₦airaland Forum

fashionnisir:
as these commerced , or when is the date it will start, make dem no take person unaware.

SonofElElyonRet:
Human beans like to fear.
Sorry I couldn't resist the "temptation"

emmaodet:


My brother, my hand as typing faster than my brain ni

emmaodet:
Not yet.
In the meantime, based on my valuation, Japaul should rise to #3.20 region after releasing there H1/25 result if my estimated revenue of 5.6b is met and TTM earnings of 1.6b.
They have been doing well in the last 3 Quarters declaring profit, though more needs to be done in there OCF.
But after the 100b dilution, they will need to grow there EPS by 600% to breakeven for investors.
How good and far the management would be able to make good use of the capital is what we will see.
Current market cap = 2.7 x 14.3b shares = #38.6b
Final Market cap = #38.6b/100b shares = #0.39 = 39k
They plan to do shares reconstruction immediately to avoid uproar....so we may see a 3 to 1 construction to bring the price above #1 to #1.2 per share. But that is just share price cosmetic approach. EPS is down by 600%.
As a rule of thumb for me, revenue and earnings growth rate must be higher than dilution rate to give returns to investors.
Revenue has been growing at an average of 200% in the last 3 quarters, so dilution of 100% should have been not more than 30b shares but since it seems they want to expand and it will bring value in the long run, then it should be worth the pain.
How long will they be able to return 600% eps is another thing...1 year or 5 years?
Based on historical returns, Japaul ROIC max has been 8%.
If they are to put the future raised capital of 500b into use...let's say 450b out of it while 50b in cash and equivalent, retain earnings or whatever, that will be 40b profit from invested 450b capital.
Debt to equity is 40% but with the raise capital, it should go down to 10% atleast......So we may be looking at around 30b profit as equity to shareholders.
2024 retention ratio is 65%....So a payout ratio of 35% = 11.5b divided by 100b shares....11.5k per shares dividends based of my rough estimation of Next twelve month after dilution.

PinkNature:
Good morning to the great men and women here. I’m pinknature by moniker (lol idk why I choose this name the time I created my acct). I’m 24 and a 300l student in the university.

I see that this thread is all about investments, making wealth etc: I haven’t really gone through the thread, but I’m here to learn and hopefully make some smart decisions that is going to payoff with time.

I send my greetings to everyone reading this. 😊

Mpeace:
This market sweet sometimes. Cadbury wey we buy 29 is now 53. Wow.
But Cadbury fundamentals so too strong.
Profit taking will soon set in

Mpeace:
This market sweet sometimes. Cadbury wey we buy 29 is now 53. Wow.
But Cadbury fundamentals so too strong.
Profit taking will soon set in

PETERiCHY:
What of those of us that bought circa #15 last year Well someone predicted it's heading to , #750 meanwhile I will alight at circa #100.

BARGAIN HUNTERS TAKE NOTE!

Nataba:
Wow!

Daar Communication already on full bid!!

PETERiCHY:
What of those of us that bought circa #15 last year Well someone predicted it's heading to , #750 meanwhile I will alight at circa #100.

BARGAIN HUNTERS TAKE NOTE!

megawealth01:
Interesting times are here if CADBURY gets to #500

Zegra:
Lol
You dey believe Peteru

PETERiCHY:
What of those of us that bought circa #15 last year Well someone predicted it's heading to , #750 meanwhile I will alight at circa #100.

BARGAIN HUNTERS TAKE NOTE!

Itzlinda:
What do you think of Bua cement? Abi make alight join Cadbury train

Mpeace:
N750? Well? Nothing is impossible.

Zegra:
Lol
You dey believe Peteru

yMcy56:
Are you minding Peter?

Anyway, where you see Unilever and Cadbury at above 50, expect PZ to catch up at some point...

In all these movements, it's [/b]OANDO[b] I'm eagerly awaiting its own upward movement.....No matter how they try hard to suppress the mvmt...

DeRuggedProff:
Blue Economy...

yMcy56:
Are you minding Peter?

Anyway, where you see Unilever and Cadbury at above 50, expect PZ to catch up at some point...

In all these movements, it's OANDO I'm eagerly awaiting its own upward movement.....No matter how they try hard to suppress the mvmt...

megawealth01:
Who will ever believe that BETAGLASS will hit 300+ from 50?

yMcy56:
Are you minding Peter?

Anyway, where you see Unilever and Cadbury at above 50, expect PZ to catch up at some point...

In all these movements, it's OANDO I'm eagerly awaiting its own upward movement.....No matter how they try hard to suppress the mvmt...