₦airaland Forum

stcool:
Abeg make una calm down...you think stock market is a lottery platform

It pays to watch / listen / observe / learn when people in the know are putting out some critical information. Attacking what you are not prevailed to is not wise.

Let's take a break , it's time for some chilled beers and isiewu . Let's go and celebrate Super Eagles' victory. We see again on Monday.

Shalom.

Locotrader:
There were value in them when they got listed and people saw the value and invested their money.Their value can only cease when they go bankruptcy and when they delist.I have not recommended and will not until they have figures.Thats my reply

But are you sure these 2 companies are now maribound?

Both companies are gasping for air right now as regards patronage.

Once upon a time, AIT and Ray power were viewers and listeners choice, but right now , it's Channels TV , Arise TV and maybe TVC

Same goes for Tantalizer, once upon a time, Mr. Biggs and Tantalizer dominated the fast food industries right now they are nothing but a glorified bukka

Things might change for good for them in the near future but right now , their ratings are really bad.

Locotrader:
@222martins
Stocks like Tantalizer, Daarcom, Ellahlakes are good stocks but value trapped stocks for now.

They are down because market can't do justice to a stock without number.Ellah lake is a stock to watch from 2025 when they will begin to submit financial reports with revenue inclusive.You can as well position in Ellah lakes now as it has nothing but up to go but for me I will wait to see the numbers to back up my claim.
For Tantalizer, Daarcom, omatek, Deap cap and their peers, there is no single back up number.They are Bet naija stocks for now.
When it is time for them,I will also give the alert even if others don't give.Keep your eyes on current news and financial numbers on those kobo kobo stocks.

Thank you

Daarcom , Tantalizer value trapped , how ? Do people still watch AIT ? Have you visited any Tantalizer outlet of late ?

Right now , Tantalizer is nothing but a glorified bukka.

I am sure a lot of people on this forum don't know the number of AIT on DSTV

I see no value in those two companies. My opinion though, I respect yours but I do not agree with it

yMcy56:
BUAFOODS @285 officially!

NASCON @67.75......Up with +6.15....

Anyone in NASCON should just chillax. This one is best value for money.

Price is emotional, value is more stable. No pressure if you know the value of what you are buying or what you have bought.

Agba is trending... Lol

No need for any panic especially if you are in a stock with solid fundamentals. Bear is part of the game.

Whatever goes up must come down, reset , then go up again and the cycle continues. Wealth must exchange hands.

No need for any panic. All I see is opportunities

Follow The Money

Pifebhor:
Hello and good morning everyone, I have been following this forum since late 2023 and I am deeply grateful for all the Deep Insights shared on stocks. I appreciate you all.

Please I want to be a huge investor in DANGFOOD when the Merger is completed for the long term as it has prospects as recommended here but I need clarity on which of the 2 stocks to invest in now before the Merger as from Monday if possible .

Many has recommended DANGSUGAR and Many Has recommended NASCON . I really do not know know anything about NASCON yet. Please Able Experts , what is your take on acquiring NASCON and DANGSUGAR.

Should I do 60:40 for NASCON and DANGSUGAR respectively seeing that NASCON is cheaper now and based on a recommendation here that the sharing ratio NASCON will be 12:1 while DANGSUGAR will be 11:1 when the Merger happens or acquire more of DANGSUGAR ?

I do not know if Q4 report of NASCON will be favorable .

Do you also advice I buy them in Bits so I can Average down when and if the prices comes down ?


I will really appreciate your concrete feedback as I intend to invest in them on Monday .

Thanks.

At the current price , DS will give you more units of Dangote Food compared with Nascon.

Nascon FY2023 is going to be fantastic, but Dangote Sugar FY2023 will not because of Finance cost . Some might panic and sell off DS because of the result , so buying in tranches make sense because the panic selling might give room for better entry price

In summary, no matter the price you enter either Nascon or Dangote Sugar, you will be in profit when Dangote Food is listed. Dangote Food is destined to turn some millionaires into billionaires. The final destination is FANTASTIC.

Streetinvestor2:
They should find another way of calculating that ASi.How can it still go up with 2 % plus with all that red in the market.This is papa deceive pikin

Three heavy weights did 10% ... Seplat , Dangote Cement and Buacement. Another heavyweight MTN was also in the Green Zone, BUAFoods also in the Green Zone. Na why ASI went up by 2.97% be that.

yMcy56:
Outcome of the board meeting that they're still hiding will likely help TRANSCORP's ministry.

Even at that full offer, people are buying @16.39!

Those buying in millions knows what they're doing probably.......sell off here may be short lived eventually.......just my opinion sha

Transcorp is very sound. Long term investors go enjoy Transcorp well.

I advise anyone that is currently in Transcorp to hold , if you don't need emergency fund . No need to panic at all.

Jaakay:
At least its not on full offer, unlike our dearing transcorp

A sound investor would rather buy Transcorp that is on full offer than put money in Daar communications that would be on full bid

Na only gamblers and monkey hunters go put money in stocks like Tantalizer and Daar communications.

Real men / ladies invest in values.

toyeoye:
Honestly, I have found out that a only few messages which contain quality information and guidance are posted in bearish seasons...who no like money?
This past month ehn...buy tantalizer, buy Dunlop,

Lol ... Buy Daar communications ( sarcasm ) .

This market is a jungle.

Who's buying Tantalizer ? Price is what you pay. Value is what you get. Newbies , please invest wisely.

ProphetUtuocha:
Lest you forget:

.

Melcapital:
Beating the 30% target should mean success and progress to a diligent investor. A popular saying goes thus: "if it ain't broke, don't fix it". Just that real life calculations can call for selling such a position anyway.

And let your winners run. A discerning investor will not dare to sell some companies at the moment despite the massive profit they've given already cos they are still going to run.

ositadima1:
BUA Cement will make us proud, with over 96% of the outstanding shares owned by BUA group and Abdul Samad Rabiu. Over 3% is owned by institutional investors (500,001 to 1,000,000 units each), and the remaining 1% own less than 500,000 units each. Hopefully the stock will perform very well. I am aiming for a 100% ooo.

I recommended it a few months ago and I projected it to sell at 120 - 150 with the shortest period of time. The rest is now history.

He's going to commission some new plants later this month , so I knew the rally was inevitable.

Rabiu's stocks are defensive. Even if it's going to fall , it's not going to be hard cos baba too dey Forbes conscious.

emmanuelewumi:
I still expect more upside, but cautious optimism is needed especially when the Math does not make sense.

Euphoria can drive a stock from N10 to N100 within a year, it is the fundamentals that will maintain the price and probably make it a N200 stock in 5 years time.

When you start seeing stocks Tantalizer and Daar communication doing 200% , you should know it's a bull market with some touch of OLOLO

Caution optimism like you rightly said . Some good stocks with solid fundamentals are still well positioned to do at least 100%.

The last administration depressed the market for too long. The new administration is speaking the language the market has been yearning for.

Princkez:
This is how he will acquire DANFOODS when it comes on board...

Lower the volume please. Men are still accumulating.

Follow The Money

emmanuelewumi:
If you are in stocks that are still appropriately priced with potential to grow, you can keep or hold.


I have seen a N30 million portfolio in 2006 turned to N2.5 million in 2008.

Na the depression and stress kill the man.

Deep!

No one has ever gone wrong with taking a decent profit and walking away to reset.

megawealth01:
I don't have anything to do with rabiu sha... Na DANGOTE I sabi

Both of them are money - spinners . Maybe you should take some time to check out how Rabiu moves.

megawealth01:
This guy just dey threaten our DANGOTE for the billionaires' list but las las DANGOTE is unbeatable sha...

DANGOTE REFINERY go choke that list even at global level

Lol ... Rabiu no go gree for Alhaji ... He will also list his 200,000 bpd refinery and he go make the price compete with Alhaji 650,000 bdp ... Lol

Na Rabiu invent that slogan , No Gree For Anybody

In all , we are positioned to make good money from their rivalry.

Follow The Money

thebargainhunte:
Buafoods on full bid, chai... this life no balance

BUAFoods and Buacement ... Forbes List doings .... DangFoods go shock people.

When two billionaires battles for top positions, discerning investors make a kill #Shalom428

Follow The Money

Shalom428:
Judging by how Rabiu moves ,between 120 - 150 in the next 6 months . The projection is sentimental , it is based on Rabiu's pattern. This is just my personal projection , not in any way a recommendation . Please due diligence always

@Chunkuli ... Here comes the BUACEMENT as projected.

Shalom428:
What is the book value of Geregu and BUAFOODS? What is happening and what is going to happen to Dangote Foods transcends Book Value. A lot of power play is going on. Dangote Food is the best bet for Alhaji to consolidate and retain his position as the richest black man

As far as cement is concerned, the new administration's favourite is WAPCO . Dangote refinery might not become fully operational in some months to come, so Alhaji's surest way to retain is Richest Black Man Alive position and consolidate it, is through DangFoods

BUAFOODS with EPS of 5.29 and dividends of 4.5 is trading at 165 , and the fear of Dangfoods might even make Rabiu push it higher ... Is 165 a fair value of BUAFOODS? If BUAFOODS trades at fair value , I bet the current Forbes ranking of RABIU will drop.

A silent healthy rivalry is going on between Alhaji and Rabiu. These billionaires silently fight for market leader ( Share price and Capitalisation ), Rabiu has been the leader in that space for a while now , and I strongly believe Alhaji is coming with DangFoods to Leapfrog him.

Will Rabiu give you up the position easily ? The answer is No! The more Rabiu fights back by pumping , the more Alhaji intervenes and the more the PATIENT INVESTORS smile to the bank. A lot of profit taking will happen along the way but DangFoods will definitely make the PATIENT ONES SMILE.

Putting Book Value , Market Value , Fair Value and whatever values aside, DangFoods is a stock any long term discerning investors should have in his or her portfolio. Food will forever be a constant necessity and the population is projected to increase geometrically in a few years time. DangFoods will surely dominate the industry with economies of scale . The forward and backward integration is projected to be fantastic. I won't be surprised if DangFoods sells at 500 or more in five years from now.

As for Transcorp ... I will not hit the sell button now. I expect Tony to continue to bag the good deals. Every administration has favourites. When other billionaires were lobbying to see PBAT after he was declared winner of the election , the President went to Tony's house to thank him specially and personally. E get why .

FOLLOW THE MONEY.

This is not a Buy / Hold / Sell Recommendations.

Take profit if you don't have holding power. But if you get holding power, just siddon , relax and wait for DangFood

A lot of profit taking will happen along the way, DangSugar FY 2023 might even dampened the price cos it's not going to be fantastic. But don't worry, the destination will be highly rewarding.

Shalom428:
Nigeria stocks are ridiculously cheap. Long term investors that have holding power and are patient will be massively rewarded when the Nigeria economy finds its balance.

All I see is opportunities.

Shalom

Opportunities still abound

Follow The Money

phadriz:
Exactly, what am thinking, they move their shareholdings from 20k to 4 billion for listing purpose. They refused to sell to the market after listing and strategically inflating the price for them to exit at optimal price. They will recoup their investment and also hold substantial holdings while they keep managing the business and also pay themselves bogus emoluments at the expense of dividends to other shareholders.

The street is rugged . I pity the newbies. If you know you are new to this game, please invest your money in stocks that are fundamentally sound. Take your time to check out at least 5 years record. Carry out your due diligence. As it is quick to make money in stocks, na so e quick to lose am .

The street is RUGGED.

emmanuelewumi:
Dangote Foods at N100 will be less than 50% of the market capitalization of BUA foods at N202

Absolutely.

The battle for market capitalisation will also be in play as Alhaji will not want to play a second fiddle to Rabiu.

BUA foods is leading by a wide margin at the moment, and if Alhaji plans to leapfrog, DS and NS long / medium term holders will smile heavily to the bank

Not a recommendation. Due diligence please.

thebargainhunte:
Forbes list may come out first week of April, 2024.

One of the reasons why Alhaji will have to put things in order before first week of April , 2024.

emmanuelewumi:
NASCON and Dangote Sugar should be able to do 50% and above before 31st March 2024.

Most definitely

1. Forbes List
2. Rivalry with Rabiu
3. BUAFOODS at 202

Not a recommendation.

emmanuelewumi:
Risk takers Keh, dividend yield of Zenith Bank was 27%, interest rate on loan used in taking a leverage position was 21%, main while earnings and dividends will increase by at least 8%

The uncertainties around the world in 2020 will make anyone shun the market . A time when the whole world was on complete lockdown.

The present hawkish rate with regards to NSE suites the 2016 scenerio . If the hawkish positions continues , I foresee some dumps in companies that declares poor dividends by first quarter 2024.

We cannot take away dividends yield from NSE , especially at a time like this when fixed income rate is tempting. One of the reasons why UCAP share price is where it is right now is because of dividends.

maishai:
Investing is about putting sure money where ur mouth is...... During the period we are are talking about, the whole country was under the seige of covid 19, the country was in lock down, there were talks of loan default...... Every where was gloomy, Abba kyari died of covid during this period, d index case of covid in Lagos came from a larfarge expertriate, the whole of airtel head office in banana island was in fear as the index case visited there

My dear you would be a fool to buy stocks then.. ....


That is the biggest lesson in stocks, you buy when the whole world is gloomy and dumping then you sell when there is stability

That was why I said 2020 was a very rare occurrence. Those who bought then are the hardened risk takers, the rest is history now.

Fortune favours the bold

The 2016 case study fits better , talking in terms of high fixed income rates and NSE.

emmanuelewumi:
I won't be surprised if the yield on long dated bonds get to 20% by the end of the year

KPMG forecasts inflation to hit 30% by December . 20% on long dated bonds by the end of the year is very much possible.

The government needs to make Naira attractive, that's one of the short term solutions to the dollars problems.

Interesting days ahead for smart investors.