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Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 7:23pm On Sep 16
*The ONLY 6 Nigerian Companies That Entered FTSE Frontier 50*

- *Aradel Holdings Plc*: Upstream energy
- *Dangote Cement Plc*: Industrial
- *FirstHoldCo Plc*: Banking
- *GTCO Plc*: Banking
- *MTN Nigeria Plc*: Telecoms
- *Zenith Bank Plc*: Banking

*The 10 Large-Cap Companies In Broad FTSE Frontier Index*
- *The 6 above plus:*
- *Nestle Nigeria Plc*
- *Nigerian Breweries Plc*
- *Presco Plc*
- *Stanbic IBTC Holdings Plc*
- *Total Value*: N67.14 trillion combined

*Timeline*
- *September 2023*: Nigeria removed from frontier status due to FX repatriation issues
- *June 2023*: Naira floated
- *August 27, 2026*: Nigeria reclassified back to Frontier Market
- *September 18, 2026*: 6 companies officially added to FTSE Frontier 50
- *September 21, 2026*: Effective date for ETF buying
Dating And Meet-up Zone › Re: Why are most Single Mothers into Full Time Hookup? by essentialone1(op): 2:45pm On Sep 16
Why are most Single Mothers into Full Time Hookup??
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 2:40pm On Sep 16
megawealth01:
As in eh... 2023-2025 that I made a lot of fortunes for many here but no financial gratitude

Some even expected me to do GIVEAWAYS sef grin
Most of us, our Gratitude is always Lip Service, and Eye Service. Sometimes, even Nose Service.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 2:24pm On Sep 16
Tomorrow is the AGM of Oando Plc. Watch it closely...
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 2:22pm On Sep 16
ThinkMore:
**I Went Looking For The Quiet Nairaland Posters Who Actually Pick Winners — Here’s What I Found**

I’ve been going through the Nigerian Stock Exchange Market Pick thread with a slightly different objective.

Instead of asking:

**“Who posts the most?”**

or

**“Who is the most popular on the thread?”**

I wanted to answer a harder question:

**Which posters actually have a repeatable track record of identifying good stocks BEFORE the move?**

The original exercise started from January 1st 2025 and was meant to rank posters based on their one-year success rates.

But while doing that, I realised there was a problem.

Some of the best posters are not necessarily the loudest.

They may make 2–3 serious calls in a year, disappear, come back months later and make another one.

If you only count activity from January 2025, you can completely miss people who made a very strong portfolio call in late 2024 whose results only became obvious in 2025.

That is exactly how I nearly missed **Bovali**.

---

### THE BOVALI DISCOVERY

Bovali didn't post enough new calls during the January–August 2025 scoring period to naturally dominate a leaderboard.

But when I went backwards, things became much more interesting.

On July 1st 2024, Bovali publicly posted a portfolio containing:

ACCESS
AFRIPRUD
AIICO
DANGSUGAR
FBNH
MTNN
NESTLE
STERLING
TRANSCORP
WAPCO

One year later?

**Every single one was positive.**

10/10.

Some were ordinary gains.

Some were monsters.

TRANSCORP went from roughly ₦12.90 to around ₦48.

WAPCO went from roughly ₦34 to around ₦87.

AIICO moved from around ₦1 to ₦1.61.

MTNN went from roughly ₦214 to ₦357.

The equal-weight basket returned roughly **77%** versus about **20% for the NGX ASI** over the same one-year period.

That immediately raised another question:

**How many other “Bovali-type” posters are hiding inside this gigantic thread?**

Meaning posters who:

* don't post every five minutes;
* don't necessarily shout “FULL BID!!!”;
* don't constantly repost their winners;
* but quietly make thoughtful calls that subsequently work.

So I widened the search.

And a few interesting names have emerged.

---

## 1. OSITADIMA1

This might be the most interesting discovery so far.

Ositadima1 doesn't just throw ticker symbols around.

There is evidence of an actual framework behind the posts.

For example, he discussed **NASCON** in late 2024 as a possible 100% return candidate, combining valuation, expected earnings and dividend expectations.

NASCON later became one of the major winners of the period.

But what caught my attention even more was something he explained in December 2024.

He had built a type of **volume anomaly screener**.

The basic idea was to look at roughly a year's worth of trading data and detect when current trading volume suddenly became statistically abnormal while the share price itself had barely moved.

In simple English:

**“Is somebody quietly accumulating this thing before the price starts moving?”**

That is exactly the kind of thing I want from this exercise.

Not:

“Stock X will fly.”

But:

“Here is the measurable reason I'm paying attention.”

He also showed another important characteristic with OANDO.

While many people were bullish during the recovery, Ositadima warned that the stock could reverse around certain levels and potentially revisit much lower prices if earnings didn't justify the move.

Even more importantly, I found posts where he later admitted that one of his previous investing rules had been wrong and explained how he had modified it.

That may sound small.

It isn't.

One of the biggest problems with investment forums is that people remember every winning prediction and quietly bury every bad one.

Someone publicly saying:

**“My earlier model was wrong. This is what I learned.”**

gets extra credit from me.

**Current assessment: Ositadima1 belongs in the top research group.**

---

## 2. BULLBEARMKT

BullBearMkt looks like a different animal.

Less fundamental valuation.

More **technical entry timing**.

And some of the historical entry zones are very interesting.

In August 2024, somebody asked about WEMA.

BullBearMkt identified roughly:

**₦5.80–₦6.20**

as the buying zone.

WEMA eventually moved above ₦20.

He also highlighted Nigerian Breweries below roughly ₦28–₦29 as an interesting buyer area while clearly acknowledging that the chart could still continue lower.

NB eventually moved into the ₦70+ area.

There was also an OKOMU buying opportunity discussed around the ₦320 support region.

OKOMU eventually crossed ₦1,000.

Now, before anybody rushes off and says:

**“BullBearMkt never misses!”**

No.

That is exactly what I'm trying to avoid.

Technical traders make many more calls than fundamental investors.

If I show only three spectacular winners and ignore 15 stops that got hit, the analysis becomes useless.

So BullBearMkt still needs a proper **loser audit**.

But there is enough evidence already to say:

**This account deserves serious attention when the question is entry timing.**

---

## 3. PURISTFOREST

PuristForest is another interesting sleeper.

There are some surprisingly precise setups in the posting history.

For example, in January 2024:

**ELLAHLAKES target: ₦4.70**

That target was subsequently reached.

Then in January 2025:

**FTNCOCOA target: roughly ₦3.20–₦3.80.**

The stock eventually moved well beyond that range.

There are older examples involving stocks like Tantalizers, FCMB and Red Star Express where specific numerical setups were posted instead of vague bullish statements.

Again, that is valuable.

However, I have also seen enough evidence to suspect that PuristForest may be considerably better at **individual stock setups** than broad-market predictions.

And that's another important lesson from this exercise.

We shouldn't be asking:

**“Who is the best poster?”**

We should be asking:

**“What is each poster actually good at?”**

Someone can be excellent at finding individual breakouts and terrible at predicting the overall NGX direction.

Those are completely different skills.

**Current assessment: PuristForest is very promising, but needs more auditing before promotion into the very top tier.**

---

## 4. BABS02

Babs02 appears more useful from a **value/fundamental** perspective.

A lot of the posts revolve around relative valuations, particularly banking stocks.

ACCESS, UBA and other companies have been discussed in terms of whether the market valuation makes sense relative to earnings and peers.

The problem is statistical measurement.

If somebody says:

**“ACCESS is significantly undervalued.”**

What exactly counts as success?

10%?

30%?

Beating the NGX?

Reaching fair value?

That's why I don't want to dishonestly convert every smart fundamental comment into a “winning call”.

For now:

**Babs02 goes onto the research watchlist rather than the formal hit-rate leaderboard.**

---

## 5. 222MARTINS

Another account that deserves more attention.

One standout was DANGSUGAR.

There was a clear bullish thesis around the ₦35–₦40 region and expectations of significant upside.

That worked very well.

But what interested me almost as much was the willingness to discuss **taking profits** in other situations instead of behaving like every stock must go to the moon.

That matters.

Finding a stock is one skill.

Selling it is another.

Many Nairaland heroes are fantastic at posting:

**“I told you guys!”**

after a 100% move.

Very few consistently tell you:

**“This has done enough. Reduce risk.”**

So 222Martins stays on the list.

Not enough evidence yet for top-tier status, but definitely worth monitoring.

---

## ONE PERSON I'M DELIBERATELY NOT RANKING HIGHLY YET: ONEGENTLEGUY

This is an important point.

There appears to be evidence that OGG had several strong historical ideas.

But a lot of later activity moved into private/subscription channels.

That creates a massive audit problem.

If I can see:

“Look at the winner we recommended privately!”

but I cannot see every losing recommendation from the same private channel...

then I cannot calculate a meaningful success rate.

So my rule going forward is simple:

**Private Telegram/WhatsApp/subscriber calls do not count unless the original timestamped recommendation is independently available.**

Otherwise we're just measuring marketing.

---

# SO WHO ARE THE MOST INTERESTING POSTERS RIGHT NOW?

At this stage, I would divide them by **skill**, not simply rank everybody 1–10.

### Quantified valuation

**aj8**

Very specific targets.

Easy to audit.

Strong historical target achievement.

---

### Deep fundamental/value investors

**Bovali**

**Sunrisepebble**

**emmaodet**

These are the people I'd want to read when asking:

**“What might this company actually be worth?”**

---

### Data/quantitative research

**ositadima1**

This one deserves much more attention.

Especially if the unusual-volume screening methodology continues producing good signals.

---

### Technical entry timing

**BullBearMkt**

**PuristForest**

Useful for asking:

**“Okay, I like the company. But where should I actually enter?”**

---

### Early idea discovery / momentum

**yMcy56**

**Locotrader**

**megawealth01 — provisional**

Locotrader in particular has an interesting pattern.

The **stock ideas themselves** can be very good.

The exact price targets are much less reliable.

CHAMS is a perfect example.

The stock performed very well.

The ₦15 target did not.

So perhaps the right way to use Loco isn't:

**“Buy until his target.”**

It may be:

**“When Loco identifies something interesting, go and independently value it.”**

Big difference.

---

# THIS IS WHERE THE ANALYSIS IS HEADING

I originally thought the end product should simply be:

**“Top 10 posters by success rate.”**

I'm no longer convinced that is the best answer.

A better system is probably a **Profile × Skill Matrix**.

Something like:

| Profile | Stock Picking | Valuation | Entry Timing | Exit Timing | Risk Calls | Sample Confidence |
| ------------- | ------------- | --------- | ------------ | ----------- | ---------- | ----------------- |
| aj8 | Excellent | Excellent | — | Good | Good | High |
| Bovali | Excellent | Very Good | Good | Good | Good | High |
| Sunrisepebble | Excellent | Excellent | Good | Good | Good | Medium |
| Ositadima1 | Very Good | Very Good | Good | — | Excellent | Growing |
| BullBearMkt | Very Good | — | Excellent | Good | Good | Audit ongoing |
| Locotrader | Very Good | Mixed | Good | Mixed | Mixed | High |

Because there probably isn't one person who is best at everything.

And here's where this becomes genuinely useful.

Imagine a stock where:

**Bovali says it is undervalued.**

**Ositadima detects abnormal accumulation.**

**aj8 independently calculates 50%+ upside.**

**Sunrisepebble or Emma validates the earnings.**

Then:

**BullBearMkt identifies a clean support zone.**

Now you are no longer following one man's opinion.

You have several independent frameworks arriving at roughly the same conclusion.

**THAT is the signal I eventually want this analysis to identify.**

Not:

“Five people on Nairaland are shouting the same ticker.”

But:

**“Five historically competent investors, using different methods, independently see something attractive here.”**

Those are two completely different things.

---

The biggest lesson so far?

**The best people on that thread may not be the loudest people on that thread.**

Bovali proved that.

Ositadima1 may be another one.

BullBearMkt may be the technical equivalent.

And I'm fairly certain there are more buried across those thousands of pages.

So the search continues.

The objective is not to crown anybody “Nairaland Warren Buffett”.

The objective is much simpler:

**Find out who is worth listening to, what exactly they are good at, and when several of those people independently agree on the same opportunity.**

That could turn a 10,000+ page thread into something genuinely useful.

*NB: Historical performance is not a guarantee of future returns. This is an attempt to audit publicly timestamped calls, not financial advice.*
All these people that you listed here, that you have been gaining from, have you ever asked any of them for their Account Number and send them money, either for Gratitude or for Encouragement? Abi na only oral Thank You?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 1:35pm On Sep 16
Celebrities › Re: Olu Jacobs Is Dead by essentialone1: 1:26pm On Sep 16
Was it Bloggers or Social Media influencers that asked your father to become a Celebrity

You have enjoyed the benefits of having a famous and Celebrity father with some wealth that comes with it.


Now you don't want to entertain the invasion of privacy that also comes with it?


You must be joking.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 12:48pm On Sep 16
Wait until the next AGM of Dangote Refinery. The venue will definitely be at Tafawa Balewa Square. With helicopters and drones for Crowd Control.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:00am On Sep 16
londonerr:
No insurance company there?
Only Custodian, if you agree to call it an Insurance company.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 8:39am On Sep 16
Agbalowomeri:
Let the kalokalo begin grin
What is Kalokalo?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 8:30am On Sep 16
Here is the confirmed *FTSE Russell 31 stocks* for Frontier Index inclusion ahead of *Monday, September 21, 2026* reclassification.

*🌟 Large-Cap Category - 10 stocks*

1. Aradel Holdings
2. Dangote Cement
3. First HoldCo (FBN Holdings)
4. Guaranty Trust Holding Company (GTCO)
5. MTN Nigeria Communications
6. Nestlé Nigeria
7. Nigerian Breweries
8. Presco
9. Stanbic IBTC Holdings
10. Zenith Bank

*📊 Mid-Cap Category - 10 stocks*

11. Access Bank (Access Holdings)
12. Dangote Sugar Refinery
13. FCMB (First City Monument Bank)
14. Fidelity Bank
15. Guinness Nigeria
16. Oando
17. Okomu Oil Palm
18. Unilever Nigeria
19. United Bank for Africa (UBA)
20. Wema Bank

*📉 Small-Cap Category - 11 stocks*

21. Custodian And Allied Insurance
22. Fidson Healthcare
23. Julius Berger
24. National Salt (NASCON)
25. Nigerian Aviation Handling (NAHCO)
26. Nigerian Exchange Group (NGX Group)
27. Sterling Financial Holding Company
28. Transnational Corporation (Transcorp)
29. UAC Nigeria
30. United Capital Plc
31. Vitafoam Nigeria
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 11:48pm On Sep 15
ThinkMore:
**I Went Looking For The Quiet Nairaland Posters Who Actually Pick Winners — Here’s What I Found**

I’ve been going through the Nigerian Stock Exchange Market Pick thread with a slightly different objective.

Instead of asking:

**“Who posts the most?”**

or

**“Who is the most popular on the thread?”**

I wanted to answer a harder question:

**Which posters actually have a repeatable track record of identifying good stocks BEFORE the move?**

The original exercise started from January 1st 2025 and was meant to rank posters based on their one-year success rates.

But while doing that, I realised there was a problem.

Some of the best posters are not necessarily the loudest.

They may make 2–3 serious calls in a year, disappear, come back months later and make another one.

If you only count activity from January 2025, you can completely miss people who made a very strong portfolio call in late 2024 whose results only became obvious in 2025.

That is exactly how I nearly missed **Bovali**.

---

### THE BOVALI DISCOVERY

Bovali didn't post enough new calls during the January–August 2025 scoring period to naturally dominate a leaderboard.

But when I went backwards, things became much more interesting.

On July 1st 2024, Bovali publicly posted a portfolio containing:

ACCESS
AFRIPRUD
AIICO
DANGSUGAR
FBNH
MTNN
NESTLE
STERLING
TRANSCORP
WAPCO

One year later?

**Every single one was positive.**

10/10.

Some were ordinary gains.

Some were monsters.

TRANSCORP went from roughly ₦12.90 to around ₦48.

WAPCO went from roughly ₦34 to around ₦87.

AIICO moved from around ₦1 to ₦1.61.

MTNN went from roughly ₦214 to ₦357.

The equal-weight basket returned roughly **77%** versus about **20% for the NGX ASI** over the same one-year period.

That immediately raised another question:

**How many other “Bovali-type” posters are hiding inside this gigantic thread?**

Meaning posters who:

* don't post every five minutes;
* don't necessarily shout “FULL BID!!!”;
* don't constantly repost their winners;
* but quietly make thoughtful calls that subsequently work.

So I widened the search.

And a few interesting names have emerged.

---

## 1. OSITADIMA1

This might be the most interesting discovery so far.

Ositadima1 doesn't just throw ticker symbols around.

There is evidence of an actual framework behind the posts.

For example, he discussed **NASCON** in late 2024 as a possible 100% return candidate, combining valuation, expected earnings and dividend expectations.

NASCON later became one of the major winners of the period.

But what caught my attention even more was something he explained in December 2024.

He had built a type of **volume anomaly screener**.

The basic idea was to look at roughly a year's worth of trading data and detect when current trading volume suddenly became statistically abnormal while the share price itself had barely moved.

In simple English:

**“Is somebody quietly accumulating this thing before the price starts moving?”**

That is exactly the kind of thing I want from this exercise.

Not:

“Stock X will fly.”

But:

“Here is the measurable reason I'm paying attention.”

He also showed another important characteristic with OANDO.

While many people were bullish during the recovery, Ositadima warned that the stock could reverse around certain levels and potentially revisit much lower prices if earnings didn't justify the move.

Even more importantly, I found posts where he later admitted that one of his previous investing rules had been wrong and explained how he had modified it.

That may sound small.

It isn't.

One of the biggest problems with investment forums is that people remember every winning prediction and quietly bury every bad one.

Someone publicly saying:

**“My earlier model was wrong. This is what I learned.”**

gets extra credit from me.

**Current assessment: Ositadima1 belongs in the top research group.**

---

## 2. BULLBEARMKT

BullBearMkt looks like a different animal.

Less fundamental valuation.

More **technical entry timing**.

And some of the historical entry zones are very interesting.

In August 2024, somebody asked about WEMA.

BullBearMkt identified roughly:

**₦5.80–₦6.20**

as the buying zone.

WEMA eventually moved above ₦20.

He also highlighted Nigerian Breweries below roughly ₦28–₦29 as an interesting buyer area while clearly acknowledging that the chart could still continue lower.

NB eventually moved into the ₦70+ area.

There was also an OKOMU buying opportunity discussed around the ₦320 support region.

OKOMU eventually crossed ₦1,000.

Now, before anybody rushes off and says:

**“BullBearMkt never misses!”**

No.

That is exactly what I'm trying to avoid.

Technical traders make many more calls than fundamental investors.

If I show only three spectacular winners and ignore 15 stops that got hit, the analysis becomes useless.

So BullBearMkt still needs a proper **loser audit**.

But there is enough evidence already to say:

**This account deserves serious attention when the question is entry timing.**

---

## 3. PURISTFOREST

PuristForest is another interesting sleeper.

There are some surprisingly precise setups in the posting history.

For example, in January 2024:

**ELLAHLAKES target: ₦4.70**

That target was subsequently reached.

Then in January 2025:

**FTNCOCOA target: roughly ₦3.20–₦3.80.**

The stock eventually moved well beyond that range.

There are older examples involving stocks like Tantalizers, FCMB and Red Star Express where specific numerical setups were posted instead of vague bullish statements.

Again, that is valuable.

However, I have also seen enough evidence to suspect that PuristForest may be considerably better at **individual stock setups** than broad-market predictions.

And that's another important lesson from this exercise.

We shouldn't be asking:

**“Who is the best poster?”**

We should be asking:

**“What is each poster actually good at?”**

Someone can be excellent at finding individual breakouts and terrible at predicting the overall NGX direction.

Those are completely different skills.

**Current assessment: PuristForest is very promising, but needs more auditing before promotion into the very top tier.**

---

## 4. BABS02

Babs02 appears more useful from a **value/fundamental** perspective.

A lot of the posts revolve around relative valuations, particularly banking stocks.

ACCESS, UBA and other companies have been discussed in terms of whether the market valuation makes sense relative to earnings and peers.

The problem is statistical measurement.

If somebody says:

**“ACCESS is significantly undervalued.”**

What exactly counts as success?

10%?

30%?

Beating the NGX?

Reaching fair value?

That's why I don't want to dishonestly convert every smart fundamental comment into a “winning call”.

For now:

**Babs02 goes onto the research watchlist rather than the formal hit-rate leaderboard.**

---

## 5. 222MARTINS

Another account that deserves more attention.

One standout was DANGSUGAR.

There was a clear bullish thesis around the ₦35–₦40 region and expectations of significant upside.

That worked very well.

But what interested me almost as much was the willingness to discuss **taking profits** in other situations instead of behaving like every stock must go to the moon.

That matters.

Finding a stock is one skill.

Selling it is another.

Many Nairaland heroes are fantastic at posting:

**“I told you guys!”**

after a 100% move.

Very few consistently tell you:

**“This has done enough. Reduce risk.”**

So 222Martins stays on the list.

Not enough evidence yet for top-tier status, but definitely worth monitoring.

---

## ONE PERSON I'M DELIBERATELY NOT RANKING HIGHLY YET: ONEGENTLEGUY

This is an important point.

There appears to be evidence that OGG had several strong historical ideas.

But a lot of later activity moved into private/subscription channels.

That creates a massive audit problem.

If I can see:

“Look at the winner we recommended privately!”

but I cannot see every losing recommendation from the same private channel...

then I cannot calculate a meaningful success rate.

So my rule going forward is simple:

**Private Telegram/WhatsApp/subscriber calls do not count unless the original timestamped recommendation is independently available.**

Otherwise we're just measuring marketing.

---

# SO WHO ARE THE MOST INTERESTING POSTERS RIGHT NOW?

At this stage, I would divide them by **skill**, not simply rank everybody 1–10.

### Quantified valuation

**aj8**

Very specific targets.

Easy to audit.

Strong historical target achievement.

---

### Deep fundamental/value investors

**Bovali**

**Sunrisepebble**

**emmaodet**

These are the people I'd want to read when asking:

**“What might this company actually be worth?”**

---

### Data/quantitative research

**ositadima1**

This one deserves much more attention.

Especially if the unusual-volume screening methodology continues producing good signals.

---

### Technical entry timing

**BullBearMkt**

**PuristForest**

Useful for asking:

**“Okay, I like the company. But where should I actually enter?”**

---

### Early idea discovery / momentum

**yMcy56**

**Locotrader**

**megawealth01 — provisional**

Locotrader in particular has an interesting pattern.

The **stock ideas themselves** can be very good.

The exact price targets are much less reliable.

CHAMS is a perfect example.

The stock performed very well.

The ₦15 target did not.

So perhaps the right way to use Loco isn't:

**“Buy until his target.”**

It may be:

**“When Loco identifies something interesting, go and independently value it.”**

Big difference.

---

# THIS IS WHERE THE ANALYSIS IS HEADING

I originally thought the end product should simply be:

**“Top 10 posters by success rate.”**

I'm no longer convinced that is the best answer.

A better system is probably a **Profile × Skill Matrix**.

Something like:

| Profile | Stock Picking | Valuation | Entry Timing | Exit Timing | Risk Calls | Sample Confidence |
| ------------- | ------------- | --------- | ------------ | ----------- | ---------- | ----------------- |
| aj8 | Excellent | Excellent | — | Good | Good | High |
| Bovali | Excellent | Very Good | Good | Good | Good | High |
| Sunrisepebble | Excellent | Excellent | Good | Good | Good | Medium |
| Ositadima1 | Very Good | Very Good | Good | — | Excellent | Growing |
| BullBearMkt | Very Good | — | Excellent | Good | Good | Audit ongoing |
| Locotrader | Very Good | Mixed | Good | Mixed | Mixed | High |

Because there probably isn't one person who is best at everything.

And here's where this becomes genuinely useful.

Imagine a stock where:

**Bovali says it is undervalued.**

**Ositadima detects abnormal accumulation.**

**aj8 independently calculates 50%+ upside.**

**Sunrisepebble or Emma validates the earnings.**

Then:

**BullBearMkt identifies a clean support zone.**

Now you are no longer following one man's opinion.

You have several independent frameworks arriving at roughly the same conclusion.

**THAT is the signal I eventually want this analysis to identify.**

Not:

“Five people on Nairaland are shouting the same ticker.”

But:

**“Five historically competent investors, using different methods, independently see something attractive here.”**

Those are two completely different things.

---

The biggest lesson so far?

**The best people on that thread may not be the loudest people on that thread.**

Bovali proved that.

Ositadima1 may be another one.

BullBearMkt may be the technical equivalent.

And I'm fairly certain there are more buried across those thousands of pages.

So the search continues.

The objective is not to crown anybody “Nairaland Warren Buffett”.

The objective is much simpler:

**Find out who is worth listening to, what exactly they are good at, and when several of those people independently agree on the same opportunity.**

That could turn a 10,000+ page thread into something genuinely useful.

*NB: Historical performance is not a guarantee of future returns. This is an attempt to audit publicly timestamped calls, not financial advice.*
*22 Overall Best Posters on this Nairaland Thread, according to you*

1. *Agbalowomeri*
2. *aj8*
3. *awesomeJ*
4. *Babs02*
5. *Bovali*
6. *BullBearMkt*
7. *emmaodet*
8. *emmanuelewumi*
9. *KarlTom*
10. *londonerr*
11. *Locotrader*
12. *megawealth01*
13. *ONE GENTLE GUY / OGG*
14. *Ositadima1*
15. *otomatic*
16. *Pennystockwarri*
17. *PuristForest*
18. *SonofElElyonRet*
19. *Sunrisepebble*
20. *ThinkMore*
21. *yMcy56*
22. *222Martins*


I agree with you.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 3:41pm On Sep 15
Why is it that UBA Bank Plc remains the worst performing YTD among the 5 FUGAZ Banks, having gained only 5.28% since this year 2026?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 2:54pm On Sep 15
popoolaRofiat:
And the patient you don't want have for Stock A,you will now have massive of it for stock B because its rare to see 100% on a stock for short term.
You miss the point. Even if you hold stock A, it will have to gain 100% before you can reach your initial Capital.


DO the maths.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 1:54pm On Sep 15
*Reality of Recovering from Loss in the stock market:*

1. *If you lose 10.00%* → *You need to gain back 11.10%*
2. *If you lose 20.00%* → *You need to gain back 25.00%*
3. *If you lose 30.00%* → *You need to gain back 42.90%*
4. *If you lose 40.00%* → *You need to gain back 66.70%*
5. *If you lose 50.00%* → *You need to gain back 100.00%*
6. *If you lose 70.00%* → *You need to gain back 233.00%*

That’s why capital preservation matters so much. A big loss is way harder to recover from than people think.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 1:31pm On Sep 15
When you lose 50% on Stock A, and use the money to buy Stock B, you must have to gain 100% on Stock B, before you can break even at the Capital you had before you bought Stock A.


Are you aware?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 1:20pm On Sep 15
Regency Alliance Insurance, Aradel, NGX Group, Cornerstone Insurance, McNichols, Sovereign Trust Insurance, Wapic Coronation Insurance, on Full Bid...
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:05am On Sep 15
*5-stock watchlist* 📊

Here’s the breakdown:

*The 5 Selected Stocks & Key Metrics*

1. *GTCO*: Net Profit Ratio 37.4%, P/E Ratio 5.4x, 10-Day RSI 47.8.
2. *Mansard Insurance Plc*: Net Profit Ratio 3.4%, P/E Ratio 29.8x, 10-Day RSI 47.3.
3. *Neimeth Plc*: Net Profit Ratio 12.2%, P/E Ratio 33.2x, 10-Day RSI 40.8.
4. *NPF Microfinance Bank Plc*: P/E Ratio 7.2x, 10-Day RSI 22.5. Note: Oversold territory.
5. *Transcorp*: Net Profit Ratio 24.7%, P/E Ratio 4.5x, 10-Day RSI 31.5. Note: Approaching oversold.

*Market Context*
1. *Broader market*: Nigerian equities dropped 1.6% due to profit-taking across almost all sectors.
2. *Investor focus*: Shifting to companies with *strong earnings + stable dividend yields*.
3. *Big event to watch*: The ongoing *$1.6 billion Dangote Refinery IPO*.

*Key Takeaways*

1. *Undervalued Leaders*: *Transcorp* and *GTCO* stand out. Both trade below intrinsic value with single-digit P/E ratios and strong NPR — 24.7% and 37.4% respectively.
2. *Oversold Signal*: *NPF Microfinance Bank* with RSI 22.5. RSI < 30 typically signals oversold, so it could be a near-term rebound candidate or price floor.

*Quick Interpretation*
- *Value + Profitability*: GTCO and Transcorp look strongest on both profit margin and valuation.
- *Technical bounce potential*: NPF MFB could see buying interest if the oversold condition reverses.
- *Higher valuation*: AXA Mansard and Neimeth have much higher P/E, so growth expectations are already priced in.
Business › Re: Traders In Lagos Stage Protest Against Chinese Shops At Trade Fair And ASPANDA by essentialone1: 9:33am On Sep 15
China must stay. This has shown that most Nigerian importers are Criminals selling goods to us at very inflated prices.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 6:42am On Sep 15
*9 NGX-listed firms flagged for financial distress*:

*Companies with Negative Shareholders’ Funds*
These companies have liabilities exceeding assets. The deficit ranges from ~N226 million to ~N15.5 billion:

1. *Caverton Offshore Support Group Plc* – N15.5 billion
2. *NCR (Nigeria) Plc* – N4.54 billion
3. *Nigerian Enamelware Plc* – N846.39 million
4. *Omatek Ventures Plc* – N2.73 billion
5. *Premier Paints Plc* – N225.98 million
6. *RT Briscoe Nigeria Plc* – N4.86 billion
7. *SCOA Nigeria Plc* – N563.76 million
8. *Tripple Gee & Company Plc* – N649.52 million
9. *Union Dicon Salt Plc* – N1.35 billion

*Why it matters*
*Negative shareholders’ funds* means accumulated losses have wiped out equity. It’s a balance-sheet warning sign.

*ROE is also weak* for most:
- Caverton: -143.9%
- RT Briscoe: -69.1%
- SCOA: -40.9%
- Tripple Gee: -22.2%
Some even posted positive net income but still have negative ROE due to eroded equity.

*Nigerian Enamelware example*:
Revenue declined by 9%. Loss after tax of N80.11 million vs profit prior year. Retained earnings now at -N1.053 billion. Total liabilities ~N3.698 billion vs assets ~N2.925 billion.

*Analyst notes*
1. *Don’t rely on price alone* – A broad market rally can happen while individual firms remain under stress.
2. *Check the cause* – Losses may be from FX volatility, operational issues, or structural problems. Context matters.
3. *Watch for turnaround plans* – Recapitalization, debt restructuring, asset sales, or equity injection are what’s needed to rebuild the balance sheet.
4. *Dividend impact* – With accumulated losses and weak cash flow, capacity to pay dividends is limited.

*Key metrics to monitor*
Revenue growth, gross/operating margins, operating cash flow, debt levels, interest expense, retained earnings, and any announced recapitalization plan.

Negative equity doesn’t automatically mean a company has stopped operating, but it is treated as a serious financial risk signal.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 6:24am On Sep 15
WhizdomXX:
Oya remove 1 and 10.
Full list of *30 Gambling or Speculative Stocks in NGX*:

1. *Caverton Offshore Support Group Plc*
2. *Chellaram Plc*
3. *Cutix Plc*
4. *DAAR Communications Plc*
5. *Ellah Lakes Plc*
6. *Enamelware Plc*
7. *Eunisell Interlinked Plc*
8. *Guinea Insurance Plc*
9. *International Breweries Plc*
10. *International Energy Insurance Plc*
11. *Japaul Gold & Ventures Plc*
12. *John Holt Plc*
13. *Juli Plc*
14. *Linkage Assurance Plc*
15. *Livestock Feeds Plc*
16. *LivingTrust Mortgage Bank Plc*
17. *NCR (Nigeria) Plc*
18. *Northern Nigeria Flour Mills Plc*
19. *Oando Plc*
20. *Omatek Ventures Plc*
21. *Regency Alliance Insurance Plc*
22. *Royal Exchange Assurance Plc*
23. *RT Briscoe Nigeria Plc*
24. *SCOA Nigeria Plc*
25. *Secure Electronic Technology NSLTECH Plc*
26. *Sovereign Trust Insurance Plc*
27. *Tantalizers Plc*
28. *Trans-Nationwide Express Plc*
29. *Tripple Gee and Company Plc*
30. *Veritas Kapital Assurance Plc*.

Warning: Treat all 30, as _purely speculative_ or gambling stocks.

Rule: *Never Average Down*. Have an exit plan, even before you enter.
*"Return of Capital is more important than Return on Capital."*
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:46pm On Sep 14
*"Manufacturers’ unsold goods rise to N1.7trn"*

This is big. Basically: factories are making stuff, but Nigerians can’t buy it fast enough.

*The 3 key numbers*
1. *Unsold goods/Inventory: N1.77 trillion in Q1’26*
Up 10.6% YoY from N1.597 trillion in Q1’25
2. *Cost of sales: N1.43 trillion*
Up 13.7% YoY. So it’s costing MORE to produce, but sales aren’t matching it
3. *The problem*: More stock sitting in warehouses + higher cost to make it = squeezed profit margins

*Who’s carrying the most inventory?*
- *Dangote Cement*: N703.58 billion - still the biggest, up 4.8%
- *UACN*: N189.55 billion - shot up 231.8%
- *Nestlé Nigeria*: N167.84 billion - but down 7.3%
- *Nigerian Breweries*: N171.92 billion - down 6.7%
- *Lafarge*: N110.64 billion, *International Breweries*: N95.83bn

Some like *Northern Nigeria Flour Mills -34.6%* and *NASCON -17.1%* actually reduced inventory.

*Why is this happening? - Analysts say:*
1. *Demand side*: Inflation has moderated to 15.91% as of June 2026, but prices are still too high. Households are cutting back on non-essentials. People prioritizing food/essentials only.
2. *Supply/Cost side*: Energy, logistics, raw materials still expensive. Many still use generators. Interest rates are high - MPR at 26.5% as of July 2026, so borrowing to produce is costly.
3. *Strategic*: Some companies deliberately built stock expecting demand to pick up later, and due to FX stability.

Fiona Ahimie of CIS put it simply: _Production went up, but demand didn’t keep up._

David Adonri blamed inflation + insecurity affecting raw materials.
Olatunde Amolegbe said manufacturers are keeping production to maintain market share even if sales are slow.

*What they’re asking government to do:*
1. *Fix power and transport* - "Reliable power alone would significantly reduce production costs"
2. *Policy consistency* - so businesses can plan long term
3. *Cheaper financing* for manufacturers and SMEs
4. *Boost purchasing power* - jobs, real income growth, keep inflation down
5. *Support local raw materials* - backward integration

*Bottom line for us:*
This explains why shelves are full but sales are slow. Companies are stuck with goods and higher costs. If they can’t sell, the next step is either price cuts, layoffs, or reduced production.

Economic policy today = what’s in stores and prices tomorrow.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:37pm On Sep 14
If you come with the part of you that does not like to talk too much, you will meet the part of me that does not talk at all.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:24pm On Sep 14
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 11:32am On Sep 14
Lasaco Assurance Plc on Full Bid...?
Crime › Re: Troops Arrest Kidnapper In Edo, Recover AK-47 Rifle, Charms, Ammunition by essentialone1: 9:54am On Sep 14
Why is he still alive?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 9:53am On Sep 14
mikeapollo:
A litre of petrol is now N1,400; and it may get to N2,000 and more
Yeah it will get to, and continue to track the price of Petrol.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1:
Please guys, how do I explain to Iya Kunle that these 10 units of Dangote Refinery that she has gone to buy in the Bank this morning will not make her a Billionaire like Dangote? Because that is why she has been dancing since yesterday evening to the song of Pasuma.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 5:35am On Sep 14
londonerr:
Stop this AI thing o
Can you please respect yourself? What makes it an AI thing? Have I ever tagged your post? Are you not learned enough to know the difference between an AI write up and that which is not AI?

Are you the new Streetinvestor who has no respect for anyone?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 11:03pm On Sep 13
7 Most Disappointing Recent Listings in NGX Stock Market, and their 2026 YTD performance, just as a little evidence of their disappointing performance so far...:

1. AVA Capital Plc (has lost 38.20%)
2. Geregu Power Plc (has lost 27.70%)
3. Haldane McCall Plc (has lost 10.00%)
4. Legend Internet Plc (has lost 24.40%)
5. MeCure Plc (has lost 13.80%)
6. Transcorp Power Plc (has lost 28.50%)
6. VFD Group Plc (has gained only 4.55%).


Only 3 New NGX Listings have made any significant progress, and their 2026 YTD performance, just as a little evidence of their progress so far:

1. Aradel Plc (has gained 111.00%)
2. NGX Group Plc (has gained 111.00%)
3. Zichis Plc (has gained 677.00%)


Just so you know...
Romance › Re: These Girls are Just Weird by essentialone1:
Stop collecting number of a lady if she has not yet agreed to have sex with you. Ask her on the spot, if she says No, ignore her and move on.


Apart from sex, what else do you need her number for? And why 3 numbers at once? Planning an Orgy?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 9:17pm On Sep 13
ogawisdom:
Aliko Dangote, President of Dangote Industries Limited, believes shares in Dangote Petroleum Refinery could deliver substantial gains for investors, saying the stock being offered at N525 could eventually trade at N10,000...

Wow grin grin Over subscription loading

If they do 10 for 1 shares reconstruction it can reach 10k in 3 years
The highest the share will grow to is the price of 1 Litre of Fuel.


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