₦airaland Forum

Payunsin:
So even if it will get to N15 Na overnight.
I laugh in Spanish

aj8:
Price should fall. Common Sense Target lower than the current price.

Zegra:
Is the merger between Nascon and Dangote sugar still being considered?

Ginalex:
Cadbury self .. sorry but 81% is too tempting at this point. I don take my principal ... I don leave the rest there. Lemme see how far it'll go. sunrise and mega thank you o

Zegra:
Is the merger between Nascon and Dangote sugar still being considered?

aj8:
Price should fall. Common Sense Target lower than the current price.

KarlTom:
On Full Offer...

megawealth01:
Congratulations but you for wait sha

Ginalex:
My mind no carry am . But now that I've taken my principal, my fingers are less itchy

dapix:
https://doclib.ngxgroup.com/Financial_NewsDocs/44712_NASCON_ALLIED_INDUSTRIES_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

megawealth01:
You are getting the picture of this game from your recent posts 👍

Not many understands how this game works... Getting MEGAWEALTH isn't gambles. You need Time, Patience and KNOWLEDGE of what you are into...

Spoon feeding people has limits. If your money is somewhere then you have to understand how that place works.

When you marry a woman you don't need to ask the marriage counselor all questions

megawealth01:
If you have where to channel it to then it's COOL

currentprice:
chai! see my NASCON o

now it time to overtaken Nahco in price.

Congratulation to those that follow buy when the TA indicated price can not shed further below the N29 last year.

imagine if Dangote food merger talk comes up again. thatz na ,.,,,,,,,,

bovali:
My Thoughts on UACN Acquisition:
...
My Opinion and Rationale
* UACN’s Fair Value Impact: If acquisition is at fair price, UACN could see its fair value per share move up by 30–50 percent range based on new sector P/E and increased earnings as long as synergy and brand momentum are captured.
...
* Long-term: If well-executed, this deal could make UACN the top Nigerian consumer staple play after Nestle and Nigerian Breweries.

KarlTom:
NASCON @₦100

😎

Payunsin:
I don’t understand guys here both coys are in substantial profit from when loco recommended it.

Wetin unna want again?

I made money from 100% of all the stocks loco recommended here.
Ok you are looking for the 500% returns he sometimes mentioned, if that’s the case na long, long , long term. It will still get there e.g TIP

Agbalowomeri:
Another victim

bovali:
My Thoughts on UACN Acquisition:

1. Strategic Impact
* Acquiring Chi Limited (Chivita & Hollandia) gives UACN an immediate leadership position in juice, value-added dairy, and beverage categories. All of which are markets with high margins and growing consumer demand.
* Chi Limited is the clear market leader in both juice (Chivita) and drinking yoghurt/milk (Hollandia).
* The deal diversifies UACN’s revenue base away from animal feeds and paints into more defensive, high-turnover consumer goods.

2. Balance Sheet and Earnings Impact
* The acquisition will boost UACN’s topline (revenue) and EBITDA margin. However, much depends on:
* The acquisition price (not disclosed, but see estimate below)
* Funding structure (cash, debt, shares)
* Integration effectiveness and cost synergies
* EPS: If Chi is profitable and growing, it will lift UACN’s earnings power and could justify a re-rating (higher sector P/E, more in line with consumer staple blue chips).
* Book Value: Will increase if funded via share issue at a premium or assets injection; could fall if high leverage is used.
* Multiple Expansion: UACN will move from a low-multiple conglomerate to a consumer staple profile, attracting higher valuation multiples.

Chi Limited Valuation (Speculative):
* Industry Benchmarks: In 2019, Coca-Cola acquired the rest of Chi Limited reportedly at a $500–$600m enterprise value (when Naira was under ₦400/$).
* Current market: Nigerian consumer sector has re-rated upwards, and Naira has devalued. Category leaders trade at 2.0x–3.0x sales and 8x–12x EBITDA.
* Estimated 2025 numbers: Based on Chivita/Hollandia’s market dominance and the scale implied by 5,000 employees, a conservative 2025 revenue estimate is ₦300–₦400 billion, EBITDA margin of 15–20 percent.

Quick Speculative Valuation:
Metric | Estimate (2025) | Multiple | Implied EV (₦bn)
Revenue. | ₦350bn. | 2.0x. | ₦700bn
EBITDA. | ₦60bn (17% margin). | 9x. | ₦540bn

* Likely deal value: ₦540–₦700 billion EV (approx $370–$480m at ₦1,450/$)
* If UACN acquires at this range, the implied equity value (after any debt) would be slightly lower, but Chi Limited could add ₦5–₦7 per UACN share in earnings power over time if integration is efficient and margins are sustained.

My Opinion and Rationale
* UACN’s Fair Value Impact: If acquisition is at fair price, UACN could see its fair value per share move up by 30–50 percent range based on new sector P/E and increased earnings as long as synergy and brand momentum are captured.
* Chi Limited Standalone Value: Using industry multiples, Chi’s standalone value today is ₦540–₦700 billion.
* Long-term: If well-executed, this deal could make UACN the top Nigerian consumer staple play after Nestle and Nigerian Breweries.

megawealth01:
You are getting the picture of this game from your recent posts 👍

Not many understands how this game works... Getting MEGAWEALTH isn't gambles. You need Time, Patience and KNOWLEDGE of what you are into...

Spoon feeding people has limits. If your money is somewhere then you have to understand how that place works.

When you marry a woman you don't need to ask the marriage counselor all questions

mikeapollo:
Which kind of MEGAWEALTH... audio or video?

Mpeace:
You are correct. Thats confusing. Why would they do such.

Meanwhile lots and lots of money entering WAPCO

toyeoye:
@essentialone1 Thanks for pointing this out. The market cap column currently only updates after trading hours that’s how NGX designed it for now...
I’ve raised the issue with their team, and they’re in talks with their devs to see if real-time updates can be enabled during trading. Fingers crossed they sort it soon… NGX dey fall my hand sometimes.
Appreciate your usual feedback as always, thank you!

currentprice:
Ekuu market o

Ekuu Q2 RESULTS period

Mpeace:
Na Who Push PZ. Almost full bid at 43

Mpeace:
Na Who Push PZ. Almost full bid at 43

essentialone1:
I meant removing it completely. Or send them to the end column. The platform is now too busy. Also send the bids and offers column to the end column. Please.

currentprice:
Ekuu market o

Ekuu Q2 RESULTS period

HesInMe:
See my very excellent WAPCO!