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Re: Nigerian Stock Exchange Market Pick Alerts by ositadima1(m): 8:34am On Dec 27, 2022
igbizen:

What could be the reason?

BUACEMENT fare value should be around 27 naira.

DANGCEM fare value should be around 214 naira.

WAPCO fare value should be around 32 naira. (Buy @ current price and be sure of 30% on ur money grin )

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by ositadima1(m): 8:40am On Dec 27, 2022
emmanuelewumi:



How did you arrive at this?

I am using a mixture of PAT, equity, share outstanding to make d estimation. More like a quick back of the envelope calculation.

So far, it is in sink with what simply wall st gets with their laborious valuations.

But i would also like to hear your opinion.

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 8:50am On Dec 27, 2022
essentialone:


They are presently selling at N4.70

Lol
I mean what products are they selling in the market. I am not sure if I have ever seen a positive PAT from Champions Brewery. Times may have changed sha
Re: Nigerian Stock Exchange Market Pick Alerts by ositadima1(m): 8:53am On Dec 27, 2022
Agbalowomeri:


Lol
I mean what products are they selling in the market. I am not sure if I have ever seen a positive PAT from Champions Brewery. Times may have changed sha

2021 and 2020 was positive.

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 8:56am On Dec 27, 2022
ositadima1:


I am using a mixture of PAT, equity, share outstanding to make d estimation. More like a quick back of the envelope calculation.

So far, it is in sink with what simply wall st gets with their laborious valuations.

But i would also like to hear your opinion.



Can you share some the figures used, return on equity, cash return on invested capital, book value, earning growth rate, weighted average cost of capital, dividend paid etc
Re: Nigerian Stock Exchange Market Pick Alerts by currentprice: 9:08am On Dec 27, 2022
EKUU ODUN O

grin grin grin grin

2 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 9:08am On Dec 27, 2022
ositadima1:


2021 and 2020 was positive.

That's interesting but I guess there are more interesting coys
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 9:09am On Dec 27, 2022
currentprice:
EKUU ODUN O

grin grin grin grin

Oga do giveaways

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by currentprice: 9:22am On Dec 27, 2022
essentialone:
Please what is your Recommendation on Champions Breweries?

Should I Buy more, Hold it, or Sell it off?

bro, I think you are late to the party, where were you early this years @ around N2. I remember I discus this stock with madam mercy when i sighted the potential when it was selling around the N2 and i recommend it to those interested on penny stock.

it could get to N6 according to my bedsheet... but not worth to buy now in my own opinion they need to improve on their ROE and ev/ebita

I discuss Ardova with madam too at 12 ... bedsheed day try sha but sometime gut feeling dont allow to take action grin
Cc Mercy

grin grin grin grin grin

4 Likes 1 Share

Re: Nigerian Stock Exchange Market Pick Alerts by pluto09(m): 9:24am On Dec 27, 2022
igbizen:
I did this and the airline referred me back to my bank. My bank says they cant find a decline receipt with which to process the refund. So bank is pushing me to the airline and the airline is pushing me back to the bank. What is the best action to take in this instance?

I
Which bank? Some banks are very difficult to deal with in this kind of situation.
Re: Nigerian Stock Exchange Market Pick Alerts by currentprice: 9:41am On Dec 27, 2022
Agbalowomeri:


Oga do giveaways

I don order for cow from livestock for u.. I go bring it come your side. Make sure u invite Mercy to join for the celebration

grin grin grin

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by eziokwunwoko(m): 10:37am On Dec 27, 2022
Mr Current price.
What is your spreadsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message
currentprice:
EKUU ODUN O

grin grin grin grin
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 10:40am On Dec 27, 2022
eziokwunwoko:
Mr Current price.
What is your spreadsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message

Bedsheet not spreadsheet

5 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone(m): 10:43am On Dec 27, 2022
Agbalowomeri:


Lol
I mean what products are they selling in the market. I am not sure if I have ever seen a positive PAT from Champions Brewery. Times may have changed sha

I think the only products manufactured by Champions Breweries are Champion Lager Beer, and Champ Malta.

Champion Breweries began the year with a share price of 2.35 NGN and has since gained 100% on that price valuation, ranking it sixth on the NGX in terms of year-to-date performance. Shareholders can be optimistic about CHAMPION knowing the stock has accrued 34% over the past four-week period alone—fourth best on NGX.
Re: Nigerian Stock Exchange Market Pick Alerts by eziokwunwoko(m): 10:44am On Dec 27, 2022
Mr Current price.
What is your bedsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message author=[currentprice post=119462412]EKUU ODUN O

grin grin grin grin[/quote]
Re: Nigerian Stock Exchange Market Pick Alerts by lancee(m): 12:23pm On Dec 27, 2022
Good morning house .. pls is morgan trading platform working today
sis ymcy56
Re: Nigerian Stock Exchange Market Pick Alerts by Harvestock01(m): 12:24pm On Dec 27, 2022
lancee:
Good morning house .. pls is morgan trading platform working today
sis myc56

Today is a public/bank holiday.
Re: Nigerian Stock Exchange Market Pick Alerts by lancee(m): 12:25pm On Dec 27, 2022
Harvestock01:


Today is a public/bank holiday.


oh ok thanks sir
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 12:25pm On Dec 27, 2022
lancee:
Good morning house .. pls is morgan trading platform working today
sis ymcy56

Lol some people's money no dey rest grin

4 Likes 1 Share

Re: Nigerian Stock Exchange Market Pick Alerts by lancee(m): 12:28pm On Dec 27, 2022
Agbalowomeri:


Lol some people's money no dey rest grin

Mind and itchy hand don dey use to am .. grin

Small green colours sweet

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 1:39pm On Dec 27, 2022
ositadima1:
JBERGER fair value should be around 50 naira.


I just checked the 2021 annual report of Julius Berger for 2021 these are what I got, thing might have improved sha.


Cash flow return on investment was 17.5%, I want 20% and above

Gross profit/total asset was 14%, I want a minimum of 18%

Total cash in the bank was N61 billion

Revenue was N336, 5% of the revenue should be N17 billion. Meaning excess cash was about N47 billion, when you subtract N17 billion from the cash in the bank.

Invested capital N340 billion out of this equity was N53 billion and debt was N287 billion. Debt/equity ratio was 5.4, I don't know if that is the norm in the industry.


ROE was 15.6%, looking at the debt equity ratio of Julius Berger a return on equity of 15.6% is too poor we should be looking at 40% and above

Cash return on invested capital was 10%
which is minimum I want, ROIC was 7%, but the WACC was 15%. To create a long term value CROIC and ROIC should be higher than WACC by about 2 basis points and above.

Net debt/FCF was 8.4, meaning the free cash flow of the firm will liquidate the debt in 8 years and 5 months.

I prefer Net debt/FCF of 4 and below

EV/EBIT was 12, I prefer 10 and below.


Julius Berger cut dividend by about 60% few years, this is a major red flag was a dividend investor who loves predictable and steady passive income from his investment.

Julius Berger is cheap, digging deep about how cheap a stock is should be the last thing, being able to sustain income growth, wealth and value creation should be number one priority. If not one will fall into a value trap.

NB, I think Julius Berger is selling a 30% below its intrinsic value


I will still need to look at the performance of Julius Berger over the last 5 years

6 Likes 1 Share

Re: Nigerian Stock Exchange Market Pick Alerts by Teeonly: 2:52pm On Dec 27, 2022
emmanuelewumi:



I just checked the 2021 annual report of Julius Berger for 2021 these are what I got, thing might have improved sha.


Cash flow return on investment was 17.5%, I want 20% and above

Gross profit/total asset was 14%, I want a minimum of 18%

Total cash in the bank was N61 billion

Revenue was N336, 5% of the revenue should be N17 billion. Meaning excess cash was about N47 billion, when you subtract N17 billion from the cash in the bank.

Invested capital N340 billion out of this equity was N53 billion and debt was N287 billion. Debt/equity ratio was 5.4, I don't know if that is the norm in the industry.


ROE was 15.6%, looking at the debt equity ratio of Julius Berger a return on equity of 15.6% is too poor we should be looking at 40% and above

Cash return on invested capital was 10%
which is minimum I want, ROIC was 7%, but the WACC was 15%. To create a long term value CROIC and ROIC should be higher than WACC by about 2 basis points and above.

Net debt/FCF was 8.4, meaning the free cash flow of the firm will liquidate the debt in 8 years and 5 months.

I prefer Net debt/FCF of 4 and below

EV/EBIT was 12, I prefer 10 and below.


Julius Berger cut dividend by about 60% few years, this is a major red flag was a dividend investor who loves predictable and steady passive income from his investment.

Julius Berger is cheap, digging deep about how cheap a stock is should be the last thing, being able to sustain income growth, wealth and value creation should be number one priority. If not one will fall into a value trap.

NB, I think Julius Berger is selling a 30% below its intrinsic value


I will still need to look at the performance of Julius Berger over the last 5 years


.
Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 3:10pm On Dec 27, 2022
ositadima1:


I am using a mixture of PAT, equity, share outstanding to make d estimation. More like a quick back of the envelope calculation.

So far, it is in sink with what simply wall st gets with their laborious valuations.

But i would also like to hear your opinion.



I have a fair value of N38 for Julius Berger

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by ManyThanks: 3:31pm On Dec 27, 2022
emmasoft:

Link sent.
OK. THANKS
Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 3:32pm On Dec 27, 2022
Teeonly:



.

Teeonly my love you are sighted
Re: Nigerian Stock Exchange Market Pick Alerts by ositadima1(m): 4:20pm On Dec 27, 2022
emmanuelewumi:



I just checked the 2021 annual report of Julius Berger for 2021 these are what I got, thing might have improved sha.


Cash flow return on investment was 17.5%, I want 20% and above

Gross profit/total asset was 14%, I want a minimum of 18%

Total cash in the bank was N61 billion

Revenue was N336, 5% of the revenue should be N17 billion. Meaning excess cash was about N47 billion, when you subtract N17 billion from the cash in the bank.

Invested capital N340 billion out of this equity was N53 billion and debt was N287 billion. Debt/equity ratio was 5.4, I don't know if that is the norm in the industry.


ROE was 15.6%, looking at the debt equity ratio of Julius Berger a return on equity of 15.6% is too poor we should be looking at 40% and above

Cash return on invested capital was 10%
which is minimum I want, ROIC was 7%, but the WACC was 15%. To create a long term value CROIC and ROIC should be higher than WACC by about 2 basis points and above.

Net debt/FCF was 8.4, meaning the free cash flow of the firm will liquidate the debt in 8 years and 5 months.

I prefer Net debt/FCF of 4 and below

EV/EBIT was 12, I prefer 10 and below.


Julius Berger cut dividend by about 60% few years, this is a major red flag was a dividend investor who loves predictable and steady passive income from his investment.

Julius Berger is cheap, digging deep about how cheap a stock is should be the last thing, being able to sustain income growth, wealth and value creation should be number one priority. If not one will fall into a value trap.

NB, I think Julius Berger is selling a 30% below its intrinsic value


I will still need to look at the performance of Julius Berger over the last 5 years

Great analysis! It is common for companies in the construction industry, including road construction companies, to have high debt-to-equity ratios. This is because construction projects can be capital intensive, requiring a large amount of funding to purchase equipment, materials, and labor.

The PAT compound annual growth rate (CAGR) over the last 5 years has been around 34%. In 2017, the annual growth was 167% after a negative year, and in 2018 it was 137%. In 2019, the growth was 43%, followed by a negative growth of -16% in 2020. In 2021, the growth was 20%.

I will consider entering a trade if it yields at least a 10% return over a short period of time and has good volumes. My target will be to capture a minimum of a 15% return, using a trailing stop to safeguard my potential profits. I can daydream o, grin
Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 4:27pm On Dec 27, 2022
ositadima1:


Great analysis! It is common for companies in the construction industry, including road construction companies, to have high debt-to-equity ratios. This is because construction projects can be capital intensive, requiring a large amount of funding to purchase equipment, materials, and labor.

The PAT compound annual growth rate (CAGR) over the last 5 years has been around 34%. In 2017, the annual growth was 167% after a negative year, and in 2018 it was 137%. In 2019, the growth was 43%, followed by a negative growth of -16% in 2020. In 2021, the growth was 20%.

I will consider entering a trade if it yields at least a 10% return over a short period of time and has good volumes. My target will be to capture a minimum of a 15% return, using a trailing stop to safeguard my potential profits. I can daydream o, grin




You will get over 15% return and in the next 5 my months.


I see Julius Berger as a cyclical stock,if you understand their profitability cycle you can make good money.


But it is not the type of stock you buy and put on autopilot to get a 5 to 10 bagger in 10 years

2 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 6:21pm On Dec 27, 2022
Oga Emma kilode
I don't think there are up to 5 stocks on NSE with 40% ROE

For me, ROE of 20% can be said to be good, while 15% is fair

3 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 6:27pm On Dec 27, 2022
Agbalowomeri:
Oga Emma kilode
I don't think there are up to 5 stocks on NSE with 40% ROE

For me, ROE of 20% can be said to be good, while 15% is fair

Referring to the debt/equity ratio of 5.4 for Julius Berger and a ROE of about 15%, without debt JB might have a ROE of about 5% which is poor


MTN
Nestle
CAP plc
Okomu
Total
United Capital 36%
Are some of the once I can remember

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by currentprice: 7:07pm On Dec 27, 2022
eziokwunwoko:
Mr Current price.
What is your spreadsheet saying about Conoil, Nahco and CWG.
Which should I buy.
Please reply my message

bro sorry for the late reply, just reading your post.

All the stock appears good on my bedsheet but NAHCO look greater.

both cwg and conoil failed oxygen test. plus too illiquid for the CWG.

Nacho pass all test.

note: yet to take into consideration Nahco latest bonus issues.

grin grin grin grin

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by eziokwunwoko(m): 7:13pm On Dec 27, 2022
Thanks
But what are their fair value/ price
Re: Nigerian Stock Exchange Market Pick Alerts by eziokwunwoko(m): 7:16pm On Dec 27, 2022
Please what are their fair value or price
Nahco and Conoil.

[Lquote author=currentprice post=119476304]

bro sorry for the late reply, just reading your post.

All the stock appears good on my bedsheet but NAHCO look greater.

both cwg and conoil failed oxygen test. plus too illiquid for the CWG.

Nacho pass all test.

note: yet to take into consideration Nahco latest bonus issues.

grin grin grin grin[/quote]

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