Itel own....


I'll swerve.....

chidekings:
brotherman,i read your diarly updates all the time.for your overall health,don't allow trouble at home to give you much headache or distort your nuclear family.all i have learned from situations is that we should just do the best we can,cus even without u,all of them will be alright.and most importantly sometimes you got to take a hard decision in order to survive.

Thanks brother.
I really appreciate.
Thanks for the kind words

Agbalowomeri:
If poor dividend no work, make una take poor performance

yMcy56:
More Q1s.....

https://doclib.ngxgroup.com/Financial_NewsDocs/43929_BERGER_PAINTS_NIGERIA_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

Beger Paint Q1 ...
Revenue up by 10% to 2.97b
GP up 90% to 1.29b
PAT up by 115% to 309m
EPS up 100% to 107k
OCF 441m
QoE 1.4
MP = #17.85
Looks undervalued.
Will check the earnings growth rate, sector P/E to give a good valuation

CAP Q1
Rev up 15% to 10.1b
PBT -10% to 1.7b from 1.9b due to low finance income
PAT down to 1.15b from 1.27b despite 15% in Rev.
EPS - reduction to 141k from 156k
OCF is 521m
QoE is 0.45
MP = #40.
I expect this stock to roam between #40 to #60

Agbalowomeri:
So you no see revenue growth

Yes, noticed the revenue growth but just did a 2-3 mins quick valuation to filter out the ones i don't need from the results pouring out.
Then those i filtered out, i will take my time to do comprehensive audit on them before buying any one.
I will check if the revenue growth is due to price increase which may not go up again or increase in sales, opening more outlets and distributors which can result to more growth.

yMcy56:
Thanks for these succinct summaries

Can you pls do for ARADEL and DANGCEM too.

Meanwhile, Unilever also released improved Q1
https://doclib.ngxgroup.com/Financial_NewsDocs/43925_UNILEVER_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

** One of the key winnings for some of these FCMG & Brewery stocks is the "reduced finance costs"
Impressive!!

For Dangcement
Q1 eps = #12.3 with estimated FY25 to be #48
The eps grows by 84% to previous quarter, we can expect a conservative 20% increase in FY eps thereby making it #58 instead of 48, implied FY25 price should be around #700 factoring in dividends.
MP = #432
FVE = #700

yMcy56:
Thanks for these succinct summaries

Can you pls do for ARADEL and DANGCEM too.

Meanwhile, Unilever also released improved Q1
https://doclib.ngxgroup.com/Financial_NewsDocs/43925_UNILEVER_NIGERIA_PLC.-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2025.pdf

** One of the key winnings for some of these FCMG & Brewery stocks is the "reduced finance costs"
Impressive!!

Unilever Q1 eps = #0.97.
Estimated FY eps #4
Has good quality of earning = 1.72
Implied FY price = #40 - #50.

About Aradel, i commented on it yesterday.
Will search and tag you

semid4lyfe:
Home management & domestic operations

That one don turn to HOUSE-HUSBAND niyen