Calebbold:

This could be the reason why the stock isn't appreciating in price.

BUA: Q1 22 EPS =0.98
Current price =74.25
P.E = 75.7

WAPCO: Q1 22 EPS =1.09
Current price =28.90
P.E =26.5

DANGOTE CEMENT: Q1 22 EPS =6.18
current price: =300
P.E =48.5

In View of Q1 22 result, BUA is Currently overvalued compared to its peers in same sector.

Investors/traders would prefer buying Wapco.

I said it here few months ago, either Lafarge will come up or BUA cement will come down. Both stocks will soon sell at the same price in the next 18 months probably at N50.

It will get to a stage when Rabiu cant defend the price of BUA cement again.

The expected price of BUA cement in the next 3 to 4 years is already factored in into the current price of the stock

Mpeace:
8.2cents. About half of the current year.

That is a growth of about 100%

@Nigerialabalaba, please show us the way ohhh what are the opportunities available now. Thanks

Nigerialabalaba:

Hahaha....Baba , dat C-word na curse word for now o . I go let am pass. I still remember dat African China song
"if I say O
you say P
........."
igi pawpaw o ni wo pawa o.

Okomu and O dey sweetie my belle no be sumol. NGx na place to be. Up nsempa.

emmanuelewumi:



I said it here few months ago, either Lafarge will come up or BUA cement will come down. Both stocks will soon sell at the same price in the next 18 months probably at N50.

It will get to a stage when Rabiu cant defend the price of BUA cement again.

The expected price of BUA cement in the next 3 to 4 years is already factored in into the current price of the stock

N50 by next 18 months? I disagree bro... I believe it might be around N45/50 before year end.

Wapco best shot in terms of PAT is their Q2. I noticed a pattern in their last 2/3 financial year results. They usually double their PAT during Q2 when compared to Q1.

If history repeats itself, the journey to N50 before year end is sure. Q2 EPS of N3 when the price is under N40, is something investors cannot ignore.

emmanuelewumi:



That is a growth of about 100%

lol. We are saying the same thing. Take for instance Transcorp that did 528% increase in 2021 PAT =No full bid, even following same with 147% increase in q1 2022 PAT yet we are still looking for the full bid.

gbengafaro1986:
FBNH making me nervous, its packing heat like some ppl know something we dont know

The soothing thing while waiting is Femi et al are mopping it up at N12

emmanuelewumi:



I said it here few months ago, either Lafarge will come up or BUA cement will come down. Both stocks will soon sell at the same price in the next 18 months probably at N50.

It will get to a stage when Rabiu cant defend the price of BUA cement again.

The expected price of BUA cement in the next 3 to 4 years is already factored in into the current price of the stock

Have we checked their ROE? I don't know the results but market may just be pricing ROE

Mpeace:
lol. We are saying the same thing. Take for instance Transcorp that did 528% increase in 2021 PAT =No full bid, even following same with 147% increase in q1 2022 PAT yet we are still looking for the full bid.

No use death compare sleep! Investors even traders sometimes buys value not just numbers.

Agbalowomeri:


Have we checked their ROE? I don't know the results but market may just be pricing ROE

Having you seen the earning growth rate of Lafarge in the last 3 years. Earnings have been growing at 70%, should grow by 50% by the end of this year

Nigerialabalaba:

Hahaha....Baba , dat C-word na curse word for now o . I go let am pass. I still remember dat African China song
"if I say O
you say P
........."
igi pawpaw o ni wo pawa o.

Okomu and O dey sweetie my belle no be sumol. NGx na place to be. Up nsempa.

Dont mind those folks....
Just too much in a hurry to badmouth NS Mkt

Calebbold:


N50 by next 18 months? I disagree bro... I believe it might be around N45/50 before year end.

Wapco best shot in terms of PAT is their Q2. I noticed a pattern in their last 2/3 financial year results. They usually double their PAT during Q2 when compared to Q1.

If history repeats itself, the journey to N50 before year end is sure. EPS of N3 when the price is under N40, is something investors cannot ignore.

Okay ooo.

2019 96k

2020 N1.91k

2021 N3.00

2022 N5 is possible

It has a justified PE of 14

emmanuelewumi:



Okay ooo.

2019 96k

2020 N1.91k

2021 N3.00

2022 N5 is possible

It has a justified PE of 14

Yes, EPS of N5 for 22 FY is possible.

Calebbold:


Yes, EPS of N5 by year end is possible.

With a justified PE of 14, we are looking at N70 but i discounted it by about 30%.

N50 in 18 months is very possible, over N40 in 12 months is a done deal

Diyke4rich:
Please elders in the house between presco and transcorp which will you advice someone who want to invest for long term purpose to buy.

Thank you elders in advance

The real name of Presco is long term while Transcorp is the other way round. Presco and Okomu are going to the moon.
Abeg people, Gtb and zenith are crying why has thou forsaking me? Can we organise a rescue mission for them? I'm bothered.

Sweetheart, should i increase my stake in Wapco the way i did in Okomu and Hem-T-Hen? My Hem-T-Hen is for ever. mtm is not in airtel class.

emmanuelewumi:



Having you seen the earning growth rate of Lafarge in the last 3 years. Earnings have been growing at 70%, should grow by 50% by the end of this year

Growth (Just from Q1)
- BUA 50%
- WAPCO 100%
- DANGCEMENT 20%

ROE
- BUA 30%
- WAPCO 17%
- DANGCEMENT 40%

PE (annualised)
- BUA 18
- WAPCO 7
- DANGCEMENT 12

Which is cheapest Lol (Someone add book value)

Agbalowomeri:


Growth (Just from Q1)
- BUA 50%
- WAPCO 100%
- DANGCEMENT 20%

ROE
- BUA 30%
- WAPCO 17%
- DANGCEMENT 40%

PE (annualised)
- BUA 18
- WAPCO 7
- DANGCEMENT 12

Which is cheapest Lol (Someone add book value)

Go back to 2019 to compare the growth of the companies

emmanuelewumi:



With a justified PE of 14, we are looking at N70 but i discounted it by about 30%.

N50 in 18 months is very possible, over N40 in 12 months is a done deal

Technically sha, if it breaks 30 next week, movement to 40 should be rapid

Agbalowomeri:


Technically sha, if it breaks 30 next week, movement to 40 should be rapid

It should not oooooo, i just started the paper work for my loan this morning which should be approved by the close of business on Friday and fund disbursement by next week Tuesday morning

Nigerialabalaba:

Hahaha....Baba , dat C-word na curse word for now o . I go let am pass. I still remember dat African China song
"if I say O
you say P
........."
igi pawpaw o ni wo pawa o.

Okomu and O dey sweetie my belle no be sumol. NGx na place to be. Up nsempa.

LOOOOOOLLL, that screenshot is funny!!!

emmanuelewumi:



It should not oooooo, i just started the paper work for my loan this morning which should be approved by the close of business on Friday and fund disbursement by next week Tuesday morning

'rapid' timeframe is in weeks/months though

emmanuelewumi:



It should not oooooo, i just started the paper work for my loan this morning which should be approved by the close of business on Friday and fund disbursement by next week Tuesday morning

Chai Uncle Emma is planning to Wapco ooooo
make I look for money ooo

yMcy56:

JB's Q1 result was flat......
FOR NOW, I don't see JB doing 50......

Not totally ruling it out because of these two personal possibilities:
** If the bull should go general in the market, instead of on selected stocks it's doing now, and.......
** We are approaching Election and Campaign period, those bunch of jokers in political positions, planning to come back for 2nd term may start to embark on Kangaroo construction projects, thus JB's financials is expected to be much better starting from Q2 maybe.

I dey back of class, still trying to locate Loco, so I fit sit beside him for some Jijo discussions.

(Do your due diligence as this is my opinion)

Near term (to Long term) prices if there is a parabolic move on NSE index and stocks.

JB 100 to 120
WAPCO 150+ if not more.
Dangote cement 450 to 500
Seplat 2k5+
Nestle 3K+

Flourmill needs to spike out of control towards 200 to 300. Food crisis will get severe and man must chop


Conoil 300+
Total 600+
FO 450+
Transcorp 15+

Bua cement is about to breakout. It will be rapid. Soon people go begin drink cement.

For the Brewers, I gave possible price targets earlier. Because when economy/globe good, you drink to celebrate. But when economy/globe bad, you drink to cure stress and depression.

For Banks, I gave possible price targets as well.

With these, NSE ASI will easily do 100K and above.

(Based on TA only. Fundamentals lag Technicals)

Mfunkynation:

Chai Uncle Emma is planning to Wapco ooooo
make I look for money ooo

I have Wapco, just trying to increase my holdings


Do you have the patience to hold on for 9 months and above?

RabbiDoracle:


(Do your due diligence as this is my opinion)

Near term (to Long term) prices if there is a parabolic move on NSE index and stocks.

JB 100 to 120
WAPCO 150+ if not more.
Dangote cement 450 to 500
Seplat 2k5+
Nestle 3K+

Flourmill needs to spike out of control towards 200 to 300. Food crisis will get severe and man must chop


Conoil 300+
Total 600+
FO 450+
Transcorp 15+

Bua cement is about to breakout. It will be rapid. Soon people go begin drink cement.

For the Brewers, I gave possible price targets earlier. Because when economy/globe good, you drink to celebrate. But when economy/globe bad, you drink to cure stress and depression.

For Banks, I gave possible price targets as well.

With these, NSE ASI will easily do 100K and above.

(Based on TA only. Fundamentals lag Technicals)

Jesu... transcorp at 15, that is 1200% increase.
May it come through.

Mpeace:
Jesu... transcorp at 15, that is 1200% increase.
May it come through.

Oracle no go kee person
Before that will happen, it means Putin don kill Biden with nuclear weapon be that Lol

Mpeace:
Jesu... transcorp at 15, that is 1200% increase.
May it come through.

Do your due diligence, have a backup plan in case things dont go as expected, be cautiously optimistic.

I am always conservative with my expectations from the market, that is how to avoid disappointments and maintain a good mental health

Agbalowomeri:


Oracle no go kee person
Before that will happen, it means Putin don kill Biden with nuclear weapon be that Lol

Agbalowomeri:


Oracle no go kee person
Before that will happen, it means Putin don kill Biden with nuclear weapon be that Lol

It is a personal opinion and people have been advised to do their due diligence

Mpeace:
Jesu... transcorp at 15, that is 1200% increase.
May it come through.

There is a global energy crisis. Any company that is into electricity provision is going to make money this decade.

Many Western countries will go into severe power outages soon. Electricity providers will benefit alot.

Agbalowomeri:


Oracle no go kee person
Before that will happen, it means Putin don kill Biden with nuclear weapon be that Lol

you think so? Just watch and see how events play out.

Another forecast : I'm giving those in BTC last chance to join NSE now or they see their BTC smashed to $5,532.85

And it could go lower.

Ekuu Market BULL o