igbizen:

What could be the reason?

BUACEMENT fare value should be around 27 naira.

DANGCEM fare value should be around 214 naira.

WAPCO fare value should be around 32 naira. (Buy @ current price and be sure of 30% on ur money )

emmanuelewumi:



How did you arrive at this?

I am using a mixture of PAT, equity, share outstanding to make d estimation. More like a quick back of the envelope calculation.

So far, it is in sink with what simply wall st gets with their laborious valuations.

But i would also like to hear your opinion.

essentialone:


They are presently selling at N4.70

Lol
I mean what products are they selling in the market. I am not sure if I have ever seen a positive PAT from Champions Brewery. Times may have changed sha

Agbalowomeri:


Lol
I mean what products are they selling in the market. I am not sure if I have ever seen a positive PAT from Champions Brewery. Times may have changed sha

2021 and 2020 was positive.

ositadima1:


I am using a mixture of PAT, equity, share outstanding to make d estimation. More like a quick back of the envelope calculation.

So far, it is in sink with what simply wall st gets with their laborious valuations.

But i would also like to hear your opinion.

Can you share some the figures used, return on equity, cash return on invested capital, book value, earning growth rate, weighted average cost of capital, dividend paid etc

EKUU ODUN O

ositadima1:


2021 and 2020 was positive.

That's interesting but I guess there are more interesting coys

currentprice:
EKUU ODUN O

Oga do giveaways

essentialone:
Please what is your Recommendation on Champions Breweries?

Should I Buy more, Hold it, or Sell it off?

bro, I think you are late to the party, where were you early this years @ around N2. I remember I discus this stock with madam mercy when i sighted the potential when it was selling around the N2 and i recommend it to those interested on penny stock.

it could get to N6 according to my bedsheet... but not worth to buy now in my own opinion _{^{they need to improve on their ROE and ev/ebita}}

I discuss Ardova with madam too at 12 ... bedsheed day try sha but sometime gut feeling dont allow to take action
Cc Mercy

igbizen:
I did this and the airline referred me back to my bank. My bank says they cant find a decline receipt with which to process the refund. So bank is pushing me to the airline and the airline is pushing me back to the bank. What is the best action to take in this instance?

I
Which bank? Some banks are very difficult to deal with in this kind of situation.

Agbalowomeri:


Oga do giveaways

I don order for cow from livestock for u.. I go bring it come your side. Make sure u invite Mercy to join for the celebration

Mr Current price.
What is your spreadsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message

currentprice:
EKUU ODUN O

eziokwunwoko:
Mr Current price.
What is your spreadsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message

Bedsheet not spreadsheet

Agbalowomeri:


Lol
I mean what products are they selling in the market. I am not sure if I have ever seen a positive PAT from Champions Brewery. Times may have changed sha

I think the only products manufactured by Champions Breweries are Champion Lager Beer, and Champ Malta.

Champion Breweries began the year with a share price of 2.35 NGN and has since gained 100% on that price valuation, ranking it sixth on the NGX in terms of year-to-date performance. Shareholders can be optimistic about CHAMPION knowing the stock has accrued 34% over the past four-week period alone—fourth best on NGX.

Mr Current price.
What is your bedsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message author=[currentprice post=119462412]EKUU ODUN O

[/quote]

Good morning house .. pls is morgan trading platform working today
sis ymcy56

lancee:
Good morning house .. pls is morgan trading platform working today
sis myc56

Today is a public/bank holiday.

Harvestock01:


Today is a public/bank holiday.

oh ok thanks sir

lancee:
Good morning house .. pls is morgan trading platform working today
sis ymcy56

Lol some people's money no dey rest

Agbalowomeri:


Lol some people's money no dey rest

Mind and itchy hand don dey use to am ..

Small green colours sweet

ositadima1:
JBERGER fair value should be around 50 naira.

I just checked the 2021 annual report of Julius Berger for 2021 these are what I got, thing might have improved sha.


Cash flow return on investment was 17.5%, I want 20% and above

Gross profit/total asset was 14%, I want a minimum of 18%

Total cash in the bank was N61 billion

Revenue was N336, 5% of the revenue should be N17 billion. Meaning excess cash was about N47 billion, when you subtract N17 billion from the cash in the bank.

Invested capital N340 billion out of this equity was N53 billion and debt was N287 billion. Debt/equity ratio was 5.4, I don't know if that is the norm in the industry.


ROE was 15.6%, looking at the debt equity ratio of Julius Berger a return on equity of 15.6% is too poor we should be looking at 40% and above

Cash return on invested capital was 10%
which is minimum I want, ROIC was 7%, but the WACC was 15%. To create a long term value CROIC and ROIC should be higher than WACC by about 2 basis points and above.

Net debt/FCF was 8.4, meaning the free cash flow of the firm will liquidate the debt in 8 years and 5 months.

I prefer Net debt/FCF of 4 and below

EV/EBIT was 12, I prefer 10 and below.


Julius Berger cut dividend by about 60% few years, this is a major red flag was a dividend investor who loves predictable and steady passive income from his investment.

Julius Berger is cheap, digging deep about how cheap a stock is should be the last thing, being able to sustain income growth, wealth and value creation should be number one priority. If not one will fall into a value trap.

NB, I think Julius Berger is selling a 30% below its intrinsic value


I will still need to look at the performance of Julius Berger over the last 5 years

emmanuelewumi:



I just checked the 2021 annual report of Julius Berger for 2021 these are what I got, thing might have improved sha.


Cash flow return on investment was 17.5%, I want 20% and above

Gross profit/total asset was 14%, I want a minimum of 18%

Total cash in the bank was N61 billion

Revenue was N336, 5% of the revenue should be N17 billion. Meaning excess cash was about N47 billion, when you subtract N17 billion from the cash in the bank.

Invested capital N340 billion out of this equity was N53 billion and debt was N287 billion. Debt/equity ratio was 5.4, I don't know if that is the norm in the industry.


ROE was 15.6%, looking at the debt equity ratio of Julius Berger a return on equity of 15.6% is too poor we should be looking at 40% and above

Cash return on invested capital was 10%
which is minimum I want, ROIC was 7%, but the WACC was 15%. To create a long term value CROIC and ROIC should be higher than WACC by about 2 basis points and above.

Net debt/FCF was 8.4, meaning the free cash flow of the firm will liquidate the debt in 8 years and 5 months.

I prefer Net debt/FCF of 4 and below

EV/EBIT was 12, I prefer 10 and below.


Julius Berger cut dividend by about 60% few years, this is a major red flag was a dividend investor who loves predictable and steady passive income from his investment.

Julius Berger is cheap, digging deep about how cheap a stock is should be the last thing, being able to sustain income growth, wealth and value creation should be number one priority. If not one will fall into a value trap.

NB, I think Julius Berger is selling a 30% below its intrinsic value


I will still need to look at the performance of Julius Berger over the last 5 years

.

ositadima1:


I am using a mixture of PAT, equity, share outstanding to make d estimation. More like a quick back of the envelope calculation.

So far, it is in sink with what simply wall st gets with their laborious valuations.

But i would also like to hear your opinion.

I have a fair value of N38 for Julius Berger

emmasoft:

Link sent.

OK. THANKS

Teeonly:



.

Teeonly my love you are sighted

emmanuelewumi:



I just checked the 2021 annual report of Julius Berger for 2021 these are what I got, thing might have improved sha.


Cash flow return on investment was 17.5%, I want 20% and above

Gross profit/total asset was 14%, I want a minimum of 18%

Total cash in the bank was N61 billion

Revenue was N336, 5% of the revenue should be N17 billion. Meaning excess cash was about N47 billion, when you subtract N17 billion from the cash in the bank.

Invested capital N340 billion out of this equity was N53 billion and debt was N287 billion. Debt/equity ratio was 5.4, I don't know if that is the norm in the industry.


ROE was 15.6%, looking at the debt equity ratio of Julius Berger a return on equity of 15.6% is too poor we should be looking at 40% and above

Cash return on invested capital was 10%
which is minimum I want, ROIC was 7%, but the WACC was 15%. To create a long term value CROIC and ROIC should be higher than WACC by about 2 basis points and above.

Net debt/FCF was 8.4, meaning the free cash flow of the firm will liquidate the debt in 8 years and 5 months.

I prefer Net debt/FCF of 4 and below

EV/EBIT was 12, I prefer 10 and below.


Julius Berger cut dividend by about 60% few years, this is a major red flag was a dividend investor who loves predictable and steady passive income from his investment.

Julius Berger is cheap, digging deep about how cheap a stock is should be the last thing, being able to sustain income growth, wealth and value creation should be number one priority. If not one will fall into a value trap.

NB, I think Julius Berger is selling a 30% below its intrinsic value


I will still need to look at the performance of Julius Berger over the last 5 years

Great analysis! It is common for companies in the construction industry, including road construction companies, to have high debt-to-equity ratios. This is because construction projects can be capital intensive, requiring a large amount of funding to purchase equipment, materials, and labor.

The PAT compound annual growth rate (CAGR) over the last 5 years has been around 34%. In 2017, the annual growth was 167% after a negative year, and in 2018 it was 137%. In 2019, the growth was 43%, followed by a negative growth of -16% in 2020. In 2021, the growth was 20%.

I will consider entering a trade if it yields at least a 10% return over a short period of time and has good volumes. My target will be to capture a minimum of a 15% return, using a trailing stop to safeguard my potential profits. I can daydream o,

ositadima1:


Great analysis! It is common for companies in the construction industry, including road construction companies, to have high debt-to-equity ratios. This is because construction projects can be capital intensive, requiring a large amount of funding to purchase equipment, materials, and labor.

The PAT compound annual growth rate (CAGR) over the last 5 years has been around 34%. In 2017, the annual growth was 167% after a negative year, and in 2018 it was 137%. In 2019, the growth was 43%, followed by a negative growth of -16% in 2020. In 2021, the growth was 20%.

I will consider entering a trade if it yields at least a 10% return over a short period of time and has good volumes. My target will be to capture a minimum of a 15% return, using a trailing stop to safeguard my potential profits. I can daydream o,

You will get over 15% return and in the next 5 my months.


I see Julius Berger as a cyclical stock,if you understand their profitability cycle you can make good money.


But it is not the type of stock you buy and put on autopilot to get a 5 to 10 bagger in 10 years

Oga Emma kilode
I don't think there are up to 5 stocks on NSE with 40% ROE

For me, ROE of 20% can be said to be good, while 15% is fair

Agbalowomeri:
Oga Emma kilode
I don't think there are up to 5 stocks on NSE with 40% ROE

For me, ROE of 20% can be said to be good, while 15% is fair

Referring to the debt/equity ratio of 5.4 for Julius Berger and a ROE of about 15%, without debt JB might have a ROE of about 5% which is poor


MTN
Nestle
CAP plc
Okomu
Total
United Capital 36%
Are some of the once I can remember

eziokwunwoko:
Mr Current price.
What is your spreadsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message

bro sorry for the late reply, just reading your post.

All the stock appears good on my bedsheet but NAHCO look greater.

both cwg and conoil failed oxygen test. plus too illiquid for the CWG.

Nacho pass all test.

note: yet to take into consideration Nahco latest bonus issues.

Thanks
But what are their fair value/ price

Please what are their fair value or price
Nahco and Conoil.

[Lquote author=currentprice post=119476304]

bro sorry for the late reply, just reading your post.

All the stock appears good on my bedsheet but NAHCO look greater.

both cwg and conoil failed oxygen test. plus too illiquid for the CWG.

Nacho pass all test.

note: yet to take into consideration Nahco latest bonus issues.

[/quote]