₦airaland Forum

megawealth01:
In 2025 they are some childish stuffs I won't have time for as some persons here really acted like kids...

I believe you understand what I mean bro? Happy new year mahn. Jah bless ya with mega bags 😘

Yeshua Forever man 👍

Locotrader:
It is called hit or miss.
Sometimes,when you have a large quantity of stock,getting partnership or contract with the company becomes so easy.

As it stands now,I may have more ideas of what is happening in chams or privilege info but may not disclose to anyone and I may not find it so easy to sell about 23m units of chams in my custody without informing the mgt.All I need is the growth of chams and it's share price which is inevitable in a space of 12 months.

Loco is now an investor in chams and will always add up when I sense a very strong improvements in the group.

Dem suppose make you director

Locotrader:
It is called hit or miss.
Sometimes,when you have a large quantity of stock,getting partnership or contract with the company becomes so easy.

As it stands now,I may have more ideas of what is happening in chams or privilege info but may not disclose to anyone and I may not find it so easy to sell about 23m units of chams in my custody without informing the mgt.All I need is the growth of chams and it's share price which is inevitable in a space of 12 months.

Loco is now an investor in chams and will always add up when I sense a very strong improvements in the group.

The outstanding shares amount to 4,696,060,000.00. This represents your 0.0049. Alternatively, we can say it would take 20,417 Locos to cover 100%. Ok nah. You be 1 out of 20,417, you sure say dey know say you be Loco?

LOL. The plot thickens in his "Cham-ing" Super Story.

ositadima1:
The outstanding shares amount to 4,696,060,000.00. This represents your 0.0049. Alternatively, we can say it would take 20,417 Locos to cover 100%. Ok nah. You be 1 out of 20,417, you sure say dey know say you be Loco?

Locotrader:
Na only Aradel get value.
Others na nonsense.
My own be to alert people on What to buy and make cool money.
How I wish Ginalex picked some chams today..

Oga Loco. Na the tashere 500k units I pick at 1.99 naim I still hold o. I never add to am yet

HesInMe:
LOL. The plot thickens in his "Cham-ing" Super Story.

That moniker sabi road pass you
.Can not be a prey too.why don't you try the guys in crypto thread maybe you could have a chance
You still remain a criminal allegedly.

@BullBearMkt Please, could you analyse the best entry price for Aradel? Thank you very much.
@Sunrisepebble, do you think that shareholder is still selling off their shares?

Thank you.

Finally, something we agree on: ositadima1's comments are truly illuminating. Dude demonstrates deep technical and market expertise. We are grateful.

Streetinvestor2:
That moniker sabi road pass you
.Can not be a prey too.why don't you try the guys in crypto thread maybe you could have a chance
You still remain a criminal allegedly.

SonofElElyonRet:
This mega dey always get expo on stocks...

Yes.

megawealth01:
One thing I learnt from AGBA in 2024 is "never reveal any stock" just give a clue in a sector and move on as if nothing happened... @Agba was coded telling people to position in insurance stocks sometimes ago those who got the message got the message

No do like that o! Na one of your calls made me a millionaire.

megawealth01:
It's not a guess. It's a FACT. He avoids name calling/insults. I share a group with him where he is vocal intellectually although the group is highly civilized and well cultured too

Boss! Are you still on discord as your WhatsApp group is no longer active and I don't see your post on my FYP.

He has already won Chief MH for 2025

ositadima1:
The outstanding shares amount to 4,696,060,000.00. This represents your 0.0049. Alternatively, we can say it would take 20,417 Locos to cover 100%. Ok nah. You be 1 out of 20,417, you sure say dey know say you be Loco?

ggoldmine:
@BullBearMkt Please, could you analyse Aradel and its best entry price? Thank you very much.
@Sunrisepebble, do you think that shareholder is still selling off their shares?

Thank you.

it's a good stock with good fundamentals.

While one can make money from them, I personally do not own any Insurance stock outside Mansard and if I’m to jump into any other it’ll be AIICO.

I’ve started buying my mid to long term stocks in NAHCO and Vitafoam at the tail end of last year and will continue to do so at attractive entry points throughout the year.

I still hold large positions in UGAZ, Aradel, Seplat, Total and WAPCO, of which I’m hearing our deal should near completion by the end of Q1 this year.

I wish us all the best in 2025 and of course, I’ll be on hand for any early information

Those that are not millionaires, I pray that you become millionaires in this new year. Those of us that are millionaires and multimillionaires, I pray that we become billionaires in this new year

SonofElElyonRet:
Dem suppose make you director

To be a director is not by shares.
With time and progress of partnership you can become a non executive Director or get a representative but none of these is in the agreement

HesInMe:
Finally, something we agree on: ositadima1's comments are truly illuminating. Dude demonstrates deep technical and market expertise. We are grateful.

I don't care what you agree.For your information he bought chams last Yr.
I hope the owner of this moniker was not exposed to any harm.People here got to be careful dealing with you incase you send private mail to anybody

Ginalex:
Oga Loco. Na the tashere 500k units I pick at 1.99 naim I still hold o. I never add to am yet

The volume of today speaks a lot on what to expect tomorrow.
In all,try to make it 1m units which you will exchange at 4 or 5m naira in a short term.
On a long run ,your 1m units will turn to 15m naira.
Think about it this night and take action by 10am tomorrow.

ositadima1:
The outstanding shares amount to 4,696,060,000.00. This represents your 0.0049. Alternatively, we can say it would take 20,417 Locos to cover 100%. Ok nah. You be 1 out of 20,417, you sure say dey know say you be Loco?

You too like calculations.

Sunrisepebble:
He has already won Chief MH for 2025

We projected 15+ by year end.
Wait make we see one third of it before giving me any title in 2025.

I am just a monkey hunter at this beginning of the year.where did you get chief from?

Locotrader:
The volume of today speaks a lot on what to expect tomorrow.
In all,try to make it 1m units which you will exchange at 4 or 5m naira in a short term.
On a long run ,your 1m units will turn to 15m naira.
Think about it this night and take action by 10am tomorrow.

See advise 😉

You have not put forward a case of why one should buy it
I hope you prove me wrong

Locotrader:
We projected 15+ by year end.
Wait make we see one third of it before giving me any title in 2025.

I am just a monkey hunter at this beginning of the year.where did you get chief from?

5% holding gets you a seat on the board...

Locotrader:
To be a director is not by shares.
With time and progress of partnership you can become a non executive Director or get a representative but none of these is in the agreement

It seems they want to bring NNPC to the market this year hence they are tidying things.

Raider76:
The speed with which NNPCL responded to the OBJ interview shows how high the stakes are for them. They just have to be able to say the refineries have been repaired, and are working, incase anybody asks for those $2b mentioned by OBJ in the interview back.

Sunrisepebble:
You have not put forward a case of why one should buy it
I hope you prove me wrong

Are you aware that a giant financial institution want to buy a substantial stake in one of the subsidiaries of chams group at above 20B naira?
The talk is in progress.

It amuses me that chams as a group is below 10B naira market capitalization.When the true value of chams group reflects on the financials,you will see a 40-65B naira market capitalization for CHAMS.

Fingers are crossed in 2025.observaton mode was activated 2 or 3 months ago.

An observation.🤔

VFD received an unusual dose of attention last week (today inclusive)
The Corporate Disclosure just confirmed that the top management acquired quite a number of shares before the closed period.

Every mallam to his kettle...

KarlTom:
Wagwan VFD

Na wa. Haven't your balls descended yet? You're too easily triggered: Every disagreement with you turns into a knife fight in the dark to the death. Can't I appreciate someone's analyses and disagree with him on his conclusions?

Stop taking everything so personally abeg. Buy Chams if you want.

Streetinvestor2:
I don't care what you agree.For your information he bought chams last Yr.
I hope the owner of this moniker was not exposed to any harm.People here got to be careful dealing with you incase you send private mail to anybody

Wow, solid selection there: Industry leaders with strong market positions or USD revenues. Even in the relatively nascent insurance sector. People, take lessons from a pro.

VitaFoam is an interesting choice. Could you help us understand what value you see there?

Sunrisepebble:
While one can make money from them, I personally do not own any Insurance stock outside Mansard and if I’m to jump into any other it’ll be AIICO.

I’ve started buying my mid to long term stocks in NAHCO and Vitafoam at the tail end of last year and will continue to do so at attractive entry points throughout the year.

I still hold large positions in UGAZ, Aradel, Seplat, Total and WAPCO, of which I’m hearing our deal should near completion by the end of Q1 this year.

I wish us all the best in 2025 and of course, I’ll be on hand for any early information

Those that are not millionaires, I pray that you become millionaires in this new year. Those of us that are millionaires and multimillionaires, I pray that we become billionaires in this new year

faoogoke:
It seems they want to bring NNPC to the market this year hence they are tidying things.

Hopeville..
Those ones wey ee be like their account statement from 198sth never ready..
You wan make small NGX and SEC dey open their nyansh.

Even some summons from National Assembly na hide and seek game; come be audited report. Who even go get mind audit NNPC(L) report?

Sunrisepebble:
I took out the poor Q2 performance which was due to FX losses and then annualised the earning using the other three quarters.

I think what you are missing in your analysis is that you're looking at it on a full year basis. The Q2 loss was bad. Look at it on a quarter on quarter basis The earnings per share in the last two quarters individually are almost the same as the full year EPS in the previous financial year

Even if we add the forex loss back = 12.3b and give PAT of around 14b and divide by outstanding shares the FY EPS = #1.1 which is still far low compared to previous years report.
In 2020, Revenue was 23b, net profit 4b. That is 17% net margin compared to 2024 revenue of 82.6b that is about 4X of 2020 and profit of just 1.3b and net margin profit of 1%.
EPS fell from #3+ from 2020 to 2023 to 29 kobo in 2024. That is disaster.
While vitafoam remains a good stock, i just feel it is too expensive for the current price.
My opinion though

Anytime I try to reply @emmaodet with my Vitafoam analysis. My post is always removed, not sure why.
I believe there are strong underlying numbers there.
If you look at the normalized earnings per share ie excluding Q2 where they made huge FX losses due to naira devaluation. The Quarter 3 and 4 earnings per share are a lot stronger and I believe if they sustain it then it’s very undervalued. My source also has an insider who says they’re making good money this year.

I forgot to mention Presco in my previous post. A slow mover but will also be looking to add more if or when the price drops. I have the patient capital for what will be a potential #1k stock

HesInMe:
Wow, solid selection there: Industry leaders with strong market positions or USD revenues. Even in the relatively nascent insurance sector. People, take lessons from a pro.

VitaFoam is an interesting choice. Could you help us understand what value you see there?

Edit: I forgot to mention my MTNN and Presco. I’m optimistic on these two based on Tariff increase for the former and Ghana Acquisition for the latter.

MTNN CEO was on Arise today and says they’ve proposed a 100% tariff increase (I doubt this will be approved) but he’s confident that it will happen this year and he’s generally optimistic about the environment. If it trades below 190 again, I’ll be looking to add more. I think based on FY 25 numbers, it should be back at N250-300. However, my analysis is based on a 40% tariff increase and stable FX rate. It’s a company that controls 50% of the market share and one of the biggest tax and GDP contributors. The FG will have to bend to them someway and that’s why it was a no brainer for me when it fell to N169

Presco with the Ghana Acquisition for Export and USD/Euro revenue is a no brainer for a company that already has Gross margins of 72% and CPO prices are expected to trade slightly higher this year

Im in no rush with those two and they will be main stays in my portfolio for years to come.

Sunrisepebble:
While one can make money from them, I personally do not own any Insurance stock outside Mansard and if I’m to jump into any other it’ll be AIICO.

I’ve started buying my mid to long term stocks in NAHCO and Vitafoam at the tail end of last year and will continue to do so at attractive entry points throughout the year.

I still hold large positions in UGAZ, Aradel, Seplat, Total and WAPCO, of which I’m hearing our deal should near completion by the end of Q1 this year.

I wish us all the best in 2025 and of course, I’ll be on hand for any early information

Those that are not millionaires, I pray that you become millionaires in this new year. Those of us that are millionaires and multimillionaires, I pray that we become billionaires in this new year

Chai. Where have you been all my life?

Sunrisepebble:
Edit: I forgot to mention my MTNN and Presco. I’m optimistic on these two based on Tariff increase for the former and Ghana Acquisition for the latter.

...Im in no rush with those two and they will be main stays in my portfolio for years to come.