₦airaland Forum

yMcy56:
Ok boss, by your own calculations and metrics, what should be the fair value sir?

You can pls reply on NGXForum sir

Responded

Frangel:
Actually, Retained Earnings is positive but Other Reserves is negative. (See Statement of Changes in Equity for Q32025).

Q4 Financials are not detailed enough; they lumped Retained Earnings and Other Reserves which is negative.

I think a good call.
Na their naija operations/results nor dey give joy.

Thanks for this.

Sunrisepebble:
Whisper of 875k
NFA/DYOR

Any whisper of UBA pls

Presco down by 10%👀👀. Who knows I might see something to pick at my target price from this week

Ginalex:
Presco down by 10%👀👀. Who knows I might see something to pick at my target price from this week

please what is your target price

blueheart:
please what is your target price

I don't mind getting at 1,750 and averaging down from there if I see the opportunity to do so

Ginalex:
Presco down by 10%👀👀. Who knows I might see something to pick at my target price from this week

I advise you do some research before you pick any of the palm oil companies right now

The companies are complaining about imported palm oil flooding the market, they are begging the government to step in, so they can remain profitable.

They still remain solid companies with great fundamentals, I'm just sounding a note of caution.

Shalom

handsomebolanle:
AwesomeJ on the beat. 😁😁

According to Oga Oracle, the ASI will do 235..
Looking at 235/260 range!
I posted it last week and quickly deleted it...😁
But now, is it not looking like it?
ASI is above 200 now....
It's well o

The likes of DANGCEM is still watching, my VFD still piping low 😁, TRANSPOWER never even shake body, talk less of TRANSCORP, OANDO, etc....😊

MTNN: Analysts in Cardinal Stone already give a new fair value....

* They should sha allow the goodies flow to penny stocks too.

Kudos boss! 🍾🍸🍾

Shalom428:
I advise you do some research before you pick any of the palm oil companies right now

The companies are complaining about imported palm oil flooding the market, they are begging the government to step in, so they can remain profitable.

They still remain solid companies with great fundamentals, I'm just sounding a note of caution.
Shalom

Thank you. I appreciate sir

Please does anyone have a link to the Transcorp earnings call?

Shalom428:
I advise you do some research before you pick any of the palm oil companies right now

The companies are complaining about imported palm oil flooding the market, they are begging the government to step in, so they can remain profitable.

They still remain solid companies with great fundamentals, I'm just sounding a note of caution.

Shalom

But we still rely much on imported palm oil. Presco and Okomu together only meet 5% of local demand unless my data source is wrong

Be like some pension fund money found its way to TIP

Transpower kind of averaging loading

Ginalex:
I don't mind getting at 1,750 and averaging down from there if I see the opportunity to do so

We crushed all targets

yMcy56:
UNITY is National
PROVIDUS is Regional
Maybe they could now upgrade to National after the merger..
Expected Cap base for National is N200bn
For Regional is N50bn

Kukuma call their names jegede and Wale plc

Stockhunter:
This zenith money no be ordinary money. Na pension fund... 😊 Zenith wey i just enter last month at 84 don deliver pass some stock wey de receive prayer and fasting.

ECOBANK NAIJA still dey?

Frangel:
Actually, Retained Earnings is positive but Other Reserves is negative. (See Statement of Changes in Equity for Q32025).

Q4 Financials are not detailed enough; they lumped Retained Earnings and Other Reserves which is negative.

I think a good call.
Na their naija operations/results nor dey give joy.

Just for the records I get ECOBANK sha

I don’t think they will suddenly become unprofitable but their margins might be diluted

Shalom428:
I advise you do some research before you pick any of the palm oil companies right now

The companies are complaining about imported palm oil flooding the market, they are begging the government to step in, so they can remain profitable.

They still remain solid companies with great fundamentals, I'm just sounding a note of caution.

Shalom

They should be fast with the clean up jare

mikeapollo:
I tell people to look at the numbers under ''Company''....that is where the clean up is happening quietly, but not catching the eye of investors (the focus is always on ''Group'')

Abeg what is the new fair value range for MTN?

yMcy56:
According to Oga Oracle, the ASI will do 235..
Looking at 235/260 range!
I posted it last week and quickly deleted it...😁
But now, is it not looking like it?
ASI is above 200 now....
It's well o

The likes of DANGCEM is still watching, my VFD still piping low 😁, TRANSPOWER never even shake body, talk less of TRANSCORP, OANDO, etc....😊

MTNN: Analysts in Cornerstone already give a new fair value....

* They should sha allow the goodies flow to penny stocks too.

Kudos boss! 🍾🍸🍾

ELLAH

Sunrisepebble:
I don’t think they will suddenly become unprofitable but their margins might be diluted

megawealth01:
We crushed all targets

You seem unconcerned about the possibility of high listing price e.g. N10 for Providus-Unity Bank?

I already said what I think their listing price should look like na

mikeapollo:
You seem unconcerned about the possibility of high listing price e.g. N10 for Providus-Unity Bank?

megawealth01:
Transpower kind of averaging loading

At least this one, their dividend is encouraging

deathwing:
Abeg what is the new fair value range for MTN?

No be Mcy talk am o
Just saying what I read.....and you know it might be subjected to micro and macro factors

See it attached
The write up was dated 10th March,2026
It's recent.

#60 naira WOW

yMcy56:
No be Mcy talk am o
Just saying what I read.....and you know it might be subjected to micro and macro factors

See it attached
The write up was dated 10th March,2026
It's recent.

That will be close to 1/3 of what I bought. I go so happy eh

megawealth01:
I already said what I think their listing price should look like na

Wow. I did not see the post where you mentioned it

megawealth01:
SECOND QUARTER

We might see it trading #12

The UNITY/PROVIDUS partnership came at the very ripe time to reward UNITY BANK investors who have suffered for many years under their bad managers

Mike... See am

Oh, I know this one since I use CS. You meant to write CardinalStone but you wrote Cornerstone, that’s why I was curious. Thanks

yMcy56:
No be Mcy talk am o
Just saying what I read.....and you know it might be subjected to micro and macro factors

See it attached
The write up was dated 10th March,2026
It's recent.

megawealth01:
Mike... See am

Wow. Thanks
So N10 is even very good

Na typo

deathwing:
Oh, I know this one since I use CS. You meant to write CardinalStone but you wrote Cornerstone, that’s why I was curious. Thanks

Once price start retracing like 10-20% people start looking for excuses without deep understanding of the underlying business under a particular stock.

No analysis we no go see for presco, we keep buying because it's our joy that it's coming down so that we can load at cheaper rate..

People will still queue for presco at 3k before the end of the year..

You can take this to bank.

North Bank emerges with South Bank...The calculations eh 😜

mikeapollo:
Wow. Thanks
So N10 is even very good