@Rufyb Avatar @Rufyb Rufybaba

Rufybaba posts on X about business, strong, investment, balance sheet the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance #4470 stocks 9.68% countries 8.06% technology brands 2.42% currencies 2.42% products 0.81% financial services 0.81% automotive brands 0.81%

Social topic influence business #1673, strong #1058, investment #555, balance sheet #649, in the 7.26%, nigeria #2245, market #2181, stocks #769, the first 4.84%, cash flow #25

Top accounts mentioned or mentioned by @solomonseun11 @an0nym0uzeth @handler_noni @kingkhone4real @osuet1 @steveisgud @sanisamuel_ @loynox @muditheinvestor @rolad4yct @ndpete @cemaoflagos @debsszn @ouredenlife @topealbert @thomasatt94097 @omoamilor @alikodangote @stephen_dynast @damiadewoyin

Top assets mentioned Honeywell International Inc (HON) BlackRock Inc (BLK) Toyota Motor Corporation (TM)

Top Social Posts

Top posts by engagements in the last [--] hours

"The coy is valued at 326bn. RoA of less than 1% RoE of less than 20% Financial leverage of about 10x Normalised PAT of 16bn 24.9x forward P/E (4% earnings yield) 2.4x forward P/B 22% gross earnings CAGR 23% profit CAGR Where is the upside🥹🥹🥹🥹 UCAP at [-----]. I see good upside. One to watch. 👀 Balance sheet: [--] Liquid & efficient balance sheet [--] AUM - huge & growing. [--] Investment war chest https://t.co/ny6sBOFjQN UCAP at [-----]. I see good upside. One to watch. 👀 Balance sheet: [--] Liquid & efficient balance sheet [--] AUM - huge & growing. [--] Investment war chest https://t.co/ny6sBOFjQN"
X Link 2025-03-18T16:10Z 25.5K followers, [----] engagements

"Thank you my darling. No waste time. Paapaapa ni. Lad already diced me +36% so far; [--] share price ( 122bn market value). Normally this is enough for my while. But nah this one is going to [--] - [---]. Disclaimer: I no send anybody o. Cadbury is currently looking very good and attractive to me at its current price of [--] or 89bn market value. https://t.co/it9meeAOh3 Cadbury is currently looking very good and attractive to me at its current price of [--] or 89bn market value. https://t.co/it9meeAOh3"
X Link 2025-07-07T15:56Z 25.5K followers, 30.6K engagements

"Historical Growth ☞ Revenue CAGR (5-yr): 27% ☞ EBITDA CAGR: 13% ☞ Net Profit CAGR: Not applicable due to recent losses Growth remains strong at the top line although profitability was temporarily hit"
X Link 2025-07-09T10:50Z 25.6K followers, [---] engagements

"Helping Presco to raise 270bn ($180mm) Helping Ellah Lakes to raise 230bn ($150mm) Hmmm. Rand Merchant Bank is this a resurgence🌚🌝 Fam's been lowkey for a while"
X Link 2025-11-11T09:49Z 25.6K followers, [----] engagements

"I get the common (unfair) jabs on 'consultants' but a very quick one. Laxman left McKinsey in [----] and was PepsiCo's Chief Commercial Officer for seven (7) years. He was later appointed as Reckitt Benckiser's CEO in [----] where he implemented a turnaround. He was there for three years before Starbucks came calling. Therefore he was already 'in the game' and he was relatively good before Starbucks knocked on his door (not that he was drawn directly from McKinsey) Folks can argue that Laxman flopped but the situation is more nuanced. Starbucks was already experiencing issues. He came on board in"
X Link 2025-11-16T17:42Z 25.5K followers, 12.6K engagements

"The Nigerian Equities Market in December [----] ☞ The market gained +8.4% in December [----] the second-best month of [----] after July [----]. The Nigerian Equities Market in November [----] ☞ For the first time this year all sectors closed in the red for a month. Even the typically resilient agro-allied was not spared. ☞ November [----] will be remembered as the month when the market fell by 5% the biggest decline in https://t.co/APF9z2uzWh The Nigerian Equities Market in November [----] ☞ For the first time this year all sectors closed in the red for a month. Even the typically resilient agro-allied was"
X Link 2025-12-31T17:30Z 25.3K followers, 14.7K engagements

"3. Fiscal Policy & Tax Reforms The tax reforms are very much needed and I support them 100%. Raising revenues is critical to reducing the fiscal deficit and gives the FG headroom to invest in critical areas of the economy. However I am not optimistic about execution. I will be happy to be proven wrong. As a result I expect our fiscal story in [----] to remain largely unchanged. https://twitter.com/i/web/status/2007461040628416842 https://twitter.com/i/web/status/2007461040628416842"
X Link 2026-01-03T14:36Z 25.5K followers, [----] engagements

"4. Foreign Exchange The CBN Governor has managed monetary policy well. Corporates mid-sized businesses and SMEs are experiencing stability for the first time in years. FX rate stability is more critical for businesses than any other variable and it's important this stability is not disrupted. My sense: The FX rate should remain stable. I don't see anything threatening oil inflows in the near- to medium-term. However there is a strong caveat: this depends on how the global economy evolves. Interest rates must remain elevated to keep foreign portfolio investment (FPI) interested in Naira assets"
X Link 2026-01-03T14:36Z 25.5K followers, [----] engagements

"5. Inflation Base effects and the impact of rebasing should wear off revealing the underlying trend. Generally inflation should remain under control subject to how policymakers act"
X Link 2026-01-03T14:36Z 25.5K followers, [----] engagements

"Summary: Key Macroeconomic Variables ☞ GDP: Modest growth expected at sub 3%-4% real growth. Nothing concrete beyond current levels. Oil & gas trade and financial services will be bright spots. FX Rate: Stable supported by sustained oil inflows (barring global economic disruptions). Elevated interest rates will keep FPI interested in Naira assets. ☞ Interest Rates: Relatively unchanged from current levels or potentially increasing. The need to counter liquidity injection from fiscal deficits and keep Naira assets competitive remains critical. ☞ Inflation: Should remain under control as base"
X Link 2026-01-03T14:36Z 25.5K followers, 17.5K engagements

"Hedge fund wins because: Cracks in private credit (defaults) and PE funds struggling to return cash to investors Success in passive equity investing means that weights in asset allocation have shifted. Therefore a portfolio rebalancing is required. In the process of rebalancing the portfolio Hedge Funds (as an asset class) get increased inflows The AUM of the Hedge Fund industry is estimated at $5trn. The PE industry is still larger estimated at $8trn https://twitter.com/i/web/status/2010798797006262637 https://twitter.com/i/web/status/2010798797006262637"
X Link 2026-01-12T19:39Z 25.5K followers, [----] engagements

"Under the National Sugar Master Plan (NSMP) sugar producers are required to invest in local sugarcane farming to earn quotas for importing raw sugar"
X Link 2026-01-15T03:08Z 25.6K followers, [---] engagements

"The logic is simple: the more you farm locally the more raw sugar you are allowed to import to keep your refinery running"
X Link 2026-01-15T03:08Z 25.6K followers, [---] engagements

"BUAs refinery is located in a Free Trade Zone (FTZ) in Port Harcourt. Under the NEPZA Act Free Trade Zones are technically considered outside Nigeria for customs purposes. This created a legal conflict between the NSMP and FTZ regulations"
X Link 2026-01-15T03:08Z 25.6K followers, [---] engagements

"Lowkey one of the companies with a steady earnings profile. Just look at the profit growth trend since [----] (5x more profits in 2025). The market value of this coy is 35bn which means that P/E is 12x and P/B is 2.8x. That's already a good price for the company"
X Link 2026-01-23T23:14Z 25.6K followers, [----] engagements

"Capitalising on the MREIF thingy the management grew the balance sheet significantly in FY [----] taking their financial leverage to 3x - the highest level in years but still within limits. Very much within. I like the ROA and ROE trend"
X Link 2026-01-23T23:14Z 25.5K followers, [----] engagements

"Cadburys FY [----] performance was a lot lot improved and profitability rose to its highest level in history - an operating profit of 21bn. Higher average prices improved product mix (i.e. increased sales of higher-margin products) and lower cost pressures (re: cocoa prices cooled for most of 2025) all contributed to the sharp increase in operating margin. There still wont be dividends in FY [----] because the balance sheet is still under repair. https://twitter.com/i/web/status/2016108563643429249 https://twitter.com/i/web/status/2016108563643429249"
X Link 2026-01-27T11:18Z 25.5K followers, [----] engagements

"NNFMs Q3 2025/2026 numbers (its overall performance generally) were terrible. While other consumer goods companies are reporting strong numbers the reality seems to be different for flour millers. Honeywell is experiencing the same challenge. ✑ The economics of the flour milling space are different from those of brand-led FMCG. Flour is closer to a commodity staple with intense price competition and a weaker ability to hold price. ✑ Demand is more responsive to price changes. While bread pasta noodles and semolina are seen as essential in Nigeria they are easily substitutable when incomes"
X Link 2026-01-27T17:08Z 25.5K followers, [----] engagements

"Vitafoam Q1 2025/2026 ✑ +10 y/y revenue growth the slowest growth since like Q3 [----]. ✑ Margins improved markedly resulting in a 54% increase in profit. ✑ My baby's off to a solid start. 🔥🔥 Audited numbers are now out. The update here is the [---] per share dividend declared plus a 1-for-5 bonus issue. This means that shareholders will receive a free Vitafoam share (worth [--] in the market) for every [--] units they own. If we combine the cash dividend of [---] https://t.co/NierQpnF2x Audited numbers are now out. The update here is the [---] per share dividend declared plus a 1-for-5 bonus issue."
X Link 2026-01-28T18:48Z 25.4K followers, [----] engagements

"Berger Paints delivers a strong FY [----] performance with net profit doubling. For the first time annual net profit crossed 1bn. A small but well-run business in terms of execution. Generally the lads in the paints and decoration sector had it good in FY 2025"
X Link 2026-01-29T00:30Z 25.4K followers, [----] engagements

"And of course return on equity (ROE) doubled. I particularly like that inventory came down during the fiscal period. A healthy company here"
X Link 2026-01-29T00:30Z 25.4K followers, [---] engagements

"Meta Inc.: Double-digit revenue growth here and there. https://twitter.com/i/web/status/2016675247835976173 https://twitter.com/i/web/status/2016675247835976173"
X Link 2026-01-29T00:50Z 25.4K followers, [----] engagements

"It still adds up. There were times in the past few years where the Naira did not particularly lose value as much it was just that the USD got stronger. Typically youd see those trends normalising. Even this 1.4k FX rate is still not the fair value imo. The dynamics of the global FX markets are driven by several factors. The Nairas loss of value in recent years did not happen by mistake. It happened because of: [--]. The wrong policies we implemented here (persistent fiscal deficits and money printing). [--]. The policies implemented in the U.S. (Fed rates hike in 2023). [--]. Global events (the early"
X Link 2026-01-29T19:02Z 25.5K followers, 29.6K engagements

"BUA Foods PLC FY [----] revenue growth: +18% FY [----] revenue growth: +109% FY [----] revenue growth: +74% Growth is gradually tapering because of base effects. But the margins are still incredibly strong. I dont think there is any Nigerian food manufacturing coy doing 20% profit margin. I tweeted about the coys value drivers here: https://x.com/Rufyb/status/2011636635579130173s=20 https://x.com/Rufyb/status/2011636635579130173s=20"
X Link 2026-01-29T22:45Z 25.5K followers, [----] engagements

"After the fuel subsidy removal you would theoretically expect downstream marketers to make a lot of money. That is true but it has buts. Totalenergies is struggling. And it is struggling because of a mix of factors. The fuel subsidy removal did allow flexible prices but it also came with a couple of headaches for downstream marketers: ✑ Working capital requirements increased significantly ✑ Demand became fragile and volatile (it shouldnt surprise you when you see vehicles on a very long queue just because of a few naira per litre difference). Margins became razor thin (the downstream guys"
X Link 2026-01-29T23:17Z 25.5K followers, 11.5K engagements

"Solid outing by Fidson Healthcare. Normalised profits closed at 12.7bn 45% higher than the previous year's number. I expect the board to approve [----] dividend per share when the audited numbers are released"
X Link 2026-01-30T00:43Z 25.4K followers, [----] engagements

"The balance sheet looks fair and the company is currently in the market to raise 21bn which they intend to deploy to three things: ✑ Working capital (see inventory and receivables) ✑ Capex (see cash flow statement for how much they spent in FY 2025) ✑ Debt reduction (the debt-to-equity ratio is a stretch. Finance costs need to come down a bit) https://twitter.com/i/web/status/2017035872084824337 https://twitter.com/i/web/status/2017035872084824337"
X Link 2026-01-30T00:43Z 25.5K followers, [----] engagements

"The iPhone [--] delivered really strongly for Apple Inc. iPhone sales smoked really well and growth in the Chinese market. Generally Apple recorded its highest revenue growth since Q4 2021"
X Link 2026-01-30T03:39Z 25.4K followers, [----] engagements

"A banks valuation is a lot more assessed via price to book. Sometimes you see a bank that is seemingly doing well and you wonder why its P/B multiple is incredibly low. Youd see figures like 0.2x 0.3x. The reason is asset quality. Typically banks trade at ridiculously low P/B multiples when investors believe the asset quality is much lower than reported. Because of the assumptions involved it is often very difficult to gain a clear understanding of a banks asset quality. Therefore you mostly have to rely on the corporate governance management quality and your intuition. An example is when a"
X Link 2026-01-31T22:45Z 25.3K followers, 11.9K engagements

"If you have been following me for a while you must have Beta Glass like one million times (alongside Wema Bank). Lol it is not my fault. I just have an obsession with companies with very sexy numbers. For example look at this sheer beauty. Except for the COVID-induced revenue decline Beta Glass has consistently done strong double-digit revenue growth. What makes them even more interesting is their business model (which I have described in previous tweets). Back-to-back triple-digit profit growth is the kind of thing that really tickles me. https://twitter.com/i/web/status/2017746218315596268"
X Link 2026-01-31T23:46Z 25.3K followers, [----] engagements

"Beta Glass is a heavy-industry business. The capex requirements are high (which I consider a downside tbh). The working capital requirement is relatively high too. It is no surprise that their dividend payout is relatively low. I mean see the free cash flow (to equity) margins. But the offsetting consideration for me is the company's near-monopoly status. https://twitter.com/i/web/status/2017746225043243185 https://twitter.com/i/web/status/2017746225043243185"
X Link 2026-01-31T23:46Z 25.4K followers, [----] engagements

"Now that Helios has acquired the business Id be very interested to see what the investment company will bring to it. Valuation metrics: ✑ Market value: 252bn ✑ FY [----] estimated profit: 41bn ✑ Forward P/E: 6x ✑ Profit 6-year CAGR: 37% ✑ Return on invested capital (ROIC): 31% (benchmark: 30%) ✑ Return on assets (ROA): 29% (benchmark: 10%) ✑ Return on equity (ROE): 40% (benchmark: 30%) ✑ Financial leverage: 2x (benchmark: = 3x) ✑ Debt-to-equity: 0.4x (benchmark: 0.8x) I am holding this tightly and buying a lot more. I frankly think this is a 350bn - 400bn business. PS: Not financial advice."
X Link 2026-01-31T23:46Z 25.4K followers, [----] engagements

"Custodian Investment PLC used to be known as an insurance company. Today they operate more as an investment holding company. Their business operations include: ✑ Custodian and Allied Insurance (100% stake): P/C insurance ✑ Custodian Life Insurance (100% stake): Life insurance ✑ Crusader Sterling Pensions (77% stake): PFA ✑ Custodian Trustees (100% stake): Trusteeship ✑ Crusader Hotels and Apartment Limited (100%): Hospitality ✑ Custodian Asset Management (100%): Asset management ✑ UPDC PLC (51%): Property development and management ✑ FBNQuest Merchant Bank Limited (85%): Investment banking"
X Link 2026-02-01T00:43Z 25.6K followers, [----] engagements

"Jaiz Bank PLC ✑ Gross earnings growth: +26% y/y ✑ Operating income growth: +21% y/y ✑ Net profit growth: +32% y/y ✑ ROA: 3% ✑ ROE: 44% ------ ✑ Market value: 357bn ✑ FY [----] profit: 31bn ✑ 6-year profit CAGR: +66% ✑ Trailing P/E: 11.5x ✑ Market value: 357bn ✑ Book value: 68bn ✑ ROE: 44% ✑ P/B: 5x ------ ✑ Market value: 357bn ✑ FY [----] estimated profit: 40bn ✑ FY [----] estimated profit growth: 30% ✑ Forward P/E: 9x I think this is richly priced already. https://twitter.com/i/web/status/2017801324251804092 https://twitter.com/i/web/status/2017801324251804092"
X Link 2026-02-01T03:24Z 25.5K followers, [----] engagements

"Presco interim FY [----] numbers are solid. Revenue grew by about 60% operating profit margin came in at 52% normalised profit grew by 54% and net profit margin stood at 28%. These are very strong numbers. That said there is a concern. The Q4 [----] numbers were weak and the same pattern also showed up in Okomu Oil. Prescos revenue declined by about 18% in Q4 [----] and operating profit dropped sharply by roughly 60%. This outcome is not surprising. Commodity prices had already begun to retrace so it was only a matter of time before the impact showed up fully in the numbers. Palm oil producers tend"
X Link 2026-02-01T12:28Z 25.6K followers, [----] engagements

"So Unilag won this CFA Research Challenge thingy (again and again) Isn't it the third or fourth consecutive win already Issokay. By the way I heard my lads in Unilorin put in a very decent fight. Unilag narrowly edged them out with just a few points. Meanwhile OAU the perennial second runner-up (3rd position) didn't even make it to the finals this time. UI too. Interesting. Congratulations to my Unilorin folks anyway. Heard they going to the regional finals"
X Link 2026-02-01T17:48Z 25.4K followers, 46.3K engagements

"@SolomonSeun11 @MudiTheInvestor That "short selling" thing is somewhat complex for the Nigerian market. We are not there yet"
X Link 2026-02-02T17:19Z 25.5K followers, [----] engagements

"Short selling is not explicitly prohibited in Nigeria. Both the SEC and the NGX at least on paper allow covered short selling (that is you must first borrow the shares before selling). What is clearly not allowed is naked short selling. That said no Nigerian stockbroker currently offers true short selling on NGX equities especially not to retail investors. The problem is market structure and infrastructure. For short selling to work properly you need a functional securities lending and borrowing (SLB) market deep institutional participation margining systems daily mark-to-market prime"
X Link 2026-02-02T17:31Z 25.5K followers, [---] engagements

"These individuals (and many others) have all made their mark in their respective careers. So yes it is very possible. That said you still start off at a disadvantage but it is a different kind of disadvantage. It is the kind that can be quickly turned into a strength one that sharpens you and makes you unusually competitive. https://twitter.com/i/web/status/2018615345934708961 https://twitter.com/i/web/status/2018615345934708961"
X Link 2026-02-03T09:19Z 25.3K followers, 11.6K engagements

"Correction: Market value: ✑ Aradel : $2.47bn ✑ Seplat: $2.73bn Not "trn""
X Link 2026-02-04T15:37Z 25.5K followers, [----] engagements

"But it should not be surprising. The CBN gave Aso a lot of time and leeway to correct the issues that were ongoing in the business. This was what the balance sheet looked like in [----]. Aso Savings had: ✑ 99bn in total assets (quite large for a mortgage bank in that year) ✑ 96bn in total liabilities and ✑ 4bn in total equity This was a very big big big problem and red flag. A financial leverage of 26x is way off the roof. It is a big danger. The way to understand is that the bank did not have sufficient capital to carry the risks it was taking. For context if 5% of total assets went bad the"
X Link 2026-02-08T14:24Z 25.6K followers, [----] engagements

"So this is it: ✑ It is very fine for companies to have struggled in the past. In fact this is a place I like to do my investing (distressed investing). Any company can embark on a turnaround. But just be sure about those who brought the company down to its knees and those entrusted to bring it back to life. I personally would not trust a common or similar name. Corporate governance is a big deal to me. ✑ If you say you want to turn a business around what is changing and what levers are you pulling to make the change ✑ For a business that wants to turn around it is fine for the income"
X Link 2026-02-08T14:24Z 25.6K followers, [----] engagements

"An investment in ASO is more or less gone. But then again it is one of those things. When you decide to dabble in territories or presumed opportunities in names like ASO it is a risk and reward thing"
X Link 2026-02-08T14:24Z 25.6K followers, [----] engagements

"I hope you followed my advice @rolad4yct 💀💀💀 Because I randomly saw this in a good mood. Sell: Neimeth John Holt Honeywell Flour It doesn't matter how much they have lost sell them all. Keep Wapco and Fidson. Fundamentally they are two sound coys. How do I know this Because I randomly saw this in a good mood. Sell: Neimeth John Holt Honeywell Flour It doesn't matter how much they have lost sell them all. Keep Wapco and Fidson. Fundamentally they are two sound coys. How do I know this"
X Link 2026-01-06T17:42Z 25.7K followers, 20.4K engagements

"Hmm. I have spoken a bit about Fidson lately. Maybe it's time to give May & Baker some attention. Coy may not be as big as Fidson but it is as profitable (and even more profitable based on ROA). M&B's lower financial leverage is why its ROE lags. Meanwhile a lower financial leverage appeals to me a lot because it implies lower financial risk on the balance sheet. It's very much cheaper. https://twitter.com/i/web/status/2008685192601366561 https://twitter.com/i/web/status/2008685192601366561"
X Link 2026-01-06T23:40Z 25.7K followers, 31.8K engagements

"Names linked to the Fed Reserve Chair ✑ Kevin Warsh - Former Federal Reserve Governor (2006 - 2011) ✑ Rick Rieder - BlackRock Global CIO ✑ Kevin Hassett - Director of the White House National Economic Council ✑ Christopher Waller - A current Federal Reserve Governor ✑ Michelle Bowman - Vice Chair for Supervision on the Fed Board https://twitter.com/i/web/status/2017240261336641923 https://twitter.com/i/web/status/2017240261336641923"
X Link 2026-01-30T14:15Z 25.7K followers, [----] engagements

"Struggling Honeywell and Flour Millers. Re: https://x.com/Rufyb/status/2016196680526282905s=20 https://x.com/Rufyb/status/2016196680526282905s=20"
X Link 2026-01-30T23:39Z 25.7K followers, [----] engagements

"RT Briscoe's (RTB) stock price is up 125% year-to-date (current market value is 9bn. so low). This was their performance in FY [----]. RTB is an authorised distributor of global automotive brands most notably Toyota and Ford in Nigeria. They sell new cars and provide after-sales services. RTB also sells (and services) industrial equipment such as forklifts air compressors generators etc. Then there is the property & facility services business line. RTB has struggled due to Nigeria's broader economic challenges (which have depressed demand for new vehicles and industrial equipment). Years of FX"
X Link 2026-01-31T00:32Z 25.7K followers, [----] engagements

"✑ Okechukwu Enelamah: He studied Medicine. He is a top dawg in private equity. He is the founder of African Capital Alliance ✑ Arunma Oteh: She studied Computer Science. She worked in AFDB the World Bank and later became the Director-General of the Securities and Exchange Commission ✑ Aigboje Aig-Imoukhuede: He studied Law. Yall know how big of a gargantuan Aig is. You cant talk about the growth of the Nigerian financial markets without mentioning Aig. ✑ Andrew Alli: He studied Electrical Engineering. He was the pioneer CEO of Africa Finance Corporation (AFC). He worked at IFC prior to that"
X Link 2026-02-03T09:19Z 25.7K followers, 13.3K engagements

"Interesting to see that Aradel and Seplat now have almost the same balance sheet size. The two companies are also similarly valued. However beyond crude oil production Aradel is into petroleum product refining (30% of Group revenue 9% of Group profits and 3% of Group total assets). https://twitter.com/i/web/status/2019067110421299507 https://twitter.com/i/web/status/2019067110421299507"
X Link 2026-02-04T15:14Z 25.7K followers, 15.5K engagements

"Slightly unrelated: Nigerian Breweries PLC through one of its brands Gulder stopped sponsoring this program in [----]. The show ran from [----] to [----]. Why did NB stop sponsoring the show There were a couple of reasons but the fundamental reason was that the strategy around it stopped making sense. How so ✑ GUS was very expensive to produce: jungle logistics safety crews long production timelines. Over time Nigerian Breweries realised the cost-per-impact was no longer competitive versus digital campaigns football sponsorships and short-form-high-frequency brand content. ✑ Younger audiences"
X Link 2026-02-05T22:53Z 25.7K followers, 103.1K engagements

"The CBN recently revoked the licence of Aso Savings & Loans PLC. This means that the company is no longer operational. If you own shares in ASO Savings what this update means is that the company will appoint a liquidator who will sell all the assets of the company at market value and use whatever they get as proceeds to first service all the depositors and creditors. Whatever remains after the creditors have been sorted will now be distributed among shareholders. If nothing is left to distribute all the shareholders go home with nothing. In Asos case the book value of assets is not even"
X Link 2026-02-08T14:24Z 25.7K followers, 45.2K engagements

"In summary approach your investments with care and due diligence"
X Link 2026-02-08T14:24Z 25.7K followers, [----] engagements

"More $$$$ for us 🕺🕺🕺💃💃💃"
X Link 2026-02-09T17:43Z 25.7K followers, 14.2K engagements

"A few years ago there were Sugar Wars. Dangote Sugar and Flour Mills accused BUA Group of exploiting a loophole in Nigerias sugar policy framework"
X Link 2026-01-15T03:08Z 25.8K followers, [----] engagements

"These were BUA's advantages: ✑ Importing "refined sugar" attracts high duties and levies. ✑ Importing "raw sugar" attracts lower duties but normally requires an NSMP quota tied to local farming. ✑ However raw sugar imported into a Free Trade Zone does not require an NSMP quota since the zone is legally outside Nigeria. https://twitter.com/i/web/status/2011636669292953681 https://twitter.com/i/web/status/2011636669292953681"
X Link 2026-01-15T03:08Z 25.8K followers, [----] engagements

"BUA imported raw sugar into its FTZ refinery without needing to prove investment in sugarcane farming. When refined sugar was moved from the zone into Nigeria BUA argued that duties should be paid only on the raw input (low duty) not on refined sugar (high levy)"
X Link 2026-01-15T03:08Z 25.8K followers, [---] engagements

"On the other hand Dangote Sugar and Flour Mills were sinking billions into difficult farming projects just to qualify for the same raw sugar imports"
X Link 2026-01-15T03:08Z 25.8K followers, [---] engagements

"UPDC is a leading Nigerian institutional real estate company. They are a subsidiary of Custodian Investment PLC. The coy operates across multiple segments of the real estate value chain. Their core business is property development which involves acquiring land and real estate assets in strategic urban and suburban locations designing and developing commercial residential and mixed-use properties and ultimately selling these developed properties to end users. Financial performance in FY [----] was not great and core profits declined"
X Link 2026-01-27T16:44Z 25.8K followers, [----] engagements

"A significant portion of cash was held in receivables which were mainly prepayments - primarily advance payments made to contractors before actual construction started on-site. However overall cash levels remained strong. UPDC is valued at 167bn. While it might seem useful to consider them from a nuanced perspective they do not actually own any real estate assets; instead real estate assets are their products. Housing projects are an inventory for UPDC rather than classified as PPE or investment property. The financial health is fair sha. https://twitter.com/i/web/status/2016190556272308531"
X Link 2026-01-27T16:44Z 25.8K followers, [----] engagements

"Stanbic IBTC Holdings PLC ✑ Market value: 1.7trn ✑ FY [----] profit: 381bn ✑ Trailing P/E: 4.5x --------------------------- ✑ Market value: 1.7trn ✑ FY [----] profit: 457bn (assuming a 20% growth rate. Historical profit growth is even higher - roughly 35% CAGR) ✑ Forward P/E: 3.8x --------------------------- Meanwhile: ROA: 5% ROE: 42% --------------------------- Issokay I know what to do. 🙂 https://twitter.com/i/web/status/2017374778147971163 https://twitter.com/i/web/status/2017374778147971163"
X Link 2026-01-30T23:10Z 25.8K followers, [----] engagements

"@an0nym0uzeth Some business model restructuring here and there. Until I get clarity on what they intend to do exactly I'd pass"
X Link 2026-02-13T10:14Z 25.8K followers, [---] engagements

"My track record in the Nigerian equities market: some ofmybigwins. I leverage information asymmetry in the market to capture significant gains. Most of the names here are not the typical names often covered by analysts. Meanwhile I have an expansive set of data that captures the numbers of these companies. Therefore when I see any unusual trend I dig further and position. The philosophy is to identify inefficient companies in relatively good sectors but are in a restructuring process. Whilst they are restructuring the market tends not to pay attention and this is where I place my bet. By the"
X Link 2024-03-24T21:52Z 25.8K followers, 254.1K engagements

"Globally it is: [--]. Deloitte [--]. PwC [--]. EY [--]. KPMG In Nigeria it is: [--]. KPMG [--]. PwC [--]. Deloitte [--]. EY Globally it is: [--]. Anheuser-Busch InBev [--]. Heineken In Nigeria it is: [--]. Heineken (Nigerian Breweries) [--]. Anheuser-Busch InBev (Int'l Breweries)"
X Link 2026-01-28T17:58Z 25.8K followers, 127.7K engagements

"Airtel Africas Q3 FY2025/26 numbers are solid. The company reported $584 million in profit after tax for the first nine months which puts it on track to deliver $700 million+ (roughly [--] trillion) in full-year FY2026 profits. On that basis FY2026 earnings per share should come in around [---]. At the current share price this implies a P/E multiple of about 8x. It probably should not be trading that cheaply but the stocks extreme illiquidity caps valuation re-rating and that is simply the reality for now. https://twitter.com/i/web/status/2017331825144676538"
X Link 2026-01-30T20:19Z 25.8K followers, [----] engagements

"International Breweries reported a back-to-back (operating) profit for the first time since [----] or so effectively since AB InBev ventured into the Nigerian market. They entered a stable market (but with flawed economics) and tried to compete on price. Consumers loved it especially as the economy was just recovering from a recession. With deep capital behind it the company absorbed significant losses because it haemorrhaged margins. They also had issues related to the merger with two other breweries (Pabod and Intafact) which affected their financial performance. However they left a very big"
X Link 2026-02-02T10:58Z 25.8K followers, [----] engagements

"POV: You want to build a career in finance but your university degree was in a non-finance discipline (not economics finance accounting or business administration). Hmm you are short one. But before I get into that let me say clearly that you can build an excellent career in finance. It is one of the few disciplines where a 0-to-100 transition is possible. And there is ample evidence. https://twitter.com/i/web/status/2018615341509722560 https://twitter.com/i/web/status/2018615341509722560"
X Link 2026-02-03T09:19Z 25.8K followers, 107K engagements

"NGX-ASI is now at an all-time high crossing 170k points. 100k in Dec [----] 140k in Aug [----] 150k in Oct [----] 160k in Jan [----] 170k in Feb [----] MTNN too is at an all-time high of [---]. GTCO crosses [---] again 2% short of its [------] all-time high. Momentum is strong🔥🔥🔥"
X Link 2026-02-05T17:39Z 25.8K followers, 18.7K engagements

"If you have an ETF called xyz30 meant to track the NGX [--] (i.e. the top [--] most liquid and solid stocks on the NGX) it must invest 100% of its assets in the same portfolio of securities as the NGX [--] in proportion to their weights. Its objective is to replicate both the price return and total return of the index. The value of the ETF should move approximately with the NGX [--] itself. However the ETFs trading price can move significantly away from the combined value of the underlying assets because it is subject to demand and supply like a stock too. Three stocks can be bundled into one ETF."
X Link 2026-02-07T18:43Z 25.8K followers, 40.6K engagements

"This is somewhat a long one but I thought to give some context. Nigeria mostly practices the Defined Contribution pension model meaning that the employee will contribute a part of his salary/income to his Retirement Savings Account (RSA). His employer also contributes to the RSA. The RSA is managed by a pension fund administrator who invests this pool of fund till when you are later eligible to tap into it after retirement. Because employees wont necessarily need this money till after retirement (roughly [----] or [--] years later) the typical investing horizon of a pension fund is long term. The"
X Link 2026-02-10T02:22Z 25.8K followers, 15.7K engagements

"Top [--] most liquid stocks on the NGX so far in 2026: [--]. Zenith Bank [--]. Aradel Holdings [--]. GTCO [--]. MTN Nigeria [--]. Seplat Energy [--]. Access Holdings [--]. Lafarge Africa [--]. UBA [--]. Dangote Cement [--]. First Holdco. Top [--] most active stocks on the NGX so far in 2026: [--]. Deap Capital [--]. Tantalizers [--]. The Initiates [--]. Austin Laz [--]. McNichols [--]. Zichis [--]. Secure Electronics [--]. Chams [--]. Omatek [--]. Ellah Lakes https://twitter.com/i/web/status/2021285609546055872 https://twitter.com/i/web/status/2021285609546055872"
X Link 2026-02-10T18:10Z 25.8K followers, 32.6K engagements

"I can imagine the pains and efforts of everyone who worked on this deal. But then it happens. It is one of those things By the way not sure of how much of opportunities exist in the South African market. From the horses mouth: Access Bank tells the Nigerian Exchange what really happened with the Bidvest Bank acquisition. https://t.co/CcfguEnH7B From the horses mouth: Access Bank tells the Nigerian Exchange what really happened with the Bidvest Bank acquisition. https://t.co/CcfguEnH7B"
X Link 2026-02-10T20:32Z 25.8K followers, [----] engagements

"It can really be very frustrating to always apply for roles across several organisations and be rejected. Hmm I know I know. It can be crazy. Id try to provide some contexts perhaps anyone who falls in the category can think through them and perhaps improvise on their approach and strategy. The first thing you gotta understand is that there is being good and there is being good enough. And this is why I say it very often that the goal is to be as competitive as possible. We were all here a few weeks ago when lads from Unilag celebrated their graduation. [---] here [----] there not first class but"
X Link 2026-02-11T17:27Z 25.8K followers, [----] engagements

"BUA Foods: ✑ Market value: $9.9bn ✑ Total assets: $956mm ✑ Revenue: $980mm ✑ Asset turnover: 1.03x MTNN: ✑ Market value: $9.4bn ✑ Total assets: $3.4bn ✑ Revenue: $3.4bn ✑ Asset turnover: 1.00x Dangote Cement: ✑ Market value: $8.6bn ✑ Total assets: $3.9bn ✑ Revenue: $2.9bn ✑ Asset turnover: 0.74x Airtel: ✑ Market value: $5.9bn ✑ Total assets: $13.4bn ✑ Revenue: $6.2bn ✑ Asset turnover: 0.46x BUA Cement: ✑ Market value: $4.5bn ✑ Total assets: $1.2bn ✑ Revenue: $788mm ✑ Asset turnover: 0.65x Seplat: ✑ Market value: $4.5bn ✑ Total assets: $6.2bn ✑ Revenue: $2.9bn ✑ Asset turnover: 0.47x ☞ The coy"
X Link 2026-02-12T12:06Z 25.8K followers, 39.2K engagements

"My faves no dey here Owo Blow Oyato Eeku Ida Iyawo Alhaji. But from the list Id take: ✑ Madam Dearest ✑ Saworoide ✑ Ale Ariwo By the way where are my gargantuans: Tunji Bamishigbin Wemimo Olu Paul and Tade Ogidan Oleku October 1st Ale Ariwo Breath of life Madam Dearest Ti Oluwa nile Magun (Thunderbolt) Saworoide King Of Boys Gangs of Lagos Wedding Party No Rival Ogbori Elemosho Sango Ayinla Oga (Chameleon) Jenifa Ori Isakaba Isoken What are your best [--] movies from this list Oleku October 1st Ale Ariwo Breath of life Madam Dearest Ti Oluwa nile Magun (Thunderbolt) Saworoide King Of Boys Gangs"
X Link 2026-02-12T23:14Z 25.8K followers, [----] engagements

"Some "myths" I discard when I invest in equities: [--]. Panicking when the absolute share price of a company is "high": some investors see Seplat at 8k per share and they suddenly think it is "too expensive". Meanwhile Seplat at 8k and Aradel at 991k are practically the same in terms market value. Zenith Bank at [--] is just a bit below Seplat in market value. The point is that the share price is not what determines the costliness of a stock the price-to-earnings ratio does (and even that has a context). Yes there may be some relationship when it comes to liquidity but even that is not exactly"
X Link 2026-02-13T08:29Z 25.8K followers, 16.7K engagements

"The market is open today again. What are we buying 😊😊🫠🫠"
X Link 2026-02-13T09:09Z 25.8K followers, 11.7K engagements

"@ND_Pete Ki lo'n je be"
X Link 2026-02-13T10:10Z 25.8K followers, [---] engagements

"@CEMA_OF_LAGOS A very strong coy but the pricing is a stretch for me. 🥲"
X Link 2026-02-13T10:13Z 25.8K followers, [---] engagements

"Deap Capital is up 443% since September [----]. Recently it was reported that the company secured a new investment from Banklink Africa Private Equities Limited. The estimated sum of the investment is 1bn and the idea is to recapitalise the company. You can see Deap Capitals balance sheet below. Clearly the numbers indicate that this is a struggling business. In fact the 1bn equity injection may still be insufficient to cover the balance sheet hole (as seen in the second slide - the balance sheet position as of December 2025). Deap Capital is a financial services company that specialises in"
X Link 2026-02-13T10:18Z 25.8K followers, [----] engagements

"Essentially: ✑ Rebuild trust publicly (new board clean governance) ✑ Fully fix the balance sheet: The Banklink investment is at best stabilisation capital regulatory clean-up capital or working capital buffer. The coy still needs growth capital. Some other balance sheet clean-up approaches may be to ring-fence liabilities and possibly convert any remaining creditor claims to equity. ✑ Simplify the business model: Historically Deap tried to do fund management issuing house advisory and proprietary investing. Going forward this may be too much for a coy rebuilding trust. My sense is that they"
X Link 2026-02-13T10:18Z 25.8K followers, [----] engagements

"So in all of these why is the stock price rallying so much The reason is quite obvious that the stock move is ahead of the business driven by: [--]. Thin float [--]. Positive moment surrounding restructuring [--]. Optionality narrative (if turnaround does not work well I lose 100% of my money; if it works I gain maybe 10x 12x more) This sense is fine but it is dangerous. https://twitter.com/i/web/status/2022254041498009931 https://twitter.com/i/web/status/2022254041498009931"
X Link 2026-02-13T10:18Z 25.8K followers, [----] engagements

"To justify the market valuation we must see: [--]. Positive equity [--]. Stable earnings [--]. Growing AUM [--]. Clean governance record over multiple years All of these may take time but if the board and management show seriousness they might get it. Overall investors have to be patient. Before you buy (hold or sell) the stock please note all of these and make your decision accordingly"
X Link 2026-02-13T10:18Z 25.8K followers, [----] engagements

"RT @DebsSZN: Wow What a clearance by Gabriel. 👏👏"
X Link 2026-02-13T11:08Z 25.8K followers, [---] engagements

"Only those who risk their capital in this economy will better appreciate the stability that we currently see"
X Link 2026-02-13T11:31Z 25.8K followers, [----] engagements

"Person go still dey analyse fiam market ti move upside ti disappear. Faraburuku bale na Calm down na"
X Link 2026-02-13T14:00Z 25.8K followers, 11.9K engagements

"O kaare omo ola. 🎯🎯🎯 Pocketing this one inside the bag. 🛄🛅 Seplat recently engaged the investing public on their five-year plans. They said they plan to generate $5bn - $6bn in cash flows over the next five years. That's like $1bn cash flow from operations annually. Capex of $2bn-$3bn over the next five years means $400mm - $600mm https://t.co/jafLom3EX3 Seplat recently engaged the investing public on their five-year plans. They said they plan to generate $5bn - $6bn in cash flows over the next five years. That's like $1bn cash flow from operations annually. Capex of $2bn-$3bn over the"
X Link 2026-02-13T14:21Z 25.8K followers, 15.5K engagements

"Nigerian Breweries PLC released its audited FY [----] results. The things I took note of: ✑ Operating profit margin cleared at its highest level since [----]. Interestingly that was the last time players in the brewery industry had any breathing space. Does it seem like the lads are back ✑ The recent acquisition of Distell Wines and Spirits is yet to fully reflect in the numbers in terms of value-add. Revenue from the wine & spirits business closed at 5bn and it's still loss-making. ✑ The recent equity injection into the business reflected on the income statement in the form of a 53% decline in"
X Link 2026-02-13T14:57Z 25.8K followers, [----] engagements

"✑ No dividend for shareholders because retained earnings is still negative but other things beinq equal the coy should resume dividend payments from FY [----]. ✑ A 21% ROE despite a 600bn equity injection. Interesting. The last time NB delivered such returns on capital it was during pre-2014. This suggests to me that the recent rights issue worked very well. ✑ Financial leverage is within my preferred threshold (=3x). Return on assets at approximately 10% (just exactly where I want it to be. ✑ I got a relatively strong (with a few commas) balance sheet here."
X Link 2026-02-13T14:57Z 25.8K followers, [---] engagements

"✑ Of course significant investments needed to be used to reposition the balance sheet. Free cash flow to equity was negative because the coy needed to deleverage. The effort began in FY [----]. ✑ An interesting one for me was the heavy capex made in FY [----] and FY [----]. Hmm what is the management seeing to prompt them to invest this heavily But I know some recent investments made by the coy. One was the construction of solar plants and grid infrastructure to power two of their breweries. The idea is that these investments will lead to energy efficiency (and lower operating expenses) going"
X Link 2026-02-13T14:57Z 25.8K followers, [----] engagements

"Market value is currently 2.4trn which puts trailing P/E at 22x. Historical P/E is more like 30x but those good days may no longer be present. I'd chill on this one till Q1 [----] numbers are released first"
X Link 2026-02-13T14:57Z 25.8K followers, [---] engagements

"180k (still in February 2026)🎯🎯🎯. A new record all-time high. For stocks. ✑ GTCO at an all-time high of [---] ✑ MTNN at an all-time high of [---] ✑ Nestl at an all-time high of [----] ✑ Zenith Bank at an all-time high of [--] ✑ Seplat at an all-time high of [----] ✑ Presco at an all-time high of [----] ✑ Okomu at an all-time high of [----] NGX-ASI is now at an all-time high crossing 170k points. 100k in Dec [----] 140k in Aug [----] 150k in Oct [----] 160k in Jan [----] 170k in Feb [----] MTNN too is at an all-time high of [---]. GTCO crosses [---] again 2% short of its [------] all-time high. Momentum is strong🔥🔥🔥"
X Link 2026-02-13T23:29Z 25.8K followers, 13.4K engagements

"Because Wema Bank's profits is 2.5x Sterling's no🤷♀🤷♀🤷♀ Wema Bank (1.04tr) is 2.5x the size of Sterling (414bn). Is Wema truly that far ahead Or is Sterling grossly undervalued Wema Bank (1.04tr) is 2.5x the size of Sterling (414bn). Is Wema truly that far ahead Or is Sterling grossly undervalued"
X Link 2026-02-14T12:20Z 25.8K followers, [----] engagements

"Hmmm no food manufacturing company is doing a near-40% gross margins and a near-30% net margins though. 🫣🫣🫣 Float is thin less than 5%. Latest EPS is [--] Revenue is 1.8tr Net Profit is 508bn Gross Margin is 37% (typical of manufacturing) Operating margin is 31% Net magin is 28% Operating Cashflows 312bn Dividend Histrory (FY): 2021= [----] 2022= [----] 2023= [----] 2024= Float is thin less than 5%. Latest EPS is [--] Revenue is 1.8tr Net Profit is 508bn Gross Margin is 37% (typical of manufacturing) Operating margin is 31% Net magin is 28% Operating Cashflows 312bn Dividend Histrory (FY): 2021="
X Link 2026-02-14T14:03Z 25.8K followers, [----] engagements

"I no wan know all of us sabi our primary account number offhand. Has to be the most important figures of our lives lol"
X Link 2026-02-10T16:35Z 25.8K followers, [----] engagements

"The business model for consumers is tricky. If you send someone to clean my house and I end up liking her all I need to do is liaise with the woman directly and cut off the middle man. She will like it (higher margins) I will like it (straightforward service). If I don't like the services I will check the platform again for another person. Meanwhile the lads behind it have spent money to invest in the tech infrastructure behind the platform but they are not getting enough value. Meanwhile this loophole may not be easy when dealing with corporate clients. EXCLUSIVE: @ouredenlife the Nigerian"
X Link 2026-02-14T16:40Z 25.8K followers, 30.8K engagements

"NAHCO Aviance PLC ✑ ROA: 33% ✑ ROE: 71% ✑ Debt-to-equity: 0.3x ✑ Average FCFE margin: 17% Crazy coy"
X Link 2026-01-31T01:09Z 25.3K followers, [----] engagements

"UACN's numbers appeared less impressive initially as the effects of their recent acquisition of CHI Limited hadn't yet been fully reflected. The initial costs were clear highlighted by a 6bn FX loss from the derivative contract they purchased. Backstory: The sellers of CHI Limited preferred to be paid in USD. As a result UACN management had to quickly arrange for USD raising approximately $100 million thereby introducing FX exposure. We all know the impact of currency obligations ( on companies like Nigerian Breweries Nestl PZ Cussons) when FX rates move unfavourably. To hedge this risk the"
X Link 2026-02-01T02:16Z 25.3K followers, [----] engagements

"@Topealbert It's the deposits they acquired from FBNQuest Merchant Bank. Because Custodian effectively holds 83% stake in FBNQuest Merchant Bank it had to consolidate its numbers"
X Link 2026-02-01T10:57Z 25.2K followers, [---] engagements

"@thomas_att94097 "rule of thumb""
X Link 2026-02-01T12:29Z 25.2K followers, [---] engagements

"Transcorp Hotel: Good company/asset; potentially bad investment. Let me tell you how. ✑ Is the company growing well Yes ✑ Are the company margins strong Yes fairly strong for a business in the hospitality space. ✑ Do the capital allocation metrics (ROA and ROE) make sense ✑ Is the company generating cash steadily Yes the FCFE margin makes sense. ✑ However the company's profit trends profit growth and industry fundamentals do not justify a market value of 1.7trn. This is what makes it a potentially bad investment. https://twitter.com/i/web/status/2018262949333266505"
X Link 2026-02-02T09:59Z 25.3K followers, [----] engagements

"Aradel crosses [---] again now 6% below its all-time high (of 869) since listing on the NGX. Folks who bought when it declined to [---] levels should be smiling now. For context by this time last year (i.e. Feb. [--] 2026) Aradel's stock price was [---]. I have a point to make. When you buy stocks you tend to hear that the substance is that you are investing in companies that are expected to do well in terms of financial performance. Doing well in this context implies that the industry fundamentals where the company operates are solid (i.e. the macro policies are favourable the other industry metrics"
X Link 2026-02-02T17:17Z 25.3K followers, [---] engagements

"GSK Plc gave an update on this. The coy is exiting at N17.42 way above expectations. I explained the reason in the thread below. Good deal. Based on my estimate having adjusted for the market value of some assets I think GSK's fair value would be around N10-N12. So there might still be some 20% upside on current prices. So you might want to still hold your stock if you own one. Based on my estimate having adjusted for the market value of some assets I think GSK's fair value would be around N10-N12. So there might still be some 20% upside on current prices. So you might want to still hold your"
X Link 2023-11-03T14:30Z 25.7K followers, [---] engagements

"Access Bank in FY [----] FY [----] and Beyond Access Bank has released its audited numbers for the fiscal year ended December [----]. I have been eagerly awaiting the audited numbers of the banks to properly assess the risks and opportunities inherent in them especially at this time when the economy is on the brink of entering another structural phase. The banks are among the most active (and liquid) companies trading on the Nigerian stock market. Therefore it's difficult to construct any portfolio containing local assets without factoring in the banks. Gross earnings stood at 2.59trn in FY 2023"
X Link 2024-03-27T15:15Z 25.8K followers, 43.8K engagements

"Zenith Bank PLC capital raise == 290bn total rais (slightly above the 270bn required amount). == Total amount to be raised via a rights issue and public offer. == 189bn to be raised via rights issue: 5.23bn units to be raised at [-----] to be done via [--] for [--]. == 101bn to be raised via public offer: 2.77bn units to be raised at [-----]. == Lead issuing house: Stanbic IBTC Capital Limited == Quantum Zenith Cardinalstone Limited Chapel Hill Denham Coronation Merchant Bank Vetiva Advisory Fidelity Bank PLC capital raise == 127bn total raise (as part of the total estimated 400bn required) == Amount"
X Link 2024-08-14T14:57Z 25.7K followers, [----] engagements

"Until recently only Guinness had a spirits divisiona sector the other two didn't operate in. Guinness also excelled in the non-alcoholic market. Its Malta Guinness product stays clear of Maltina (by NB) Amstel Malta (by NB) Beta Malt (by IB) and Grand Malt (by IB)"
X Link 2025-01-24T21:37Z 25.6K followers, [---] engagements

"In the Spirits segment consisting of products like Orijin Ciroc Johnny Walker Bailey etc; Guinness operated like a monopoly. Meanwhile the margins in the Spirits business are 2x that of beer. Therefore it made sense when NB divided to acquire Distell (makers of Amarula)"
X Link 2025-01-24T21:37Z 25.6K followers, [---] engagements

"Nvidia is now valued at $2.9trn. In three years time (FY 2028) Nvidia profits should be around $141bn (assuming a conservative 12% growth rate from current levels). If that happens it implies a 20x forward P/E. Crazily attractive. Going long What's your favourite FAANG (minus Amazon) https://t.co/W7SUzNOkzI What's your favourite FAANG (minus Amazon) https://t.co/W7SUzNOkzI"
X Link 2025-01-28T10:02Z 25.8K followers, 15.9K engagements

"What you missed is that the justified P/E for a company like Nvidia (given its growth margin ROE ROIC and industry fundamentals) is 30x - 35x. Therefore if it gets to the point where Nvidia's profit is $141bn the market value at the time should be: $141bn [--] = $4.2trn or $141bn [--] = $4.9trn https://twitter.com/i/web/status/1884196413195567453 https://twitter.com/i/web/status/1884196413195567453"
X Link 2025-01-28T11:06Z 25.8K followers, [---] engagements

"Sustainable Competitive Advantage NBs moat lies in: ☞ Unmatched distribution and logistics network. ☞ Comprehensive product portfolio across all market segments (Premium Mainstream Value Stout Malt and recently Spirits). ☞ Brand trust and heritage"
X Link 2025-07-09T10:42Z 25.6K followers, [----] engagements

"Its acquisition of Distell Wines and Spirits also gives it a strategic entry into the spirits category future-proofing its market position"
X Link 2025-07-09T10:43Z 25.6K followers, [----] engagements

"Julius Berger PLC: Market value: 179bn Cash: 100bn A companys value is the sum of its operating assets and non-operating assets. Cash is an example of a non-operating asset because it is not working yet. https://twitter.com/i/web/status/1946153409125679454 https://twitter.com/i/web/status/1946153409125679454"
X Link 2025-07-18T10:21Z 25.6K followers, 39.3K engagements

"Nigerian Breweries released its Q2 [----] numbers and the 160bn FY profits projection is very well on course. Drivers of revenue and profit growth include: Higher pricing: to keep margins in check Improved product mix: this happens when. Valuation NB is undervalued: ☞ Estimated fair value: [--] trillion (based on 19x P/E) ☞ Current market cap: [--] trillion (12x P/E) I see a 50% upside potential. While NB may never return to its historic 32x P/E a justified 19x is realistic given its structural turnaround. Valuation NB is undervalued: ☞ Estimated fair value: [--] trillion (based on 19x P/E) ☞ Current"
X Link 2025-07-29T16:38Z 25.7K followers, 12K engagements

"@Omoamilor @AlikoDangote The structural issues leading to depreciation are the differential between the inflation rate of the Naira and the inflation rate of the USD. Sadly I don't see any concrete signs that it has been taken care of"
X Link 2025-10-02T13:18Z 25.6K followers, [----] engagements

"Dangote Cement Q3 [----] Results: Strong numbers from Dancem especially with the volume recovery in its Pan-African market. The overall performance was price-driven and then the impact of scale/operating leverage drove margins to some crazy levels"
X Link 2025-10-27T19:22Z 25.7K followers, 70.8K engagements

"GTCO Q3 [----] Results At a 4x-5x P/E GTCO looks like a serious steal. So attractive really. Looking like a [---] per share stock tbh"
X Link 2025-10-28T14:22Z 25.7K followers, 10.4K engagements

"Visa Inc. reports its FY [----] numbers. These ones and Mastercard jus dey dominante dey go. Steady double-digit revenue growth with insane margins"
X Link 2025-10-28T23:36Z 25.6K followers, [----] engagements

"Netflix already caught up with Warners Bros. Warner Bros: Revenue: $40bn Profit after tax: loss-making Operating cash flow: $5bn Total assets: $100bn Market value: $64bn Netflix Revenue: $40bn Profit after tax: $10bn Operating cash flow: $8bn Total assets: $59bn Market value: $426bn But yeah I get the "historical legacy" part. Bruhhhhits just like. Flutterwave buying GTBank in the future Bruhhhhits just like. Flutterwave buying GTBank in the future"
X Link 2025-12-05T22:57Z 25.7K followers, 94.9K engagements

"Dangote Cement PLCs performance in FY [----] was somewhat mixed in my opinion. Volume performance At the Group level total volumes sold grew by 2% but they realised +60% pricing initiatives (including other impacts such as product mix FX upsides etc.)"
X Link 2025-03-01T23:13Z 25.8K followers, 15.1K engagements

"The way I think about this is that there are certain 'non-negotiable' expenses. ☞ Housing (rent electricity internet etc.) ☞ Feeding & household items (groceries foodstuffs cooking gas) ☞ Transportation (fuel costs transport fare) ☞ Family & personal care (medicals clothing) Married men please i need your insights How much should a man earn monthly to be eligible for marriage Please give your answers based on the current economic situation of things in Nigeria Married men please i need your insights How much should a man earn monthly to be eligible for marriage Please give your answers based"
X Link 2025-10-15T22:45Z 25.8K followers, 42.4K engagements

"The projected return on assets is strong expected to reach 17% by [----]. However the likes of Okomu and Presco are already at 60% ROA but this ROA may shrink if Ellah Lakes brings significant competitive challenges to the market. I thought to myself if Ellah Lakes expects to generate 62bn profits in [----] how much is that figure worth now My estimate said the number is worth 20bn today. I then applied the industry average multiple plus an additional premium factoring in other business lines and investor optimism (frankly I just wanted to be generous)"
X Link 2025-11-25T17:02Z 25.8K followers, [----] engagements

"Based on my required 25% return and the company's projections Ellah Lakes fair value is 246bn in my view. The fair value could be higher or lower depending on the required return I am using"
X Link 2025-11-25T17:02Z 25.8K followers, [----] engagements

"No one is indispensable; that's a common statement and it is true. But you can make yourself incredibly difficult to replace. Let it be that it will take a lot of time resources energy etc. to replace you. Yes ultimately you will eventually get replaced but they will feel it. In fact the stress of replacing you is why no one wants you to go. That's what you should work towards. In short build a moat around yourself and be a significant value-add"
X Link 2025-07-07T07:03Z 25.8K followers, 30.5K engagements

"Seplat recently engaged the investing public on their five-year plans. They said they plan to generate $5bn - $6bn in cash flows over the next five years. That's like $1bn cash flow from operations annually. Capex of $2bn-$3bn over the next five years means $400mm - $600mm capex annually. This leaves a free cash flow of $400mm - $600mm. If I apply a 6x P/FCFF I should be getting a value of $2.8bn - $3.6bn. That's 4.2trn - 5.4trn market cap or 7k to 9k per share. Based on track record one thing I know Seplat for is how they consistently meet (and sometimes exceed) their targets"
X Link 2025-09-27T11:28Z 25.8K followers, 39.6K engagements

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