Quite a whole lot of past post to read from!
Was looking to see if those who heavily criticized UACN would be among the many, particularly those that were projecting a 2-3 entry price back then… but they have all disappeared. What a world we live in!

Felicitation to all those who keyed in @ btw N4.5-4.6 (when we 1st called it out here) up to an AP of N6-7 (a period which saw the price consolidate for quite some time) and were patient enough to reap their rewards.
For the mid to long term folks, UACN is a HOLD!
Raking off the peg from both the special div and UPDC REITS allotment (circa 55k + approx N1.27) the 65k actual div still carries a real return slightly higher than everything the fixed income space can offer. …more so, when UACN books is now even much more healthier.

For the short term folks, an added 15-37% premium from previous mkt close of N9.90 is feasible but with a 1-0.67 probability as u go up that premium (low to high)... so yes UACN can still rise from here!
That said, those journeying with the vehicle should do well to drop off @ their desired destination in line with their set out plan before embarking on it.

GSK is another that will very well reward the patient. With GSK, the clause “extremely under-priced” is the most fitting/perfect description. The just released YE 2020 financial print shows that even @ a price peg of N15, GSK will still have an MoS(RR in view) that can more than cover up for an above average risk premium.
As I stated here back then, those looking at the surface (EM effect, certain key profitability and growth indices) in the SoI will not see the HUGE VALUE therein. …unless u dig much much deeper into the coys CFS, then relate and where necessary benchmark against certain very pivotal lines in their BS.

Hear this; Even if an “emefielenical play” should increase yield at the fixed income space by over 2x and/or a fiscal play should push up surrounding risk (i.e inflation peg) by near the same margin, GSK will still be undervalued @ N15.
Elsewhere, certain KEY No trend in the coys CFS and BS is again telling me that something positive(the pursuit for ROI in view) might happen in the not so distant future… including but not limited to the possibility of a buyout @ a very juicy premium.

But we are done talking GSK. Time will help take good care of the rest!

Disclaimer: Before u act on this post, pls do well to read through my signature below. …and even then ensure u are fully guided by ur instinct.

Selah

onegentleguy:


My dear,
Don’t allow ur forecast(perceived as they clearly are) make u miss out on the select few opportunities that the market would present.
Ur talk on rising yields in the FI space causing a diversion of funds away from the stock market is for now half-baked(a bit too early) and holds little or no water given the current economic play on ground.

I hope u understand that the stop rates u quoted are only but ur nominal return investing in that space. …ur RR(real return) remains largely negative or stretched even if u double those figures.
...a brief;

Ur Nos are broadly forward-looking estimates but lets just be generous and assume that the coupon on a 1yr tenure NTB is 5%.(actual 1yr DR is @ circa </=4%)
Lets even double that rate... which would be a 10% nominal return. Unfortunately, that would still compute to an approx negative 2.7% in real return(net of inflation)
At the OMO space, ur RR will also print negative over a 1yr time-frame.

And I hope u also know that over the same period, certain select healthy coys can deliver near 2x their previous yield peg.
Lets dig in a bit more…
A coy like ZENITH bank will likely return a N5.7 cash flow accrual within a roughly 1yr period(N2.7 in march 2021, 30k in July 2021 and another N2.7 in march 2022). At a price peg of N25, that’s a near 23% div yield(circa 22.8%) in nominal return and a net positive near 12.5% real return.
Even if we decide to be cautiously optimistic and assume the bank may pay less dividend within the said time-frame(though there is no just reason to think so at this time), yield would still print at approx 10.3% of real return. Then there is also the matter of a possible cap appreciation to top up ur total CGY.
…the interpretation of this is that it could likely take u as much as 2.5yrs to derive an equivalent value playing a 1yr NTB as u would playing the asset ZENITH, ceteris peribus. Needless to say that aligning with the latter ahead of the former should be a worthy opportunity cost.
Similar arguments can be made for other healthy high yield-giving coys like GTB, UBA, AFPRUD, UCAP, DSR, DC etc.

Now unless u are one of them fellows who believe that the negative 2.7% RR(from playing in that FI space) is greater than that of a positive 12.5% or min. 10.3% playing the ZENITH asset, u would quite naturally incline with the latter investment channel.

There is need to understand what the market is “playing or acting out” at any given time. While u can not predict with certainty its motive, u can take advantage of its “plays” and the opportunities that come with it.
The market is about to gift u with one more. Know when and how to act.
No need to fret… trend remains largely bullish!!(see my past post on this line)

Selah

ZENITH together with some select banking coys (FIDELITY, GTB, ACCESS, WEMA etc) could well prove to be stubborn and resist any big drop in price... so it might pay to always seek to adjust ur investing/trade setup in line with the economic reality at the time while seeking for reward.

There's a reason certain select stocks aren't falling as some folks would've expected. (the past post above should serve to give a clue)

Regards

maishai:


I would probably register NSEMPA as the foremost active shareholder association in Nigeria and boom I too would start getting my cut

You will first of all act like an Agbero and activist by asking difficult questions at AGM, complaining about the company and sending your complaint to CBN, SEC and NSE.

Any time you write to them or introduce yourself at AGMs, although include your title, position and name of your association.

Eg

Sir Otunba Alhaji Maishai, Global President of Nairaland Pragmatic Shareholders Association

Good Morning,
Please I will be appreciate if someone can give me an insight on what is driving royalex stock price up.
I bought at .25 hoping to sell at .30, but with the level of bid I am seeing in the stock, I decided not to sell yet. I will appreciate if someone can give me an insight on what is driving the price up, is unusual to me.
Thanks

You sabi them

emmanuelewumi:



You will first of all act like an Agbero and activist by asking difficult questions at AGM, complaining about the company and sending your complaint to CBN, SEC and NSE.

Any time you write to them or introduce yourself at AGMs, although include your title, position and name of your association.

Eg

Sir Otunba Alhaji Maishai, Global President of Nairaland Pragmatic Shareholders Association

you sabi them

https://www.nairaland.com/1131485/nigerian-stock-exchange-market-pick/6214#98129936

Trust we all still remember the post above! ...there were other follow-up post too.
Do not be left out. The KEY is to ensure u permute from among the right coys.

@mcy56, do bring me my Access remote and replace the battery of some names in the INS sector.
Nice job u've been doing to keep the platform lively. Not forgetting other great contributors too.
Thanks all!

Will drop the name of a coy that will most likely deliver btw 89-115% ROI in the short to mid term (3-9 months time-frame) much later.
At its CMP, the prob for inherent risk is equivalent to zero while that of feasible REWARD is already near 1.

Bye for now!

@Onegentleguy you're welcome back sir.
Lol. Maybe your remote is with Doc....

emmanuelewumi:
Eg
Sir Otunba Alhaji Maishai, Global President of Nairaland Pragmatic Shareholders Association

UACN:. Getting attention @9.90.........
FBNH: @7.25/7.30........quite a lot of improvement here...........not any form of advice....
.

ARE YOUR INTERESTED IN CRUSHING THE FOREX MARKET MAKING BETWEEN 40-100% MONTHLY PROFIT ON AUTOPILOT? THEN GET OUR FOREX ROBOT THAT GIVES YOU CONSISTENT PROFIT IN FOREX MARKET HAND-FREE WITH PROOFS OF PERFORMANCE. CONTACT THROUGH SIGNATURE.

It’s said that 10% returns by a fund manager in the USA annually is a good profit.
By that standard anything upper and an investor should be happy.

I believe patience is key. You can jump in for dividend and make 12% each for two years or miss one year, enter at a good entry point and with dividends and stock price appreciation get about 25-30% which beats the first approach

Patience is key in the market. Yes we just jump but look before you leap
Don’t let get rich quick or success of others push you. Have a plan and stick to it.

Please can anyone assist me with VERITAS REGISTRAR mobile number

ABDULSAMAD RABIU OF BUA :
Set to earn 39.4Billion as dividend.........and someone is now talking about dumping, won't that amount to house divided against itself.......
https://nairametrics.com/2021/04/06/abdulsamad-rabiu-set-to-earn-n39-4-billion-from-his-cement-business/

UACN:
Some people will not buy below N10 but will come back to ask if it's good for pick above N10..........abeg make the person no mention Mcy oo......OGG is there for you......abeg make you no mind me o.

onegentleguy:
Quite a whole lot of past post to read from!
Was looking to see if those who heavily criticized UACN would be among the many. Particularly those that were projecting a 2-3 entry price back then… but they have all disappeared. What a world we live in!

Felicitation to all those who keyed in @ btw N4.5-4.6 (when we 1st called it out here) up to an AP of N6-7 (a period which saw the coy consolidate for quite some time) and were patient enough to reap their rewards.
For the mid to long term folks, UACN is a HOLD!
Raking off the peg from both the special div and UPDC REITS allotment (circa 55k + approx N1.27) the 65k actual div still carries a real return slightly higher than everything the fixed income space can offer. …more so, when UACN books is now even much more healthier.

For the short term folks, an added 15-37% premium from previous mkt close of N9.90 is feasible but with a 1-0.67 probability as u go up that premium (low to high)... so yes UACN can still rise from here!
That said, those journeying with the vehicle should do well to drop off @ ur desired destination in line with ur set out plan before embarking on it.

GSK is another that will very well reward the patient. With GSK, the clause “extremely under-priced” is the most fitting/perfect description. The just released YE 2020 financial print shows that even @ a price peg of N15, GSK will still have an MoS(RR in view) that can more than cover up for an above average risk premium.
As I stated here back then, those looking at the surface (EM effect, certain key profitability and growth indices) in the SoI will not see the HUGE VALUE therein. …unless u dig much much deeper into the coys CFS, then relate and where necessary benchmark against certain very pivotal lines in their BS.

Hear this; Even if an “emefielenical play” should increase yield at the fixed income space by over 2x and/or a fiscal play should push up surrounding risk (i.e inflation peg) by near the same margin, GSK will still be undervalued @ N15.
Elsewhere, certain KEY No trend in the coys CFS and BS is again telling me that something positive(the pursuit for ROI in view) might happen in the not so distant future… including but not limited to the possibility of a buyout @ a very juicy premium.

But we are done talking GSK. Time will help take good care of the rest!

Disclaimer: Before u act on this post, pls do well to read through my signature below. …and even then ensure u are fully guided by ur instinct.

Selah

Sir

Please shine ur light on international breweries

They just used the recently concluded rights issue to shave a hugh chunk off their debt

I was impressed by the fact that the majority holders still coughed out enough cash to offset debt and might have no plans of receiving dividend soonest

I have plans for it @ #2

Princkez:
Please can anyone assist me with VERITAS REGISTRAR mobile number

Call 01-2784169 or call direct Line I +234-01-2784167-9

Myhelper1:
Call 01-2784169 or call direct Line I +234-01-2784167-9

thanks

They said the bonanza will be over two weeks ago and that we should start cherry picking
Since then GTB has lost over 11%

Isn’t that a huge loss for those who entered
Surulere Suru....

If dividend gives you 12% and the stock loses 11% till end of year. Your profit is 1%

Yes it can rise the next year but in the mean time you are also stuck with tied up cash

moneymanager:
They said the bonanza will be over two weeks ago and that we should start cherry picking
Since then GTB has lost over 11%

Isn’t that a huge loss for those who entered
Surulere Suru....

Different strokes for different folks, life will be interesting, stress and drama free if we are productively busy minding our businesses

emmanuelewumi:


Different strokes for different folks, life will be interesting, stress and drama free if we are productively minding our businesses

Like I tell my friends
My business is what I make it.
We aren’t the owners of the stock we are buying and yet we analyze their business to .....

It should be best strokes for intelligent folks
You savvy

moneymanager:
They said the bonanza will be over two weeks ago and that we should start cherry picking
Since then GTB has lost over 11%

Isn’t that a huge loss for those who entered
Surulere Suru....

Never a LOSS until you sell IMO.

Joblessness is when we are busy thinking and lamenting about how grown adults who work for their money, burn, spend or invest their money.

Curry30:


Never a LOSS until you sell IMO.

Oh my goodness
If inflation is bad then what’s having millions tied up earning far less than its potential

Money management over blind investments

moneymanager:
If dividend gives you 12% and the stock loses 11% till end of year. Your profit is 1%

Yes it can rise the next year but in the mean time you are also stuck with tied up cash

Na so una lure my friend Peter into the market

moneymanager:


Like I tell my friends
My business is what I make it.
We aren’t the owners of the stock we are buying and yet we analyze their business to .....

It should be best strokes for intelligent folks
You savvy

When you buy a stock, it becomes yours.


How possible, we are not the owners of the stocks we are buying

emmanuelewumi:
Joblessness is when we are busy thinking and lamenting about how grown adults who work for their money, burn, spend or invest their money.

Their companies sir not their lifestyle
We make investments and research of their company and annually reports our business

That’s not minding our business but theirs

If an individual doesn’t give the best advice they know to be true. Is this a good thing

Lamenting
Have you heard the phrase “see something, say something else you are...”

moneymanager:


Their companies sir not their lifestyle
We make investments and research of their company and annually reports our business

That’s not minding our business but theirs

I guess you don’t really know the meaning of shares , when you buy shares in a company you automatically become a shareholder in the company ( meaning you own a fraction of the company)

emmanuelewumi:



When you buy a stock, it becomes yours.


How possible, we are not the owners of the stocks we are buying

Mate you just buttressed my point
Your business is what you make it

Whatever you decide to focus on in life is your business so in essence there is nothing like minding your business only ignoring the business of others

Am done for today

moneymanager:
If an individual doesn’t give the best advice they know to be true. Is this a good thing

Lamenting
Have you heard the phrase “see something, say something else you are...”

You have the right to take an advice or not to, why are you stressing yourself , people burn their candle to analyze a company report why you sleep at home or play around think you are smart , when you want to make decision you come here and pick their advice to invest , when investment don’t go the right way you complain. Can you just leave peoples words and work on your own if what you read here doesn’t benefit you then stop coming to the thread Nairaland have so many thread you can visit

Na wa oh! Nobody wan gree let go of Stanbic!!! I have a buy order for N52 e no dey gree fill. Everybody don turn akagum for Stanbic.

Even Zenith self them no gree fill for N21.50