₦airaland Forum

yodiyokun:
Anybody has Cutix?

Windywendy - your thoughts are current price?

This na stock for CICO Marshalls. With a forward PE of over 75, it is not for the lily-livered.

I think the stock will ride back on another bullish market run sha after the lull of the last 2 weeks.

RoughCut:
Analysis paralysis again i wan make he shed blood small. I put this one in the same class as Dunlop and ABC. Good for medium term and a risky CICO. They are all turn-around stories

Mum's the word

With 1.6B shares outstanding and projected PAT of 500M, this looks a bit expensive with a projected PE of 38.

Another C&I Leasing?

RoughCut:
There was a PP specially for truebond to accommodate 1.18B shares corresponding to their 62% stake in addition to the existing shares already listed

http://www.tribune.com.ng/25092007/news/news13.html

Thank you. See me see "I too sabi". I just dey do analysis use boju boju find the answer

Naijadr:
UBA daily stock bid attached

back to work now, see una later, make una enjoy ya SCOA, NIWI, DUNLOP, COSTAIN and co mney o

The thing no come attach o.

BTW, based on 1.7B shares outstanding and 500M PAT projected for this year, the forward PE will be around 40.

Abeg, una go teach me how una arrive at this 1.6B/1.7B shares for Niwicable.  

I thought they had 0.42B shares before and this will be equivalent to 38% of what is listed now since Truebond will now have 62%. Oya, e la mi lo ye (sorry for my ngbti Yoruba)

@Windywendy - Based on the restructuring at Niwicable as described below, I came up with 1.1B shares that will be oustanding. Is this any way near what you have?

-------
So when we finish the exercise of restructuring, the shareholding structure will be Truebond, 62 percent equity, Odua Investment, 15 percent and the remaining 23 percent will be held by15,640 Nigerians
--------

Naijadr:
http://www.europarts.com.au/images/links/504_taxi.jpg

Pumping na wagon u want abi this one here

http://www.504.org/images/world/ok/Nigeria.jpg

at least upgrade small, 505 dey better
http://upload.wikimedia.org/wikipedia/commons/thumb/1/1a/Peugeot_505_Sedan.jpg/220px-thumb.jpg

You too much

The stock take style fine pass the car sha

loma:
Yawn, Just waking up jare,

Sold my SCOA today. Over 100% in less than 1 month after broker's commisions.

Make I find the next candidate sef!

Oya, wey my commission?  

This na real sledge hammer and I hammer the tin correct. 125% after all said and done in 5 weeks. Chei!!

To compensate Scoa, I must buy one 504 this year. Dem still dey sell am?

RoughCut:
Haba! you too don get winch o! i just posted without even seeing yours in response to crazyT's question and i think our views are similar in every material particular

Like Billary Clinton talk he be like i dey plagiarise you

I hope say you don vote for Obama the Rock abi time never reach for una side?

I wan vote dem come say my green pali no qualify   See me see racism o Is the man not African?

Anytime I hear "Rock" come look my portfolio na so so smile I dey smile as I take dey fully insured  

crazyT:
@ Pumping777, upward, Mr. Risky, RoughCut, yodiyokun, Easimoni, Wanaj0, W. Wendy, Aktopgun (MIA) and other gurus and guguru's




Hey guys I need your help here, I am undecided on what to buy. I have tons of cash with my broker for more than 2 weeks now, but still don’t know what to buy.

I guess it’s my newly acquired knowledge that is disturbing me, previously to my new knowledge on Nairaland I just jump into stocks without reading fundamentals or do any technical analysis; I just enter into stocks based on my own personal sentiments.
I was the one that bought Afroil and Capoil (based on the fact that the names carries OIL) I was able to made more than 3000% each on the stocks.

Nowadays I have to check and double check before I make a move; I guess ignorance sometimes do have its positive side.  

Here under are the stocks I am contemplating to enter;
Livestock,
Tourist and Co,
G. Cappa
These are the one I was planning to increase my takes in;
Unic,
Union Homes,
Dunlop

So gurus (my teachers) and guguru’s (my class mates) what is your opinion on this my dilemma

Livestock, - No. I think profit takers will hit around N10
Tourist and Co, - Did you hear something? They are not performing abi na low nominal price u wan go for?
G. Cappa  - Yes, if you can get.

These are the one I was planning to increase my takes in;

Unic, Yes, the price has dropped to an attractive level. If the price drops continue more openings will come in this sector.
Union Homes, - No. Can't think of a good reason for entering now. Full year results may not be out till August.
Dunlop - No idea about this one. It appears fairly priced now if they can meet up with projected earnings based on the last PO. I don't think this is the time to join the train.

Overall I think you should wait another couple of days to see the direction this market is going. Some stocks are taking a very hard hit. You want to be picking these stocks up as low a price as possible.

Also, don't over analyze or you end up buying nothing.

upward:
and it has started dropping again. What about entering when it bottoms out, waht do you think?

Well, I think the anticipated good results for Q-3 has already been factored into the price now. Most folks may offload before the result comes out and after the results, there may be depression. It is still possible then to position for the Full Year which ends in March. The only problem is that this may not be out till October although there may be movement again from inside knowledge.

upward:
Please Oga pumping what about avon crown corks

See how the stock moved from N5.22 to over N15 in about 5 weeks.

jandbaby:
@pumping,

Thanks very much. Please help me edit my email address from your quote as well.

All's appreciated.

Oops!! Done.

Mr. Risky:
@Pumping777 / @ Yodi

What exactly is pushing AG Leventis, is it the fact that the result will be out this March or because of the Cummins connection? That stock has exhibited so much energy lately. Am I regretting? The largest loot I will be making on NSE ever, but for now it is still on paper, though, any misstep now I will be the first to use my parachute. Don't think I am interested in 11k DIFIDENT as my people would say. Yodi can you hold brief for WindyWendy on this?

I have commented on my observation on how AG Leventis and some other stocks that tend to move this way.

Expect the push to be based on insider information of the results or any goodies to come with it. Remember that the year already ended in December.

Also watch the behaviour of Beta Glass and Avon Crown Corks.

teto:
please can ualso forward it to my hot mail. owotoyin@ thanks in anticipation

The links are already pasted on the thread by K2.

K2:
This is beginning to sound like who will bell the Cat. If it's okay by you or Elder Napolean I could post it.

I believe Napoleon already gave the go ahead. I have no say in this myself.

jandbaby:
Chief Pumping 777

Kindly send me the upload link at jandbaby at gmail dot com.

Thanks.

Edit your email format to avoid spamming.

Geees:
would appreciate Pumping if u can send d Napo stuff to etbholdings at yahoo dot ca
Cheers

Someone that has received the email should please paste the links.

endure:
Now Pumping, u must talk o, otherwise I go shout.

What do You think about ABCTRANS, i got it @ 3.41 and
nw about 56* Northeast. I traveled 5km straight today
I am a short distance driver but now, I seem to be
greedy, talk o, will u condem me?

Na windywendy get that stock o. Me I no dey enter bus, na trek I dey trek

If na me be u, I go just kuku sell now but no quote me o. Me no greedy rara.

oore:
Pumping,
make I answer this one ( I hope easimoni no go vex). The offer was done after but the rule is 25% of OVERSUBSCRIPTION and not 25% of offer.

Thanks. You mean the rule allows you to take 25% of the excess? This does not look right because it will be easy to manipulate this. I thought it is 25% of the original offer?

easimoni:
Oasis Ins results: 2k dividend for a N5+ share! LOL!

Kia kia. Me we start separating the boyz from the men. I saw the article in which I think the MD was talking about unfavourable operating conditions in supporting the 2k dividend.

It's even possible they are offering this much only because they want to do a PO  

Na rock solid insurance company me I dey o  

@yodiyokun - sent to you as well.

pumping777:
We should all position for the likely cause and effect of Universal Insurance approaching the N5 mark. 

This is what I meant yesterday although I had my eyes on N5. Everyone knows Universal insurance is not in the same league as many of the established insurance companies so there must be resistance if the price tries to reach the same level.

This could provide the opportunity to enter at a lower price.

Caveat & Emptor.

easimoni:
Oasis Ins results: 2k dividend for a N5+ share! LOL!
Oya, email me at easimoni2004 at yahoo dot com

easi, I have sent it to you.

One thing I wanted to ask you. How is Japaul able to absort the supplementary allotment? Was their PO before the 25% oversubscription limit? Also what is the current authorized share capital?

bigjay01:
@ Pumping

I ask you in the name of the house to upload the document. If you don't, people might start accusiong you of being 2 sharp, and not wanting others to see what you have seen. I don't believe this to be the case. so please share with others. If for any reason you can't then I'll happily upload the document and post the link here.

I have sent the link to a number of people and anyone can post it.

I do not want to post it and it's not because I am hording it. I sent the link back to the source to post it also.

Ap@che:
@Pumping,
I don't have your email address although i have sent you a PM from SMN but i don't know if you still use that site

Yes, I still dey go that site.

My email addy is pumping777 at yahoo dot com. It's actually in my profile.

igetwicked:
Pumping & Co unLtd,

Please how do I get the forms for MTI to fill.I want to participate in the PP.If you have link or something send it to me at averyrudeboy@yahoo.com. It will be highly appreciated.Please treat as urgent!

Your boy,

MTI? I don't know anything about this. Sorry.

endure:
@ Pumping

I think that anyone your talking about is me ---- enduremudiaga 4 ya who don come

Very well. I have sent the links to your email.

wanaj0:
Pumping, which stock you dey look for in your portfolio

Abeg post the link for Napoleaon's file. People don dey wait for you tire OOO

Na dat one wey you wan sell wey Ololufemi dey talk make I sell. Me no come get na

Rhemagirl:
@Pumping, we are still waiting for the file.Please Joo.

If you (or anyone) send me your email, I will forward the links to you and you can paste it if you wish.