₦airaland Forum

Agbalowomeri:
So eternal still carry losses upon all the price appreciation

Those Downstream oil companies are suffering from the dangote effect. They can't import without dangote crashing prices. They all now buy and sell at the same price with other independent marketers.

megawealth01:
MTN that I bought largely with the eyes of AIRTEL years back and when it went so low at bargain entry...

ARADEL abeg come extremely down to my bargain entry na beg I dey beg una

That Aradel result is very very good oh. If It falls na all my portfolio I go carry enter. Q2 eps alone is N25 just for the last 3months oh. The rest of the year should be up to N80.
Mind you Aradel has an excellent dividend payment ratio.

Ginalex:
I was referring to CIleasing I've never bought Caverton

No mind loco. He left us in CILeasing. I was able to move only half of my holdings at 10% gain to buy some PZ. Now the remaining go suffer with the market tomorrow.

Ginalex:
Lol I kuku exited at 50% gain

They did well

https://doclib.ngxgroup.com/Financial_NewsDocs/44754_ARADEL_HOLDINGS_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Aradel didn't do badly Eps from N23 to N33

dapix:
https://doclib.ngxgroup.com/Financial_NewsDocs/44750_CAVERTON_OFFSHORE_SUPPORT_GROUP_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Nice result from Caverton

EDUECO:
When I told you the gereguralization of First Bank has started you thought I was joking?

Earning per share dropped from ₦10.__ in H1 2024 to ₦6.__ in H1 2025

No dey look that side. What interest me the most in the result is that Ote$ now owns 31% stake in FIrst bank as against 20% of last year.
If you add the 25% that is on the way to him, he would be owning like 56%. When you now add the one that will come by way of private placement, then we start our journey.

GeeKudi:
Waiting for N58

Na my PZ money I go use enter at that price.

Jeez2:
PZ on full bid

Mega Come oh. Where are we heading with PZ?

Payunsin:
But is Transcorp result bad?
Dey even declared 40k interim dividend
Why is it still going down?

Those pple no dey change. They will declare another 60kobo by year end and when you go to AGM they keep praising themselves for moving from kobo to Naira total dividend.
The funny part of Transcorp AGM is that they hand pick those same guys that go round every other company AGM to come and tell us how they are balancing the gender of board memberships.
At the Transcorp AGM, na so so UBA them just dey talk about. They were even singing Wise man bank with UBA...
I just wonder why Ote$ no take over this company. It would have been over 1k by now if Ote$ had succeeded

I asked AI to do an analysis of Access bank highlighting it's prospects and this part of the answer got me laughing out load. (I don't believe it sha but dem done see Access finish, no respect for the stock)

"Analyst Price Targets: Analysts have set a 12-month price target of N29, a 50% potential increase from the June 2024 price of N19.35, and close to the five-year high of N30. This target appears feasible given the stock’s historical growth trajectory (five-year average price of N9.28 to 2024’s N21.29)."

Na Who Push PZ. Almost full bid at 43

Sunrisepebble:
Q3 is always the strongest. They’ve grown PAT in each quarter YOY by 150%+.
I wonder what they’ll deliver in Q3 this year because they made N3 EPS in Q3 last year. They’re on track for 10-11 EPS

You are correct. Thats confusing. Why would they do such.

Meanwhile lots and lots of money entering WAPCO

ndept:
https://doclib.ngxgroup.com/Financial_NewsDocs/44717_NIGERIAN_AVIATION_HANDLING_COMPANY_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Good result. Right on target to meet expectations. 455k against 177k last year

Nascon with over N11 Eps is so far the best and most undervalued compared to NAHCO and WAPCO

Tpharell:
Transitioning to the new PIA term will reduce the tax burden to around what range from the current 85 - 90% do you reckon?

65-70.%

dapix:
https://doclib.ngxgroup.com/Financial_NewsDocs/44712_NASCON_ALLIED_INDUSTRIES_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Excellent result. Highly undervalued stock

UACN on full bid.

Tpharell:
Whatever happened to Seplat’s Q2?
https://doclib.ngxgroup.com/Financial_NewsDocs/44704_SEPLAT_ENERGY_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Over taxation. Over 90% of profit gone to Tax.
They need to return that ExxonMobil Asset. Since the purchase, taxation has been something else

Agbalowomeri:
If it's making a projected year end N5, then it is worth at least 60-70

They closed today at N66.4. which is just about your year end projection already. If they continue the upwards trend, then we know there is something else driving the stock other than fundamentals.

https://doclib.ngxgroup.com/Financial_NewsDocs/44698_UAC__OF_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Sincerely speaking, I just don't know why this stock keeps rising in price. I see nothing fantastic on the face of this result except if there is a hidden treasure or someone is about to buy them off.

megawealth01:
If only South Africa will allow my MTN sha. I bought it first time with the price of AIRTEL in mind

But MTN on NSE is different from the main MTN. Unlike Airtel, MTN on NSE is only MTN Nigeria. Airtel on NSE is Airtel Africa

But I don't think q2 is enough to conclude for a stock that is in the recovery process. Every quarter is vital. Q3 might even give a higher fair value than q2.
So both Mega and Pete's Cadbury predictions are well attainable.

PETERiCHY:
What of those of us that bought circa #15 last year Well someone predicted it's heading to , #750 meanwhile I will alight at circa #100.

BARGAIN HUNTERS TAKE NOTE!

This is Peter's own. But to be fair to him, he has a N100 target exit price.

megawealth01:
Something that is going to 89+ then probably 100+

This is Mega's Cadbury prediction. Lol

megawealth01:
Na MEGA be the they na

No oooo. Mega na PZ "they" lol.
Peter know wetin I mean by "they" lol

Sunrisepebble:
I’m selling if it can do 10% tomorrow

I sold and bought a few with my profit when they said it would get to 500. Lol. But nothing is impossible.

unite4real:
CADBURY PLC..............................................................................................................


https://doclib.ngxgroup.com/Financial_NewsDocs/44679_CADBURY_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Good result but Una don already price the result into the share price. Only little room for price appreciation

Sunrisepebble:
The loss will be even worse when Dangote starts his fuel distribution business

Dangote will end up buying off one of those big players in the downstream

https://doclib.ngxgroup.com/Financial_NewsDocs/44672_TOTALENERGIES_MARKETING_NIGERIA_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

So Totalenergies is now a loss making oil company. Na wa oh Eps from N60 to -8

https://doclib.ngxgroup.com/Financial_NewsDocs/44660_TRANSNATIONAL_CORPORATION_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

TRANSCORP yeye company.

Wapco is doing wonders

Agbalowomeri:
Monitoring spirit

Lol. Monitoring my small change oh.