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The article :: Aramco's $21bn dividend puts NNPC under spotlight. Same Business, Vastly Different Results :: This article emphasizes the core argument that a shared or the same business model should yield nearly comparable business success. The article uses Aramco's success to show that NNPC's struggles are not due to the market, but to its own deep-seated operational and administrative inefficiencies. Ellah Lakes and Presco I see no reason why Ellah Lakes, should raise the same amount as presco, when they both share the same Business model but results are greatly different.
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Tinubu Vs Trump The Word of the day Gobsmacked I like to write or talk with Evidence 1: During Buhari Tenure, there was a time, news outlets in Nigeria always published attacks and Buhari Administration told the media to stop... picture attached That same instruction and trend still stands to this day 2: i believe on 2 occasions Very Dark Man traveled to some part of Nigeria over this mass killing... I'm going to stop here i don't want to write too much ... but if Tinubu believes he his administration is handling the issue ... competently ... he should carry Tony Elumelu and Go to White House .. and make his case Just like how south african president was gobsmacked .... he (Tinubu) will also be gobsmacked The next news that will come out will be an air strike Tinubu should step down...
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I'm going too gbas gbos .. ya'll favorite baby Ellah Lakes But I know alot of people will come for me... na why i dey go 1:: Ellah Laks is overpriced 2:: Fundamentally Ellah Lakes should be a penny stock cos the Financials are terrible 3:: They have never paid dividend the same way... they have never produced any palm oil I'll stop here.... there are no positive thing using Fundamentals... to write about Ellah Lakes.... only good thing is the price appreciation from 3 to 15 Anyways I'm going offline make una write weytin una wan write Ellah Lake Fake Company Ellah Lakes Changed Their Office Location in Benin lol why are they running ![]() Agbalowomeri:
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Welcome to the winning Team ![]() Fredfrankhussle: |
You mean this place EyesOnTheSparro:
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You call it luck, I call it good market research. Anyone can talk about market manipulation — but not everyone can consistently make calls that plays out. Same way I flagged Ellah Lakes So, if being “a learner” means spotting profit and making profit… Then I’m fine with that — because my record speaks for itself in profit and price appreciation Streetinvestor2: |
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: |
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: |
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)
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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.
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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: |
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. |
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: |
This one na serious naysayer Sunrisepebble: |
Someone tell another naysayer that the people that paid for the recommendation made a 143% return on investment ![]() Heishere: |
Trip down memory lane :: Another Naysayer Sunrisepebble: |
A trip down memory lane::: Zendi was among the naysayers zendi: |
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: |
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.
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[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: |
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: |
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: |
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.
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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: |
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: |
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 |
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.
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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: |
MECURE HAD OTHER FINANCIAL OBLIGATIONS, SUCH AS THEIR COMMERCIAL PAPER REPAYMENT AND THEY STILL PAID DIVIDEND faoogoke: |
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
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