₦airaland Forum

PharmAlfred:
To get 10% to 20% on NSE is an extremely difficult.

10% of 10m is 1milla which will go along way in this pandemic era

BARGAIN HUNTERS TAKE NOTE!

USD now N430

BARGAIN HUNTERS TAKE NOTE!

Mpeace:
U don finally sell abi?

For where

GUINNESS reduced their DEBT from N20.5B last year down to N2.5B this year.

That means the WORST is over it's now a NEW DAWN.

http://nsmnews.com/threads/guinness-nigeria-will-suspend-dividend-following-n12-6-billion-loss.1307/#.X00dvB0uU1U.facebook

Annual pretax loss of 17.07 billion naira ($45 million),its first huge loss in four years,

54% owned by UK-based drinks group Diageo

Guinness Nigeria’s sales in the 12 months through June fell to 104.37 billion naira, down 21% from the year before
pretax profit of 7.10 billion naira last year

The company cut its debt to 2.5 billion naira from 20.5 billion a year ago

Shares fell to a two-week low of 14.3 naira, valuing the company at 21.5 billion naira.

The stock has fallen 88% from its 2018 peak of 120.25 naira


BARGAIN HUNTERS TAKE NOTE!

The way minority shareholders will be waiting for GUINNESS mgt at their next AGM

IYGEAL:
Into the market and 1759 is green

Don't mind him some of us our BREAK EVEN PRICE is still below N15.14k if we don't see VALUE we would have sold our GUINNESS between N16:00 & N16.40 few weeks ago.

Like I said earlier WATCH OUT how the management will MOP UP the share price before their AGM meeting if not chairs will fly at the venue

BARGAIN HUNTERS TAKE NOTE!

PETERiCHY:
GUINNESS FINANCIAL YEAR END is June 30th unlike Nigerian Brewery and International Brewery that theirs are December 31st.

GUINNESS FULL YEAR result will be PUBLISHED by MONTH END between 27th/28th August 2020.

This YEAR being their 70th ANNIVERSARY in Nigeria the SIGNS are GLARING that we should EXPECT a BUMPER HARVEST.

BARGAIN HUNTERS TAKE NOTE!

*ThE OcToPuS*

I foresee the management using the supposed N3.3b dividend payment fund to push GUINNESS to high heavens...

BARGAIN HUNTERS watch this SPACE and DON'T be SHAKEN out .

*ThE OcToPuS*

Wema Bank’s profit after tax (PAT) declined by 33.53 per cent to N1.49 billion in the first six months of the year, compared to N2.25 billion it made in H1’19. Its profit before tax (PBT) also fell 33.75 per cent to N1.73 billion in H1 2020.

https://businesslive.ng/2020/08/25/wema-bank-half-year-performance-worries-shareholders-as-profit-drops-by-34-percent/

WEMA showing investors weeen from time immemorial

Fair value is 10kobo

BARGAIN HUNTERS TAKE NOTE!

PETERiCHY:
Fear ANYTHING that involves TINUBU

OANDO format was CONOCOPHILLIPS

UACN format was UNBUNDLING

Same SCAMMERS different FORMATS

BARGAIN HUNTERS TAKE NOTE!

TINUBU GROUP of WAYO coys
UACN now N5:45k
FAIR VALUE is N3:00
PATIENCE is KEY else you get BURNT.

BARGAIN HUNTERS TAKE NOTE!

PETERiCHY:
GUINNESS FINANCIAL YEAR END is June 30th unlike Nigerian Brewery and International Brewery that theirs are December 31st.

GUINNESS FULL YEAR result will be PUBLISHED by MONTH END between 27th/28th August 2020.

This YEAR being their 70th ANNIVERSARY in Nigeria the SIGNS are GLARING that we should EXPECT a BUMPER HARVEST.

BARGAIN HUNTERS TAKE NOTE!

*ThE OcToPuS*

For the past 7days GUINNESS has been rigmaroling at this N15.50k RESISTANCE POINT.

if we BREAK this BARRIER we are heading straight to N17.05k cc. BBM & FXUSER help us with your TA torchlight

BARGAIN HUNTERS TAKE NOTE

OGG and his UACN fellowship members rightnow

ojeysky:
This Intbrew will not kill person o.... It's still digging for oil

Hope you know INTBREW has a negative EPS of -35k per share

BrokerHaruna:
Guinness likely to touch between 40 to 50 naira before March 2021.

That won't be a ROCKET SCIENCE
between Jan 17th and 24th 2018 GUNNIESS traded @ circaN120

Then US DOLLAR was N365 let alone now that USD is N480

We should EXPECT a REPRICE

BARGAIN HUNTERS TAKE NOTE!

*ThE OcToPuS*

Coolcash1:
Wapco dark days are over whilst that of Guinness is just starting....Just watch how the offers will dry up.

You better leave ponmo (guinness) and chop meat (wapco)....

WAPCO is coming from all time high of N136 and over the years they have overbloated their OS from 4.4B units to over 16B units meanwhile

Guinness came from all time high of N297 and their OS has slightly increased from 1.5B units to 2.2B unit's

Now tell me the one that is coming out of dark days

BARGAIN HUNTERS TAKE NOTE!

Coolcash1:
Guinness yesterday gra gra don finish.

Coming down to N10.

Bargain hunters who entered based on Peterichy's post to jump out of the bus now!!!

You think this is WAPCO with audio Earnings that is heading back to N9 if in doubt check out their over 22m offers with no serious buyers.

BARGAIN HUNTERS TAKE NOTE!

ojeysky:
50% profit after 4 years....hmmm okay.

From circa N150 to N350 is about 115% profit

ojeysky:
How, was seplat at below 200 at any point,.... Perhaps you meant +50 naira...... Enjoy your loot and for Guinness, drink responsibly

SEPLAT was selling at circa N150 in Jan 2016

BARGAIN HUNTERS TAKE NOTE!

ositadima1:
Ok, here is my attempt at applying the Discounted cash flow (DCF) valuation method to Guiness Nigeria PLC.

I pulled their annual reports from 2010 to 2019 and this is what i saw:

Sales (revenue): YoY growth for the last 9 years: 2.07% rate per period of annuity.
EPS: YoY growth for the last 9 years: -13.59% rate per period of annuity
Equity: YoY growth for the last 9 years: 11.22% rate per period of annuity
Free Cash Flow: YoY growth for the last 9 years: -19.98% rate per period of annuity

***Mr Phil Town wouldn't touch this stock with a long stick at this junction.***

Next, Discounted cash flow (DCF) valuation

1.) Assuming 5% growth and 15% (I used 15 to sufficiently cover MoS, marging of safety) YoY desired rate of return projected for the next 10 years, then buy price would be pegged at not more than 14.49 per share.

2.) Assuming 11.22% growth (Equity did 11.22% YoY in the last 9 years) and 15% YoY desired rate of return projected for the next 10 years, then buy price would be pegged at not more than 21.54 per share.

There is also another way of making the valuation as detailed in Rule One Investing book, i will try that later.

If you put such EFFORT in doing DANGCEM VALUATION you will DISCOVER that it doesn't WORTH N50.

In 2007 DANGOTE bought BENUE CEMENT that was trading at N4 did his ABRACADABRA, renamed it DANGOTE CEMENT and enlisted @ N135 per share.

10years down the lane DANGCEM is still trading at circa N135 couple with countless DEVALUATIONS that has taken place within that period.

CAN'T you SEE that ALHAJI is playing TABLE TENNIS with his SHARESHOLDERS DESTINY


BARGAIN HUNTERS TAKE NOTE!

PETERiCHY:
We KNEW where this MERRY-GO-ROUND BUS was HEADING to and alerted BARGAIN HUNTERS to alight on time when it was still traded at circa N8--N9.

For those that missed the last JOLLY RIDE our next POINT of ENTRY is circa N3

BARGAIN HUNTERS TAKE NOTE or GET BURNT!

*ThE OcToPuS*

UACN now at N5.95
50% DISCOUNT from this POINT then we are GOOD to GO.

PATIENCE is KEY

BARGAIN HUNTERS TAKE NOTE!

Mcy56:
#50? Now this is monkey hunting.
If you say 20 for now, it's understandable. We don't know if this is short rally, the direction is not yet very clear.

Anyway, Guinness reversed, NB likely going to do same. Expect INTBREW to follow them in the rally.

The pharmaceuticals too are doing well so far.

Caveat: Not any form of advice. Just observation.

GUINNESS FINANCIAL YEAR END is June 30th unlike Nigerian Brewery and International Brewery that theirs are December 31st.

GUINNESS FULL YEAR result will be PUBLISHED by MONTH END between 27th/28th August 2020.

This YEAR being their 70th ANNIVERSARY in Nigeria the SIGNS are GLARING that we should EXPECT a BUMPER HARVEST.

BARGAIN HUNTERS TAKE NOTE!

*ThE OcToPuS*

PETERiCHY:
Based on GUINNESS Q3 2020 results

BOOK VALUE is N40
RETAINED EARNINGS is N20
SHARE PRICE is N13
BRENT PRICE is $45

BARGAIN HUNTERS WHAT ELSE ARE YOU WAITING FOR

For the DOUBTING THOMAS this your last OPPORTUNITY to join our MOVING TRAIN else you MEET us at #50 JUNCTION

BARGAIN HUNTERS TAKE NOTE!

Based on GUINNESS Q3 2020 results

BOOK VALUE is N40
RETAINED EARNINGS is N20
SHARE PRICE is N13
BRENT PRICE is $45

BARGAIN HUNTERS WHAT ELSE ARE YOU WAITING FOR

PETERiCHY:
Fear ANYTHING that involves TINUBU

OANDO format was CONOCOPHILLIPS

UACN format was UNBUNDLING

Same SCAMMERS different FORMATS

BARGAIN HUNTERS TAKE NOTE!

We KNEW where this MERRY-GO-ROUND BUS was HEADING to and alerted BARGAIN HUNTERS to alight on time when it was still traded at circa N8--N9.

For those that missed the last JOLLY RIDE our next POINT of ENTRY is circa N3

BARGAIN HUNTERS TAKE NOTE or GET BURNT!

*ThE OcToPuS*

Darasimis:
Goody morning experts in the house,

Is it advisable to buy Seplat now?

Patiently wait for SEPLAT at sub N150 unless you want to lose your money

BARGAIN HUNTERS TAKE NOTE!

Intendy:
Stocks with new 52 week lows

Guinness #13.75k

International brew #3.35k

CAP plc #17.10k

Berger paints #5.50k

Seplat #312.70k

Mansard #1.44k

SEPLAT gradually coming to our N150 junction.

BARGAIN HUNTERS TAKE NOTE!

Mcy56:
Lol. I expected this type of comment, that's why I didn't comment earlier when I saw the result.
Bros Peteru, once you sight JB at 15, start picking, the result has been somehow priced in.
JB, like any other coy is not immune to int'l and economic happenings, the coy will still recover and I can remember saying JB is for long termers/dividend hunters, not for jijoists.

Yes JB may start recovering by mid next year when their bonus shares would have been priced in and cure for Covid 19 found

Before then a lot of water would have passed under the water and Mr. MARKET will be begging BARGAIN HUNTERS to buy at circa N9.

BARGAIN HUNTERS TAKE NOTE.

Mcy56:
Lol. I was able to drag you out eventually.
Well, concerning FO, you were well aware of the stories behind it around that time........the financials, the % taking over by Ignite and premium payment of N66.25, and all those stories.
When it didn't materialize per expectations, I was bold to mention here that I sold my stake already......few people were aware of this as well.
I expect anyone buying any stock to carry out due diligence and be responsible for their actions as well.
As for JB, my mention of it was not for anyone to buy/sell, whosoever take any action does so purely at his/her discretion, no one should mention me if it goes sideways.......but if we see value in a stock we may still mention it here.......but if you don't want, we keep our opinions to ourself.

Hope you've sold your JB or are you waiting till it gets to sub N10

BARGAIN HUNTERS TAKE NOTE!

PETERiCHY:
Fear ANYTHING that involves TINUBU

OANDO format was CONOCOPHILLIPS

UACN format was UNBUNDLING

Same SCAMMERS different FORMATS

BARGAIN HUNTERS TAKE NOTE!

UACN on FULL OFFER at N6.60K

BARGAIN HUNTERS TAKE NOTE!

Mcy56:
E Ku Market o.
Peterichy, JB is on full bid......is there no share dilution again or I'm too fast to make this call?

Hope all is well with dangcem Q2.......I can't bother myself to open it, dang faithful should summarize it for us.....

BARGAIN HUNTERS don't mind her
when JB fall it will fall below N10
Sameway she was propagating FO.

Today where is FO

OBAGADAFFI:
$1 = N475

Very soon

$1 = N500

Earlier this year when USD was still trading at N365 we adviced BARGAIN HUNTERS to put their LIFE SAVINGS in USD but someone said they don't spent dollar in Nigeria now the stage is set for a replay of 2016

First port of call is N520 per USD

BARGAIN HUNTERS TAKE NOTE!

talk2me2:
What does that suggest? Unbundling in view

Yes but the UACN UNBUNDLING will take place next year along with the release of their 2020 FY RESULT all thanks to Covid-19.

BARGAIN HUNTERS TAKE NOTE

The way NSEMPA now view thread

Let's EXPECT an AUGUST visitor

BARGAIN HUNTERS TAKE NOTE!

bigjay01:
Check well o. They collected their 10% WHT from mine

You are right
Atimes too much jijo dey make person confuse issue

I was actually left with 280k units on markdown date but thought it was 250k.

Since they paid 10koboi i got dividend of N25,200k which means 10% withholding tax was deducted