Opaclem's Posts
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Jaid, Finally bought 2020 Elantra 2.0L Value Edition trim and 2018 Mercedes Benz GLA 250. Both are coming on Ocean Explorer. Pls update the duty [both compromise and full] and send your WhatsApp number oliverjiad: |
Really? Crossblueart: |
Shallum oliverjiad: |
Morning Jiad, Pls provide compromise duty on the following 1] Toyota Corolla 2020 2] Toyota Corolla 2015 3] Hyundai Tucson 2018 [1.6L] 4] Hyundai Sonata 2018 [[1.6L] Thanks |
Oando will move above the recent price on August. Bookmark this.[color=#990000][/color] PETERiCHY: |
*HBM( formerly Lafarge) proposed interim dividend of ₦16* Sunrisepebble: |
What's Vitafoam play? Am sure you are waiting for the pullback to hammer again Sunrisepebble: |
Hello Jaid, What's the clearing cost [ full] for the following. 1] Mercedes Benz CLA 2014, 2] Mercedes Benz C250 2015 3] Hyundai Tucson 2017 4] Hyundai Veloster 2017 5] Toyota Corolla 2017 6] Toyota Yaris 2018 All on Sallaum Roro |
You hit the nail on the head. I believe the MM are pumping the price and one needs to be careful. I just offload about 2M units i acquiredduring RI at 1.7 at 280%. I will come back next month to load more. yMcy56: |
Chams is in sell mode. People that bought RI are taking profit iHaveMadeiT2: |
@Mercy, I'm of the opinion that the bull is market reaction to trio effect of CGR, Coup and DT, if you look closely, you will realize that Naira also dropped value these are all indication of Nigerian investors panic, meanwhile the Eurobond was oversubscribed signaling the international investors still find Nigeria lucrative enough, remember US cut rate so Nigeria investment is still lucrative. discerning investors are taking advantage of the scenario to amass stocks with solid values. yMcy56: |
6 weeks from now. [15th December.] orriyomi33: |
Succinct Mind you, i see a turn around once the 4 Trillion debt is settled by FGN. Nonetheless, all fingers crossed. There is minimum of 100% upside looming. Mpeace: |
10% Already today. KM 3 digits before pull back and FS Odunharry: |
Same here sterlingD: |
@Street. You are absolutely correct about timing. before anything serious will happen in Japaul gold. I know the process in and out. As per gold, anyone waiting will wait endlessly for Japaul. Nonetheless, I have learnt in this game that sentiments sometime drive the price solely without any sound financial. If the marketmovers are ready to move a dead carcass, they WILL . So never say never [quotes author=Streetinvestor2 post=136771511]Go check when I sold japaul sand at #2.50 after holding for over 10 yrs.I no be new comer for jegede matter. I equally be insider for that company..lol. I wish them luck in thr other business ventures but on gold matter e still dey very far I for happyi f it could happen even tomorrow. Na me e go favour well .[/quote] |
Renaissance is about to make a major announcement. yMcy56: |
You are on point. Oando is already on gradual movement. Management rascality is fading away. Profitability is within horizon. yMcy56: |
Respect! ...........[i][/i] Streetinvestor2: |
Thanks. Not really............. ![]() megawealth01: |
Got few quids to spray and kinda confuse. which stock(s) i can splash like 4M? |
This wasn't the pipeline I was referring to. The Fubara-Wike pipeline vandalism was just a political one-off which happened this year and was quickly restored within days. The big one was a sabotage, it happened in Q4 last year on major pipeline from NAOC asset. mikeapollo: |
Succinct Oando H1 result will definitely be massive considering the resumption of the operations on those pipelines and some workover activities on NAOC assets. Renaissance already indicated 40% increment on production on SPDC asset they acquired. I want to believe Oando will have more if they are transparent enough. I personally work on some of those fields. Give or Take, Oando will definitely repeat last year rally in near future. [author=Omooloriredade post=135878497] The "major pipeline vandalism they were battling in Q1" reported by yourself a while back, is obvious in this result. ![]() If they have now been able to achieve 34kboe which was their 2024 exit production rate in Q2, then Q2 should be much better. I assume pipelines have now been fixed. In fact, I expect 34kboe should be a base rate not target. I could be totally wrong with this one but I'm inclined to think the tax credit might be related to reimbursement of JV infrastructure repair costs. Industry upstream GM is about 50% if I'm not mistaken so reporting a loss is very unusual.[/quote] |
🏢 Oando Plc – Q1 2025 Financial Summary Reporting Period: January – March 2025 Prepared by: ChatGPT Date: June 24, 2025 --- 📊 Financial Highlights (Q1 2025 vs Q1 2024) Metric Q1 2025 Q1 2024 YoY Change Revenue ₦932.6 billion ₦915.4 billion +1.9% Gross Profit ₦85.4 billion ₦31.4 billion +172% Operating Profit ₦(120.3) billion ₦117.2 billion ▼ Negative Finance Income ₦149.6 billion ₦8.2 billion +1,721% Profit Before Tax ₦(52.6) billion ₦70.3 billion ▼ Negative Tax Credit ₦165.6 billion ₦(11.0) billion ▲ Net Profit (PAT) ₦113.1 billion ₦59.3 billion +90.5% EPS (Basic & Diluted) ₦9.00 ₦5.00 +80% --- 💰 Balance Sheet Snapshot (as of March 2025) Item Q1 2025 FY 2024 Change Total Assets ₦6.83 trillion ₦6.43 trillion +₦400bn Total Liabilities ₦7.07 trillion ₦6.80 trillion +₦270bn Total Equity ₦(240.1) billion ₦(361.0) billion ▲ ₦121bn Cash & Equivalents ₦303.9 billion ₦221.8 billion +37% Total Borrowings ₦3.04 trillion ₦2.77 trillion +₦270bn --- 🎯 Valuation (based on EPS ₦9) P/E Ratio Fair Price Estimate 5× ₦45 7× ₦63 8× ₦72 10× ₦90 Estimated Fair Value Range: ₦45 – ₦72 Current Market Price: ~₦62 --- 🧠 Strategic Recommendation Short-Term Traders: ✅ Hold or ride momentum while technicals are strong. Long-Term Investors: ⚠️ Exercise caution. Although EPS has surged, core operations remain further. loss-making. Wait for consistent operating profit and reduced leverage before accumulating Princkez: |
Oando would have risen if not for the Banking stock opportunities. megawealth01: |
Succinct !!! ....................................................... GeeKudi: |
This is logical view but in this case it is different. For Tranche 1 & 2, it's gonna be the same ratio 1: 12. Distribution after qualification for Tranche 2 to limit confusion and one of the reasons why they haven't distribute. I see distribution in Q3. Afterwards there is a possibility of raising more funds and and creating more units. mikeapollo: |
mikeapollo: Tranche 2 ration is 1:12 just like Tranche 1. However, the share distribution is not very direct. There won't be share allocation to any pf the extra get from allocation. |
Possibly |
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