DeRuggedProf:



Yok, you can do better....
Veecovee won't appreciate this.

i be wan talk but l just quiet.

Yok in the way of Meshpip..

something is happening @ wapco........ the stock is moving as gradually to its $3 valuation......... cement sales this year has been poor actually due to new competition from bua(kalambila sokoto cement)...........

I believe this is a stock waiting for a pronouncement from the federal govt like the exec7 to build some roads.....or something like cement subsidy

maishai:
something is happening @ wapco........ the stock is moving as gradually to its $3 valuation......... cement sales this year has been poor actually due to new competition from bua(kalambila sokoto cement)...........

I believe this is a stock waiting for a pronouncement from the federal govt like the exec7 to build some roads.....or something like cement subsidy

also border closure is not helping matters as many trucks are stalled at the border due to fed govt order.....this is not helping sales @ ewekoro........l

Agbalowomeri:


Abeg let me follow you tomorrow TGIF

No oh, let me follow you rather. ^{UACN don collect my own.}
Abi no be you again?
Money bag.

FO......... with their mad eps of #8 plus.........its the only consolement i have of this stock.....I have a feeling they can drag it in terms of div payment with 11plc(mobil) and total as they have nearly the same strategy..... since nipco bought mobil @ least they have paid more than #6 dividend from eps even with all dooms day prediction.......I have a feeling this will trickle down to FO too........ As FO is now focused on sales of only petroleum product

^
^^
^^
^

Monkey hunter sighted...

maishai:
FO......... with their mad eps of #8 plus.........its the only consolement i have of this stock.....I have a feeling they can drag it in terms of div payment with 11plc(mobil) and total as they have nearly the same strategy..... since nipco bought mobil @ least they have paid more than #6 dividend from eps even with all dooms day prediction.......I have a feeling this will trickle down to FO too........ As FO is now focused on sales of only petroleum product

shhhhh pls don't loud this now...I'm begging you

The border closure has really affected pet marketing stocks to the extent that big names in Nigeria are saying it has corrected the disparity amounts of fuel consumed in Nigeria........This wil affect principally MRS....

In my own opinion, MRS is one of the entity used benin and cameroun to move in fuels into their country as key board members in mrs are from this two countries

maishai:
FO......... with their mad eps of #8 plus.........its the only consolement i have of this stock.....I have a feeling they can drag it in terms of div payment with 11plc(mobil) and total as they have nearly the same strategy..... since nipco bought mobil @ least they have paid more than #6 dividend from eps even with all dooms day prediction.......I have a feeling this will trickle down to FO too........ As FO is now focused on sales of only petroleum product

When its time for reckoning, FO' price rise will even be faster than that of access bank !!

I am just relaxed sipping from my small cup of holix tea... waiting for that time when the FO door shots up !!

I can not go and come and go kill myself for nothing.

Coolcash1:
^
^^
^^
^

Monkey hunter sighted...

Not hunting o... Im just running commentary on my portfolio especially when im on the roads and see the kind of business activities that use the major highways i ply

ON the issue of Rice.......its really an emotional matter every Nigerian eats rice every day and the big wigs all want in on the action but the crux of the matter is that neigbouring countries charge little or tax for rice importation but marginal tax for exportation through the land borders and the bulk of this gets dumped in Nigeria.......Most of Buhari policy is seriously hurting their economy hence recent frienship visits we have been seeing recently


I pray the issue of rice does not go the way of frozen chicken as no major corporation has found a way to produce it cheaply hence importation


ON a side note a coy like OLAM has to be forced to list.....Dat coy is minting money from Nigerias daily needs

whatz my Dangote Sugar saying today self and where is my guy waiting to load d stok at N4. wait she day come o

Cc Loco

I AM HERE. I missed the opportunity. Also missed the oppunity of UACN @4.5.I am at crosscoad, waiting to enter CAVETON @ 2.1 BUT CURRENTLY ON 2.3.
CurrentPrice, advice me should i enter Caverton now if Q3 2019 result is not fanatstic, knowning that it is illiquid stock and very sting in terms of dividend.
Please advice me

currentprice:
whatz my Dangote Sugar saying today self and where is my guy waiting to load d stok at N4. wait she day come o

Cc Loco

eziokwunwoko:
I AM HERE. I missed the opportunity. Also missed the oppunity of UACN @4.5.I am at crosscoad, waiting to enter CAVETON @ 2.1 BUT CURRENTLY ON 2.3.
CurrentPrice, advice me should i enter Caverton now if Q3 2019 result is not fanatstic, knowning that it is illiquid stock and very sting in terms of dividend.
Please advice me

Wait @ N2.50 and ask again......

eziokwunwoko:
I AM HERE. I missed the opportunity. Also missed the oppunity of UACN @4.5.I am at crosscoad, waiting to enter CAVETON @ 2.1 BUT CURRENTLY ON 2.3.
CurrentPrice, advice me should i enter Caverton now if Q3 2019 result is not fanatstic, knowning that it is illiquid stock and very sting in terms of dividend.
Please advice me

I like that you show bravery in taking responsibility for your mistakes.
The time to wait is over for now.
Make up for those mistakes by going for stocks that are quick in flight and still fundamentally safe.
Happy investing.

UBA mafia ARRANGING to pick @ N5.90 - N6.15.....

DeRuggedProf:
UBA mafia ARRANGING to pick @ N5.90 - N6.15.....

You know the drill bro.
That 38m offer na film trick.
Just to load at their junction before letting the ship set sail.

OakPearl:


You know the drill bro.
That 38m offer na film trick.
Just to load at their junction before letting the ship set sail.

Trying to force sellers to vomit interim dividend....

lmm4real:
Pls I will like to confirm something against tomorrow God willing. Between Presco and Okomu which is a better buy at current market price.
Cc
Agba
Cp
Loco

maishai:
The border closure has really affected pet marketing stocks to the extent that big names in Nigeria are saying it has corrected the disparity amounts of fuel consumed in Nigeria........This wil affect principally MRS....

In my own opinion, MRS is one of the entity used benin and cameroun to move in fuels into their country as key board members in mrs are from this two countries

...but then, there are also positives.

Higher earnings accrual for coys in the consumer goods sector.

UACN and FLOURMILL-
• Prices of consumer produce(eg vegetable oil) has been pushing up with pace.
• Better CF management from a decreased rate environment and relative fx stability.

Added benefits;
• Laverage boost from delaveraging efforts with a few of its subsidiaries(proposed unbundling in view) plus business repositioning drives for UACN.
• Relatively decelerating price of wheat in the Intl market QoQ with Q3 in view(nearer to its yr low than high), higher sugar price(main boost to revenue in Q1) plus management efforts to better funding alliance(reduced funding mis-match in view) for FLOURMILLS.

OKOMU OIL and PRESCO-
• Benefits from border closure to curb the recent spate of lower vols(brought about by increased competition from smuggling activities), and ensure that even a relatively fixed price accommodates accelerated revenues.
• Relatively increased CPO price in the intl market(currently approx 2.4% shy of its 52-weeks high).
• Better funding match @ lower rates(interest expense reduction in view) following a recent N10B FG Agric credit loan. ...with the 1st trench already dispersed. ..plus ongoing expansion work aimed at increasing revenue and earnings base for OKOMU OIL.
• Higher expected vols given that Sakponba plantation will come on board this yr, plus better fx stability and cost optimization for PRESCO.
• Strong liquidity stance(FCF), particularly with OKOMU OIL.

There are also a few demerits though...
Higher likely capex spend and the small worry of a possible deterioration/loss in biological asset for OKOMU and PRESCO. ...particularly the latter.

...and tighter margins from inflationary pressures plus tougher competitive terrain on lower price points for UACN and FLOURMILLS.

However, I think that the pros far outweigh the cons(risk-return in view), especially for the 1st 2 coys highlighted.

Verdict: Now is that time to take position in these coys in line with ones investment horizon. ...I particularly love UACN and FLOURMILLS.
Elsewhere, I also like DANGOTE SUGAR @ current mkt price, for near similar reasons.

As for OKOMU and PRESCO, I will consider marrying the former @ a near 30% discount from current price, and make the second my concubine @ less 18% to present mkt price(trading portfolio in view) if both were women.

CAVEAT: NOT to be infered to as any sought of recommendation.
My advice: Pls kindly follow ur instinct.

is the market reversing again?

onegentleguy:



...but then, there are also positives.

Higher earnings accrual for coys in the consumer goods sector.

UACN and FLOURMILL-
• Prices of consumer produce(eg vegetable oil) has been pushing up with pace.
• Better CF management from a decreased rate environment and relative fx stability.

Added benefits;
• Laverage boost from delaveraging efforts with a few of its subsidiaries(proposed unbundling in view) plus business repositioning drives for UACN.
• Relatively decelerating price of wheat in the Intl market QoQ with Q3 in view(nearer to its yr low than high), higher sugar price(main boost to revenue in Q1) plus management efforts to better funding alliance(reduced funding mis-match in view) for FLOURMILLS.

OKOMU OIL and PRESCO-
• Benefits from border closure to curb the recent spate of lower vols, and ensure that a relatively fixed price accommodates accelerated revenues.
• Relatively increased CPO price in the intl market(currently approx 2.4% shy of its 52-weeks high).
• Better funding match @ lower rates(interest expense reduction in view) following a recent N10B FG Agric credit loan. ...with the 1st trench already dispersed. ..plus ongoing expansion work aimed at increasing revenue and earnings base for OKOMU OIL.
• Higher expected vols given that Sakponba plantation will come on board this yr, plus better fx stability and cost optimization for PRESCO.
• Strong liquidity stance(FCF), particularly with OKOMU OIL.

There are also a few demerits though...
Higher likely capex spend and the small worry of a possible deterioration/loss in biological asset for OKOMU and PRESCO. ...particularly the latter.

...and tighter margins from inflationary pressures plus tougher competitive terrain on lower price points for UACN and FLOURMILLS.

However, I think that the pros far outweigh the cons(risk-return in view), especially for the 1st 2 coys highlighted.

Verdict: Now is that time to take positions in these coys in line with ones investment horizon. ...I particularly love UACN and FLOURMILLS.

As for OKOMU and PRESCO, I will consider marrying the former @ a near 30% discount from current price, and make the second my concubine @ less 18% to present mkt price(trading portfolio in view) if both were women.

CAVEAT: NOT to be infered to as any sought of recommendation.
My advice: Pls kindly follow ur instinct.

Agba, OGG is taking competition to your doomot....
Tomorrow is weekend, better call your team to the diary room, voting must commence now....

DeRuggedProf:



Agba, OGG is taking competition to your doomot....
Tomorrow is weekend, better call your team to the diary room, voting must commence now....

I will be back
I am trying to discharge a few, to accommodate others

onegentleguy:



...but then, there are also positives.

Higher earnings accrual for coys in the consumer goods sector.

UACN and FLOURMILL-
• Prices of consumer produce(eg vegetable oil) has been pushing up with pace.
• Better CF management from a decreased rate environment and relative fx stability.

Added benefits;
• Laverage boost from delaveraging efforts with a few of its subsidiaries(proposed unbundling in view) plus business repositioning drives for UACN.
• Relatively decelerating price of wheat in the Intl market QoQ with Q3 in view(nearer to its yr low than high), higher sugar price(main boost to revenue in Q1) plus management efforts to better funding alliance(reduced funding mis-match in view) for FLOURMILLS.

OKOMU OIL and PRESCO-
• Benefits from border closure to curb the recent spate of lower vols, and ensure that a relatively fixed price accommodates accelerated revenues.
• Relatively increased CPO price in the intl market(currently approx 2.4% shy of its 52-weeks high).
• Better funding match @ lower rates(interest expense reduction in view) following a recent N10B FG Agric credit loan. ...with the 1st trench already dispersed. ..plus ongoing expansion work aimed at increasing revenue and earnings base for OKOMU OIL.
• Higher expected vols given that Sakponba plantation will come on board this yr, plus better fx stability and cost optimization for PRESCO.
• Strong liquidity stance(FCF), particularly with OKOMU OIL.

There are also a few demerits though...
Higher likely capex spend and the small worry of a possible deterioration/loss in biological asset for OKOMU and PRESCO. ...particularly the latter.

...and tighter margins from inflationary pressures plus tougher competitive terrain on lower price points for UACN and FLOURMILLS.

However, I think that the pros far outweigh the cons(risk-return in view), especially for the 1st 2 coys highlighted.

Verdict: Now is that time to take positions in these coys in line with ones investment horizon. ...I particularly love UACN and FLOURMILLS.

As for OKOMU and PRESCO, I will consider marrying the former @ a near 30% discount from current price, and make the second my concubine @ less 18% to present mkt price(trading portfolio in view) if both were women.

CAVEAT: NOT to be infered to as any sought of recommendation.
My advice: Pls kindly follow ur instinct.

Okomu and presco off my radar........Im hoping to buy penny stocks that has the potential to build earnings that will take them to this price......

maishai:



Okomu and presco off my radar........Im hoping to buy penny stocks that has the potential to build earnings that will take them to this price......

I prefer to be a herder than a hunter.....

DeRuggedProf:

I prefer to be a herder than a hunter.....

Good thing about nature is that it accommodates all feeding strategies....

currentprice:
whatz my Dangote Sugar saying today self and where is my guy waiting to load d stok at N4. wait she day come o

Cc Loco

Sugar must perform

FBNH getting some attention...nice one

Waow! My uacn on full bid

onegentleguy:


When its time for reckoning, FO' price rise will even be faster than that of access bank !!

I am just relaxed sipping from my small cup of holix tea... waiting for that time when the FO door shots up !!

I can not go and come and go kill myself for nothing.

... educated gentle some ...

I like sipping lemon/lime in warm water

... sipping and waiting too

onegentleguy:


When its time for reckoning, FO' price rise will even be faster than that of access bank !!

I am just relaxed sipping from my small cup of holix tea... waiting for that time when the FO door shots up !!

I can not go and come and go kill myself for nothing.

Sir OGG,

Removing the free money from their Q2 reveals something is not still right with FO. What do you think?

I missed d...sugar.

Anyway, I was afraid of diabetes

U get some and you miss some

DeRuggedProf:



Yok, you can do better....
Veecovee won't appreciate this.

I've once subscribed, but ...