₦airaland Forum

bastardson:
Sent you an email.. Kindly respond

Your moniker is @bastardson and you expect people to reply your mail..

megawealth01:
Please let's all try and take investment seriously especially if you have access to foreign based ones but if not look out for stocks that can help you achieve what Nigeria government isn't doing at the moment

Thanks for the advice. Nice to see/read your unselfish nature and the concern for your fellow brethren.

Locotrader:
I waited for your reply long ago.Maybe you just came online.I need to hear from you because I know when you bought it.Then i was doing Jijo with it before it moved by 100,200,300,400% and above self and still remain a very undervalued stock.

You answered well.If chams is not a good one to have in a portfolio I wouldn't have asked you about it.

Do you know who is offloading chams for over one month now?

This is my number one worries in the stock.
I bided for the stock when it was trying to go on full bid and got up to a million units at 1.14.Within 2 minutes the stock returned to #2 and I bought the rest at #2.Now I am even bidding at #1.98 in case the seller changes his mind to extend lower than #2.If chams breaks below #2,the next support is 1.81kobo.To me chams at #1.81 is vulnerable.Next week,we will have a clearer direction on which price to quene either lower or higher through the supplier.

Do you know about the off loader and his motive?

Technically,no one can handle this issue without insider info......

I don't know the seller and motive for selling. Then the motive for selling any stock varies and are many.To be sincere I don't even notice any seller.It is when you guys mention it on this thread I learn about it.This is because chams with just OS of 4.7 billion and the results coming out.I no send any seller. If it is a company with OS of 12B and above that the seller is selling off, I would have bothered plus decreasing financials.Infact I expect the stock to hit #5 next yr .Then if they continue with tech innovations in product and service it will hit #10 in few yrs.Then if they can have break through in this trending AI stuff making waves now That will propel them to mad cash.Tech and power sector are great place for our population going into the future because the market is already thr.Are you seeing the kind money monie point is making in nigeria due to our population

Curing illiquidity in Glass Bottles is a bonus.
Championing issues at 7 O'clock is not too early.
Living on stockfish is life stuck.
Leasing is no longer a choice, Nigeria is happening even to MTN...

Streetinvestor2:
I don't know the seller and motive for selling. Then the motive for selling any stock varies and are many.To be sincere I don't even notice any seller.It is when you guys mention it on this thread I learn about it.This is because chams with just OS of 4.7 billion and the results coming out.I no send any seller. If it is a company with OS of 12B and above that the seller is selling off, I would have bothered plus decreasing financials.Infact I expect the stock to hit #5 next yr .Then if they continue with tech innovations in product and service it will hit #10 in few yrs.Then if they can have break through in this trending AI stuff making waves now That will propel them to mad cash.Tech and power sector are great place for our population going into the future because the market is already thr.Are you seeing the kind money monie point is making in nigeria due to our population

I totally agree 💯.
Let the seller bring it out at 1.81,we dey gidigbam to pick it from him.

After mopping from the seller, we will tell the buyers how much we are ready to sell.Thank God OS is not much and number of units in circulation is not much.

Curing illiquidity in Glass Bottles is a Better bonus.
Championing issues at 7 O'clock is not too early.
Living on stockfish is life stuck.
Leasing is no longer a choice, Nigeria is happening even to MTN...

DeRuggedProf:
Curing illiquidity in Glass Bottles is a bonus.
Championing issues at 7 O'clock is not too early.
Living on stockfish is life stuck.
Leasing is no longer a choice, Nigeria is happening even to MTN...

Wisdom properly decoded...

Locotrader:
I totally agree 💯.
Let the seller bring it out at 1.81,we dey gidigbam to pick it from him.

After mopping from the seller, we will tell the buyers how much we are ready to sell.Thank God OS is not much and number of units in circulation is not much.

Check retained earnings too. Pending offer?

emmanuelewumi:
Unilever is in a recovery mode, you may need to look into that stock if you are planning to hold it for a minimum of 12 months. And a stock in a recovery mode can easily do 100% and above. Please do your due diligence sha


The 2002 Q4 EPS was what the company made through out 2021.


There is a 95% probability that the 2023 EPS will grow by 150% compared to that of 2022

How high can Unilever fly?

DeRuggedProf:
Curing illiquidity in Glass Bottles is a bonus.
Championing issues at 7 O'clock is not too early.
Living on stockfish is life stuck.
Leasing is no longer a choice, Nigeria is happening even to MTN...

Omo these your picks get K-leg

emmanuelewumi:
UNILEVER ANALYSIS

Free cash flow of N11.7 billion, compared to operating profit of N8.6 billion and profit after tax of N6 billion.

Not forgetting the cash and cash equivalents of N68 billion at the end of 2022 financial year



Very good working capital with a current asset of N101 billion compared with a current liability of N50 billion.


I have a cash flow return on investment of about 18%, which I got by dividing the net operating cash flow of N12.5 billion by the capital employed of N72 billion and multiplying by 100.


Quick ratio of about 133% ie the cash and cash equivalent of N68 billion divided by the current liability of N51 billion .


EV/FCF is less than 1.CROIC ie Cash return on invested capital of about 130%



@ Current price, I don't believe these figures, can you assist me by digging deeper into this?

I guess it was around N12 when this was analyzed last year

emmanuelewumi:
How high can Unilever fly?

Mr Time will clarify. Those who will be lucky to get it at sub 30 will have new song... If you missed it at sub 15 then try getting it at sub 30

DYOR

Streetinvestor2:
I don't know the seller and motive for selling. Then the motive for selling any stock varies and are many.To be sincere I don't even notice any seller.It is when you guys mention it on this thread I learn about it.This is because chams with just OS of 4.7 billion and the results coming out.I no send any seller. If it is a company with OS of 12B and above that the seller is selling off, I would have bothered plus decreasing financials.Infact I expect the stock to hit #5 next yr .Then if they continue with tech innovations in product and service it will hit #10 in few yrs.Then if they can have break through in this trending AI stuff making waves now That will propel them to mad cash.Tech and power sector are great place for our population going into the future because the market is already thr.Are you seeing the kind money monie point is making in nigeria due to our population

Tech companies are easier to disrupt by newcomers compared to industries like the power sector. Moniepoint is a typical example; it started not so long ago and is already giving established companies sleepless nights.

The issue with tech companies lies in their low barriers to entry. With the right connections, all you need are a few technical experts and some basic equipment. In fact, with less than 100 million naira, you can launch a low-budget fintech and begin attracting investors over time.

My point is: don't treat tech stocks as retirement investments. Stay vigilant and monitor them closely.

Nascon is a strong candidate for the 100% return challenge. I know, your guru, have already mentioned it, but I want to share my perspective. If you think my interest is solely because someone else brought it up, that's your opinion. Frankly, I couldn't care less what you think.

Now, onto the ideas. Based on my price analysis, the largest cash trades occurred around ₦55, with over ₦4.5 billion exchanged at that level over time. Currently, the stock is trading 95% below that ₦55 benchmark. No other stock in its category shows this kind of opportunity based on my overall screening.

Additionally, my discounted valuation estimates its fair value between ₦26 and ₦52.

We also know that Dangote Group has a history of rewarding shareholders with dividends. A dividend of ₦2 or more is very likely. Last year's EPS was over ₦5, showing significant growth compared to the previous year. For this year, I expect an EPS of at least ₦4, which makes a ₦2+ dividend highly sustainable.

Agbalowomeri:
Omo these your picks get K-leg

No wahala. You tell us what you bought without k leg

ositadima1:
Tech companies are easier to disrupt by newcomers compared to industries like the power sector. Moniepoint is a typical example; it started not so long ago and is already giving established companies sleepless nights.

The issue with tech companies lies in their low barriers to entry. With the right connections, all you need are a few technical experts and some basic equipment. In fact, with less than 100 million naira, you can launch a low-budget fintech and begin attracting investors over time.

My point is: don't treat tech stocks as retirement investments. Stay vigilant and monitor them closely.

ok.i have decided to monitor any stock in my portfolio after the rubbish sugar did.Hence after 2 quater rubbish results I will no longer wait. I don't want more prayer point at this age..lol

ositadima1:
Nascon is a strong candidate for the 100% return challenge. I know, your guru, have already mentioned it, but I want to share my perspective. If you think my interest is solely because someone else brought it up, that's your opinion. Frankly, I couldn't care less what you think.

Now, onto the ideas. Based on my price analysis, the largest cash trades occurred around ₦55, with over ₦4.5 billion exchanged at that level over time. Currently, the stock is trading 95% below that ₦55 benchmark. No other stock in its category shows this kind of opportunity based on my overall screening.

Additionally, my discounted valuation estimates its fair value between ₦26 and ₦52.

We also know that Dangote Group has a history of rewarding shareholders with dividends. A dividend of ₦2 or more is very likely. Last year's EPS was over ₦5, showing significant growth compared to the previous year. For this year, I expect an EPS of at least ₦4, which makes a ₦2+ dividend highly sustainable.

I will say amen to this projection though I don't have a single unit of it.if salt hits #55 then thr is no way sugar won't be #50 too even with yeye results

Streetinvestor2:
No wahala. You tell us what you bought without k leg

It's time for a general mad bull
Traffic go soon enter everything
Na crypto go crash markets in the future

SonofElElyonRet:
Your moniker is @bastardson and you expect people to reply your mail..

I really share your opinion on this matter. The guy had sent a number of people email expecting answers to where he could put some funds. But, I guess from his name (Moniker) people are embarrassed. He should know we are Africans, a name matters a lot to us. If it were in developed World, he can be Rice, Adam, Stone, Judas, Black, Shit and even Sand, it doesn't matter. But, here in our culture it matters a lot. Since we are in a faceless platform, he might as well ask any question in the open and you never can tell who will give a good stock. Someone here listed the following stocks for him to consider: 1. Dangote Cement
2. Bua Food
3. Aradel
4. Access Bank
5. GTCO
6. Mansard
7. Presco
8. Transcorp Power.
9. MTN
10. NASCON

From my little knowledge having these in ones portfolio is not bad at all especially if one is a long term investor. These stocks have good past records. You may not hammer on them immediately but in the long run it pays. All these depends on ones investment objectives.

I made over 200% on that stock within few months after he called it out.

crownprince2017:
I remembered when loco and co they market this multiverse last year, the thing reach like 11, the stuff is going back to the base, know what you are doing in this market..

They don't dumb and waka pass....
Be wary of anything loco is marketing ooooo.

Good2go1:
I made over 200% on that stock within few months after he called it out.

You made money off people that believed in you and loco long term preaches that time..

Why don't you wait for the long term being preached. Abi less than a year is a long term.

You must be a joker.

People must know what they are doing in this market...

Seriously I don't actually blame loco, he is a trader n anybody that wants to follow his calls should always note this.

I forsee that stock market will reprice a lot starting from next year, reason being that as inflation get translated into numbers in companies earnings, the stock of the companies will also reprice to the current realities of their earnings.

The best place to be, right now for people that know what they are doing is equity market, it's the only asset class that is yet to reprice.

For the person looking for stock to put his money for 2 years, you can look at fidson for two years time frame, you will be amazed with what lie ahead with that company, all things being equal.

Happy Sunday.

ehay:
@BullBearMkt, pls what's the likelihood of a pullback in this market. Can we trust ASI chart in weekly time frame?

I try to breakdown your seamless, simple question into 2 parts for clarity.
1. Likelihood of a pullback in this market.
There is a likelihood that we may experience "a slight" pullback in the market. Looking at the NGX ASI which is being controlled by sectors indexes; for couple of months now, we can see that while some indexes are rising (e.g Oil/Gas), the other are falling (such as Industrial). Recently, there are indications of a possible market rotation: the leading sectors (Oil/Gas and Banking) seem to be pausing, while Consumer Goods and Insurance are rising, and Industrial is trying to find a demand zone. This suggests that a short-term pullback in the market is likely.

2. Can we trust ASI chart in weekly time frame?
Technically, higher timeframes like the weekly chart tend to be more reliable than lower ones, but they all work in fractals. Before you see strength or weakness on weekly, they must have existed on Daily, H4 etc. For now, ASI weekly is not showing strength but the daily is showing that if placed on Monthly/Daily chart review.

As shown on the daily chart below the ASI making higher-high and higher-low, which indicate the readiness of the market to rise, however, with other sectors "dragging feet", we might witness short-term pullback. That in any ways doesn't invalidate weekly data which is yet to show strength as provided on the weekly chart, but we can see buying pressure exerted on the weekly chart.

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BullBearMkt:
I try to breakdown your seamless, simple question into 2 parts for clarity.
1. Likelihood of a pullback in this market.
There is a likelihood that we may experience "a slight" pullback in the market. Looking at the NGX ASI which is being controlled by sectors indexes; for couple of months now, we can see that while some indexes are rising (e.g Oil/Gas), the other are falling (such as Industrial). Recently, there are indications of a possible market rotation: the leading sectors (Oil/Gas and Banking) seem to be pausing, while Consumer Goods and Insurance are rising, and Industrial is trying to find a demand zone. This suggests that a short-term pullback in the market is likely.

2. Can we trust ASI chart in weekly time frame?
Technically, higher timeframes like the weekly chart tend to be more reliable than lower ones, but they all work in fractals. Before you see strength or weakness on weekly, they must have existed on Daily, H4 etc. For now, ASI weekly is not showing strength but the daily is showing that if placed on Monthly/Daily chart review.

As shown on the daily chart below the ASI making higher-high and higher-low, which indicate the readiness of the market to rise, however, with other sectors "dragging feet", we might witness short-term pullback. That in any ways doesn't invalidate weekly data which is yet to show strength as provided on the weekly chart, but we can see buying pressure exerted on the weekly chart.

Thanks a million.

ehay:
Thanks a million.

...it's a pleasure

Thanks @BullBearMkt, truly helpful.

BullBearMkt:
I try to breakdown your seamless, simple question into 2 parts for clarity.
1. Likelihood of a pullback in this market.
There is a likelihood that we may experience "a slight" pullback in the market. Looking at the NGX ASI which is being controlled by sectors indexes; for couple of months now, we can see that while some indexes are rising (e.g Oil/Gas), the other are falling (such as Industrial). Recently, there are indications of a possible market rotation: the leading sectors (Oil/Gas and Banking) seem to be pausing, while Consumer Goods and Insurance are rising, and Industrial is trying to find a demand zone. This suggests that a short-term pullback in the market is likely.

2. Can we trust ASI chart in weekly time frame?
Technically, higher timeframes like the weekly chart tend to be more reliable than lower ones, but they all work in fractals. Before you see strength or weakness on weekly, they must have existed on Daily, H4 etc. For now, ASI weekly is not showing strength but the daily is showing that if placed on Monthly/Daily chart review.

As shown on the daily chart below the ASI making higher-high and higher-low, which indicate the readiness of the market to rise, however, with other sectors "dragging feet", we might witness short-term pullback. That in any ways doesn't invalidate weekly data which is yet to show strength as provided on the weekly chart, but we can see buying pressure exerted on the weekly chart.

crownprince2017:
I forsee that stock market will reprice a lot starting from next year, reason being that as inflation get translated into numbers in companies earnings, the stock of the companies will also reprice to the current realities of their earnings.

The best place to be, right now for people that know what they are doing is equity market, it's the only asset class that is yet to reprice.

For the person looking for stock to put his money for 2 years, you can look at fidson for two years time frame, you will be amazed with what lie ahead with that company, all things being equal.

Happy Sunday.

A lot of stocks have doubled their prices, some triple, infact some X10 since the new administration.

A lot have already repriced , even the seemingly battered DS is like X3 . I loaded UBA at 6Naira and loaded more at 13 Naira

Fidelity, Total energies, Flourmill , Wapco , to mention a few. I think a lot of stocks have already repriced and patient investor are already in the money.

Some got GTCO at 18 , others at 26

If things goes well, Fidson is a very good one to lock in at this point. I quite agree with you on that one

Raider76:
If you take an average civil servant in Nigeria, would you say that he produces goods or services worth $50 a month? I think productivity is the issue. You can't be paid more than what you produce.

While there are indeed some civil servant that don't earn their wages, there are many more that do and deserve more..it's absord and unthinkable that a professor does not earn up to 1kusd monthly in Nigeria, are you going to day the prof isn't productive or does not have the capacity to be productive?

Same professor will come to North America and earn 10kusd gross per month. Yes even after all the huge bills/taxes he should still be able to save at least 1kusd monthly which is way more than his Naija pay. Tell me how such individual won't be motivated. You can't put the cart before the horse, production is key but people should be motivated enough with ample accountability. Preferably starting from the top

Raider76:
You are right. I meant $500 not $50.

I am talking about core civil service. As you know there so many salary scales. Mdical and tertiary institutions have different scales.

For me, what caused Japa was more about UNDER EMPLOYMENT, rather than pay. The economy just does not produce enough jobs for the number of people graduating every year. This led to the lack of meritocracy, and politicians favoring themselves in both jobs and pay.

Bros off your mic o, that bolded is definitely the other way round. Remember that Japa isn't cheap, anyone that Japa without having an existing job must have a strong funding support (Either through scholarship, loan, of family).

ojeysky:
Bros off your mic o, that bolded is definitely the other way round. Remember that Japa isn't cheap, anyone that Japa without having an existing job must have a strong funding support (Either through scholarship, loan, of family).

Those that didn't have money went through Libya. You just don't know them.

Please read this story to know other reasons why people Japa besides pay in their countries. I believe there are similar cases like this with Nigerians also. Please note that Japa is a global issue not just Nigerian.

https://e.vnexpress.net/news/perspectives/readers-views/my-child-chose-life-in-canada-over-2-000-monthly-salary-in-vietnam-4818368.html

5 loco stocks to watch btw now and 2nd half of 2025.

Japaul
Chams
Mansard
Prestige
Neimeth

For Today,we are looking at Neimeth to take a lead of 10% among the 5 stocks
Austin Laz has done the MH work for Neimeth.
Na to begin looking for Neimeth shares

Enjoy

This same week we are looking at chams to begin to taste the waters of bull.The sellers must finish selling this week or have a rethink. Buy chams now and get ready for it's ride.