₦airaland Forum

SonofElElyonRet:
This is sounding highly prophetic.. is loco also among the prophets?

crownprince2017:
At mega, what is your take on Sugar now, I have been waiting for less than 30 since I have some cash but the thing no want gree come down, I believed our strategy look a like, we buy businesses that people are running from with the hope of cashing out big in the long run.

Sup with Bovali, mankind, mcy n agba, it's been long I heard from you guys, I hope all is well..ogg no they even show again.

Good morning everyone.

Xidget:
Dangcem on freefall. them don comot the wedge

toyeoye:
Most traded stocks right now

emmanuelewumi:
2025 forecast for the Oil Plantation in Ghana

Revenue GHC 752 million (N78 billion)
Gross profit GHC 377 million (N39 billion)
Operating profit GHC 376 million (N29 billion)


2025 forecast for Presco.
Revenue grew at a compounded annualized growth rate of 52% from 2019 to date, it actually grew by 88% between 2023 and 2024. For the purpose of this forecast I will use 40% revenue growth,.
Gross margin for 2024 was 76% but I will use 70%, Operating margin for 2024 was 62.5% but I will use 55%

Revenue N224 billion
Gross profit N157 billion
Operating profit N123 billion.

Combined 2025 Operating profit of Presco and that of the business in Ghana will be
N123 billion+N 29 billion = N152 billion which is a conservative estimate

Presco currently has a debt of N58 billion the corporate bond will increase it to N158 billion. The total debt will about the same value with the estimated operating profit for 2025

With this there is a very high probability that the corporate bond will be liquidated between 3 and 4 years

MadmaxX489:
Good analysis but you left out a key information, the price of palm oil in the international market. Did you factor the possibility of these targets not being met should palm oil prices drop drastically? While these target are possible based on past performance driven by the surge in the price of commodities there’s no future certainty the trend will continue and a reversal won’t occur in the price of palm oil.

emmanuelewumi:
Presco growth from 2019


Revenue growth

2019 N19.7 billion
2020 NN23.9 billion
2021 N47.1 billion
2022 N69.3 billion
2023 N85 billion
2024 N160 billion ( forecast based on N128 billion achieved at Q3 2024)


Profit after tax growth

2019 N3.7 billion
2020 N5.2 billion
2021 N19.8 billion
2022 N12.8 billion
2023 N32.4 billion
2024 N65 billion ( forecast based on N51.7 billion achieved in Q3 2024)

Equity growth

2019 N27.9 billions
2020 N31 billion
2021 N48 billion
2022 N52 billion
2023 N75.4 billion
2024 N85 billion


Return on equity growth

2019 13.3%
2020 16.8%
2021 41%
2022 24.6%
2023 43%
2024 76.5% (Although Meristem securities forecast is 80%)

Net profit margin growth

2019 18.8%
2020 21.7%
2021 42%
2022 18.5%
2023 38%
2024 40.6%

Ginalex:
Power down by 10%. Abeg when them go remember say them lock us inside throwey key🥹🌝

Raider76:
Thought of you when I saw the Transpower drop. You still in there?

emmanuelewumi:
2025 forecast for the Oil Plantation in Ghana

Revenue GHC 752 million (N78 billion)
Gross profit GHC 377 million (N39 billion)
Operating profit GHC 376 million (N29 billion)


2025 forecast for Presco.
Revenue grew at a compounded annualized growth rate of 52% from 2019 to date, it actually grew by 88% between 2023 and 2024. For the purpose of this forecast I will use 40% revenue growth,.
Gross margin for 2024 was 76% but I will use 70%, Operating margin for 2024 was 62.5% but I will use 55%

Revenue N224 billion
Gross profit N157 billion
Operating profit N123 billion.

Combined 2025 Operating profit of Presco and that of the business in Ghana will be
N123 billion+N 29 billion = N152 billion which is a conservative estimate

Presco currently has a debt of N58 billion the corporate bond will increase it to N158 billion. The total debt will about the same value with the estimated operating profit for 2025

With this there is a very high probability that the corporate bond will be liquidated between 3 and 4 years

KarlTom:
ARADEL. ±
CONOIL. ±
ETERNA. -0.18%
OandO. +0.38%

Ginalex:
Very much there o ... Elums don turn me to long term investor against my wish

megawealth01:
Smart Wale. I saw today's game but I won't say pim

Sunrisepebble:
https://www.thisdaylive.com/index.php/2025/01/15/ghl-how-fbns-recklessness-almost-killed-93-on-oil-rig/

Its as if Otedola is going to seize this Oil well

Ades1:
Bros, can you please drop a similar analysis for TOTAL? 2025 is the year of portfolio consolidation, Trying to reduce all holding to 10-12.

lavylilly:
In its 9M'24 unaudited results, Aradel Holdings Plc (ARADEL) grew topline by 29.6% YoY to $274.4 million, driven by an increase in production volumes to 18,567 barrels of oil equivalent per day (boepd) (vs. 14,306 boepd in FY'23) and higher average realised oil price...

megawealth01:
Smart Wale. I saw today's game but I won't say pim

Ginalex:
Very much there o ... Elums don turn me to long term investor against my wish

KarlTom:
No loud am... 🤭

designking:
What many people don’t know about Otedola is that he started as a very shrewd moneylender. In one tribute Bob Dee wrote about him, he described Otedola as ruthless when it came to recovering his money. The man wouldn’t even look Uche in the eye—when it was time to collect, he’d take your car or anything of value without hesitation.

They say Ote doesn’t joke with money. If you owe,

designking:
What many people don’t know about Otedola is that he started as a very shrewd moneylender. In one tribute Bob Dee wrote about him, he described Otedola as ruthless when it came to recovering his money. The man wouldn’t even look Uche in the eye—when it was time to collect, he’d take your car or anything of value without hesitation.

They say Ote doesn’t joke with money. If you owe,

emmanuelewumi:
Emmadet will definitely do a better and an indepth analysis.

I love short cuts

Ades1:
Bros, can you please drop a similar analysis for TOTAL? 2025 is the year of portfolio consolidation, Trying to reduce all holding to 10-12.

designking:
What many people don’t know about Otedola is that he started as a very shrewd moneylender. In one tribute Bob Dee wrote about him, he described Otedola as ruthless when it came to recovering his money. The man wouldn’t even look Uche in the eye—when it was time to collect, he’d take your car or anything of value without hesitation.

They say Ote doesn’t joke with money. If you owe,