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KarlTom's Posts

Nairaland Forum › KarlTom's Profile › KarlTom's Posts

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Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 8:45pm On Oct 22, 2025
PRESCO

EPS
Q1 47.58
Q2 41.14
Q3 22.07

PAT
Q1 47.577bn
Q2 41.143bn
Q3 21.936bn

KarlTom:
Is it really impressive? There's a massive decline Q-on-Q (Y-on-Y might not reflect current realities) ...

EPS
Q1 22.78
Q2 27.05
Q3 13.41

PAT
Q1 21.738bn
Q2 25.799bn
Q3 12.795bn
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 4:05pm On Oct 22, 2025
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 3:16pm On Oct 22, 2025
grin
Agbalowomeri:
Maybe na your presence dey hol am down grin
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 3:06pm On Oct 22, 2025
ARADEL. +5.97%
CONOIL. ±
ETERNA. -2.44%
OandO. -3.33%
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 1:45pm On Oct 22, 2025
GEREGU

AMPERON is not done selling.
This seems to be the reason for increased activities around FBN shares in recent days...

https://doclib.ngxgroup.com/Financial_NewsDocs/242_Geregu_Power_Plc-Share_Dealings_Notification.pdf
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 1:02pm On Oct 22, 2025
I'm referring to myself. I wanted to sell NASCON around 77.. wink

I think it was around same time that @Ginalex sold off for CADBURY
Mpeace:
Wow. Did I change my mind on NASCON? I know I reduced sha but Can't remember.

I remember changing my mind on Seplat. I had a target of 2k to sell. But I still dey Seplat at 5,900
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 1:01pm On Oct 22, 2025
“Our business concept is going to change. Now instead of being 100 per cent Dangote-owned, we’ll have other partners,” he said.

Within the next year, he noted that the refining business will list 5 – 10 per cent of its shares on the Nigerian stock exchange.

“We don’t want to keep more than 65-70 per cent,” Dangote said, explaining that shares will be offered incrementally subject to investor appetite and market depth..."

Raider76:
Dangote to double refinery capacity to 1.4 mbpd


https://punchng.com/dangote-to-double-refinery-capacity-to-1-4-mbpd/

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 12:45pm On Oct 22, 2025
I will be here to remind you when you change your mind because of the upward momentum.

Same way I did with NASCON... grin

Mpeace:
Pple that didn't buy aradel at 400 are now queuing at 713 yet them no green sell. I will sell my Aradel @ 900
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 10:04am On Oct 22, 2025
Ding shocked
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 8:28am On Oct 22, 2025
Definitely. grin
It's brand new and uses latest technology thus highly efficient...
Agbalowomeri:
Wahala
E be like say guyman dey make plenty money for this refinery
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 5:21am On Oct 22, 2025
Probability of a 'poor result' or the bolded is emphatically low smiley

Similarly it's always good to do your DD before the general market disclosures. That gives you an edge...
talk2me2:
If the result is not very good you might get it at 1k.

It is always good to finish your dd before investing the market is not running away
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 2:50pm On Oct 21, 2025
ARADEL. +4.94%
CONOIL. -5.83%
ETERNA. ±
OandO. +3.33%
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 2:08pm On Oct 21, 2025
You want to be like Agba who is waiting for GTB @18 grin
SonofElElyonRet:
Let me hear him out nawu grin
If it falls to an attractive level I might "gamble" with some funds and consider such funds lost so I don't get disappointed.. but the price has to go substantially ly low for me to consider investing.. 20+
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 10:03am On Oct 21, 2025
Ding cool
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 9:44am On Oct 21, 2025
PRESCO BM

Brought forward to 23 October from 28 October

https://doclib.ngxgroup.com/Financial_NewsDocs/45168_PRESCO_PLC-_NOTICES_OF_BOARD_MEETING_(BM)_-_NOTICE_BOARD_MEETING_(BM)_OCTOBER_2025.pdf
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 7:23am On Oct 21, 2025
NCR

They have a BM tomorrow.
I expect full disclosure on the divestment/sale afterwards...

https://techcabal.com/2025/10/20/cbn-nigeria-atm-policy-withdrawals-2025/

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 4:19pm On Oct 20, 2025
This whole media outcry is a result of a contractual lapse on their part.

Evidently Mr Tinubu has deployed his legal skills to incapacitate them else they would have sought redress in the courts instead of resorting to cheap blackmail... smiley

Raider76:
https://guardian.ng/business-services/irad-decries-alleged-unpaid-debts-by-oando/
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 4:06pm On Oct 20, 2025
News on the bolded should drop next month... smiley

mikeapollo:
Some bought recently around N40-N60 to get the share redistribution bonus and may be waiting for the next rally from news of good results, Angola oil bloc, T&T refinery etc.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 4:05pm On Oct 20, 2025
ARADEL. +1.46%
CONOIL. -4.07%
ETERNA. ±
OandO. +2.39%
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 1:13pm On Oct 20, 2025
Money is H2O grin
leo1234:
Someone bought 4 million units of ARADEL. 😳
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 12:52pm On Oct 20, 2025
Is all this related to the Q3? smiley

ProphetUtuocha:
Revelation on Oando
====≈==============

Thus says the Spirit:

The oil flame that flickers low shall soon blaze again.
For many look and see only dust upon the altar of Oando,
yet within that dust lies hidden fire, fire that shall not die.

The current price, though humbled and low,
is not the end but the seed, buried to rise anew.
The wise shall see that what appears forgotten
is but resting before a mighty awakening.

Therefore, let those with eyes to discern
and hands ready to gather not delay their portion.
For this season of low valuation is a gate that shall not remain open long.
Soon, the market shall remember Oando,
and what was sold cheaply shall be sought dearly.

May the wise accumulate while others hesitate.
For this window, once shut, may never open again.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 10:02am On Oct 20, 2025
Ding kiss
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 11:14am On Oct 18, 2025
Every mallam to his kettle... grin

unite4real:
Is this how you really do valuation? What happens to Price earning ratio and other metrics.
I expect Okomu to go the way of presco since they have enough cash. I cannot see okomu showing ambitions. If not, presco will continue to trade above Okomu by about 50% and more.

Do not make the mistake to sell your Presco. Think long term. If you have your okomu, also hold it but keep more eyes on Presco
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 11:12am On Oct 18, 2025
PRESCO beats OKOMU in total DV but I can understand your perspective of frequent DV payments smiley

jonnysessy:
Yes am aware. I used to believe Presco is a bigger and better palm oil producer. But, the way Okomu used to churn out dividend, I am beginning to have a re-think. The share price is even cheaper than Presco. I may have to convert my Presco to Okomu to get more dividend. Okomu doesn't waste time in releasing results. Presco will release results and it will take them months before they make payment undecided
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 8:12am On Oct 18, 2025
Yeah.
IF they can make a Q3 PAT of +₦70bn, I expect final DV of +₦100.

OKOMU should be able to fork out ₦50 final DV smiley
emmanuelewumi:
Presco will be paying an interim dividend of N20 in November 2025
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 5:24pm On Oct 17, 2025
Is it really impressive? There's a massive decline Q-on-Q (Y-on-Y might not reflect current realities) ...

EPS
Q1 22.78
Q2 27.05
Q3 13.41

PAT
Q1 21.738bn
Q2 25.799bn
Q3 12.795bn

Deadlytruth:
Another impressive one from Okomu.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 2:35pm On Oct 17, 2025
I wanted to check something but the EGM video is now private on Youtube... sad
KarlTom:
OandO EGM


https://www.youtube.com/watch?v=zs7Yq55skZE
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 2:34pm On Oct 17, 2025
ARADEL. ±
CONOIL. ±
ETERNA. ±
OandO. -1.46%
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 2:30pm On Oct 17, 2025
Thanks for the clarification.
I am a subsistence farmer with few birds... grin

Payunsin:
If you are still using finished feed at this period, you are on a long thing.
That's why I specifically mentioned formulated feed.
It is difficult for branded feed to reduce prices because they have stored materials at high cost thinking price of materials will go up as usual but God has other plans.
Find a good concentrate, formulate your feed and thank me later
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 1:35pm On Oct 17, 2025
Which brand are you referring to?

1 bag of TopFeed only reduced by 1200 in that time frame sad

Payunsin:
Important information to all Nigerian men.
A bag of layers formulated feed that was about N17,500 8months ago is now less than N11,000.
Na Wetin fowl dey chop, man dey chop
Wise up make your wifeys no dey carry you goal, goal.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 10:01am On Oct 17, 2025
Ding grin
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by KarlTom: 8:46pm On Oct 16, 2025
I strongly believe that it will be generally acceptable to replace the bolded with ...that will elevate your status... smiley

Coolcash1:
Three stocks that will end your poverty.

CWG
Aradel
Transcorp.
Tantalizer.

Ire o.

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