Zimams's Posts

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Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 4:48pm On Aug 24, 2020

@OGG glad to have you back.

Please remember that the majority appreciates all that you and all our analysts do here. Its sad that a few will constitue themselves into stumbling blocks to what is a positive experience for others.

Some of these folks picked GTB at sub N17 based on recommendations made here.. Today theyve made +43% on that investment decision based on learnings from this space.... But we won't hear from them.. Until there is delayed expectation from a recommendation. And this is with them having done nothing on due diligence. It's a pity.

onegentleguy:
My dear this forum is beginning to lose its essence.
Some of us try to liven it up from going extinct, but there are oftentimes a few miscreants who would stop at nothing to "run u down to the eight" for no just cause. Like Peterichy who has been using different monikers to mock himself thinking he's doing it to me.
This is one of the reason we sometimes decide against putting out some analysis and/or information here.
A good example was the last time I put up the post above.
That coy is UPL. ...which at the time was trading at btw 91-95k.
Ordinarily, I could've immediately gone ahead to mention it here even if am not buying it myself, so others with interest can align, but I had to inform just a few individuals who are close to me.(folks like my good brother @Oracle, @billtommy, @charlesniper, @bumba1234, @ekpotek and a few others can attest to this. The stock has since gained near 40% and also closed on full bid today.
...coy was so grossly underpriced at the time.
With a valuation model that factors in all key current CF lines but uses an approach that discounts a great % proportion of all worries in lieu of future risk(given the seasonal nature of the business), FVE still computes to N2.41.
As I told some folks then, the board of directors of UPL could decide to keep every other asset belonging to the company(PPEs, other fixed and intangible assets etc) and pay minority shareholders from just its current cash accrual(excluding possible LTFCF), and that payment can still be near 2.5x the mkt price back then.(@ 95k)

God knows that this has never been my style.
Before now, if I spot value, I inform the house irrespective of whether am in the coy or not. ...but some silly persons will still prefer to criticize u for no just cause.
What is even more annoying is that they'll never engage u constructively. ...at least, give counter-reasons with proof(from financial prints or otherwise), why ur given a different assertion or chosen a contrasting perspective.

Some even had to mock me for my view on UACN. ...as if our view and "belief system" has changed.
But for anything, our "believability" has in fact, increased, so we buy more !!
In the end, we'll see who will have... Time will help set matters straight.

U don't pay someone for sincerely and genuinely giving out worthy and helpful inputs, yet u criticize and scorn them for it.
That's why some persons would rather analyse, discuss and give recommendations privately or in other forums.
This platform is fast loosing its true essence !!

CAVEAT: Any decision to align with the aforementioned coy should go beyond this post. ...so due dilligence still apllies as always.

My advise? Pls follow ur instinct.

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 11:21am On Aug 20, 2020

Honestly it hurts the eyes to watch ...lol
It has done 16.95 already. Fell back again. cheesy

Mcy56:
Why is Zee afraid to move 5k up to 17 ? Lol. Weird stock. The number of 1unit bids that lined up in one middle of the bid table is funny.

Meanwhile, GTB is not in joking mode........those big guys accumulated with "greed" at circa 21..........

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 10:03am On Aug 20, 2020

Zenith and WAPCO acting like they belong to the same coven.. grin

I hope Zenith breaches 16.90 today...or falls back toward 16.40 , which will be a better entry point before it takes off.

Willie2015:
My brother,
Zenith is a stock for the meek
For they shall inherit the earth

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 6:30pm On Aug 19, 2020

lol...
Carry go..

ositadima1:
Zenith.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 6:28pm On Aug 19, 2020

you've locked in some profit now...
up to you to make the move... in my opinion, your planned destination ..'zee' looks good.

ositadima1:
Yes, UCAP 24% up, REDSTAREX 7%, Dangcement 16% up. The others that I am keeping vitafoam -2%, carveton -23% , and guaranty +20%( this one is still going places).

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 5:58pm On Aug 19, 2020

If you are walking away with some profit after administrative fees are paid from the sales.... why not?.
Zenith still looks good at current price. Considering where GT is trading.

But come o... what is it about that 16.90 that Zenith hasnt been able to breach? undecided

Or you see significant upswing in Zenith that would compensate for exiting the other 3 earlier

ositadima1:
I am planning on liquidating all my other stocks ( ucap, redstarex, Dangcement etc. ) to buy zenith tomorrow. How about dat ?

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 5:46pm On Aug 19, 2020

Imagine the nerve...

Somehow you think being on NSEMPA is a paid job abi?....lol you even know what 'honour' means...

He may just be avoiding toxic folks like yourself for His sanity .... don't you think so?

While you think about it, please help us with stock recommendations for this period... hopefully you can do better than analysts you described as 'monkey hunter'.

Abeg i dey wait your analysis o!

STNWAUME:
So it's a honourable thing for him to go into hiding now that the die is cast?

5 Likes 1 Share

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 5:35pm On Aug 19, 2020

Honestly, I dont know that full grown adults will have a challenge with taking full responsibility for their trades and how, where and when to invest. A recommendation remains a recommendation , the final responsibility lies with the buyer/Investor. I dont understand that anyone has to be told this. angry

For me this thread losses its value when everyone starts threading cautiously around their posts and recommendations. it defeats the purpose of the thread. We are better off sharing freely.

Please guys lets all relax.. its getting abit too uptight in here and it defeats the purpose in my opinion. Our analysts do a great job here, and they are not paid for it. These are folks who carry out analysis and share freely. Some even go as far as doing 5 year trend analysis on particular stocks, they slap it on here at no cost.. Others go as far as suggesting viable price entry points. It is wrong to turn around and make derogatory remarks or call them names. Its actually irresponsible to do so, let me say it how i see it.

Final Buy/Sell responsibility lies with each and every one of us. The buck stops on our table. The buy/sell order emanates from each and everyone of us, the recommendations only serve as a guide. It helps to research targeted stocks rather than all. That for me is the value of these recommendations. It's not meant to be a lullaby to send us to sleep and relinquish responsibility. Research you must do!

Let me also advice that we take it easy with name calling and monikers like .... 'monkey hunter' ....etc.

Lets remember that - even though this is a faceless forum, some people have built relationships that have transcended this space.. hence calling each other names may be friendly banter. The same person who doesnt find the name offensive when called by Mr A, may find it offensive when He is called same by Mr. B. The difference is relationship. Lets not forget this. If you do not know the identity behind any username or have a personal relationship with them, then apply discretion with the name calling.

As a parting shot.... As you call the person that made the recommendation 'a monkey hunter'.... it will make sense to look inwards and ask yourself if you arent a Monkey .... for swallowing the recommendation without any effort on your part to do some due- diligence. As you point 1 finger, 4 others point back at you.... grin

Abeg make una no spoil this forum for people wey dey get value here !!!

emmasoft:
In any form of investment no matter the analysis, predictions etc given by professional or laymen; whether TA or FA there is always a place for due diligence by the investor. In the investment arena, the final decision to invest or not to invest depends solely on the investor not the financial adviser or the analyst. All investors must always take responsibility for all investment decisions taken. Let's be well guided.

9 Likes 2 Shares

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 4:23pm On Aug 16, 2020

I use Cordros Trade Button.
happy with their service so far..

primehero:
Please which broker are you using to invest in Nigeria stock exchange

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 6:10pm On Aug 14, 2020

Nice one Justcul..
Time Don reach for me to learn dis TA.

Justcul:
Lol. not personal bro, just a strategy (Entry, Sell, Hold, or Consolidation). The idea is that, GT has been nocking on this door for freedom, but for some reasons, its been caged below 25.. images below should share more light. i mage 1 is a DAILY chart while the second one is a WEEKLY chart.

Breakout is expected when it gets to this point. It might not be today, it might take a little longer though.. A breakout might see it fly to 30 or 32.. slight resistance at 28.

I might be wrong so pls dont rely on this analysis to make your investment decisions

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 10:46am On Aug 14, 2020

I think its a personal thing for Justcul.
Based on his exit strategy, today may be decision day for him..to sell or hold.

@Justcul abi? if e pass like dis... tell us o.. grin

meine:
Can you throw more light on this, why is today special for GTB?

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 10:18am On Aug 14, 2020

This is not as easy as we say it...
when put into perspective, we are heavily import dependent. The implication of N550 exchange rate will be tough on the Nigerian. We will suddenly realise that there are sooo many other imported stuff that our lives have been built around than PMS(petrol)
I still remember Austerity Measure of 1985 - 90... It was tough!! and at that time our taste for foreign stuff was yet very benign... talkless of now..
550 exchange rate will be painful.. some will say for a while.... But how long is that 'while' ? no one can say..

Unfortunately during the $100+.Barrell of oil era, we didnt do much to diversify as a nation. My concern is for the average Nigerian... we are about to pay a huge price for poor leadership over the years...

abeg make i no derail the thread ...back #NSEMPA!

Tvegas:
For heaven's sake they should just unify the rates once and for all. They are aiming for N550 next. Do whatever needs to be done now and damn the consequence.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 8:20pm On Aug 12, 2020

Tvegas:
The second coming of our lord Jesus Christ can do that.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 8:19pm On Aug 12, 2020

With the border closure, soap makers and some coys into consumer good are relying on supplies of CPO from Presco and Okhomu majorly, which is good for them. They also cultivated a couple of acres of palm trees which should start yielding pretty soon , increasing their capacity. I think the times are good for them.

OBAGADAFFI:
Agriculture/Agro Allied Sector

OKOMU OIL PALM PLC. (palm oil) 80NGN
PRESCO PLC. (palm oil) 51.5NGN
ELLAH LAKES PLC. 4.25NGN
FTN COCOA PROCESSORS PLC 0.2NGN
LIVESTOCK FEEDS PLC. 0.62NGN

It seems palm oil is booming

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 8:11pm On Aug 12, 2020

And this scenario is unlikely. So Okhomu and Presco might be on a roll - medium term.. Presco closed at N52 today i think. With borders closed, they are enjoying semi monopoly in the CPO market.

rmx:
What might force it down is availability of cheap dollars and resumption of competing imports from Malaysia and Indonesia . Maybe

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 8:07pm On Aug 12, 2020

It might take a major event for it to drop to sub N60 again. I dont know what that event will be. But we'll wait it out. grin

IYGEAL:
I have personally been targeting Okomu at 70 and below, to no avail.

I'm going to be patient.

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 5:30pm On Aug 12, 2020

Yea you always spoke about it.
i missed it at N55. it parked there for over 8 weeks. Procrastination na bad thing..

BullBearMkt:
...because nobody wants to go to farm anymore. lol!!! I always mentioned it on my YT weekly review.

3 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 8:19pm On Aug 11, 2020*

I understood Mcy. I didn't anticipate a reversal so quickly though.

What I did was split my planned volume into 3 parts. (20%,30%,50%) . Bought the first tranch - 20%. @N3.28 UCap. Did same for UBA @6.57.

Will dip in again for the 2nd tranch - 30% at sub N2.70 and N6.25 for UCap and UBA respectively. And the final 50% further down.

What happens if my criteria for 2nd tranch and 3rd tranch is not met? I'll stick with dividends. Both coys meet my 15% dividend yield criteria to hold (at my entry prices). So I can close shop at my 20% entry volume and enjoy dividends only till prices head south again enabling me increase volumes if all else remains constant (coys doing well.. growing EPS and paying dividends).

I used same strategy with Dangcem following an initial purchase of 20% of my planned volume at N141.
Successfully averaged down to N126 following this strategy.

My safety net... Is that the coy must be strong dividend paying coys.

Mcy56:
My personal opinion:
It may take a while except the positive momentum is sustained and there are more good news coming in to lift share prices the more.
Ucap did around 70% upside already (from 1.80/1.90 to 3.24).
I expected Zimams to get my point xtyday cos I didn't want to say it directly but he didn't.

Caveat: Pls this is just my own opinion, Mr. Market has a mind of its own, it may still proceed on the journey or be ranging for a while or stay at a car park......all depends.....

*Edited*

9 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 2:56pm On Aug 11, 2020

I thought I should plant my flag.. then look for opportunities to average down. I got in at 3.28 net (with charges ) yesterday. I'll waiting for it again @sub 2.70

Mcy56:
Thought you said you'll watch out for pullback or something.
It's still ranging btw 3/3.10 anyway........let's see how it goes....

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 12:52pm On Aug 11, 2020

Yes o.. it's been red for most of today. I had dipped in yesterday. Na to average down at sub N2.70 be that. If it gets there.

Mcy56:
Did you see Ucap losing today?
That's why its most times risky to chase vehicle that already moved far.
Ucap fell to as low as 1.90 during the March low.....

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 12:44pm On Aug 10, 2020

Yes..
i will take a cautious dip today.. and watch for losses on those 3 stocks that i can capitalize on during the week.
grin

Mcy56:
A good strategy.
Anyway, you may pick some units in order not to miss out totally.......should the stocks rally the more.......moreso that there's still positive momentum in the market.

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 12:10pm On Aug 10, 2020

No Jijo' o .. grin

I' have medium to longterm mindset towards the NSE. While keeping a close eye on erratic price movements that may lead to my jumping out at any time if i make considerable unexpected gain.
Thanks Mcy.

Mcy56:
UBA never waka far nah. I blvd news of interim div, if there's going to be any, will help UBA's ministry.
Also, Access, GTB are both looking up, picking some units of UBA at currentprice may not be a bad idea.
Afriprid at currentprice is okay too.
Like I said, it depends on your inv. goal and objective. If it's for jijo then I don't know what to say, Loco or iphonix may be of help here.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 11:56am On Aug 10, 2020

Thanks Mcy,
i see your point. It's now a moving target with their share prices looking up.
I guess its safer to sit and observe this week. I may have missed these buses already. grin

Mcy56:
You asked Mcy a difficult question here, it's always good to ask this type of question when market is down or trading 'flat'.......not when prices are going up.
My ogas will be in best position to answer this.
Actually, it depends on your investment objective, goal and horizon (horizon is OGG copyright).
The trio are great coys no doubt.........
Ucap moved from 2 to 3 already, may be heading towards 3.50, it may decide to drink water at 3/3.10.
Afriprud still traded at 4.10 last week, a good entry point, we don't know what Mr. Market may decide....either up or go back to pick more passengers.
UBA......

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 11:33am On Aug 10, 2020

@Mcy56 what are your thoughts on the trio- UCap, Afriprud and UBA? Do current prices still present decent enough entry points?
I'll do my DD as usual.

Mcy56:
E Ku market o.

*Edited*

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 11:28am On Aug 10, 2020

This!
Its worrying really.

Coolcash1:
17 months ago Total Nigeria Plc was selling for N190, today its N77 and still falling.

I pity long term investors in NSE.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 9:31am On Aug 10, 2020

Ah... No worries at all. These glitches happen. Thanks alot.

BullBearMkt:
.. thanks for your comments. I had technical issues with my audio systems and as a result, the weekly review likely not going to happen if I couldn't find a way out by end of today. Although the materials are intact but just the hiccups in the audio.

My apology for this!

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 6:52am On Aug 10, 2020

Bro some of us appreciate and look forward to your weekly summaries (the video). I've been refreshing this page with expectation.. should we expect one for this week?

Thanks for all that you do. grin

I appreciate you.

BullBearMkt:
...If I may contribute to your question, I would say most stocks move up as the index is going up & most stocks also go down as the index goes down. However, some stocks moves faster based on their perceived fundamentals and what is called beta. Like GTB, it has a beta of 1.1420, which means if the market (index) moves either way, GTB has the tendency to move same direction as the market by x1.1420. While UBA with beta of 1.3485 will move faster by x1.3485. And on the other hand a stock like Nestle with beta of 0.9 will move slower than the market.

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 5:25am On Aug 07, 2020

Do current prices still present safe enough entry points for UBA, Afriprud and UCAP? Dividend yield for all 3 still @15%+

What about 'capital gain' wise With Medium to long term play in mind?

I'll appreciate our thoughts.

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 3:35pm On Jul 23, 2020

At a glance....

Afriprud just made Covid-19 look like a non issue.. grin

Grew PAT by +6% HY2020 vs HY2019. 144% growth in PAT Q1/Q2 2020...

What champions are made of...

aremso:
http://www.nse.com.ng/Financial_NewsDocs/30977_AFRICA_PRUDENTIAL_PLC-AFRICA_PRUDENTIAL_HALF_YEAR_EARN.pdf

http://www.nse.com.ng/Financial_NewsDocs/30978_ZENITH_BANK_PLC-ZENITH_BANK_PLC__CORPORATE_ACTIONS_JUL.pdf

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 3:10pm On Jul 23, 2020

Omo...throat don dry....
its refreshing to see some 'green' on the horizon.. grin

ositadima1:
Your mouth don dey sharp now, abi?

4 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by zimams: 3:06pm On Jul 23, 2020

Baba Zee don show... grin

aremso:
http://www.nse.com.ng/Financial_NewsDocs/30977_AFRICA_PRUDENTIAL_PLC-AFRICA_PRUDENTIAL_HALF_YEAR_EARN.pdf

http://www.nse.com.ng/Financial_NewsDocs/30978_ZENITH_BANK_PLC-ZENITH_BANK_PLC__CORPORATE_ACTIONS_JUL.pdf

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