yMcy56:
GTCO
https://www.thisdaylive.com/index.php/2024/09/12/gtco-announces-profit-before-tax-of-n1-004tn-in-h1-2024/

OIL & GAS
https://punchng.com/nigeria-added-45000bpd-oil-in-august-report/

JAPAUL
https://thenationonlineng.net/japaul-set-to-unlock-1-6b-gold-bank-amid-recapitalisation/

JAPAULGOLD is a goal

When una wan push Berger paints reach make I know my bus stop.

@BBM, on the chart it looks like it a new high, any idea how far it can go from here?

As much as I am careful when replying women on this platform for reasons of how that gender responds to the honest point I have made doesn't mean I won't say anything about it. I did not generalize my point. It was specific

The new entrants I am talking to should actually speak for themselves not some persons acting as their spokespersons

FBNH
Heavy volumes here.....

ACCESS & UBA
- All eyes here.......after GTCo released result.......
- Heavy volumes in ACCESS and quite a lot of UBA picks @24....

godlyguy:
From the look of things japaul holders look more sincere than oando

How on earth will you be indirectly telling people to sell off all they have and get into an heavily indebted oando who only relies on the goodwill of politicians to survive?

Be wise

How on earth you could decide which shareholders of what stocks are sincere, less sincere or more sincere from the comfort of your laptop/phone, probably hundreds and thousands of miles away from the shareholders, beats my imagination!

This forum is for NGX Market Pick Alerts! It is NOT for gauging the level of sincerity of shareholders!
So let us help ourselves by releasing the stocks that we believe or know can help us all to make money.
If you do not like my choice of stocks, just ignore, and say your own choice. None of us can be said to be sincere or insincere because we have various perceptions of the stocks we choose.

Investing is a risk-laden business and we all know it.
What we all need are alerts on stocks that can make us achieve good returns; that is what you and I should focus on, not just ringing alarm bells on the stocks we do not like!

nosa2:



Thanks. I expected a rally today but GTCO is flat. Oh well, I guess there is a misplaced fear of the tax

Unless they have finished the RI price will continue to be affected by that.

ololufemi:
I hope we also know that Aradel has a refinery that produces petrochemicals like Automotive Gas Oil (AGO), Household Kerosene (HHK), Marine Diesel Oil (MDO), High-pour Fuel Oil (HFO) and Naphtha.

Aradel PLC is another name we need to monitor closely before or when they enter the premiership league of the NGX. Heard it will be in October 2024.

Good that the listing is closed by.....
It's ARADEL and OANDO that will go into competition...... 😁

mikeapollo:


How on earth you could decide which shareholders of what stocks are sincere, less sincere or more sincere from the comfort of your laptop/phone, probably hundreds and thousands of miles away from the shareholders, beats my imagination!

This forum is for NGX Market Pick Alerts! It is NOT for gauging the level of sincerity of shareholders!
So let us help ourselves by releasing the stocks that we believe or know can help us all to make money.
If you do not like my choice of stocks, just ignore, and say your own choice. None of us can be said to be sincere or insincere because we have various perceptions of the stocks we choose.

Investing is a risk-laden business and we all know it.
What we all need are alerts on stocks that can make us achieve good returns; that is what you and I should focus on, not just ringing alarm bells on the stocks we do not like!

Oando isn't the only stocks as MH but the insincerity while promoting it has to have a balance

As for talking you already know I will continue where and whenever necessary on oando and other stocks that are being MH until the management prove to start doing the needful not just media noise

Which way FBNH?

FOte$ or Barbican Capital

debeey87:
When una wan push Berger paints reach make I know my bus stop.

@BBM, on the chart it looks like it a new high, any idea how far it can go from here?

...tentatively 24, then 31 IF everything looks good.

godlyguy:
From the look of things japaul holders look more [/b] sincere[b] than oando

How on earth will you be indirectly telling people to sell off all they have and get into an heavily indebted oando who only relies on the goodwill of politicians to survive?

Be wise

This is another SA, Sincerity Analysis

godlyguy:


Oando isn't the only stocks as MH but the insincerity while promoting it has to have a balance

As for talking you already know I will continue where and whenever necessary on oando and other stocks that are being MH until the management prove to start doing the needful not just media noise

It is not about Oando. I am talking generally!
What you call MH (media hype; hope my interpretation is correct), could be a strategic info to someone else! It depends on the level of appreciation or significance or relevance that you attach to such info.
For instance, someone has given me an insight info about Unity Bank, and I believe it to be a strategic one that I can use to invest now. But another person would not believe in such info and would rather wait for Unity Bank to release their results before he/she buys the stocks. .
Both of us are neither perfectly right nor wrong! It is just a matter of difference in strategy and approach.

You may call it media hype, if you wish. But if it works for me, so be it. The end justifies the means.

UPDC on full bid
Any idea of what is driving this?

BullBearMkt:

...tentatively 24, then 31 IF everything looks good.

Make I reduce my expectations then. Thank you

And they are set to commence PMS and LPG Production in Q4 this year

ololufemi:


I hope we also know that Aradel has a refinery that produces petrochemicals like Automotive Gas Oil (AGO), Household Kerosene (HHK), Marine Diesel Oil (MDO), High-pour Fuel Oil (HFO) and Naphtha.

Aradel PLC is another name we need to monitor closely before or when they enter the premiership league of the NGX. Heard it will be in October 2024.

nosa2:



Thanks. I expected a rally today but GTCO is flat. Oh well, I guess there is a misplaced fear of the tax

Don't worry, banks and all stocks will rally at Christmas and new year

However, it seems you are using the same valuation lens for banks as for other blue chips in other sectors. You should discount by at least 50% because of 1) inherent risk and CBN pronouncements and 2) Dividend plays a heavy role in pricing banks. With all these profits, shouldn't GTCO and Zenith be paying N10 dividend? Do you think they will pay up to that by year end? If not, getting any price near 100 may be dreamland.

For those that want to enter Aradel this late and at this expensive price, let me add a caveat emptor. A PE firm that holds significant portion wants to exit on the NGX, so buyer beware. Don’t come and compare yourselves to us that have gained 100%+ already

chimex38:

No single African

Perhaps due to no indigenous writing we don't have, "preserved records" of how the things we achieved came to be. Like the gold works in Ghana that the British took away as it was state of the art back then. Or the Benin bronze works that the British also took. And many other things that are of African origin like immunization that the West got from an African immigrant in America centuries ago.

Agbalowomeri:


Don't worry, banks and all stocks will rally at Christmas and new year

However, it seems you are using the same valuation lens for banks as for other blue chips in other sectors. You should discount by at least 50% because of 1) inherent risk and CBN pronouncements and 2) Dividend plays a heavy role in pricing banks. With all these profits, shouldn't GTCO and Zenith be paying N10 dividend? Do you think they will pay up to that by year end? If not, getting any price near 100 may be dreamland.

why should you even be expecting 10 dividend from any bank.So anything from #4 to #5 will not be good to you at this present price of thr stock.

You too get big eye..lol

AIICO Insurance Share Buy back..... Hmmmmmm

godlyguy:


Oando isn't the only stocks as MH but the insincerity while promoting it has to have a balance

As for talking you already know I will continue where and whenever necessary on oando and other stocks that are being MH until the management prove to start doing the needful not just media noise

Nice reply. Why is the interest only on Oando.If you are sure of true value in it.Then go and sleep and have peace of mind over your investment like we do with sound stocks..It is beginning to look real as per your claim on oando media campaign here..lol.

mosh2035:
AIICO Insurance Share Buy back..... Hmmmmmm

They should make sure they buy back 20B leaving only 18B from the excess money they pay the ceo abi na MD.The guy is just adding value to his pocket at the expense of we shareholders. The stock is supposed to be in the range of nem insurance by now.Then do share reconstruction to bring down the 18B to 9B to create real value for all

Streetinvestor2:
why should you even be expecting 10 dividend from any bank.So anything from #4 to #5 will not be good to you at this present price of thr stock.

You too get big eye..lol

But I am analyzing his project N200. So with N5, you expect the stock to cross N100?

godlyguy:
As much as I am careful when replying women on this platform for reasons of how that gender responds to the honest point I have made doesn't mean I won't say anything about it. I did not generalize my point. It was specific

The new entrants I am talking to should actually speak for themselves not some persons acting as their spokespersons

hmmm
that's interesting

Agbalowomeri:


But I am analyzing his project N200. So with N5, you expect the stock to cross N100?

Leave 200 for now or soon.I am talking of 4/5 dividend going forward. Do you still expect gtb to come down if this dividend is achieved and maintained. I believe 80 -100 is possible

200 go really take time for this market unless the banks buy oil well too and political push follow

Sunrisepebble:
For those that want to enter Aradel this late and at this expensive price, let me add a caveat emptor. A PE firm that holds significant portion wants to exit on the NGX, so buyer beware. Don’t come and compare yourselves to us that have gained 100%+ already

This is called "HONESTY"

mosh2035:
AIICO Insurance Share Buy back..... Hmmmmmm

Has the buyback started?

This is an A.G.M document

Raider76:


You also cannot separate politics from Oando. No matter how you look at it the apparent connection to power keeps staying in people's view. On the other hand one just cannot but appreciate the tremendous efforts of Alhaji in actualizing the refinery. It is the biggest project ever accomplished by an individual Nigerian. It probably surpassed any project ever done by any Nigerian government. One may argue that he couldn't have done without government assistance. Granted. But the vision, the effort, the successful delivery of the project, and the struggles he is having the oil cabals, have endeared Alhaji in people's hearts. At a time when people have given up on the government refineries ever coming back on stream the Dangote refinery gave a ray of hope in people's eyes.
.

i agree with you,that refinery is a life saver for Nigeria and Nigerians.....I just imagine Nigeria with no refinery at the moment, like we are at the hands of the oil marketers now.

mikeapollo:


It is not about Oando. I am talking generally!
What you call MH (media hype; hope my interpretation is correct), could be a strategic info to someone else! It depends on the level of appreciation or significance or relevance that you attach to such info.
For instance, someone has given me an insight info about Unity Bank, and I believe it to be a strategic one that I can use to invest now. But another person would not believe in such info and would rather wait for Unity Bank to release their results before he/she buys the stocks. .
Both of us are neither perfectly right nor wrong! It is just a matter of difference in strategy and approach.

You may call it media hype, if you wish. But if it works for me, so be it. The end justifies the means.

Oga Mike, the MH being referenced in the statement no be "Media Hype" but "Monkey Hunting".

Agbalowomeri:


Don't worry, banks and all stocks will rally at Christmas and new year

However, it seems you are using the same valuation lens for banks as for other blue chips in other sectors. You should discount by at least 50% because of 1) inherent risk and CBN pronouncements and 2) Dividend plays a heavy role in pricing banks. With all these profits, shouldn't GTCO and Zenith be paying N10 dividend? Do you think they will pay up to that by year end? If not, getting any price near 100 may be dreamland.

He is conservative enough with his valuation. GT and Zenith should not be selling at less than N150 upon all the adjustments both of them will still have a return on equity of 25% yet their book value per is over N100.

Both of them have increased their dividend by over 400% in the last 14 years and have never had cause to reduce their dividends from 70k to the current N4.00.


I expect a dividend of N5.00 for the current business with a minimum dividend growth of 10% going forward

Sunrisepebble:
For those that want to enter Aradel this late and at this expensive price, let me add a caveat emptor. A PE firm that holds significant portion wants to exit on the NGX, so buyer beware. Don’t come and compare yourselves to us that have gained 100%+ already

sincere heart and true luv....weldon

BabsO2:


Perhaps due to no indigenous writing we don't have, "preserved records" of how the things we achieved came to be. Like the gold works in Ghana that the British took away as it was state of the art back then. Or the Benin bronze works that the British also took. And many other things that are of African origin like immunization that the West got from an African immigrant in America centuries ago.

You may have a point though..
Documentation would have helped preserve origins of ones creative patent even in the most informal of sectors..

Sha, with more literacy nowadays even if na indigenous languages, the next AI search you will do Sir from 2034 should have an African .
Na we dream pass.