Mr. Risky:

Here is an attachment of company results to date. Enjoy

wanaj0:

Anyone with info on Goldlink PP and Nigerdock planned offer for sale?

iconbull:

fieldmashal,i don join u for next level o!. i hear say allotment for goldlink has been done

wanaj0:

Fatherof2 and Wendy,

UACN has a low PE because of the Extra ordinary income that boosted their profits. They are selling some of their assets (Tractor and Equipment). For me that is not sustainable so it is a SELL. Market sentiments may however move it up to 60.00

UNILEVER, will still be wary of it. Margins in the sector are thin and the growth potential is limited.

If you need a conglomerate, go Chellarams. Lowest PE in the sector. Now into manufacturing of bicycles, Okada and Tricycles. That definitely is a high margin and growth sector of the economy. With stable exchange rate (falling dollar) importers will make a KILL. Downside is liquidity. They were planning a PO before but they've gone silent on that now. Liquidity na the issue here!

oga mi, i remain loyal o! but i think things may be quite different for AGleventis heard Cummins a foreign company has made substantial acquisition in it. expect the mkt to react to this ,u also know that sentiments drive a lot of stocks on the xchange not necesarily fundamental or technical analysis.few examples will do.the recent entry of a foreign investor into afroil moved its price from N7 TO N10. we've not seen any result from nig wire nd cable yet it is moving.these are few thins sentiments can do. but i will always advise u back up every rumor with fundamental considerations to be on a safer side.

JOHN HOLT, little info. Being declaring losses for a while so will let that pass.

AG Leventis and UTC, not really facsinated with those two. They need serious re engineering. Can't see what will propell them. They are in a low margin sector apart from the power (generators) that they are in to. They are however facing stiff competition from the Chinese companies also.

TRANSCORP? Maybe if you are a naturally OPTIMISTIC person.

Which one remain?

iconbull:

@wanajo
oga mi, i remain loyal o! but i think things may be quite different for AGleventis heard Cummins a foreign company has made substantial acquisition in it. expect the mkt to react to this ,u also know that sentiments drive a lot of stocks on the xchange not necesarily fundamental or technical analysis.few examples will do.the recent entry of a foreign investor into afroil moved its price from N7 TO N10. we've not seen any result from Nigeria wire nd cable yet it is moving.these are few thins sentiments can do. but i will always advise u back up every rumor with fundamental considerations to be on a safer side.

wanaj0:

Abeg , make una drop all this titles wey man no fit use buy garri for maket.

Thanks for the info on Goldlink. Any insight on Nigerdock

wanaj0:

Fatherof2 and Wendy,

UACN has a low PE because of the Extra ordinary income that boosted their profits. They are selling some of their assets (Tractor and Equipment). For me that is not sustainable so it is a SELL. Market sentiments may however move it up to 60.00

UNILEVER, will still be wary of it. Margins in the sector are thin and the growth potential is limited.

If you need a conglomerate, go Chellarams. Lowest PE in the sector. Now into manufacturing of bicycles, Okada and Tricycles. That definitely is a high margin and growth sector of the economy. With stable exchange rate (falling dollar) importers will make a KILL. Downside is liquidity. They were planning a PO before but they've gone silent on that now. Liquidity na the issue here!

JOHN HOLT, little info. Being declaring losses for a while so will let that pass.

AG Leventis and UTC, not really facsinated with those two. They need serious re engineering. Can't see what will propell them. They are in a low margin sector apart from the power (generators) that they are in to. They are however facing stiff competition from the Chinese companies also.

TRANSCORP? Maybe if you are a naturally OPTIMISTIC person.

Which one remain?

teto:
mr.FO2, my mail is  owotoyin@hotmail.com .eptg yur mail. need to discuss with you. thanks i need to move to the next level

teto:
anyway it's like father of all is not going to answer me. please my fellow nigerians. i have a portifolio that worth 10m, i used to believe in buy and keep but this year i want trade.  the problem is i don't know which one to sell to buy what. i made a mistake last year selling my uba to buy transcorp and i don't wnat a similar experience. i need someone to talk to via e.mail. mine is  owotoyin@hotmail.com .need yr assistance

damoche07:

.

Fieldmarhsal,its not your call about this name.You deserve it and i hope u will accept it. However,you are a dovish fieldmarshal,a very necessary ingredient in the boardroom,cabinet or Joint Chiefs o Staff. .its a boring saturday here.

grabdaloot:

@Wanaj0,
I share a different veiw on some of your points which you have listed above. First of all, UTC is no longer a conglomerate. They have sold off all arms of the conglomerate and concentrated solely on the Food sector hence their reclassification by the NSE. Secondly AGLEVENTIS is doing very well. Thier 9 months PAT is greater than their full year PAT of 06 (N411m vs N394m) with no exceptional items. Though their turnover was 9% less but that is because they have mordenized their operations and dropped most of the non profiatable capital intensive arms. Like the heavy machinery unit. Check the increase in their profit margin this year and you begin to see my point. Their forward PE depending on how you evaluate their full year ranges from 15 -18. Now the addition of cummings to the equation makes it a very good prospect and the cummings thing is not a rumour but something that has been signed and sealed. They have been consistent in dividend payments over the last 7 years. If you have banks at N50/share paying N1 dividend and you can get an AGLEVENT at N5 to pay you 20k which would you go for in terms of ROI. As you are not a trader I'd really love to know your answer. Of course I am not shouting to all to go and buy AGLEVENT but truth be told it has sound fundamentals. One point I agree with though is the relatively thin volumes being sold. I've been trying for some time to amass the stock but can't ever seem to get more than 200k in one trade day

Labo:

Hi wanajo,

Can I have your opinion on this issue. I have got a couple of union bank stock. it advice able to sel them to purchase First bank stock.

Ta
Labo

veeco:

HI LADIES AND GENTLE MEN

PLS I NEED SOME GUILDLINE . I HAVE ABOUT N500,000 AND I WANT TO USE IT TO TRADE  ON MARGIN. I KNOW THAT BANKS CAN AFFORD TO LOAN 70% TO ME, MAKING MY CAPITAL TO RISE UP TO ABOUT N1,680,000. AND I WANT TO INVEST ALL THESE FUND IN FIRSTBANK. PLS I WANT YOU PEOPLE TO TELL ME THE GOOD, BAD AND UGLY OF THIS INTENTION.

THKS.

femlaj:

@all
kudos to all, we are surely going places, you guys all seem like family to me
wanted to ask, does it make sense to enter UBA at this time at N51

euromilion:

@NBA

chairman i salute oo,could u tell me a little bit about uba nrn acct,i sent in my completed form to their office @ 57 marina lag sometime in november 17/07 since then i never hear anything from them i don call them tire nobody dey answer the phone i don send numerius email no reply,i sent it on a registered post,i've confirmed that it was delivered,problem is that i don't live in naija.my fear is not to fall into identity theft because i gave them every docu including my passport id and my bank detail.could u tell me if this is normal.kpineo can u help on this.please guys any advice from the house is welcome

euromilion:

@NBA

chairman i salute oo,could u tell me a little bit about uba nrn acct,i sent in my completed form to their office @ 57 marina lag sometime in november 17/07 since then i never hear anything from them i don call them tire nobody dey answer the phone i don send numerius email no reply,i sent it on a registered post,i've confirmed that it was delivered,problem is that i don't live in naija.my fear is not to fall into identity theft because i gave them every docu including my passport id and my bank detail.could u tell me if this is normal.kpineo can u help on this.please guys any advice from the house is welcome

femlaj:

@all
kudos to all, we are surely going places, you guys all seem like family to me
wanted to ask, does it make sense to enter UBA at this time at N51

euromilion:

@NBA

chairman i salute oo,could u tell me a little bit about uba nrn acct,i sent in my completed form to their office @ 57 marina lag sometime in november 17/07 since then i never hear anything from them i don call them tire nobody dey answer the phone i don send numerius email no reply,i sent it on a registered post,i've confirmed that it was delivered,problem is that i don't live in naija.my fear is not to fall into identity theft because i gave them every docu including my passport id and my bank detail.could u tell me if this is normal.kpineo can u help on this.please guys any advice from the house is welcome