Stats: 3,228,540 members, 8,074,667 topics. Date: Monday, 10 February 2025 at 02:49 AM |
Nairaland Forum / Onegentleguy's Profile / Onegentleguy's Posts
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onegentleguy: Pls if you are not one of my prime subscribers or among those that subscribed to my outline and investment guide, then access to FINMAP is limited. You can only join the NGX AFFAIRS PLATFORM. Kindly use this link to gain access-- https://chatdotwhatsappdotcom/Kc3CbX05ZhaKXVQylTVNBD (ensure to replace "dot" with . before using the link) (Again, this is for intending or prospective subscribers) Access to the premium channels (THE LIT PLATFORM, THE LIT SIGNALS, FINANCE KNOWLEDGE BOX, CRYPTOCURRENCIES, COMMODITIES, FWS etc) shall be exclusive to FINMAP subscribers depending on their membership plan. (to be communicated in due course) That said, current prime subscribers and those who subscribed to my outline/recommendations and investment guide--Series 1 and/or 2 shall be granted a one month free access to some of the active premium platforms. For these ones, pls kindly read the message above and do well to act accordingly. Regards 5 Likes |
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onegentleguy: PIVOTAL NOTICE To my prime subscribers and all who subscribed to the outline/recommendations and investment guide--Series 1 and/or 2, pls carefully fill out this form (https:///WbHX8i6RbZkcrRgEA) to gain a one-month FREE access to the great LIT Signals/Platform and more. Kindly note that activities on the platform begins September 1, 2024. ...there shall be no extension or grace period after the 30-day timeframe from date of commencement. ...it's time for us to bond together and GROW! Let me sincerely apologize for putting this up here. ...it is NOT intended to take the shine off this channel. Nsempa remains a great forum with many gifted minds. Regards 3 Likes |
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So I finally decided to honour calls from some esteemed members to open a platform where matters around the global financial markets will be discussed. FINMAP (FINancial MArkets Province), an all-inclusive one-of-a-kind financial instruments platform has been born! Are you an investor and/or trader looking to gain insights, build your knowledge, achieve measurable returns through effective asset selection and fund allocation, grow your individual/collective portfolio and accomplish set out goals in the financial markets? Then FINMAP can sure be your plug! FINMAP houses several unique platforms across different asset classes tailored to meet the yarning and aspirations of all lovers and players in the finance world. What's more? There's also an express channel (The Beginners Domain) dedicated to all who're just starting out their journey in the financial markets. Even more fascinating are the work in progress and available premium but distinct platforms (The Lit Platform, The Lit Signals, Financial Knowledge Box, FwS etc) designed to help all traders and investors alike proficiently and efficiently navigate the financial markets and EXCEL. Pls note that like everything else, it won't be a perfect place, but it promises to be the one-stop platform that fulfills the goal of helping you become a better/successful trader and investor. FINMAP hopes to revolutionize the financial markets landscape by providing the effective models you need to make money, keep it (risk management/capital preservation strategies) and grow it! If you are in FINMAP and you're not generating returns or at the very least improving in your overall knowledge, then you probably shouldn't be in the financial markets. ...it should be unique experience! Wish to subscribe and be part of FINMAP? Kindly use the link below; https:///Kc3CbX05ZhaKXVQylTVNBD (for intending or prospective subscribers only) If you weren't added to the platform, use the link (http://onegentleguy.contactin.bio) to send me a direct message on WhatsApp/Telegram or send a mail to finmapconnect@gmail.com Let's grow our individual and collective goal.. ...Let's achieve more! Take control of your journey in the financial markets now! Join FINMAP. (link has been attached to my profile here) It is well 10 Likes 2 Shares |
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This place is becoming something else! ![]() 2 Likes |
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onegentleguy: https://www.nairaland.com/1131485/nigerian-stock-exchange-market-pick/7926#131221362 https://www.nairaland.com/1131485/nigerian-stock-exchange-market-pick/7927#131223195 Congratulations to all who took key position @ N2.55--2.60 following the call above. ![]() ![]() Technically, should the asset price close at or above the NRZ of 3.55--3.7 on the WTF, we will likely see a retest of it's previous YtD high of N4.7 and quite possibly a new high. Fundamentally, C&I LEASING is "a really good wine that needs no bush". Value proposition is immense which makes it a strong hold even @ a triple digit % premium to CMP of N3.36. Needless to highlight that the company is benefiting from the current surrounding rate environment. Huge fund attraction from many industry players due to squeezed equipment/capex spend from high CoF. Whilst the coy have most of the required operating PPE, most players just have to lease, hence the higher NLRI for C&I LEASING, some of which are fx-backed. And on top of that, is the opportunity they have to tap into the macro end. The company have quite a number of juicy deals from a strong mix of clientele base at present. Don't be left behind. BUY... ACCUMULATE... HOLD! It is well 10 Likes 1 Share |
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Mankind2024: This is wonderful and quite commendable! I naturally hold in high esteem folks who extend a helping hand to those in need particularly orphans, widows and the less privileged in society irrespective of ethnic affiliation/background. You have done noble... pls keep it up! Regards 2 Likes |
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BullBearMkt: You're right about what could possibly impact the coys equity price performance, but you seem to be missing something; the prospect of that part in bold can also be affected by the implementation of the proposed reverse stock split exercise. When you incorporate that part, you have a not-so-strong forward looking sentiment that may have watered down the belief system of investors in the company. As I highlighted in the post you quoted, a trader can make some return, but an investor needs to thread with caution. As I always tell folks; except for where the intention is to attract a PE/Core investor, a reverse stock split exercise in the stock market world is 88% of the time an act crafted to take away more from an investor by presenting them with a make believe impression that they can get more value from an asset play should a presumed QUALITY be made to replace QUANTITY. Again it's also pivotal for an investor to consider the factor of X ratio and how it's weighting can mirror the earnings capacity of the company. A smart investor may want to weigh in on the coys earnings stance to see if it'll be a TRUE REFLECTION of the coys valuation or if it's overblown. All this can only be better investigated after the share consolidation exercise. Think I highlighted some of these stuffs in one of my past articles. Bottom line: A trader may decide to play it but then again with caution. (I don't see much room for upside in the very near term) An investor would be better off waiting. No doubt, TRANSCORP holds great prospect, but we will enter and ride it at the appropriate time. Selah |
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On TRANSCORP... I think it's best to wait until after the 1 for 4 reverse stock split exercise. As I told some of my prime and outline subscribers then; exiting at the N18--19 high was both a capitalist and smart trading and Investment decision. Locking in profit and/or one's investment capital was an absolute necessity. ...especially after the huge returns they booked riding from strategic entries of N1+ and N3+ respectively. Fundamentals called for it... TA agreed at the time. ![]() ![]() Price may hover around the +17--30% appreciation from CMP, but I believe another great entry opportunity will suffice post share consolidation. It is well 1 Like 1 Share |
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BullBearMkt: Once again, you have spoken well. ...correct! ![]() ![]() It is well 1 Like |
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onegentleguy: emmanuelewumi: Don't mind that halfwit! ...he has NEVER been smart, so you shouldn't be surprised. If not for simplicity and humility, I would've said we go on a bet (he & I), putting down at least a 7-figure amount to know who's well grounded in both FA and TA. ...let's see if he'd even come close to anywhere near 30%. ![]() ![]() ![]() If only he knows the No of persons we guide, even... (he should read the above post again) Envy and inferiority complex will destroy that dude one day. I did say I suspect he has a FITMD. ...it's confirmed now! ![]() ![]() ![]() Honestly, Agba is NOT worth the time. ...not even a tiny little bit! It is well 2 Likes |
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vacanci: Am sure the fellow I responded to, and many others will understand the post. ![]() ![]() ...am sorry if you don't my dear. Perhaps you need to "learn how to be in the spirit so you too can understand when people speak in tongues". ...pls do well to consult your pastor. Don't wait to be spoonfed with the oratory from those who speak in tongues. It is well 1 Like |
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edwardaigb: Chai! ...I guess he meant "former". Onegentleguy has really suffered... what a world we live in! ![]() ![]() ![]() It is well |
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BullBearMkt: On VERITASKAP, your analysis is also in line, but the probability of a fall is narrow. (1/3 compared to 2/3 of a prob in favour of an upward push). ![]() ![]() ![]() TA is a game of PROBABILITY so am going to give reasons on the chart/wave analysis for and against a bullish continuation from current price level. Our duty is to look for POSSIBILITIES within the context of these probabilities. Reasons for: Above the area you highlighted, precisely the ZONE btw the previous SH before the strong impulsive move in June that lead to a BoS is where you have the BS IMB (SS inefficiency/FVG), and PV action may have already tapped into it. How? Since the pullback and corrective wave from the high in early July (the point where you have your upper fractal), price has retraced to sweep part of the liquidity around the aforementioned zone, effectively converting that weekly candlestick low to the new ELA and defining it as the new OB. (up from the OB in your highlighted region) To lend further credence to the bullish bias is last week's candlestick behavior which retraced (pullback on the DTF) to ensure that there's no BS IMB on the WTF. Again, expanding on DTFS shows that PA favours a bullish stance. Reasons against; There's a bearish divergence on the WTF with price failing to mirror the buy-side sentiment that birthed the new high on the RSI/%R. The drawback to this is that the indicator is still above it's based MA and it's MA above the MBZ, so next weeks PA (open/close) will help validate the divergence, especially if the RSI pushes below the MBZ. PV activity shows a gap up above a FVG on the DTF, thus, creating the prob of a retracement to cover that BS IMB and possibly reproduce a DB before a bullish continuation. There's more in favour and less against but I don't want to put up what might seem a bit of a complex chat. As I said before, our duty is to look for POSSIBILITIES within the context of these probabilities. ![]() ![]() ![]() ...still a long term hold though! CAVEAT: Just the usual chart analysis... NOT an investment advice. Due diligence still applies as always. 1 Like |
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BullBearMkt: Good analysis. ...absolutely correct! ![]() ![]() ![]() 1 Like |
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emmanuelewumi: You probably didn't read my initial post to the end. What you stated in the part in italics is EXACTLY what I meant when I said; "there are several ways to extrapolate for the non-operating cash asset both from a coys SPL and her BS." (refer to my initial revert again) ...there are also a few other techniques on this. When you use the fixed % revenue or even WC derivation to estimate the working cash and in turn extrapolate the non-operating cash component, your ROIC won't be that high as alluded. The goal is to ensure you have a better picture of the coys TIC and a more precise estimate for ROIC. In any case, I see you're comfortable with what you have. ....whatever works for you bro! Selah |
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emmanuelewumi: Then you probably didn't understand my post. (you may wish to read through it again) Your initial formula which failed to exclude the non-operating cash component of TIC is essentially doing the very opposite of what you stated in that part in bold. Not using cash or not incorporating the cash component is when you deduct the non-operating cash asset, especially the cash not utilized during the business period from the formula for total invested capital. ...doing otherwise implies you have factored in unused cash in estimating TIC, which invariably reduces ROIC. This is the fact! Unless you're looking to work with a less than normal/conservative TIC figure. Same methodology should also be applied when calculating your CROIC, EVA (economic value added) and other TIC-based valuation drivers. But of course it's fine if that's how you've chosen to run your estimate. Regards |
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emmanuelewumi: You are doing well Pa. Ema, ...nice inputs! But let me add that your estimate for ROIC should actually be more and here's why; The denominator of the formula for calculating a coys TIC (total invested capital) should be made to discount the non-operating asset from her funding/capital structure... particularly the cash component not required for the day to day running of the business. Put differently, TIC shouldn't just be equal to EBV/shareholders equity + FD/total debt (as you rightly mentioned) but also EXCLUDE non operating asset. ROIC will then be equal to NOPAT/(shareholders fund + total debt) -- non operating cash asset. By raking-off the non-operating cash asset component, the denominator (same as TIC) will be less, hence implying higher ROIC. This same principle is applicable when estimating the CROIC (FCF/TIC) The logical reason for discounting the non-operating cash asset is because C&CE (cash in hand and in short term securities) which are deemed part of a company's overall investable capital includes funds/cash that were left unused or not utilized. Simply put, it is to ensure that the value of TIC does not include cash not used during the business period. To this end, non-operating cash asset/C&CE must exclude working cash which is an operating asset. ...only cash not needed by the business within the period under consideration is considered a non-operating cash asset. (ref: excess cash) ...only that should be deducted when calculating for the TIC There are several ways to extrapolate for the non-operating cash asset both from a coys SPL and her BS. If you apply this, then LARFAGE WAPCO'S ROIC, CROIC and ROCE will even be higher than your previous estimate. Interestingly, it also has a better CBR and a higher relative growth in CCC/CGPR, U/LFCFS... and now, an extremely low EFIR ahead of it's peers. (P2P CA in view) As you rightly alluded, the company has the least cost worry after broadly deleveraging her books to free up WC needs and effectively ensure higher earnings delivery. Using a blend of appropriate valuation model that assumes a sub-optimal YoY GM (ref: 5% QoQ to YE or 10% in H2, 2024) and knocking off a RP equivalent to surrounding risk level, LARFAGE WAPCO'S Intrinsic value/FVE prints @ N58.2 ...this value, which is extremely conservative, is an over 57% discount from yesterday's closing price. I had since given it a *** rating. Rating: Outperform! CAVEAT: NOT to be inferred as any sought of investment guide. ...the need for due diligence should still take higher precedence ahead of this post. Regards 2 Likes 1 Share |
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onegentleguy: Unfortunately, it's turned out to be just so! Wonder why some persons would want to engage in irrelevant debates over a coy that's just looking to obey technicals. Even a car moving at an incredible speed will at some point, slow down or stop when it runs out of fuel. ![]() ![]() ![]() OANDO simply slowed down to build up it's "energy" before embarking on another journey. That energy could take weeks to build, in which case the asset price movement could go into a consolidation OR it might take just a few days or hours and thereafter, it forms a directional bias in line with its prevailing trend. If you didn't sell to lock in profit at the high of N49+, then it's best to hold. ...especially if you're in it for the mid to long term and don't have any immediate need for cash. Studying price oscillation/movement and the psychology of market players is an integral part of what defines assets that are influenced by the forces of demand and supply. ...just know when and how to relate in-between. What to do? Pls follow your instinct! Kudos to those who kept the forum alive with their meaningful engagement and contributions. To Pa. Ema, Mcy56, Currentprice, Ositadima, Omooloriredade etc. ...you have all done well! Regards 3 Likes 1 Share |
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Chai! Lot's of pages (nearly a dozen of it) to read from. I just hope there hasn't been any e-fighting, bickering and/or unnecessary attacks lately. Let me quickly read through. 1 Like |
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ololufemi: Chai! And soup wey get plenty orishirishi like dat dey sweet well well! ![]() ![]() Unfortunately, my minimum wage may not be able to afford it in this perilous times we live in. ...e no go better for food inflation. You just succeeded in wetting my appetite. ![]() ![]() ![]() How do you do bro? Regards 1 Like |
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onegentleguy: onegentleguy: So DF is now on full bid despite the recently released poor financial print. ![]() ![]() Just hope some folks headed to the advice above. Technicals may be pointing to something futuristic. ...that thing may come like "a thief in the night" and take the unprepared minds by surprise. ![]() ![]() Again, this is NOT an investment advice. ...due diligence still applies as always. Selah 4 Likes |
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JULIUS BERGER @ N121. ![]() To think that some of my Prime and Outline subscribers bought this asset @ N24+ and @ N29--31 respectively. (barely 9 months ago) Always nice to be among the early birds. ![]() ![]() It is well 2 Likes |
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onegentleguy: VERITASKAP... ![]() ![]() • Strong bullish engulfing CS on the daily. • Momentum push with sell side efficiency on the WTF. (in line with the part in bold) Should PA close at or above the close of the previous SH (ref: N1.20), we may likely see further upside move to tap into that ELZ @ N1.38 and possibly create a new high. Currently on full bid... though, with just approx 21% of the total bid vol bidding @ the day high of N1.29 at present. WTF PV behavior will be KEY! CAVEAT: NOT an investment advice. ...due diligence still applies as always. Selah 2 Likes |
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onegentleguy: Further update on VERITASKAP... Hanging man on the DTF after a momentum push towards the ELA. Could this infer a temporal pause? Not really! The M/WTF is clearly pointing to something. Interestingly, some would've booked approx 15% from the price volatility in the last 2 hours of trade today. (sold and bought back a bit of a higher vol than they had prior to market open) ...but that's if they reentered @ N1.13 anyway. With over 103M units exchanging hands today... MtD vol (ref: just 8 days of activity) already challenges it's preceding month vol, maybe the driver of this VEhicle can move on steadily. ...especially now that more passengers appears to have joined in, with some even hanging by the bumper. Maybe the journey from Surulere to VGC can be smoother. ![]() ![]() ![]() Again, NOT an investment advice. It is well |
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Agbalowomeri: For the records; Onegentleguy does NOT operate any other handle aside this one. I guess your conscience must be hitting hard on you, which is why you're looking to take out the attention. ...everyone knows you operate several handles. Even Andrea Bocelli can see it! Change your ways dude! |
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onegentleguy: Update on VERITASKAP... Maybe we can now move in peace now that the take profit crew are out. Of course, a staggered exit strategy to lock in initial invested capital or NPM is good but not when "there are some passengers looking to join the bus even if it means hanging by the door side.". ![]() ![]() ..still some more room for upside in the near term! If you've taking profit, there should be no regret. Move on to other viable opportunities. CAVEAT: NOT an investment advice. It is well. |
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As I told some folks on Tuesday; like CHAMS and VERITASKAP @ 20-21k, ACADEMY PRESS needs to reprise upwards to reflect her BS and SCF reality. ...otherwise it would almost be "a sin" to what represents fundamental analysis. ![]() ![]() Coy has already gained 30% since Tuesday and currently on full bid @ N2.88 In it's last financial print, the company witnessed exponential grosses and nets despite an unavoidable squeeze in RM due largely to the cyclical nature of the business. ...a clear indication of proficiency in been efficient. (ref: profitability drive through effective cost optimization) Academy Press conservative Intrinsic value/FVE prints @ N4.26 Technically, the stock has just matched a 14-yr K/PRL after breaking through what was an initial attempt to test the same level in 2012... with the MTF revealing a bullish BOS. Should PA activate an EFFECTIVE close above that K/PRL, we may see a retest of that 12-yr high @ N3.28 and possibly a new high. Next MRL is situated at the N4--4.21 price zone. CAVEAT: NOT an investment advice. ...due diligence still applies as always. It is well 5 Likes |
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Update on JAPAUL GOLD PLC... Technically, Tuesday's PA activity was an entry validation after the asset broke through a PRL and closed above the accumulation zone of a pivotal SBOB @ N1.79. (ref: 1H-TF) A close above the previous MSH @ N2.35 (preferably the N2.29--2.35 level), and the stock will likely rally to tap into the ELA... and possibly above it's previous 52-weeks high of N3.38 to create a new high. ...Friday's (tomorrow) candlestick close will be key! CAVEAT: NOT to be inferred as an investment guide. ...due diligence still applies as always. It is well 1 Like |
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vacanci: To the part in bold, I guess you don't. Try connecting the follow-up sentence to the one you picked out. Perhaps you could begin to make sense of the post. But then again, this is just me having a random thought. ...nothing more. ![]() ![]() Regards |
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onegentleguy: First call on OANDO at the time the coy was trading for N4--5. A few other names were also highlighted therein. Moral: Always good to be among the early birds. Everyone knows I love Mr. TIME. Infact, saying that we prefer 'to take the necessary but appropriate drug of patience" after doing our homework very well should already be taken for granted. ![]() ![]() It is well 2 Likes |
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Suddenly everyone is talking about VERITASKAP. ...it's now the next best thing after sliced bread. ![]() ![]() ![]() When I was practically besieging folks to take position in the very same insurance coy @ 20--21k just 2 years ago, some persons called it an epistle. ...what a world we live in! Well, I trust my Prime and Outline subscribers got their fill @ strategic price zones. ![]() ![]() The good thing is; the coy's Intrinsic value/FVE currently prints @ N2.17... which by the way, is an extremely conservative peg. Btw, why do I feel that there might be a VFD group "hand of bolt" on VERITASKAP. Maybe a similarity to the NEM in-house tussle that drove prices to ATHs. ...just a random thought. Who knows! CAVEAT: NOT to be inferred as any sought of investment advice. Due diligence still applies as always. It is well 1 Like |
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