NewStats: 3,261,568 , 8,174,396 topics. Date: Thursday, 29 May 2025 at 04:41 PM d315x

October 2024 assessment of Chams.

Omooloriredade:
The next news Chams releases must be a good one otherwise ........

There's a seller that needs to be taken care of (or sorted) and a liquidity event is needed to achieve this. It could also be the MM running the show.

November 2024 assessment of Chams.

Omooloriredade:


One chairman has been selling Chams for months now. You get too excited or impatient and you drive up the price to N2.1x and he just supplies the market like....calm down with the gragra. It was interesting to watch yesterday but keen to see the Locotrader magic when the market opens later today. The Calvary may well have arrived to overwhelm this off-screen seller. I can see he is rallying the troops. I hail o.

Disclaimer - All in my opinion which is not gospel so please dyor. Also, my assessment of trading activities in Chams could be wrong.

Same story in January 2025. Will it change at some stage? 100%. If I were an investment advisor (unfortunately, I'm not), I'd say buy or hold but don't expect a SP rerate immediately.

But NEVER fight a motivated deep pocket off-screen seller. You don't know who the entity is and how much they've got to sell or how long they are willing to play the game for.

Reason I wonder why people get into TA vs FA arguments. FA tells you WHAT to buy, TA tells you WHEN.

Does FA tell us to buy Chams?

Omooloriredade:
October 2024 assessment of Chams.


November 2024 assessment of Chams.



Same story in January 2025. Will it change at some stage? 100%. If I were an investment advisor (unfortunately, I'm not), I'd say buy or hold but don't expect a SP rerate immediately.

But NEVER fight a motivated deep pocket off-screen seller. You don't know who the entity is and how much they've got to sell or how long they are willing to play the game for.

Reason I wonder why people get into TA vs FA arguments. FA tells you WHAT to buy, TA tells you WHEN.

Wale Tinubu’s Bold Path for Oando

https://www.thisdaylive.com/index.php/2025/01/13/wale-tinubus-bold-path-for-oando/?amp

Omooloriredade:
October 2024 assessment of Chams.


November 2024 assessment of Chams.



Same story in January 2025. Will it change at some stage? 100%. If I were an investment advisor (unfortunately, I'm not), I'd say buy or hold but don't expect a SP rerate immediately.

But NEVER fight a motivated deep pocket off-screen seller. You don't know who the entity is and how much they've got to sell or how long they are willing to play the game for.

Reason I wonder why people get into TA vs FA arguments. FA tells you WHAT to buy, TA tells you WHEN.

I don follow buy 1m units this morning.
Na who no get patience go fall for CHAMS magic.
Peter said I should go and appease the gods.I go equally tell them to give me dose of longsuffering

Raider76:
Wale Tinubu’s Bold Path for Oando

https://www.thisdaylive.com/index.php/2025/01/13/wale-tinubus-bold-path-for-oando/?amp

Raider76:
Wale Tinubu’s Bold Path for Oando

https://www.thisdaylive.com/index.php/2025/01/13/wale-tinubus-bold-path-for-oando/?amp

This is just noise without substance. Why this media hype again, at this point when all that matters to shareholders is the share redistribution exercise that is yet to happen?
It is also misleading to say Oando is 30 years old. Oando took over from Unipetrol , which started business in the 1950s (if I am not mistaken), therefore Oando cannot be only 30years old. It is rather Wale's Ocean and Oil that is 30 years old.
This is one of the issues raised in the letter to NGX/SEC by some aggrieved shareholders.

Sunrisepebble:
Does FA tell us to buy Chams?

Pretty sure you have asked this question before and I infer from your posting you don't see value in Chams. Apologies if that's a wild assumption.

Loco, the Chams ambassador, has been overwhelming us with his "FA' for a while. I suppose you are yet to be convinced.

Unfortunately, I don't have an opinion on the FA yet but Chams remains on my watchlist.

Moniepoint Inc, now valued at over $1B, does remind me of the potential in Chams though so we continue with DD.

Disclaimer - I do not hold Chams (yet) and I'm not recommending a trade.

Locotrader:


You say?
RT briscoe PAT May sur N1B as we await the results.
Subsidiaries are making money for the group.

RT Briscoe may pull off a positive surprise in this 2025

I asked it again because I didn't get an answer the first time. The "FA" I was given is that the Market Cap will soon be 40-65bn but I wasn't told why.

NB: I genuinely have no opinion of the stock if it is coming across that way. I just feel there should be a justification or investment case for the stock alongside the marketing

Omooloriredade:


Pretty sure you have asked this question before and I infer from your posting you don't see value in Chams. Apologies if that's a wild assumption.

Loco, the Chams ambassador, has been overwhelming us with his "FA' for a while. I suppose you are yet to be convinced.

Unfortunately, I don't have an opinion on the FA yet but Chams remains on my watchlist.

Moniepoint Inc, now valued at over $1B, does remind me of the potential in Chams though so we continue with DD.

Disclaimer - I do not hold Chams (yet) and I'm not recommending a trade.

If you were previously active on this platform, and then you stopped being active because of what people said, you are the Loser o, because life goes on, and soon people may forget that you once existed on this platform.

You want to suffer for long?

Locotrader:


I don follow buy 1m units this morning.
Na who no get patience go fall for CHAMS magic.
Peter said I should go and appease the gods.I go equally tell them to give me dose of longsuffering

Sunrisepebble:
I asked it again because I didn't get an answer the first time. The "FA" I was given is that the Market Cap will soon be 40-65bn but I wasn't told why.

NB: I genuinely have no opinion of the stock if it is coming across that way. I just feel there should be a justification or investment case for the stock alongside the marketing

Ah! All good then. I agree with the bolded.

Omooloriredade:


Pretty sure you have asked this question before and I infer from your posting you don't see value in Chams. Apologies if that's a wild assumption.

Loco, the Chams ambassador, has been overwhelming us with his "FA' for a while. I suppose you are yet to be convinced.

Unfortunately, I don't have an opinion on the FA yet but Chams remains on my watchlist.

Moniepoint Inc, now valued at over $1B, does remind me of the potential in Chams though so we continue with DD.

Disclaimer - I do not hold Chams (yet) and I'm not recommending a trade.

You mean loco hyping of this company is based on FA?

KarlTom:
You want to suffer for long?

Based on his assertions.
Just remove your eyes from chams.
Do as if you no see am.

Maybe siddon dey look analysis go work on chams

pluto09:


You mean loco hyping of this company is based on FA?

Both FA and TA are not responding on chams because of one off screen seller.

Sunrisepebble:
I

NB: I just feel there should be a justification or investment case for the stock alongside the marketing

let me put mouth lol.Apply the above statement for us on mtn too

.good buy .geregupower

essentialone1:


RT Briscoe may pull off a positive surprise in this 2025

I bought into rt brisco because of it's good financials, good revenue, it is cheap at the present price, and it has been among the good performing stock.
That's all I need.
Though the capitalisation is just over #3b.

Locotrader:


Both FA and TA are not responding on chams because of one off screen seller.

I have not seen any analysis from you on chams that I can term FA, I see some of what you have said about the company as projections or hope .

It has delivered 40%+ since I first bought and mentioned it was worth taking a look at. If anyone followed the advice they would have made good money by now. Can we say the same for Chams since the marketing?

I don't need to explain MTNN much, the underlying business is good, we all know what they do here. The demand is still there and it is still a monopoly, I don't see why one year of FX losses due to Government policy would stop one from buying a good company at that entry.

They will make a loss in their FY24 but Q3 turned a profit, let us see Q4. They've reduced a lot of their FX obligations, we now have a relatively stable naira (with scope for appreciation) and their average revenue per customer is going to grow with the inevitable tariff increase. They will return to profitability this year without all those headwinds

Streetinvestor2:
let me put mouth lol.Apply the above statement for us on mtn too

ARADEL. ±
CONOIL. ±
ETERNA. ±
OandO. +2.48%

Sunrisepebble:
It has delivered 40%+ since I first bought and mentioned it was worth taking a look at. If anyone followed the advice they would have made good money by now. Can we say the same for Chams since the marketing?

I don't need to explain MTNN much, the underlying business is good, we all know what they do here. The demand is still there and it is still a monopoly, I don't see why one year of FX losses due to Government policy would stop one from buying a good company at that entry.

They will make a loss in their FY24 but Q3 turned a profit, let us see Q4. They've reduced a lot of their FX obligations, we now have a relatively stable naira (with scope for appreciation) and their average revenue per customer is going to grow with the inevitable tariff increase. They will return to profitability this year without all those headwinds

All na hope.This same hope can apply to many stock fish..lol.So you bought hope and not existing fact on ground.
Chams last results already has existing facts and not just hope.My BE on cham is 64kobo since I started the marketing too.You can do the maths.

Since we are now buying hope.what is your hope on alhaji sugar which has all you mentioned on yeye SA criminal group.

Streetinvestor2:
All na hope.This same hope can apply to many stock fish..lol.So you bought hope and not existing fact on ground.
Chams last results already has existing facts and not just hope.My BE on cham is 64kobo since I started the marketing too.You can do the maths.

Since we are now buying hope.what is your hope on alhaji sugar which has all you mentioned on yeye SA criminal group.

Must you display tantrums in all your interactions with forum ? Can't you approach discussions with civility for once?

I've explained the investment case, even if its based on hope, the hope has been the one driving the share price. Now, what is the investment case for Chams ?

Streetinvestor2:
All na hope.This same hope can apply to many stock fish..lol.So you bought hope and not existing fact on ground.
Chams last results already has existing facts and not just hope.My BE on cham is 64kobo since I started the marketing too.You can do the maths.

Since we are now buying hope.what is your hope on alhaji sugar which has all you mentioned on yeye SA criminal group.

Zegra:


Must you display tantrums in all your interactions with forum ? Can't you approach discussions with civility for once?

Which hole did you crawl out .You follow they exist for this thread too.You want them to notice you. Congrats you have achieved it

Sunrisepebble:
I've explained the investment case, even if its based on hope, the hope has been the one driving the share price. Now, what is the investment case for Chams ?

For chams the facts are in existing past results and hope in the future IT industry.
Abi you want me to start doing pertages and numbers of different valuation calculations.
The same I use in buying most of all the stocks you have beside mtn and aradel.i am still using it to add transcorp even as people did not see value in it..Thr products/services are sellable and our population is a big plus.
We can not have all stock.
I equally bought IB based on hope and selling products..All I know is chams will do 100% this yr.
Mr time will decide.

Streetinvestor2:
Which hole did you crawl out .You follow they exist for this thread too.You want them to notice you. Congrats you have achieved it

Ok

Raider76:
Wale Tinubu’s Bold Path for Oando

https://www.thisdaylive.com/index.php/2025/01/13/wale-tinubus-bold-path-for-oando/?amp

Wale the hype man.... No substance in all these media hypes.

Locotrader:


All ICT stocks are going to be repriced.
For CWG,I am seeing a #20 stock.
Etranzact will also rise
Chams and omatek will deliver heavily.
As it happened to the insurance after a long shouting so shall it be to the ICT sector soon.

Is this based on TA or this just mere sentiments?

A great deal of investing is on par with the instinct that makes a fish bite on an inedible spinner because it is moving.
The fish reasons: "The last thing I ate was moving, it was good. This thing is moving, it must be good"
The Investor reasons: "The last stock I bought was riding. it was good. This stock is riding, it must be good"

Excerpt from 100 to 1 in the stock market by Thomas W Phelps. He was referenced a lot in "100 Baggers" a solid book recommended by Pa Emma

designking:


Wale the hype man.... No substance in all these media hypes.

You never sabi Wale

emmaodet:


You are right with the valuation of 80-90 though i don't see them struggling with energy cost because operating expenses only rose by 3.8% between 9M/2024 and 9M/2023 while revenue grew by 76% during those periods.

my concern is their receivable rising alot which means buyers are owing them more and inventory rising alot too - Both of these means product is struggling to move in the market thereby having more in store and buyers struggling to sell the ones they have so as to pay back their debts.
We can confirm this looking at their - Cash Conversion Cycle (CCC) which is the number o days it takes the company to convert inventory to cashflow.
CCC = DIO (time to sell your products) + DSO ( time to collect money from customers) - DPO (time to pay your bills)
CCC = 91 +124 - 67 = 148 days ( we want less than 30 days, though we will compare with their peers in the same sector)
It takes 91 days for betaglass to sell their products, 124 days to collect the money and 67 days to pay contractors/suppliers of of raw materials.
With this, we can see betaglass is under pressure to pay their own bills (67 days) compared to the days it takes them to produce and get back their money (215 days)
Let's look back at betaglass CCC 5 years history to see if they are improving or not -

DIO ( 2020 - 2024 LTM) = 130 - 109 - 78 - 96 -91 -So as we can see, this number is improving. Taking betaglass 3 months to sell their products compared to previous 4 months plus. We want less than 30 days though.
DSO (2020 - 2024 LTM) = 85 - 68 - 75 - 74 - 124 - It takes 4 months to get back their money from buyers compare to 3 months previous. This number is getting bad. We want less than 30 days
DPO (2020 - 2024 LTM) - 98 - 83 - 67 - 74 - 67 - This number is reducing from 3 months to 2 months for betaglass to pay back contractors. It is not good. We want 90+

I when you started, and I ire your dedication—it truly gives you strength. I tried doing all of this myself and failed. It’s not hard, but it’s tedious and requires a lot of commitment. I think some people actually make a living from this. With enough capital, you can even play the markets full-time.

As for me, I’m too lazy and busy at the same time. So, I take shortcuts: I try to gauge market sentiment, watch what the big players are doing, and ride along with them. I’m sure they’re doing all the hard work—running laborious calculations and acting on them. My strategy is to watch the charts and volumes, get a sense of the market, and do the bare minimum, lol.

We all take shortcuts, don’t we? When you bought your car, TV, or computer, I bet you didn’t the datasheets or analyze the intricate details of each component’s performance. You likely just asked around or checked online, trusting that others had already done the heavy lifting—or simply because they were using those products themselves.

Of course, this method has its flaws. The people you’re polling might be relying on polls themselves, and the whole cycle could be based on a baseless rumor or even manipulation, lol. This is a major problem with technical analysis.

Sorry for the long epistle!