₦airaland Forum

Welcome, Guest: RegisterLoginWith GoogleTrendingRecentNew

Stats: 3,325,311 members, 8,421,286 topics. Date: Saturday, 06 June 2026 at 08:05 AM

Toggle theme

SohSoh's Posts

Nairaland ForumSohSoh's ProfileSohSoh's Posts

1 2 3 4 5 6 (of 6 pages)

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 9:12am On Oct 14, 2025
It’s always the ones who’ve never given a single BUY recommendation that somehow know the “best stock to buy and best fundamentals of the company

Let my MECURE speak for itself

Streetinvestor2:
The guy na new recruit for Monkey Hunting. And not even smart about it.He see his elders for here and still dey lie about Jegede having gold somewhere..lol
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 9:09am On Oct 14, 2025
Is any part of my analysis based on false or made-up information?

When I gave my BUY recommendation on MeCure in June 2025 at ₦11.50, did the stock appreciate or not?

Has MeCure not moved from ₦11.50 to ₦28 — a gain of over +143% in a space od 3 months?

Are my recommendations not backed by data, research, and verifiable company fundamentals?

YES BUYERS SHOULD BEWARE OF MAKING ANOTHER +100% IN PROFITS

ppogba:
The way you have been repeating this JAPAUL analysis on this platform gives one the impression that someone should be wary.

Is this really for public good?

Is this really because you want people to buy it and make money.?

Indeed, BUYERS SHOULD BEWARE.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 4:23am On Oct 14, 2025
Gold Rally, Crypto Crash, and the Case for Japaul (NGX: JAPAULGOLD)
Buy Recommendation

1️⃣ Flight to Safety – From Crypto to Gold
• The October 2025 crypto crash, triggered by renewed Donald Trump tariff announcements and a global risk-off wave, caused a massive liquidation of digital assets like Bitcoin and other cryptocurrencies.

• Investors, governments, and high-net-worth individuals are now shifting capital from volatile assets (cryptocurrencies) into stable stores of value, familiar assets such as gold and gold-linked equities.

• For Nigerian investors, this global rotation is timely: as the new tax policy and inflationary pressures create local uncertainty, gold remains a proven hedge and a trusted safe-haven.

Gold’s Safe-Haven Strength

• Spot Gold (XAU/USD): Surged past $4,000/oz,

CURRENT PRICE :: 4155

• ⁠now up roughly +55% YTD, as risk-averse investors seek stability.
• ⁠
• This reflects a global flight to safety, reinforced by central banks, sovereign wealth funds, and institutional investors diversifying away from the U.S. dollar.

• The rally is not speculative — it is a structural shift driven by inflation, monetary easing expectations, and global geopolitical tension.

Gold Producers: Outperforming the Metal See Attached Photo

Gold mining equities have delivered outsized returns in 2025 due to fixed operating costs and expanding profit margins at higher gold prices.

Gold miners’ equities have more than doubled the metal’s return, confirming their operating leverage advantage.

Why This Rally Isn’t a Blip

• Central Banks: Increasing gold reserves to hedge currency and political risk.

• Institutions & HNWIs: Accumulating gold after sanctions and market volatility.

• Policy Uncertainty: Nigeria’s new tax regime and global tariff tensions support sustained demand for safe-haven assets.

• Inflation: Persistent across major economies, reinforcing gold’s value-retention appeal.

This combination suggests a long-term structural uptrend, not a short-lived rally.

Japaul Gold & Ventures Plc (NGX: JAPAULGOLD) — The Nigerian Proxy

• Ticker: JAPAULGOLD

• Market Cap: ₦37–₦38 billion

• EPS (TTM): ₦0.12 P/E: ~22× 

Dividend (FY 2024): ₦0.04/share

• Position: The only NGX-listed company with direct exposure to gold mining through subsidiaries Covenant Gems Ltd and H&H Mines Ltd.

• Opportunity: Rising gold prices expand Japaul’s profit margins and valuation potential, while local investors gain regulated exposure to the global gold rally.

Investor Takeaway

• The crypto collapse and policy uncertainty are accelerating a flight toward safer, income-generating assets like gold.

• Gold miners have delivered 100%+ returns YTD, confirming that equities tied to gold outperform the metal itself.

• Japaul Gold & Ventures Plc (NGX: JAPAULGOLD) stands as Nigeria’s sole listed beneficiary of this structural shift.

✅ Recommendation: BUY – JAPAULGOLD (NGX)

For Nigerian investors seeking exposure to the global gold supercycle, Japaul offers leveraged upside, inflation protection, and long-term growth potential.

Recommendation: BUY – JAPAULGOLD (NGX)

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 1:32pm On Oct 13, 2025
Crypto Shock → Flight to Safety

The recent crypto market crash in early October 2025, triggered by renewed Donald Trump tariff announcements and risk-off sentiment, caused a sharp liquidation of speculative assets like Bitcoin and other cryptocurrencies .

This event revived a flight to safety, as investors globally shift away from volatile, unfamiliar digital assets into traditional stores of value such as gold and equities.

For Nigerian investors, this trend is particularly relevant: as the government’s new tax policy and macro uncertainties weigh on investors confidence, investors appetite.

Why the Flight to Safety Favors Gold — and Gold Equities

The shift away from crypto will drive massive institutional and retail buying of gold, reinforcing its role as a safe-haven asset that protects value during uncertainty.

• Spot gold recently broke $4,000/oz for the first time, now up ~55% year-to-date, as central banks, governments, and high-net-worth individuals increase their gold holdings to hedge against, market shock, inflation, sanctions, and policy risk.

• Unlike digital assets, gold’s demand base — from central banks to jewelers to reserve managers — makes this rally structural and long term.

Why Gold Companies Benefit More Than Gold Itself

• Operating Leverage: Gold miners have largely fixed extraction costs. Every rise in gold price directly boosts profit margins, creating earnings growth much larger than the metal’s price increase.

• Cash Flow Advantage: Unlike crypto, miners convert rising gold prices into dividends, buybacks, and debt reduction, offering tangible returns.

Market Evidence: #PictureAttached
Stock Price, YTD of Stocks that have gold exposure


Why Japaul (NGX: JAPAULGOLD) Is Nigeria’s Gateway to the Gold Boom

• Ticker: NGX: JAPAULGOLD

• Position: The only NGX-listed company with direct exposure to gold production — through subsidiaries Covenant Gems Ltd and H&H Mines Ltd — making it the clear local proxy for the global gold rally.

• Financial Snapshot:
• Market Cap: ₦37–₦38 billion
• EPS (TTM): ₦0.12 P/E: ~22x
• Dividend (FY2024): ₦0.04/share
• Strategic Advantage: As gold prices remain high, Japaul’s revenue potential strengthens due to stable production costs and the global demand surge from central banks, high-net-worth investors, and governments.

• The same flight to safety pushing global investors toward gold is expected to re-rate Japaul’s valuation on the Nigerian Exchange, especially as domestic investors seek regulated exposure to this global trend.

BUY – Japaul Gold & Ventures Plc (NGX: JAPAULGOLD)

For investors seeking domestic exposure to the global safe-haven rotation, Japaul offers leveraged participation, inflation protection, and potential for sustained capital appreciation.

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 6:08pm On Oct 10, 2025
If you want to challenge my analysis, do it with facts, not feelings.

I’ve never seen you give one solid recommendation that worked, but when it comes to insults, your grammar suddenly improves.

Let’s keep it civil — I discuss markets, not emotions.

The next time you use offensive language, I’ll just block your account.

You don’t have to agree with me, but you can always scroll past my comment.


nosa2:
The question is not if a stock will rise; the question is if a stock will beat Alpha (the index). The recommendation post mentioned Barrick Gold (Now Barrick Mining. On October 9th 2020 Barrick Gold was trading at $28 and today it is trading at $33. That is basically dead money.

I have been bullish on gold since gold was about $1500 (I even touted it in a podcast). Having said that, the best way to profit from gold is not necessarily by investing in the miners. Gold miners use a lot of energy and as diesel price goes up so does their costs but as with most sectors some miners are more efficient than others. Is Japaul an efficient miner? Have they even started producing gold?

Now that gold prices have rallied wanting to start a gold mine now will be a lot more expensive than it was 5 years ago. Mining equipment will be selling at a steep premium. Is any body considering this?

It is very possible that Japaul will Rally but I will not touch it. I don't have money to throw away based on illogical hype backed by innuendo and no numbers
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 6:07pm On Oct 10, 2025
Everyone’s a critic until it’s time to actually produce results.

They’ve never issued a single profitable BUY call, yet they never run out of opinions on how others should do it.

See, I don’t expect everyone to agree with my analysis — but if you’re going to poke holes in it, do it with facts, not insults and name calling.

Don’t hide behind grammar or personal jabs; bring logic, data, and reasoning.
That’s how analysts debate

And once again, for the record — my BUY recommendation is Japaul Gold (NGX: JAPAULGOLD).
Time will test it, just like it did MeCure.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 5:40pm On Oct 10, 2025
yeah but i got the last laff n that's all that matters .... really matters.... why don't you give us your own printed recommendation instead .... let see how well you know the market

zendi:
Are you here to gloat over so called recommendation success?
Or are you here to, like other people, try and make money from stocks?

If it is the latter, why not start loading the audio gold you're so bullish on into your own portfolio, instead of trying to impose your "recommendation" at gun point ?
But if it is MH trophy you're after, be advised, it's already taken.

Loco Hypes Ltd is in a class above you as the sky is high above the earth.

Loco comes with authentic market intelligence (secret info)
He comes with a luxury yacht.
He brings a bull-ram for refreshment. grin

You just keep printing junked stuff generated by AI chatbots programed by ppl that know nothing about NGX.

Stop singing and gloating over MECURE. It was not you that listed it on the NGX. We were trading on it before you mktd it. Many other stocks appreciated equally or even more over the same period you're claiming credit for.

Finally, if you're SpaceX as I suspect, I regret chatting with you.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 3:45pm On Oct 10, 2025
This one na serious naysayer
Sunrisepebble:
Only 8k units traded today. Marketing of stockfish
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 3:39pm On Oct 10, 2025
Someone tell another naysayer that the people that paid for the recommendation made a 143% return on investment grin grin grin


Heishere:
So after the comparison, you placed Mecure above Fidson because of commercial papers? Hope people are not paying you for this recommendation?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 3:29pm On Oct 10, 2025
Trip down memory lane :: Another Naysayer

Sunrisepebble:
English grin
Fidson looks the better stock in that sector. Paid N1 from 2.something earnings. They can likely pay N2 for the next full year
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 3:27pm On Oct 10, 2025
A trip down memory lane::: Zendi was among the naysayers


zendi:
We have not forgotten how jealousy brought you and your Mecure here to compete with Loco.

And when you failed woefully, we became hypocrites.

You must apologize for your bad mouth, or Loco stock no go work for you.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 3:18pm On Oct 10, 2025
I want everyone on this platform to remember something clearly — on this same platform, back in June 2025.

I gave a BUY recommendation on MeCure Industries Plc when it was trading at ₦11.50.

Immediately, a few “Naysayers” with nothing more than loud opinions came out mocking the call, saying “Fidson is a better and safer pick.”

Fast forward to today, MeCure is trading at ₦28, giving investors a +143% return, while that so-called “better stock,” Fidson, could only manage around +60%.

So yes, if you listened to the noise instead of my research, you missed out big time.

Every recommendation I make is backed by astute analysis, not sentiment or guesswork.

And since history has a funny way of repeating itself, I’m saying this now — my current

“BUY recommendation is Japaul Gold & Ventures Plc (NGX: JAPAULGOLD).”

The same data-driven conviction behind MeCure is what’s driving this call. When the dust settles again, I’ll be here reminding everyone — I told you so again.


nosa2:
What is there to analyze? The company has not produced an an ounce of gold so how do we know its cost per ounce?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 10:39am On Oct 10, 2025
BUY RECOMMENDATION – Japaul Gold & Ventures Plc (NGX: JAPAULGOLD)

Current Price: ₦2.68 (Oct 7 2025)
Market Cap: ₦38.22 bn EPS (TTM): ₦0.12 P/E: 22.5× Dividend (FY 2024): ₦0.04 (1.51%)
Target Price : ₦5 (+100%)


1 ::: 2025 Insurance Sector Rally

In 2025, NAICOM reforms and stronger disclosure standards triggered double- and triple-digit stock gains for Insurance Stocks Like AXA Mansard, AIICO, and Mutual Benefits.

That rally proved how regulatory clarity + investor confidence can re-rate an entire sector.

The same dynamic now supports gold-linked equities like Japaul, Nigeria’s NGX-listed gold producer.

2 ::: Gold as a Safe-Haven Asset

A safe-haven asset retains value in uncertainty.
Gold has reclaimed this role amid global inflation, currency weakness, and tax policy uncertainty in Nigeria —

3 ::: Global Gold Stock Rally (2025 YTD)

• Spot Gold (XAU/USD): + ~55%, topping $4,000/oz for the first time.

• Newmont (NEM): + 105% Barrick (GOLD/ABX): + 98%

• Agnico Eagle (AEM): + 112% 

• AngloGold Ashanti (AU/ANG): + 115%

4 ::: Macro Drivers Supporting Gold

1. Global Central Banks Accumulation :: Central banks around the world are accelerating gold purchases to diversify reserves away from the U.S. dollar, accompanied by growing institutional and retail demand from high-net-worth individuals — notably Russian billionaires whose wealth has faced severe sanctions due to the war in Ukraine.

The rising likelihood of a broader conflict, along with Donald Trump’s tariff threats, is further pushing investors toward gold as a stable store of value outside the U.S. dollar.

2. Inflation: Persistent global price pressure sustains gold as a store of value.

3. Tax & Policy Uncertainty (Nigeria): Pushes investors toward gold hedges.

5 ::: Why Japaul Stands Out

• Exclusive Exposure: NGX-listed gold miner.
• Earnings Leverage: Stable costs + record gold price = margin upside.

• Expansion: Subsidiaries (Covenant Gems, H&H Mines) strengthen output base.

• 2020 : Planned Acquisition of Smaller Mining Companies.

⁠6 ::: The 2025 gold rally is a structural shift, not a short-term blip.

Just as insurance reforms revalued Nigeria’s insurers, the gold super-cycle can re-rate Japaul Gold & Ventures Plc, offering investors a pure-play domestic hedge with strong upside potential.

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 9:21am On Oct 10, 2025
[s] They laughed at my MeCure BUY at ₦11.50 — until it hit ₦28.00, up 143%.
the analysis and recommendation speaks for itself. I don’t make noise — I make informed calls.
Every recommendation I give is backed by data, research and analysis And just like how MeCure delivered, Japaul will too.

Lemme go and refine my Japaul Buy Recommendation and come back to force it down so more throats [/s]



crownprince2017:
Because you were right on mecure means you will be right every time. No wahala.

If that is the case, you should be the richest man in Nigeria and should have people begging you to recommend for them and not forcing it down their throats. grin grin

Good market they sell himself first before advertisement add the needed flavors.

Agba said boys don't hooked in the process of jijoing, they don JI but JO don turn agbako.
They must market na... grin grin

Peter don carry Janet. grin grin

DJ abeg play me Peter featuring loco and sohsoh carry janet grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 9:14am On Oct 10, 2025
Back in June, my MeCure BUY call at ₦11.50 didn’t impress everyone.
At ₦28.00, I hope those “experts” are still holding their opinions that Fidson Was A Better Buy — since they missed holding the stock.



sboga:
dis one don dey show hin wife photo ...see as am dey come knack dis tin very vwell dey pushh lobiish toks wey dey rise for 2 mins before collapsing...no dey stand for rull round....no ta ta ta ta ta like d wan do do wey i dey ask u come buy sub 5 naira

now d tin b 50

an 50 dey better past ja rule...

ja wey dey mind sand

d sand u gon chop if u invest lobbish toks wey dis one dey push on top ur mind
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 7:26am On Oct 10, 2025
When I issued a BUY recommendation on MeCure Industries Plc in June 2025 at ₦11.50, many were skeptical.
Today, with the stock trading at ₦28.00, delivering a 143% return, the results speak for themselves.



stokfrick:
I believe this sudden aggressive marketing and hype for japaul is going on because they have loaded it heavily. But the thing no gree rally up instead the thing wan nosedive grin
So them feel aggressive marketing will help prevent the thing from crashing in the short term.
Some fit still dey use am do jijo.
It looks like a planned collabo.
Even if you want to market a stock, all these multiple repetition of post is not necessary.
They're begining to sound like a broken record.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 11:18pm On Oct 09, 2025
Buy Recommendation: Japaul Gold & Ventures Plc (JAPAULGOLD)
Strong Buy. At current levels (~2.63 NGN), Japaul represents undervalued entry into the gold mining surge, with room to close the performance gap to global peers.

Japaul Gold’s Lagging Potential in Nigeria: As the sole publicly listed gold mining company on the NGX, Japaul Gold & Ventures Plc offers unique local exposure but has underperformed its global peers with just 41.1% YTD appreciation (closing at 2.63 NGN as of Oct 09, 2025).   Trading at a fraction of its July 2025 all-time high of 3.66 NGN, Japaul benefits from over 300 sq km of gold exploration licenses across Nigeria and recent profitability (H1 2025 net income positive at ~1.70B NGN), yet it hasn’t fully capitalized on the sector tailwinds.

Key Take On ::: Asante Gold Corporation.
Stock Symbol :: ASE (Canada Stock Exchange)

is a Vancouver-based gold company operating in Ghana, Africa’s top gold producer. Founded in 2011, it focuses on the Bibiani and Ashanti Gold Belts.

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 6:10pm On Oct 09, 2025
https://nairametrics.com/2020/08/20/japaul-exits-oil-sector-to-raise-n27-billion-as-it-switches-to-mining/

Japaul also intends to buy up smaller companies that already have licenses to mine those minerals, as part of plans to boost its production.

nosa2:
The question is not if a stock will rise; the question is if a stock will beat Alpha (the index). The recommendation post mentioned Barrick Gold (Now Barrick Mining. On October 9th 2020 Barrick Gold was trading at $28 and today it is trading at $33. That is basically dead money.

I have been bullish on gold since gold was about $1500 (I even touted it in a podcast). Having said that, the best way to profit from gold is not necessarily by investing in the miners. Gold miners use a lot of energy and as diesel price goes up so does their costs but as with most sectors some miners are more efficient than others. Is Japaul an efficient miner? Have they even started producing gold?

Now that gold prices have rallied wanting to start a gold mine now will be a lot more expensive than it was 5 years ago. Mining equipment will be selling at a steep premium. Is any body considering this?

It is very possible that Japaul will Rally but I will not touch it. I don't have money to throw away based on illogical hype backed by innuendo and no numbers
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 5:56pm On Oct 09, 2025
1 :: Let it be known that this was the same energy ya'll gave my MECURE buy Recommendation... but today MECURE appreciated well over 143%

2 :: All the factors you are considering such as diesel, energy.. is acknowledge but also remember that other gold mining compnay have similar operations and yet, the stock appreciated

3 :: The rally is happening because Now Gold is considered a safe haven asset, and asset are usually held for a long period of time, so this rally is not a blip ....

4 :: did ya'll perform, your own research before writing what you are writing about Japaul
But pls remember, My MECURE BUY RECOMMENDATION.... in June 2025, and today 3 months later, MECURE appreciated well over 100% ....






nosa2:
The question is not if a stock will rise; the question is if a stock will beat Alpha (the index). The recommendation post mentioned Barrick Gold (Now Barrick Mining. On October 9th 2020 Barrick Gold was trading at $28 and today it is trading at $33. That is basically dead money.

I have been bullish on gold since gold was about $1500 (I even touted it in a podcast). Having said that, the best way to profit from gold is not necessarily by investing in the miners. Gold miners use a lot of energy and as diesel price goes up so does their costs but as with most sectors some miners are more efficient than others. Is Japaul an efficient miner? Have they even started producing gold?

Now that gold prices have rallied wanting to start a gold mine now will be a lot more expensive than it was 5 years ago. Mining equipment will be selling at a steep premium. Is any body considering this?

It is very possible that Japaul will Rally but I will not touch it. I don't have money to throw away based on illogical hype backed by innuendo and no numbers
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 5:23pm On Oct 09, 2025
Before you follow me to argue about Japaul
Please remember, when I wrote about MECURE

To juggle your memory ::: When I issued a BUY recommendation on MeCure in June 2025, the stock was trading at ₦11.50.
Today, MeCure is trading at ₦28 — representing an impressive 143% return.

June To Now is just 3 Months and the stock did 143% despite all the bashing
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 5:21pm On Oct 09, 2025
BUY RECOMMENDATION – Japaul Gold & Ventures Plc (NGX: JAPAULGOLD)

Current Price (Oct 2025): ₦2.68  Target Price (Oct 2026): ₦5  Upside: +100%
Recommendation: BUY (Strong Conviction)
Date: October 2025


[ Last time I came here to give a BUY Recommendation for MECURE
The stock was trading at 11.50 in June 2025

Today MeCure is trading at 28

That’s a 143% return ]

The surge in gold prices beyond $4,000 per ounce in 2025 has led to a significant revaluation of publicly listed gold mining companies, underscoring the sector’s strong operating leverage and profit sensitivity to rising bullion prices.

Globally, leading producers have posted triple-digit year-to-date gains as of October 2025:
• Newmont Corporation (NYSE: NEM) has climbed approximately +126% YTD, fueled by record free cash flow and widening operating margins.

• Barrick Gold Corporation (NYSE: GOLD / TSX: ABX) has seen its stock more than double, driven by elevated profitability and increased dividend payouts.

• AngloGold Ashanti Limited (JSE: ANG / NYSE: AU)

Agnico Eagle Mines Ltd (NYSE: AEM / TSX: AEM)

Spot Gold :: XAU/USD

(Use TradingView or Investing.Com to view the chart)


Have each delivered returns above 100%, benefiting from stable production costs and the surge in gold prices.

This broad-based rally highlights the amplified profitability of gold producers:


Relevance to Japaul Gold & Ventures Plc (NGX: JAPAULGOLD)

Japaul Gold & Ventures Plc, the only Nigerian Exchange-listed company with direct exposure to gold mining, is strategically positioned to benefit from similar market dynamics.

Jupaul Gold :: Key parallels with global peers include:

Rising gold prices can significantly improve revenue and margins relative to its relatively stable extraction costs.
• Improved investor sentiment toward commodity-linked equities could trigger a valuation re-rating as investors seek local exposure to the global gold rally.
• Operational progress, particularly through subsidiaries like Covenant Gems Ltd and H&H Mines, provides the foundation for translating higher global gold prices into stronger domestic earnings growth.

With gold reaffirmed as a safe-haven asset amid global macro uncertainty, Japaul stands as Nigeria’s clearest proxy for exposure to the international gold uptrend.



Nigerian Context and Sector Parallel

The situation mirrors Nigeria’s 2025 insurance-sector revaluation, where reforms by NAICOM and improved transparency drove sharp gains in stocks such as AXA Mansard Insurance Plc (NGX: MANSARD), AIICO Insurance Plc (NGX: AIICO), and Mutual Benefits Assurance Plc (NGX: MBENEFIT) — many appreciating over 100%.
That rally was powered by renewed investor confidence and sector-wide optimism, dynamics now emerging in the gold-mining space.

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 2:59pm On Oct 09, 2025
LINK1 : https://www.japaulgroup.com/japaul-gold-mining

LINK 2 :https://nairametrics.com/2020/08/20/japaul-exits-oil-sector-to-raise-n27-billion-as-it-switches-to-mining/

COPIED FROM THE ARTICLE IN LINK 2 : The Chairman also disclosed that Japaul is working with a Canadian firm, Matrix Geotechnologies Ltd, as the consultant for its new area of operation. The company has obtained licenses to mine gold, lead, nickel, and copper which it had identified in commercial quantities in various parts of the country.

Japaul also intends to buy up smaller companies that already have licenses to mine those minerals, as part of plans to boost its production.

::::::::::
zendi:
Many thanks.

Pls any news, any idea when Japaul might actually commence gold mining ?

I liken this enquiry to our speculations on Ellah's commencement of palm oil milling.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 1:57pm On Oct 09, 2025
MECURE HAD OTHER FINANCIAL OBLIGATIONS, SUCH AS THEIR COMMERCIAL PAPER REPAYMENT AND THEY STILL PAID DIVIDEND
faoogoke:
To think that it paid a dividend of 15k is appalling and unbelievable for a stock of N28.

It is only on NGX that this kind of things happen.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 1:37pm On Oct 09, 2025
BUY RECOMMENDATION – Japaul Gold & Ventures Plc (NGX: JAPAULGOLD)

Current Price (Oct 2025): ₦2.68  Target Price : ₦5  Upside: +100%

Recommendation: BUY (Strong Conviction)

Date: October 2025



INVESTMENT SUMMARY

Japaul Gold is Nigeria’s only listed company with direct gold exposure.

The ongoing global gold rally above $4,000/oz (Oct 2025) and Japaul’s improved financials, dividend resumption, and governance reforms make it a top Nigerian commodity stock.



KEY DRIVERS
• Gold Super-Cycle (2025): Safe-haven demand, Fed easing expectations, and central-bank accumulation have pushed gold to record highs.

Japaul’s subsidiaries —
Covenant Gems Ltd and H & H Mines Ltd — are positioned to capture value from this rally.

• Operational Recovery (H1 2025):
• Revenue (Jan–Jun 2025): ₦1.71 billion (+41 % YoY, vs ₦1.21 billion in H1 2024)
• Net Profit (Jan–Jun 2025): ₦420 million (+4 % YoY, vs ₦403 million in H1 2024)
• Cash & Equivalents (June 2025): ₦132 million (up 413 % from ₦26 million in Dec 2024)
• Dividend (2024 FY): ₦627.55 million total (₦0.04 per share, approved June 2025) — the first in years, signaling renewed financial health and confidence.

• Currency Hedge: As inflation nears 30 % and the naira slides (2025 YTD), gold offers a defensive store of value — Japaul provides indirect USD exposure through equity ownership.



NIGERIAN CONTEXT
• Oil Parallel (OPEC 2022–23): When OPEC supply cuts lifted Brent > $120, Nigerian oil stocks like Seplat and Oando rallied +80 %. The present global gold-supply tightening creates a similar tailwind for Japaul.

• Insurance Parallel (Insurance Industry Reform 2025): Regulatory reform and adoption insurance stocks like (AXA Mansard ,AIICO, Mutual Benefits appreciated in tradi g value Well over 100%).

Japaul’s improved governance mirrors that confidence-boosting effect.[b][/b]

OUTLOOK & CONCLUSION

Japaul Gold’s exposure to the $4,000+ gold super-cycle, rising profitability, and dividend resumption make it one of Nigeria’s most compelling commodity plays.
There for I’m giving it a BUY

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 1:34pm On Oct 09, 2025
When I last issued a BUY recommendation on MeCure in June 2025, the stock was trading at ₦11.50.
Today, MeCure is trading at ₦28 — representing an impressive 143% return.

Now I'm back with Another BUY Recommendation

Stock: Japaul
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 10:25am On Aug 15, 2025
Bail Out!! Bail Out!! Bail Out!!

To the same power sector ...

One of Albert Einstein Famous Quote :: Insanity is doing the same thing over and over and expecting different results

Bail Out!! To a sector that does not work

Bail Out !! To a sector if rain falls power goes out

Bail out to an inefficient sector ....

Bail Out!! Bail Out!! Bail Out!!

This is Fuel Subsidy 2.0

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 3:58pm On Aug 14, 2025
1: there is nothing anybody can do.. Tinubu gats give him guy him money #LastManStanding

2: but note that: When VDM said the president was surrounded by people with cobwebs in their brain... that statement is 100% true....

3: with all the reforms in that sector. . Nothing works

4: subsidy, introduction of band A, B , n co .. . Nothing works...

it looks exactly like deja vu . .. with petrol subsidy . ...

4: Tony or that whole electricity sector must have promised the Minister his own cut .... na why he carry this dumb matter for head...

5: Picture attached sector riddled with operational inefficiencies....

6: come October... they will come back with another story

7: this is the same minister that was to contest for governor of oyo after minister... with this cobweb thinking ..

i pray ibadan shouldn't end up in proverty like zamfara.

7: For the month of September. . To hell with any type of instrument with any tenor... i will not use my money to feed that scam sector. #FixedDeposit

8: picture attached ... an old news by Bloomberg... highlighting the impact of solar on electricity price. .

But una no dey read for Aso Villa.... bunch of clowns...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 10:53pm On Aug 09, 2025
I don't think this companies (septlat, chevron) have a choice to work with another company ... as NNPC is the sole and or only business entity they are allowed to work with (correct me if i'm wrong and please name the alternative) cos NNPC is a terrible company to partner with..... or work with.....

GeneralDae:
But NNPC is the biggest partner to Seplat, Chevron and almost every oil upstream company in Nigeria you can think of. Even when it comes to shipping, they are into that business and anything you can think of upstream. This is a plus for Caverton.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 10:19pm On Aug 09, 2025
Thank you for this information

1: that is why we don't have any working refinery in nigeria
2:that is why NNPC doesn't have one refinery attached to their name
3: that is why subsidy nearly finished this country
4: that is why they refused to supply Dangote crude ... despite investing 2billion and owning 20% of the refinery
5: that is why there is an alleged 210 trillion unaccounted for...

I could go on oh..... so again who in their right senses think NNPC of Nigeria is a good business partner.....



thebargainhunte:
Do you know that most oil companies in Nigeria are in partnership with NNPC, seplat inclusive. Do know how much is a tanker vessel? How many Nigeria company have ocean going vessels?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 10:02pm On Aug 09, 2025
NNPC wey me i know..... caveton is better off... seeking a loan from a bank than going into business with NNPC..... i laff disappointment, that NNPC is holding to show caveton


thebargainhunte:
Read about cabotage law in Nigeria for you to understand why they have to step in. This is the only government owned company that has the financial muscle to execute the law. NPA, NIMASA, NIWA or even Shippers Council doesn't have the money to execute cabotage law effectively. There is future here, but if you can see it. grin grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 8:59pm On Aug 09, 2025
Who in their right mind... wants to do or go into business with NNPC.... NNPC na weyre.... ask Dangote weytin dem use him eyes see on top crude oil (petroleum)..... cheesy cheesy grin grin grin


SonofElElyonRet:
Plus their agreement with nnpc involving an expatriate company to establish shipping company
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by SohSoh: 8:57pm On Aug 09, 2025
Loco .... talk to Loco trader... .. Any stock he recommends for you .... that the stock you should buy.....

Loco is our in house stock guru on this platform/forum

starrybaba:
Greetings my esteemed gurus in the house,

Please I have small funds and I would appreciate if I can get recommendations on the insurance stocks that are technically and fundamentally sound for me to buy by Monday.

Please all my ogas and madams in the house kindly guide me.

Thanks

1 2 3 4 5 6 (of 6 pages)