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Nigerian Stock Exchange Market Pick Alerts - Investment (9048) - Nairaland 4s641l

Nigerian Stock Exchange Market Pick Alerts (13154102 Views)

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Locotrader(m): 11:45am On May 29
KarlTom:
3,858,173,594


They need to raise their os to 10B in order to get good operating capital.

Those in the boat need to chop now and clean mouth and those who can wait for more dilutions should buy enough garri for the wait.

I am no longer interested in seeing their farms but interested in seeing their oil mill factory.They can always generate money with their oil mill with the available funds at hand

2 Likes

Xidget: 11:46am On May 29
yMcy56:
We are awaiting Oando results by tomorrow Friday according to the document ed on NGX...... all things being equal......

There's one other stock on watchlist now....
A popular stock that has disappointed many here..
Maybe the time to compensate is approaching who knows...
DANGSUGAR grin
Umehj88: 11:52am On May 29
yMcy56:
We are awaiting Oando results by tomorrow Friday according to the document ed on NGX...... all things being equal......

There's one other stock on watchlist now....
A popular stock that has disappointed many here..
Maybe the time to compensate is approaching who knows...

Madam myc is it dangote or japaul

1 Like

Xidget: 11:53am On May 29
NASCON just dey do slow and steady. All these people just dey queue up everyday instead of make them clear up these small offers.

1 Like 1 Share

yMcy56: 11:53am On May 29
Xidget:
DANGSUGAR grin
You're right.
It's Dangote Sugar.
My instincts just flashing it. Na my instincts I talk o, don't know if it's right or wrong.....but it's under watch sha.
..... and if I say my instincts, part of it is checking the results and sighting some positive vibes.

Cc: Umej88

DD advised pls.

Btw, bot deleted Oga Emma's post on Michael Ojo Ade. Sorry sir.

3 Likes

Jeez2(f): 12:08pm On May 29
Please any news on what's driving UPL?
Oyindamolah: 12:21pm On May 29
Aradel landed
yMcy56: 12:23pm On May 29
Xidget:
NASCON just dey do slow and steady. All these people just dey queue up everyday instead of make them clear up these small offers.
@59.50 officially.... as at now

NB heavy cross dealers also in market today....
By the time Dem go move this NB, e fit loud...
Ginalex(f): 12:34pm On May 29
NB shocked shocked I don kuku liquidate my FI grin
megawealth01: 12:41pm On May 29
I am now enjoying rest. I come here from time to time to get updates on how my money is multiplying like rit@ul grin
Ginalex:
NB shocked shocked I don kuku liquidate my FI grin

1 Like

Streetinvestor2: 12:41pm On May 29
yMcy56:

You're right.
It's Dangote Sugar.
My instincts just flashing it. Na my instincts I talk o, don't know if it's right or wrong.....but it's under watch sha.
..... and if I say my instincts, part of it is checking the results and sighting some positive vibes.

Cc: Umej88

DD advised pls.

Btw, bot deleted Oga Emma's post on Michael Ojo Ade. Sorry sir.
We go hammer for sugar soon.When the time comes salt will not see sugar back.Alhaji knows what game he is playing with sugar
yok: 12:45pm On May 29
MARKET UPDATE 29 MAY- HERE IS MONEY FLOWING INTO?
This is the current position of the indices, 30 minutes ago.

Ginalex(f): 12:48pm On May 29
megawealth01:
I am now enjoying rest. I come here from time to time to get updates on how my money is multiplying like rit@ul grin
I'm very sure you're sitting on close to 100% returns on NB alone grin grin. Abeg which other places I fit cast my net grin grin oga megabillion smiley... I dey find car money grin grin
Utalinmou: 12:53pm On May 29
Locotrader:


The market is all about what you see.
I have come to understand companies with low revenue or low profit margins are no longer viable at NSE no matter the advert you do on them.

It is better to align yourself with companies that can generate higher revenues and declare losses while servicing their debts properly.when they are finally in profit,you will see their prices sky rocket.eg NB,IB,Dangote sugar,oando,Cileasing,cadbury,mtn
etc.These are too big to fail companies and will always be the toast of the market.I am spotting the ones greatly undervalued among them to start now to buy.As the economy is improving,they will always improve.In the next 12 months,all these mentioned stocks may see 50 - 100%

I have chams but revenue is poor.With expansions,they will generate more cash flow.

Welldone Baba
great insight
bovali(f): 12:54pm On May 29
thebargainhunte:
Ellalake don release their bomb, make Una check am, make Una no forget to tell us wetin dey result. grin grin grin

Revenue: ₦18.97m > ₦68.73m (+262% growth; revenue finally picking up, likely early yield from biological assets)
Net Loss: -₦396.6m > -₦238.2m (Reduced by 40%, showing operational improvement)
Borrowings: ₦1.14bn > ₦609.9m (47% decline; reflects active deleveraging strategy)
Equity: ₦19.95bn > ₦22.81bn (Strengthened via ₦3.1bn debt-to-equity conversion and share issuance)
Total Shares: 2.75bn > 3.86bn (Reflects recent equity injection)

My concerns
- Operating Cash Flow Still Negative: ₦(286m), despite revenue growth; improvements not yet yielding cash. Core operations are still loss-making and cash burning. No tangible gains from plantations yet.
- Persistent Retained Losses: Now at ₦(5.05bn), widening from ₦(4.81bn) last quarter.
- Cash Position Deteriorating: ₦15.9m in cash left vs ₦243m last quarter. Extremely low cash balance poses short-term liquidity risk

Positives
- Revenue is finally materializing
- Debt is reducing
- Equity base is growing
- Finance costs are falling
- Strategic conversion of debt to equity is improving solvency


Updated Valuation Analysis
- Book Value per Share
Equity: ₦22.81bn / Shares Outstanding: 3.86bn = ₦5.91

- DCF-Based (Post-Maturity Potential)
Assuming full plantation maturity in 2026 and earnings ramp-up (from prior DCF model)
I applied a 1-year delay due to continued net losses and low revenue base. Still reasonable to expect ₦6.00 – ₦7.50 per share in future value.

- Current fair value (discounting maturity risk) = ₦3.50 – ₦4.50

My Opinion
This quarter is a directional improvement, not yet a turnaround. If the company sustains revenue growth and avoids further dilution, valuation could settle near ₦5–₦6 over the next 12–18 months. Hold if already invested. If considering entry, wait for one more quarter showing solid positive cash flow or meaningful profit.

23 Likes 2 Shares

Ginalex(f): 12:56pm On May 29
bovali:


....
thank you smiley

1 Like

Valthegreat(m): 12:59pm On May 29
@Loco you are not marketing NPF Micro Finance Bank again o! Have you moved from there already?

1 Like

yMcy56: 1:01pm On May 29
* LIVESTOCK on full bid @9.15..
Wetin dey happen here?
* MBENEFIT on full bid @1.10...
* FIDELITY @19.60 so far.... 19.70.....

Chai!! Agba don miss this bus...... 🥺
Even if he no miss am, he no go kuku give me anything from it.... 😁
yMcy56: 1:03pm On May 29
Streetinvestor2:
We go hammer for sugar soon.When the time comes salt will not see sugar back.Alhaji knows what game he is playing with sugar
I also sense some games ongoing there too.....
Let's keep watching what Alhaji is up to....
One thing I know is that, he can also see what other GMDs are doing, maybe waiting for the right to strike too...
We wait and see..

The type of bids in Nascon though!
Locotrader(m): 1:18pm On May 29
Valthegreat:
@Loco you are not marketing NPF Micro Finance Bank again o! Have you moved from there already?

Chop your 15kobo and calm down.
Nobody go like to push a stock wey don mark down for dividend. Traders or Bargain hunters who will like to collect their own dividend by capital appreciation will like to drive it down and it will go up again.Watch this space(1.95 - 2.05) is good entry price.Q2 will move NPf above N3 and year end Projected price still remain 5.50 to 6 naira

2 Likes

Shalom428: 1:20pm On May 29
Rice will happen soon or later, then Food. It will be a kill for those who bought sugar at this price and hold on to it.

https://punchng.com/dangote-niger-govt-unveil-rice-project/

Nascon is already running it's own race. Food or no food , #70 is guaranteed

DYDD

2 Likes

veecovee: 1:30pm On May 29
Utalinmou:


What of our Chamified

grin grin grin loco na where Belle face

2 Likes

Locotrader(m): 1:35pm On May 29
veecovee:


grin grin grin loco na where Belle face

Nnaa once there is money in trading system,na where belle face we go trade ooo.
Even Ellah wey no get breast gave us 18% profit in 2 days.

So na only face up you dey do?

I dey do face up and face down brother but have my focused stocks

Champion and Cileasing are my focused stocks now

Other focused stocks are sugar, Transcorp,Cadbury.They are greatly underpriced

1 Like

yMcy56: 1:37pm On May 29
ARADEL
The seller is in market today again....
He will sha finish selling one day and allow the stock breathe....
megawealth01: 1:40pm On May 29
yMcy56:
ARADEL
The seller is in market today again....
He will sha finish selling one day and allow the stock breathe....

Make the sellers continue until E reach my bargain entry
KarlTom: 1:53pm On May 29
It's still there

yMcy56:

...

Btw, bot deleted Oga Emma's post on Michael Ojo Ade. Sorry sir.
veecovee: 2:02pm On May 29
Locotrader:


Nnaa once there is money in trading system,na where belle face we go trade ooo.
Even Ellah wey no get breast gave us 18% profit in 2 days.

So na only face up you dey do?

I dey do face up and face down brother but have my focused stocks

Champion and Cileasing are my focused stocks now

Other focused stocks are sugar, Transcorp,Cadbury.They are greatly underpriced
Aren't you the one who said will sell Ellah @7 why sell now? grin

1 Like

Locotrader(m): 2:12pm On May 29
veecovee:

Aren't you the one who said will sell Ellah @7 why sell now? grin


With this dilution wey come up this morning you are still waiting for N7 aby?

This market is a day to day activity and full of uncertainty

Nnaa we for ride Ellah go far but they don commot the wedge oooo.This Tipper wey carry sand without wedge is coming back to another .

2 Likes

KarlTom: 2:14pm On May 29
In this market...
KarlTom:
Take a trader's word with a pinch of salt 🤏

veecovee:

Aren't you the one who said will sell Ellah @7 why sell now? grin

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