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Nairaland Forum / Hustle1's Profile / Hustle1's Posts
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 10:53am On Feb 02 |
BabsO2: Now full bid @ 14.05 |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 5:08am On Jan 31 |
SonofElElyonRet: The full year result is very good considering the business environment!!! https://doclib.ngxgroup.com/Financial_NewsDocs/40234_UAC__OF_NIGERIA_PLC.-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2023_FINANCIAL_STATEMENTS_JANUARY_2024.pdf The new product launched were not yet contributing.... The swan water plant 3x expansion started this January plus other investments and people 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 5:00am On Jan 31 |
Locotrader: Guiness Guinness results are not bad. Revenue growth plus the marginal costs are well managed vs previous year considering the operating environment. The loss recorded in Guinness is as a result of re-measurement of foreign currency balances and exchange rate differences on foreign currency denominated loans. If the naira depreciation does not exacerbate or if naira begins to appreciate, Guinness becomes a huge buy from that point. IB IB is in a better situation. It has hedged its cash flow against the currency fluctuations an estimated N65B enough to turn the result into profit!!! ....impressive! And a well managed marginal cost. Q3 & Q4 BUY i think, just my thoughts 3 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 8:12pm On Jan 30 |
Hustle1: This is probably the last time UACN will end the year below N50 share price ...... 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 11:47am On Jan 24 |
yMcy56: Who knows the investors buying these power plants? FG to sell five power plants for $1bn The Federal Government through the Bureau of Public Enterprises is currently carrying out transactions for the sale of five power plants under the National Integrated Power Projects at a cost of about $1.15bn, it was gathered on Tuesday. Although sources familiar with the development explained that the cost of the plants should exceed $5bn based on international benchmark, they revealed that the BPE was planning to sell the facilities at a price that is a little above $1.1bn. 1 Like 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 4:10pm On Jan 22 |
Zegra: I don't want to laugh o |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 3:25pm On Jan 17 |
Zagee: Thank you! I know UACN will moove, just want to know when the complete cycle will start..... I think UACN will follow the way of PZ that moved from N6 to N32 in two years. ...Management, People, Investments, now the results all have changed just now looking to see how well their costs have been managed in Q4 results and going forward.... 1 Like 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 1:26pm On Jan 17 |
Zagee: What is your take on UACN? Is the turnaround completed with the improved results of 2023 Q3 and is the upward trend going to continue QonQ from now? I noticed the effects of the new management in the results just before covid and the investments. Fingers crossed! 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 3:20pm On Nov 26, 2023 |
Well said! Good policy with long term impact but no magic bullet in the short term. The economic challenges are hydra headed BullBearMkt: 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 6:14pm On Nov 25, 2023 |
Let us wait and see! A double digit reduction in revenue will affect investors sentiment though. And the market is not immune to the resulting sentiments, otherwise, one would expect ETI to be trading above 1.5x P/E by now like other banks. BabsO2: |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 4:03pm On Nov 25, 2023 |
I agree stocks like UBA still have over 15% upside, Zenith tp is about N41 and then you still get your dividends but UBA will struggle to replicate the excellent EPS for Q2 2023 in 2024. A correction will follow a decline in revenue for some banks by mid 2024 while other companies will have the potential to support the bulls in the 2nd half of 2023. I belief backward integration by IB should have started to mature, WAPCO, MTN and others will make investors smile by then. If only we can have a predictable and stable FX regime, to allow more dollar inflow, the NSE will stay bullish into 2025. Retail investors participation in the exchange is improving as seen in penny stock rallies recently, though with a lot of uninformed purchases BabsO2: |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 10:46am On Nov 23, 2023 |
ROYALEX It's December - February ritual customstreet: |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 1:20pm On Nov 20, 2023 |
Locotrader: |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 4:13pm On Nov 12, 2023 |
ebuka1997: Why would anyone conclude Unilever can never leave Nigeria? They sold their tea business already. They are exiting skincare and homecare business. They would only have the seasoning business led by Knorr (doing well though), which happens to be previously owned by other companies and even sold under different names in some countries. Unilever can very much exit Nigeria and if they stay, they would be a smaller entity probably more efficient though. Their remaining business is pressured both by Nestle's maggi, promasidor's onga and others |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 12:44pm On Jul 27, 2022 |
Hi House, Can anyone please recommend top 3 brokers here please. I guess I made mistakes using InvestmentOne brokers. There has been zero value add. Need to mouve! |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by Hustle1: 9:57pm On Mar 06, 2022 |
GSK Nigeria.... Following some Oga's on this platform who have identified with this stock Q1 2022 numbers will be exciting! FY 2022 promises to be exciting too. Full year 2021 revenue closed at 5% over 2020 following a 2.6% growth the previous year. See attached FY report. Full year recovered from a dismal Q1 2021 that ended 30.66% decline while GSK resisted the temptation of price increases as a quick fix, but thanks to: 1.) A new route to market (With attendant increase logistics costs anyway) 2.) Increased A&P 3.) One-off SAP investment to support new RTM 4.) Increased finished goods inventory (+83% vs LY) All indicated in the FY report[/i] While the costs of logistics, energy and A&P will not go down suddenly, I have three questions on my mind? 1.) Can GSK repeat a result that is an average of the last 3 quarters of 2021 this 1st quarter of 2022? That will simply be an 83% growth [i](40% growth is enough for me ) in revenue.....How that impacts the share price will be determined by the market. 2.) Can GSK match the 40k dividend of 2021? 3.) Will the manufacturing partnership with Fidson and subsequent technological transfer to Nigeria drive the parent companies to increase their stake in GSK Nigeria from the current 46.4% and what will the impact on the share price? 2022 promises to be good for GSK in my assessment! .....
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