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DrAwo's Posts

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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:47pm On Jul 19, 2020
emmanuelewumi:

Can you share the analysis you did for the public offer bought in 2005

Apologies for replying late...

In this model, we assume one buys 1million units of Zenith bank during their IPO in 2004 at N10.90.

All dividends are reinvested on 01/04 to buy zenith bank shares. I however could not get historic prices between 2005 - 2008. Hence we assume that it is bought at N20/share for those years (which is quite generous)...

4 Likes 1 Share

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:03pm On Jul 18, 2020
talk2me2:
this makes the wohle effort look like a waste of time. N100,000 in 2010 was more valuable than N338,354 today.
Could as well have been worth much more than that but for the depressed share price in 2020...
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:10pm On Jul 18, 2020
If you bought Zenith bank on 01/01/2010 using N100,000 and reinvested all dividends received to buy more zenith bank shares on 01/04 each year, how much would your investment be worth as at 01/04/2020?

5 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:27pm On Jul 17, 2020
Danniee:
Thanks a lot DrAwo
My point was just that no one can tell if 347.4 is the bottom. It can suddenly rebound or dig further... Seeing their Q2 result before deciding might be prudent....

1 Like

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:06pm On Jul 17, 2020
Danniee:
Pls, is Seplat a good buy at 347.40? Kindly advise before I will commit "owo oniru oniyo".
Thanks in anticipation.
Well, it depends on you eventually...
Seplat has been on full offer at -10% for a while now. When supply exceeds demand, price drops...

So its almost certain that if this full offer continues, Seplat will drop to 347.4... Its only a matter of when someone is willing to cough up the 35million naira approximately that is needed for the price drop to happen.

Will the full offer stop after this price drops? Will someone be willing to cough up another 31 million to make it drop another 10%? At what price will bids appear for this stock Those are questions Mr Market will answer with time....

So, I am asking you your question back, is seplat a good buy at 347.4

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:32pm On Jul 17, 2020
Mcy56:

The thing tire me o. grin
Things like this make me want to buy shares in Cscs on the NASD platform...
I must chop part of all these JIJO fees...

5 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 11:44am On Jul 17, 2020
RabbiDoracle:

If market remains irrational like this, then smart investors will activate the dividend waiting mode and observe when the market finishes playing its games.

I think they are doing that already as we speak...
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:29pm On Jul 16, 2020
kastgeraldino:
Omo I wish say I fit get that kind information oh. I can imagine the effort. Not in the mood to build financial models or do financial analysis like I used to. Abeg, your FCF, is it FCFF or FCFE?
Please do build your financial models and share with us... It will help us all grow and make better investment decisions...

Believe me, I had to go check the difference between FCFF & FCFE.. Shows that we are all still learning...

Its FCFF that I generate... Thanks for teaching me something new....

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:27pm On Jul 16, 2020
kastgeraldino:
Please where did you get this from? Or is it your analysis?
Gotten from my own analysis...
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:04pm On Jul 16, 2020
DrAwo:
http://www.nse.com.ng/Financial_NewsDocs/30931_UNITED_CAPITAL_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FO.pdf
Annualised PE of 4.2
Gross ratio 51%
Net ratio 43%
Debt ratio 92%
Debt/equity ratio 1112% (yes! You read that correctly)
Annualised ROA 1.74%
Annualised ROE 21%
P/B ratio 0.89

5 Likes 1 Share

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:05pm On Jul 16, 2020

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:29pm On Jul 16, 2020
ojesymsym:
Apparently, we should expect a great reduction in revenue for 2020 considering how this year has fared then, what do you think?
I can see you are heavy here...
Lol... I'm not an analyst but their q1 was flat, q2 was locked down, Q3 will see phased reopening and q4 is the light at the end of the tunnel... Besides renewed competition with Bua will take its toll as well...

Not sure about "great" but they will certainly take a hit. I'm sure they'll bounce back once we are out of recession...

1 Like

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:33pm On Jul 16, 2020
ojesymsym:
Why was the EPS of 2018 so high compared to the others?
Bros, u fit share the googlesheet of the raw file?
Good question...

They got some tax write-back from previous taxes paid in 2017 based on pioneer status exemptions obtained for their Ibese production lines 3 & 4 and Obajana production line 4.

This boosted their Profit after tax disproportionate to other years.

3 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:17pm On Jul 16, 2020
Growing the Dangote Cement way...
#ConsistentGrowth...

9 Likes 1 Share

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:01pm On Jul 14, 2020
phoinix:


I moved FCMB with just 300,000 shares from 1.9 to 1.89 . That's awesome, because of me NSE closed FCMB at 1.89. Have u ever moved d market before? grin cheesy wink
Please move Seplat for me...
grin

5 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:39pm On Jul 12, 2020
RabbiDoracle:


These aren't the current Dividend Yield0s o.
I agree...

Its 5 year average dividend yield from 2014 till 2019...
Its just a reflection of consistently high paying dividend stocks...

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:08pm On Jul 12, 2020
Alaska90:

Hello seyisanya,
Please could you give me like 5 of such listed stocks apart from Zenith, GTB, Dang Cem, Wapco
Thanks
Stocks with the highest dividend yield over a 5 year period...

4 Likes 2 Shares

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:11pm On Jul 11, 2020
ositadima1:
My book shelves. cheesy wink smiley cool
Excellent bro...
One way to improve in the art of investing is to read voraciously...
Thumbs up...
I still prefer physical books though...

4 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:06pm On Jul 07, 2020
Sabiboy99:

Sir...please where did you get this info from??
I download 5 years worth of annual reports from the companys website, extract the data I need and enter it onto a spreadsheet... From it, I calculate all the ratios and figures...

If you know how to use Microsoft excel, its pretty straightforward...

14 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:57pm On Jul 07, 2020
Julius Berger 5 year results analysis...
Thumbs up...

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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:17am On Jul 06, 2020
Flour Mills Nigeria 5 year result analysis...
Happy investing...

5 Likes 2 Shares

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:23pm On Jul 04, 2020
ositadima1:
I got this from FCMB. The picture looks a little blurry as i snapped that part from a PDF, and my editing skills is shit embarassed

I think these are quite optimistic valuations...
Especially for the banking stocks. They estimate they will be trading at a PE of 7 one year from now when they trade at an average PE of 3...

Anyway, impossible is nothing....

3 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:32am On Jul 04, 2020
gabscity:


The Buharinomics has not only undervalued the banks but also the breweries. I read from a link here where one of the Breweries MD confirmed they pay 35kobo per CL as Excise Duties.

Meaning: Heneiken is 60CL per Bottle, NB PLC will pay 21Naira per Bottle as excise duties that translates to 252Naira per crate as there are 12 bottles in a crate; of course this is excluding VAT. All these go to the govt. This is highly imparting the bottom line of that industry.

5 year summary of Guinness Nigeria results...
#Depressing...

1 Like

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:57am On Jul 04, 2020
https://academy.gti.com.ng/financial-statement/

For those that are keen on learning fundamental analysis and understanding financial statements, the above is a link to a one day zoom training just for that... Invest in your education...

All the best...

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:11am On Jun 29, 2020
DrAwo:

Funny enough, I'm a staunch believer in this stock and I, personally, doubt it will significantly fall farther than it has fallen already...

I think it's a bargain as things stand...
Most oil exploration and production companies around the world lost between 50 - 60% of their value due to corona and the lockdown...

Seplat UK listing also lost over 50% value as well... So far, seplat Nigeria has lost approximately 40% of its value... Will we see a further 10% loss to match its global compatriots

Time will tell...

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:58pm On Jun 28, 2020
DrAwo:

Funny enough, I'm a staunch believer in this stock and I, personally, doubt it will significantly fall farther than it has fallen already...

I think it's a bargain as things stand...

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:40pm On Jun 27, 2020
RabbiDoracle:
Before Seplat can fly, it needs to drop below 397.70

So wait till it goes below 397.70.

Cc Meshpips
Funny enough, I'm a staunch believer in this stock and I, personally, doubt it will significantly fall farther than it has fallen already...

I think it's a bargain as things stand...

2 Likes 1 Share

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:16pm On Jun 23, 2020
5 year analysis/ Q1 2019 & 2020 for Nestle Nigeria...
Enjoy...

2 Likes 1 Share

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 11:35am On Jun 23, 2020
Mcy56:

My dear you said it all.
If I have enough money to buy, then it also means I have more money left to turn the coy around for good.
Yes, I'll buy it. tongue
Chai....
She called me "my dear"...
#ButterfliesInMyTummy...

I hear you!
Enjoy the loot from your investment...

3 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 11:11am On Jun 23, 2020
Mcy56:

To answer you again, I do invest in Japaul when the opportunity comes calling.
So I wouldn't totally call it speculation.....but calling it as it is......from my own point of view.
Mercy Mercy...
I gbadun your style well well...

Lemme ask you one question... If you were offered 100% of all the shares in Japaul right now, and you have enough money to buy it all, would you buy the company?

2 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:29am On Jun 23, 2020
Uchetoba:

I have no fear at all because i did a very good research before deciding to invest into UACN
I konw what I am investing into and my reason for investing in it.
One of the top secrets of the world billionaires is that they invest in things that they know very well they do not gamble
I commend you for being very convinced about your investment. I particularly like it that you did as much research as you could before putting your money into the company which is the first rule of investing.
I sincerely do hope that it pays off for you handsomely... Also remember that you've surrendered your money and it's possible proceeds to the whims of the UACN board...

All the very best...

7 Likes

Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:51am On Jun 23, 2020
DrAwo:
Zenith bank to possibly hit 1 trillion naira in equity by FY 2020... The numbers don't lie, usually...

#Stellar...
https://nairametrics.com/2020/06/23/exclusive-best-bank-in-nigeria-judging-by-the-numbers/
Good to see that Nairameteics agrees with my assertion...

3 Likes

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