NewStats: 3,262,829 , 8,178,278 topics. Date: Tuesday, 03 June 2025 at 05:32 PM 3584c

thebargainhunte:


How did you get to know you were the first to be paid? I got mine and it was written like this "Des:NFT CHAMP BREW/CHAMP BREW DIV 1"

I didn't want to post this but for clarity purpose,see it.

The alert came by 8am dot.what time did you receive yours?

Locotrader:


I didn't want to post this but for clarity purpose,see it.

The alert came by 8am dot.what time did you receive yours?

Don't you think it means this is the First dividend Champion is paying?

otomatic:


Don't you think it means this is the First dividend Champion is paying?

Well I knew about this before the payment date.I even said it here the AGM is on 21st while payment is on 22nd.

Me wey know plenty things about this champion stock

l am seeing this company on ngx website for corporate disclosure for the first time

SCM CAPITAL ASSET MANAGEMENT LIMITED

https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/Frontier_Fund_March_2024_Audited_Financial_Statement_.pdf
https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/FRONTIER_FUND_-_CORPORATE_ACTIONS_ANNOUNCEMENTS_.pdf


https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/Nigeria_Energy_Sector_Fund_March_2024_Audited_Financial_Statement_.pdf
https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/NESF_CORPORATE_ACTIONS_ANNOUNCEMENTS_.pdf

Agba's waiting for that Fibonacci retracement - the setup for the next big win of 2025.

Agbalowomeri:


All of Una dey enjoy dividends this weekend o

Follow these steps
1. Reach out to CSCS through your preferred broker.
2. Complete the consolidation form.
3. Mandate the brokers of your existing CHNs to transfer to your preferred CHN.
I successfully consolidated mine using ARM Securities and Meristem Securities. Initially, in 2017, the service was free; however, it seems they now charge a small fee.

Streetinvestor2:
How do I go about it

Ibrahim505:

I was paid my recent access bank dividend without filling the e-mandate form. I rate coronation 5/5,

Same here. Surprised to see the money in my

thebargainhunte:


How did you get to know you were the first to be paid? I got mine and it was written like this "Des:NFT CHAMP BREW/CHAMP BREW DIV 1"

America will know

Sunrisepebble:
Any opinion on Fidson here, from my quick napkin maths its looking like a N45/50 stock based on their Q1 result

That's good, but we actually saw it earlier—someone asked about it here around September 2024. I wasn’t even asked directly, but I chimed in anyway, doing my usual busybody routine. It was around 15 naira then. We predicted 31, while a popular guru predicted 3.3, citing his industry experience.

I don’t enjoy doing fundamental analysis because it’s boring and time-consuming, even though it seems I’m good at it. Lol.

ositadima1:


Let me try my hand at analyzing Fidson. Fidson is a tough one, and there may be hidden notes in the 2023 financial report, but I haven't checked thoroughly.

Fidson's cash flow from operations is about 1.54 billion naira, as reported in the financials, which it almost entirely paid out as dividends of 60 kobo per share. However, capital expenditure was several times the cash flow, at about 4.53 billion naira, which I guess was funded by a 6.7 billion naira increase in borrowings for the year.

Most of this capex comes from capital work in progress (WIP), about 3.3 billion naira. A similar magnitude was also invested in the previous year, 2022. I don't know what they're planning, but maybe they acquired some of GlaxoSmithKline's assets. Since it's WIP, it's not yet operational and has yet to generate revenue.

As I mentioned before, debt increased significantly, but the debt-to-equity ratio was still acceptable at 0.96. I anticipate Fidson generating much more revenue and, consequently, profits when the WIP investments become operational.

I hope a FCFE per share of 1.2 naira will not be too far off. Running the MC simulation with 1.2 would put Fidson's value between 16 and 31 naira. Fidson appears to be undervalued.

Note: The key to Fidson's future performance will likely be how well they can translate their capital investments (the huge capital WIP) into revenue and profit growth.

aj8:



Over priced based on eps. Common sense about N3.30 and still falling . Not the type I like to touch even with my health care background. Time to book whatever profits and let your principle run if you are in love with the stock.

The request

crownprince2017:
Good morning pa Emma, I hope u have not forgotten my request on fidson.

Thanks.

Let me explain why stocks like Oando, Dangote Sugar, and others that are structurally underwater (price & technicals) will find it difficult to move upward.

First, the concept of being "underwater" refers to the structural position of the current price relative to where significant trading activity occurred within a given time period. Simply put, many traders who bought at higher prices are now waiting to break even—and they create resistance. When the price reaches their breakeven point, they tend to offload their positions, creating selling pressure.

The only logical way for such stocks to move higher is through a strong catalyst—exceptionally good news that can propel the price beyond this overhead resistance. Some of these stocks have over 80 billion naira worth of volume sitting silently above current levels (more money sitting above than below price over a given period). Breaking through that kind of supply will be tough and take considerable time.

That said, this is my latest interpretation, which contradicts one of my earlier views where I said, "Never buy above the big money." In light of this new understanding, that statement was wrong.

Now, my updated stance is this: buy below the big money only if you see a Level 8 catalyst—something strong enough to drive the price up. Otherwise, it’s best to stay on the sidelines for now.

ositadima1:


That's good, but we actually saw it earlier—someone asked about it here around September 2024. I wasn’t even asked directly, but I chimed in anyway, doing my usual busybody routine. It was around 15 naira then. We predicted 31, while a popular guru predicted 3.3, citing his industry experience.

I don’t enjoy doing fundamental analysis because it’s boring and time-consuming, even though it seems I’m good at it. Lol.





The request

I give this to osita, that your submission made me go back to my drawing board then n discovered the goody days were not far off which made me to hold, I'm 73% up in fidson today n based on her Q1 results, i see 30-35, if Q2 go as planned which i believed will go then 50-55 should work out just fine.

I give kudus to you, osita eyan Gnalex

The inventor of joij..

I believed dansugar should be back to profitability in Q2 based on Q1 numbers and the rally will be massive because sugar is greatly undervalued.

Not a buy or sell advice.

Happy weekend.

crownprince2017:


I give this to osita, that your submission made me go back to my drawing board then n discovered the goody days were not far off which made me to hold, I'm 73% up in fidson today n based on her Q1 results, i see 30-35, if Q2 go as planned which i believed will go then 50-55 should work out just fine.

I give kudus to you, osita eyan Gnalex

The inventor of joij..

And she truly jojied

ositadima1:
Let me explain why stocks like Oando, Dangote Sugar, and others that are structurally underwater (price & technicals) will find it difficult to move upward.

First, the concept of being "underwater" refers to the structural position of the current price relative to where significant trading activity occurred within a given time period. Simply put, many traders who bought at higher prices are now waiting to break even—and they create resistance. When the price reaches their breakeven point, they tend to offload their positions, creating selling pressure.

The only logical way for such stocks to move higher is through a strong catalyst—exceptionally good news that can propel the price beyond this overhead resistance. Some of these stocks have over 80 billion naira worth of volume sitting silently above current levels (more money sitting above than below price over a given period). Breaking through that kind of supply will be tough and take considerable time.

That said, this is my latest interpretation, which contradicts one of my earlier views where I said, "Never buy above the big money." In light of this new understanding, that statement was wrong.

Now, my updated stance is this: buy below the big money only if you see a Level 8 catalyst—something strong enough to drive the price up. Otherwise, it’s best to stay on the sidelines for now.

Na overhead supply you use one page write
Those are the positions where bulls branch to drink water. Nothing dey happen, overhead supply will always be overcome with enough bull power

Interesting Q2 ahead

Mankind2024:
Agba's waiting for that Fibonacci retracement - the setup for the next big win of 2025.

Agbalowomeri:


Na overhead supply you use one page write
Those are the positions where bulls branch to drink water. Nothing dey happen, overhead supply will always be overcome with enough bull power

Interesting Q2 ahead

So you're now a fan of Oando and Dangote Sugar? Truly, there's nothing the good Lord cannot do.

Level 8 catalyst, my brother — if you spot it, you're good; if you don't, you'll be left behind. Look at Guinness, Nestlé, and the rest — they're only now reacting positively. Do you know how long that took?

You could have taken some profit in other plays and re-entered later if that was the plan. That beats sitting and waiting while deep gets deeper.

ositadima1:


So you're now a fan of Oando and Dangote Sugar? Truly, there's nothing the good Lord cannot do.

Level 8 catalyst, my brother — if you spot it, you're good; if you don't, you'll be left behind. Look at Guinness, Nestlé, and the rest — they're only now reacting positively. Do you know how long that took?

You could have taken some profit in other plays and re-entered later if that was the plan. That beats sitting and waiting while deep gets deeper.

Only reacting to your TA mentions. Didn't even note the stocks involved

Locotrader:


I didn't want to post this but for clarity purpose,see it.

The alert came by 8am dot.what time did you receive yours?

Mine was 8.55am, but it doesn't mean you were first to be paid. Are you the major shareholder??

Thank God for 10% max rule in naija.

Copied👇
"30 Years of Profit... Gone Over Night"

It was just another headline—until it wasn’t.
Wolfspeed (WOLF), once hailed as the future of EV chips, is now preparing to file for bankruptcy.

The stock has collapsed.
Over 70% of its value wiped out.
From a multibillion-dollar promise to a penny stock—almost overnight.

Now imagine believing in a company for decades…
Only to watch 30 years of progress vanish in a flash.

The Illusion of Price-Only Investing

Most investors chase price.
Buy low, sell high. Hope it goes up.

But when reality hits—rising interest rates, slowing demand, and mountains of debt—paper profits disappear fast.

Wolfspeed burned cash.
Expanded too fast.
And when the tide turned, there was nothing to cushion the fall.

Dividends: The Silent Shield

Now ask yourself: What if you had focused on cash flow instead?

Imagine collecting a 4–5% dividend every year.
Even after a price crash, your portfolio would have been partially recovered—automatically.
Because dividend stocks pay you while you wait.
They don’t rely on hype to deliver returns.

Price dropped.
But your income wouldn’t have stopped.

Growth Is Temporary. Cash Flow Is Forever.

Buffett said it best:
“Only when the tide goes out do you discover who’s been swimming naked.”

Wolfspeed wasn’t just swimming naked—it was drowning in debt.
No profit. No cash flow. Just risk.

The Lesson?

If you’re still relying on stocks going up, it’s time to ask:
What protects you when they don’t?

Because price can collapse in hours.
But steady dividend income compounds for decades.

ositadima1:
Let me explain why stocks like Oando, Dangote Sugar, and others that are structurally underwater (price & technicals) will find it difficult to move upward.

First, the concept of being "underwater" refers to the structural position of the current price relative to where significant trading activity occurred within a given time period. Simply put, many traders who bought at higher prices are now waiting to break even—and they create resistance. When the price reaches their breakeven point, they tend to offload their positions, creating selling pressure.

The only logical way for such stocks to move higher is through a strong catalyst—exceptionally good news that can propel the price beyond this overhead resistance. Some of these stocks have over 80 billion naira worth of volume sitting silently above current levels (more money sitting above than below price over a given period). Breaking through that kind of supply will be tough and take considerable time.

That said, this is my latest interpretation, which contradicts one of my earlier views where I said, "Never buy above the big money." In light of this new understanding, that statement was wrong.

Now, my updated stance is this: buy below the big money only if you see a Level 8 catalyst—something strong enough to drive the price up. Otherwise, it’s best to stay on the sidelines for now.

You are absolutely right. This is pure technicals

crownprince2017:
I believed dansugar should be back to profitability in Q2 based on Q1 numbers and the rally will be massive because sugar is greatly undervalued.

Not a buy or sell advice.

Happy weekend.

That was what we thought but got disappointed in Q1 2025.

Look at the trend

Q2 2024 LOSS AFTER TAX. N75 Billion

Q3 2024 LOSS AFTER TAX. N40 Billion

Q4 2024 LOSS AFTER TAX. N8.2 Billion. at this point we thought the next quarter was going to get lower. Then,

Q1 2025 LOSS AFTER TAX. N23 Billion

How will they wipe this Q1 2025 out to have a promising H1 or perhaps they may have a strong Q2 alone. Time will tell but I do not believe they will come out this year.

On Oando, for those invested in it, I don't see much hope in the business. I've spoken extensively to an employee, and the company’s strategy isn’t to show ing profit — their main aim is to recover their capital and minimize the tax paid, so they’re perfectly fine declaring losses and they have a team of tax specialists dedicated to that. Last year’s profit was driven by the FX gains they declared in Q1, otherwise it would have been the losses as usual.
Could be wrong but I dont see that changing this year

ositadima1:
Let me explain why stocks like Oando, Dangote Sugar, and others that are structurally underwater (price & technicals) will find it difficult to move upward.

First, the concept of being "underwater" refers to the structural position of the current price relative to where significant trading activity occurred within a given time period. Simply put, many traders who bought at higher prices are now waiting to break even—and they create resistance. When the price reaches their breakeven point, they tend to offload their positions, creating selling pressure.

The only logical way for such stocks to move higher is through a strong catalyst—exceptionally good news that can propel the price beyond this overhead resistance. Some of these stocks have over 80 billion naira worth of volume sitting silently above current levels (more money sitting above than below price over a given period). Breaking through that kind of supply will be tough and take considerable time.

That said, this is my latest interpretation, which contradicts one of my earlier views where I said, "Never buy above the big money." In light of this new understanding, that statement was wrong.

Now, my updated stance is this: buy below the big money only if you see a Level 8 catalyst—something strong enough to drive the price up. Otherwise, it’s best to stay on the sidelines for now.

unite4real:


That was what we thought but got disappointed in Q1 2025.

Look at the trend

Q2 2024 LOSS AFTER TAX. N75 Billion

Q3 2024 LOSS AFTER TAX. N40 Billion

Q4 2024 LOSS AFTER TAX. N8.2 Billion. at this point we thought the next quarter was going to get lower. Then,

Q1 2025 LOSS AFTER TAX. N23 Billion

How will they wipe this Q1 2025 out to have a promising H1 or perhaps they may have a strong Q2 alone. Time will tell but I do not believe they will come out this year.

Once the the economy stabilizes,these consumer companies will pull out of losses within a couple of months.
This Dangote sugar,Cadbury,uacn,NB & Co are my surest bet in 2025

Don't forget to take a bottle champion lager beer cool body this weekend.Body no be firewood

Sunrisepebble:
On Oando, for those invested in it, I don't see much hope in the business. I've spoken extensively to an employee, and the company’s strategy isn’t to show ing profit — their main aim is to recover their capital and minimize the tax paid, so they’re perfectly fine declaring losses and they have a team of tax specialists dedicated to that. Last year’s profit was driven by the FX gains they declared in Q1, otherwise it would have been the losses as usual.
Could be wrong but I dont see that changing this year

We told our brother who keeps investing in oando's hype n hopeville with the money he can't loose. But the dog that would get lost will never hear the whistle of the hunter.

He even beats his chest some days ago that oando wouldn't touch less than 50 again but Mr market that never care about emotions humbled him.

Nice one, however, the key principle of modern investing is building a shield of protection around your portfolio through diversification. I've implemented some strong shields of liquidity around my NGX portfolio:
- Treasury Bill Shield:
- FGN Bond Shield:
- REITs Shield:
- My NYSE portfolio, on the other hand, is shielded by:
- Warren Buffett's Oracle Shield, Berkshire Hathaway's class B
- Gold ETF Shield, hedging against market volatility
- Chinese Market Shield, diversifying into emerging markets
These shields have stood the test of time, with some weathering total market collapses. With this diversified portfolio, I expect my investments to withstand economic turbulence, such as the impact of no47 trade war 2.

SonofElElyonRet:
Thank God for 10% max rule in naija.

Copied👇
"30 Years of Profit... Gone Over Night"

It was just another headline—until it wasn’t.
Wolfspeed (WOLF), once hailed as the future of EV chips, is now preparing to file for bankruptcy.

The stock has collapsed.
Over 70% of its value wiped out.
From a multibillion-dollar promise to a penny stock—almost overnight.

Now imagine believing in a company for decades…
Only to watch 30 years of progress vanish in a flash.

The Illusion of Price-Only Investing

Most investors chase price.
Buy low, sell high. Hope it goes up.

But when reality hits—rising interest rates, slowing demand, and mountains of debt—paper profits disappear fast.

Wolfspeed burned cash.
Expanded too fast.
And when the tide turned, there was nothing to cushion the fall.

Dividends: The Silent Shield

Now ask yourself: What if you had focused on cash flow instead?

Imagine collecting a 4–5% dividend every year.
Even after a price crash, your portfolio would have been partially recovered—automatically.
Because dividend stocks pay you while you wait.
They don’t rely on hype to deliver returns.

Price dropped.
But your income wouldn’t have stopped.

Growth Is Temporary. Cash Flow Is Forever.

Buffett said it best:
“Only when the tide goes out do you discover who’s been swimming naked.”

Wolfspeed wasn’t just swimming naked—it was drowning in debt.
No profit. No cash flow. Just risk.

The Lesson?

If you’re still relying on stocks going up, it’s time to ask:
What protects you when they don’t?

Because price can collapse in hours.
But steady dividend income compounds for decades.

crownprince2017:


We told our brother who keeps investing in oando's hype n hopeville with the money he can't loose. But the dog that would get lost will never hear the whistle of the hunter.

He even beats his chest some days ago that oando wouldn't touch less than 50 again but Mr market that never care about emotions humbled him.

But oando never go below 50 since he mentioned it nah.
Until it goes under

How is Ellah my infinity growing baby?

SonofElElyonRet:
Thank God for 10% max rule in naija.

Copied👇
"30 Years of Profit... Gone Over Night"

It was just another headline—until it wasn’t.
Wolfspeed (WOLF), once hailed as the future of EV chips, is now preparing to file for bankruptcy.

The stock has collapsed.
Over 70% of its value wiped out.
From a multibillion-dollar promise to a penny stock—almost overnight.

Now imagine believing in a company for decades…
Only to watch 30 years of progress vanish in a flash.

The Illusion of Price-Only Investing

Most investors chase price.
Buy low, sell high. Hope it goes up.

But when reality hits—rising interest rates, slowing demand, and mountains of debt—paper profits disappear fast.

Wolfspeed burned cash.
Expanded too fast.
And when the tide turned, there was nothing to cushion the fall.

Dividends: The Silent Shield

Now ask yourself: What if you had focused on cash flow instead?

Imagine collecting a 4–5% dividend every year.
Even after a price crash, your portfolio would have been partially recovered—automatically.
Because dividend stocks pay you while you wait.
They don’t rely on hype to deliver returns.

Price dropped.
But your income wouldn’t have stopped.

Growth Is Temporary. Cash Flow Is Forever.

Buffett said it best:
“Only when the tide goes out do you discover who’s been swimming naked.”

Wolfspeed wasn’t just swimming naked—it was drowning in debt.
No profit. No cash flow. Just risk.

The Lesson?

If you’re still relying on stocks going up, it’s time to ask:
What protects you when they don’t?

Because price can collapse in hours.
But steady dividend income compounds for decades.

Quite educative and informative.

Earning is an opinion, cash flow is a fact.

A business can't go down overnight, it must have shown signs at least 2 years before it collapsed. I guess holders were concerned about the price and didn't consider the value of the stock

emmanuelewumi:




Quite educative and informative.

Earning is an opinion, cash flow is a fact.

A business can't go down overnight, it must have shown signs at least 2 years before it collapsed. I guess holders were concerned about the price and didn't consider the value of the stock

It didn't just collapse in a day. The price had been on the decline for three years

Agbalowomeri:


It didn't just collapse in a day. The price had been on the decline for three years

Some price declines are the final descent but not all declines are final.

Sunrisepebble:
On Oando, for those invested in it, I don't see much hope in the business. I've spoken extensively to an employee, and the company’s strategy isn’t to show ing profit — their main aim is to recover their capital and minimize the tax paid, so they’re perfectly fine declaring losses and they have a team of tax specialists dedicated to that. Last year’s profit was driven by the FX gains they declared in Q1, otherwise it would have been the losses as usual.
Could be wrong but I dont see that changing this year

It should be clearer this year what’s up.

Locotrader:


But oando never go below 50 since he mentioned it nah.
Until it goes under

How is Ellah my infinity growing baby?

I hope you never start to they take too much of champion lately to the extent that you can't differentiate between 48 and 50.

Loco too much of champion they make eye dirty ooo..