₦airaland Forum

I wonder how many stocks per year on average, do you get chance to enter based on this entry strategy?

aj8:
@yMcy56
You probably would have guessed that that at their current prices, I would not jump into either. Why? Simply because they are way above the metrics I use for my Common Sense Entry Strategy. For this strategy, my entry is gauged either on estimated EPS, where I buy into at a price way below (EPS x 4), or buy at a price way below 10x estimated dividends. I use whichever is higher of the two metrics. I don’t however doubt their potential to appreciate bearing in mind their valuation based on P/E. The cost of raw rubber is forecast to continue its climb so would expect Okomu to do well into 2025 and probably pay higher dividends if not at least the same total of N36. So my entry for Okomu would be N360 or lower which I doubt if they would ever drop to that …hence my not jumping in but would if it does. Dangote in the same vein N300 is based on dividends. Can safely jump in if it ever drops below that price which again I doubt it would.
So far, the strategy has kept my funds safe and I pray it continues that way.

The aim remains to get into a front row seat on any stock before it starts to climb. Not when the train has departed the station. However should the train return to the station Jump in.

The gurus on this platform will be able to do justice to this. I don’t consider myself one.

These are purely my thoughts. Please pick whatever seems flesh and throw away the bone.

Thank you for the tremendous good you are doing on this platform. You have my respect.

Expect 25kobo dividend from ConHall.

chimex38:
I want to believe just like last year, maybe consolidation of all the accounts of CBNsss and IMFssss banks they acquired within the year.

what of FBNH

ositadima1:
Ok, a good systematic and simple entry strategy. But what about the exit strategy? How do you know when it's time to bail?

I know it's not for me, but from his usual write-ups
His Exit price is usually EPS X 4 on average on most stocks.
But due to peculiarities of some stocks e.g OS, Brand, etc.
His exit price could be X3 or X5 or higher or X4 + discounted by some percentage as the case may be.

Princkez:
what of FBNH

That one pass me Oo
I no get any reason except maybe transformation of name to FirstHoldCo

Streetinvestor2:
I believe this is a joke right

Here's your company result

https://doclib.ngxgroup.com/Financial_NewsDocs/43674_INTERNATIONAL_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

yMcy56:
Here's your company result

https://doclib.ngxgroup.com/Financial_NewsDocs/43674_INTERNATIONAL_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

And Loco's
Where he dey sef?

aj8:
@yMcy56
You probably would have guessed that that at their current prices, I would not jump into either. Why? Simply because they are way above the metrics I use for my Common Sense Entry Strategy. For this strategy, my entry is gauged either on estimated EPS, where I buy into at a price way below (EPS x 4), or buy at a price way below 10x estimated dividends. I use whichever is higher of the two metrics. I don’t however doubt their potential to appreciate bearing in mind their valuation based on P/E. The cost of raw rubber is forecast to continue its climb so would expect Okomu to do well into 2025 and probably pay higher dividends if not at least the same total of N36. So my entry for Okomu would be N360 or lower which I doubt if they would ever drop to that …hence my not jumping in but would if it does. Dangote in the same vein N300 is based on dividends. Can safely jump in if it ever drops below that price which again I doubt it would.
So far, the strategy has kept my funds safe and I pray it continues that way.

The aim remains to get into a front row seat on any stock before it starts to climb. Not when the train has departed the station. However should the train return to the station Jump in.

The gurus on this platform will be able to do justice to this. I don’t consider myself one.

These are purely my thoughts. Please pick whatever seems flesh and throw away the bone.

Thank you for the tremendous good you are doing on this platform. You have my respect.

So your strategy qualifies you to buy GTCO at 70? Would you?

yMcy56:
CONHALLPLC
PAT: 22.6bn
* Dividend not yet announced.....

https://doclib.ngxgroup.com/Financial_NewsDocs/43670_CONSOLIDATED_HALLMARK_HOLDINGS_PLC-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

Na dividend I dey wait for

Raider76:
Shouldn't we compare stocks to only their peers in the same industry? Geregu is probably ok if you compare it to Transcorp Power.

I think these stocks pay between 0.6%-2% yield to shareholders on a consistent basis, if ee even reach 1% yield sef.
(Well not for early peeps)

Meaning for a consistent payout ratio only, (all other things being equal)
one will get back initial capital in 100years if not more

An improved dividend payout over the years may likely reduce it to between 30-50years ceteris paribus.

Capital Appreciation should be the life saver. Achieving the ideal between 5-10years Max.
But some how, these companies have mastered the art of creating huge market liquidity at only specific time frames. If you miss this window of opportunity it's almost impossible to sell; if not fully impossible as the skillful art of full offer begins to display.

As for the power stocks, no blame them, FG down to Discos(40% FG) be their debtors and them no fit fight FG.
yet they have to pay for raw material-gas to to power their turbines.


But you see that Transcorphotel?
Speechless

yMcy56:
Here's your company result

https://doclib.ngxgroup.com/Financial_NewsDocs/43674_INTERNATIONAL_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

Lol.. eee say na your company

📊 Market recap – April 3 🔥
22 gainers vs. 35 decliners...and the bears are still setting the pace.

🟢 Top gainer
AFRIPRUD (+9.76%) stood tall again, also leading WTD at +20.69%.
🔻 Top loser
LIVESTOCK dipped -10%, while UACN holds the WTD red crown at -18.31%.

💰 Most traded by value
GTCO led with ₦1.79B exchanged (-0.14%)
📈 Most traded by volume
UNIVINSURE clocked in 49.75M shares (-3.51%)
📉 Least traded by value & volume
ABBEYBDS barely made a ripple, just ₦439.89 in value and 93 shares traded.

Two red sessions in a row—caution seems to be the current mood.
Check the full breakdown on https://stockbubbles.com.ng/

yMcy56:
Here's your company result

https://doclib.ngxgroup.com/Financial_NewsDocs/43674_INTERNATIONAL_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

The result isn’t too bad. If we discount the forex losses, they actually turned a profit—revenue increased, and gross profit improved. They now have a buffer from the rights issue and have managed to pay down a significant portion of their debt.

So, in 2025, I expect their interest expenses to decline. The FX losses have already been realized and dealt with—unless there are additional undisclosed issues. Based on my quick observation of the financials, they should return to profitability this year. The gurus should torch light further.

yMcy56:
CONHALLPLC
PAT: 22.6bn
* Dividend not yet announced.....

https://doclib.ngxgroup.com/Financial_NewsDocs/43670_CONSOLIDATED_HALLMARK_HOLDINGS_PLC-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

This is N2.08 eps for the group

Expect Oando audited result on or before 30th May, 2025.

OandO

https://doclib.ngxgroup.com/Financial_NewsDocs/43677_OANDO_PLC-OANDO_PRESS_RELEASE__CORPORATE_ACTIONS_APRIL_2025.pdf

KarlTom:
OandO

https://doclib.ngxgroup.com/Financial_NewsDocs/43677_OANDO_PLC-OANDO_PRESS_RELEASE__CORPORATE_ACTIONS_APRIL_2025.pdf

Oando and forward looking statements

Bigdeal01:
Expect 25kobo dividend from ConHall.

I thought I got the information that Conhall declared N0.07k

But, I really can't say where I got it. Still searching for the link. I just hope am wrong as 7k is damn to small.

Sounds like the good (bad?) old days never left.

Agbalowomeri:
Oando and forward looking statements

Bigdeal01:
Expect 25kobo dividend from ConHall.

Out of N2 EPS? that's poor

When are they crediting the bonus?

KarlTom:
OandO

https://doclib.ngxgroup.com/Financial_NewsDocs/43677_OANDO_PLC-OANDO_PRESS_RELEASE__CORPORATE_ACTIONS_APRIL_2025.pdf

chimex38:
WEMA ₦1 !!
they are really playing a strong catch up.
Make FCMB dey do anyhow.

As for Access, dont put your hopes too high..

They are not even coming to the market again and new shares have been listed just like Zenith.

FCMB declares 55 kobo dividend.

About 6.04%

jonnysessy:
I thought I got the information that Conhall declared N0.07k

But, I really can't say where I got it. Still searching for the link. I just hope am wrong as 7k is damn to small.

That must be AIICO

essentialone1:
[size=8pt][/size]

FCMB declares 55 kobo dividend.

About 6.04%

These ones no even dey interested in chasing any body. They are ok with themselves. Family biz

SUNUASSUR
Returned to dividend payment!!
Dividend: 0.10k
Qualification Date: 30th May, 2025

https://doclib.ngxgroup.com/Financial_NewsDocs/43676_SUNU_ASSURANCES_NIGERIA_PLC-CORPORATE_ACTION_CORPORATE_ACTIONS_APRIL_2025.pdf

** I think we should give it up for this improvement from Companies that are now returning back to paying dividends....... Also ETRANZACT and some few other ones.....
** More Insurance Stocks joining dividend payer list...
** Mr. Market will find a way of rewarding the stocks at the appropriate time.......So I blvd.

essentialone1:
[size=8pt][/size]

FCMB declares 55 kobo dividend.

About 6.04%

They improved by 0.05k from 2024..
This one wey Eps drop by almost 100%!!! .
If them come add new shares nko?
Make them try buckle up biko..

When will this company ever be sincere?

yMcy56:
SUNUASSUR
Returned to dividend payment!!
Dividend: 0.10k
Qualification Date: 30th May, 2025

https://doclib.ngxgroup.com/Financial_NewsDocs/43676_SUNU_ASSURANCES_NIGERIA_PLC-CORPORATE_ACTION_CORPORATE_ACTIONS_APRIL_2025.pdf

** I think we should give it up for this improvement from Companies that are now returning back to paying dividends....... Also ETRANZACT and some few other ones.....
** More Insurance Stocks joining dividend payer list...
** Mr. Market will find a way of rewarding the stocks at the appropriate time.......So I blvd.

Lol all these insurance companies giving dividends, it's about the upcoming fund raising. These company directors bad sha

AXA MANSARD
Final dividend: 0.45k
Qualification Date: 25th June, 2025

https://doclib.ngxgroup.com/Financial_NewsDocs/43686_AXA_MANSARD_INSURANCE_PLC-AXA_MANSARD_COPORATE_ACTION_DEC_2024_CORPORATE_ACTIONS_APRIL_2025.pdf

INFINITY TRUST
Corporate Action:

https://doclib.ngxgroup.com/Financial_NewsDocs/43678_INFINITY_TRUST_MORTGAGE_BANK_PLC-INFINITY_TRUST_-_DIVIDEND_ANNOUNCEMENT_2025_CORPORATE_ACTIONS_APRIL_2025.pdf

First Bank

Mpeace:
These ones no even dey interested in chasing any body. They are ok with themselves. Family biz

Azzin..
All the Industry razzmatazz no just concern dem