@cybervanstan Avatar @cybervanstan Jumia Moon

Jumia Moon posts on X about $jmia, growth, in the, ai 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 30% countries 14% currencies 5% stocks 4% technology brands 2% automotive brands 1%

Social topic influence $jmia #11, growth 15%, in the 9%, ai 8%, to the 8%, market 6%, imo #931, ghana #1326, more than 5%, gdp 5%

Top accounts mentioned or mentioned by @kysportsradio @nerdalert @gsbhogal @gbphoenixmbb @bentweedyball @dudespostingws @farzyness @ntenzer @markomihkelson @theconnorpils @updatingonrome @stealthqe4 @endwokeness @karltownes @vipreeseemoney @tarekfattal @jackposobiec @grok @wildabeast630 @derrickevans4wv

Top assets mentioned MercadoLibre Inc (MELI) Hims & Hers Health, Inc. (HIMS)

Top Social Posts

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

"Even with the high beta sell-off recently I never felt much concern about $JMIA despite the short term price movement. I felt.very calm despite having the majority of my money in $JMIA. AI or not a scaled ecommerce market and network still provides value to customers. AI is interesting. It can certainly lower costs and increase productivity for software companies. Yet it may also reduce some moats and pricing power. IMO $JMIA is poised to benefit from the efficiencies data targeting and marketing capabilities of AI. Yet its fundamental AI is interesting. It can certainly lower costs and"
X Link 2026-02-06T14:54Z [---] followers, [----] engagements

"Ran the $JMIA Q4 breakdown by country. Weighted by GMV the top [--] markets are accelerating. Ghana +124% Egypt +56% (ex-corporate) Nigeria +50% Kenya +48% Ivory Coast +31%. The Egypt number is the key driver here since stripping out the corporate sales drag lifts total group GMV growth by 4.32%. That puts the weighted average for the Core [--] at 54%. Group level ex-corporate is around 42-43%. Simple rule of thumb is 41% growth doubles GMV every two years. They are pacing above that now that the Egypt corporate overhang is zeroed out. https://twitter.com/i/web/status/2022134829811220612"
X Link 2026-02-13T02:24Z [---] followers, [----] engagements

"The Nigerian Naira (NGN) continues to appreciate against the dollar up more than 3.5% YTD. $JMIA"
X Link 2026-01-28T01:44Z [---] followers, [----] engagements

"@G_S_Bhogal From [----] to [----] Pew found republicans shifted [--] point right versus dems migrating [--] points left. Same general trend"
X Link 2026-02-04T15:40Z [---] followers, 10.3K engagements

"Naira strengthens another 2% today. Now up almost 7% YTD. The Egyptian Pound was also up today bringing the EGP/USD rate up 2% YTD. $JMIA"
X Link 2026-02-05T22:07Z [---] followers, [----] engagements

"It has a ton of debt which makes the equity more like a call option on survival. If they can be the centerpiece of agentic AI solutions it could be quite good and a multi-bagger. If not its very ugly for equity and bond investors. Frankly I'd rather hold equity in the company (high upside multiplier) rather than debt (downside with strongly capped upside). https://twitter.com/i/web/status/2021985409652207823 https://twitter.com/i/web/status/2021985409652207823"
X Link 2026-02-12T16:31Z [---] followers, [--] engagements

"I did a deep dive on their financials. I actually think that if not for AI threat (which is increasingly rapidly in just the last couple months) even modest revenue growth (proportional to global airline bookings growth) and some cost discipline gets them to a solid place to refinance in [----] with more favorable rates. But I'm doubtful they can continue to justify taking $6/segment as an aggregator given how easy AI has made it to build out pretty complex projects with tons of APIs etc. Model context protocol is cool but others will try to circumvent. The R&D cost to circumvent them has"
X Link 2026-02-13T18:58Z [---] followers, [--] engagements

"AI is interesting. It can certainly lower costs and increase productivity for software companies. Yet it may also reduce some moats and pricing power. IMO $JMIA is poised to benefit from the efficiencies data targeting and marketing capabilities of AI. Yet its fundamental moat is a physical human and supply-chain network - the marketplace it has built and its brand. E-commerce works through scale economies rather than fractionalization. Overall I think Jumia is well positioned to ride the AI wave rather than get crushed by it"
X Link 2026-02-05T00:12Z [---] followers, [----] engagements

"New $18 price target on $JMIA. Cantor Fitzgerald. https://www.marketscreener.com/news/cantor-fitzgerald-initiates-coverage-on-jumia-technologies-with-overweight-rating-18-price-target-ce7e5ad9da8afe25 @cybervanstan $JMIA Update: Cantor Fitzgerald kicks off coverage w/ Overweight PT $18 Another oneeeee lfggg https://www.marketscreener.com/news/cantor-fitzgerald-initiates-coverage-on-jumia-technologies-with-overweight-rating-18-price-target-ce7e5ad9da8afe25 @cybervanstan $JMIA Update: Cantor Fitzgerald kicks off coverage w/ Overweight PT $18 Another oneeeee lfggg"
X Link 2026-02-06T14:15Z [---] followers, [----] engagements

"The power of unique data sets will only increase with AI"
X Link 2026-02-06T16:44Z [---] followers, [---] engagements

"I don't understand the pharmaceutical industry so I don't invest in pharmaceutical stocks. I missed this company on the way up and on the way down. Invest in what you know and understand. Do proper research and deep dives. FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. Agency says it will use full enforcement powers including seizures and injunctions against companies marketing unapproved GLP-1 products. https://t.co/SJuwOrBPtU FDA signals crackdown on non-approved compounded GLP-1s explicitly naming $HIMS. Agency says it will use full enforcement powers"
X Link 2026-02-06T22:44Z [---] followers, [---] engagements

"The latest four analyst price targets for $JMIA are $18 $18 $15 and $18 averaging $17.50 nearly 50% upside even after today's 14% surge. These analysts rank highly on TipRanks at the 88th 98th 98th and 98th percentiles respectively. (Yes [--] at the 98th percentile.)"
X Link 2026-02-07T03:50Z [---] followers, [----] engagements

"Jumia posts 36% Y/Y GMV growth. Forecasts 27-32% GMV growth for Q1 and FY [----]. Reaffirms Q4 [----] breakeven guidance. $JMIA"
X Link 2026-02-10T12:25Z [---] followers, [----] engagements

""On Track for targeted Q4 [----] Breakeven" $JMIA"
X Link 2026-02-10T13:05Z [---] followers, [----] engagements

"Earnings were fine. No reason for a 15% drop. A lot of that drop will likely recover by end of day imo. $JMIA"
X Link 2026-02-10T14:39Z [---] followers, [----] engagements

"38% growth adjusted for perimeter effects in the quarter. Midpoint of guide is another 30% of growth for the full year [----] with increased monetization and leaner structure. $JMIA"
X Link 2026-02-10T15:03Z [---] followers, [----] engagements

"Jumia's most mature market (Ivory Coast) grew GMV 31% Y/Y accelerating from earlier in the year. It's a sign that even the most penetrated markets still have a lot of upside to grow quickly. Still very very early in the story of $JMIA and breakeven coming in Q4"
X Link 2026-02-10T16:35Z [---] followers, [----] engagements

"This infographic outlines a conservative stress-tested path to Adjusted EBITDA breakeven for $JMIA by Q4 [----]. The model utilizes a 25% GMV growth assumption. It is important to note that this is below the company's perimeter-adjusted annual guidance range of 27-32%. Even accounting for the recent exit from Algeria (which represented approximately 2% of GMV) gross GMV growth is trending between 25-30%. By combining this conservative growth outlook with modest contribution margin expansion to 8% (driven by increased ad revenue take rate and fulfillment savings) and holding semi-fixed costs"
X Link 2026-02-10T19:52Z [---] followers, [----] engagements

"This is uncharted territory for Jumia. It is now a victim of high expectations. We are looking at 38% physical goods GMV growth and a company just $7M away from EBITDA breakeven with rapidly improving profitability. The fact that this is considered a downside surprise proves how high the bar has moved. Algos and casual followers are selling the headline miss but the market will pivot towards big picture thinking over time. $JMIA"
X Link 2026-02-10T23:01Z [---] followers, [----] engagements

"Jumia repurchase rates keep improving Y/Y on an expanded customer base. Its a sign of healthy growth. More customers and more retention of customers. $JMIA"
X Link 2026-02-12T16:59Z [---] followers, [----] engagements

"Banking sector to drive 7% Nigerias GDP growth says World Bank $JMIA https://thenationonlineng.net/banking-sector-to-drive-7-nigerias-gdp-growth-says-world-bank/ https://thenationonlineng.net/banking-sector-to-drive-7-nigerias-gdp-growth-says-world-bank/"
X Link 2026-02-13T05:11Z [---] followers, [----] engagements

"$JMIA https://www.bizcommunity.com/article/logistics-are-key-to-africas-cross-border-e-commerce-growth-951314a https://www.bizcommunity.com/article/logistics-are-key-to-africas-cross-border-e-commerce-growth-951314a"
X Link 2026-02-13T18:15Z [---] followers, [----] engagements

"The selective framing of comparing immigrant workers to the population as a whole (workers and non-workers) is extremely dishonest. (Immigrant children consume resources) I'm ideologically naturally in Cato's corner but they're doing a great job of blowing up their own credibility. https://twitter.com/i/web/status/2022869395559608591 https://twitter.com/i/web/status/2022869395559608591"
X Link 2026-02-15T03:03Z [---] followers, [---] engagements

"I've listened to the $JMIA earnings call a couple times now. The attached image is a reasonable approximation of the guidance given and incorporating answers during the Q&A session. Francis talks of increasing commission rate (0.5% to 1% range) ramping up advertising revenue (from 1% to 2% over a two year span) slight reduction in G&A/T&C expenses and maybe adding slightly to S&A. During Q&A he mentioned targeting around 10% expense per order cost reduction. Guidance was 27% to 32% GMV growth perimeter-adjusted. Since Algeria was 2% of GMV this equates to [--] to 30% growth in raw terms thus"
X Link 2026-02-12T04:19Z [---] followers, [----] engagements

""Ghana will become the eighth biggest economy in Africa in [----] with a projected Gross Domestic Product (GDP) of US$113.49 billion." Ghana is where Jumia is growing GMV the fastest. $JMIA https://www.myjoyonline.com/ghana-to-become-africas-8th-biggest-economy-in-2026/ https://www.myjoyonline.com/ghana-to-become-africas-8th-biggest-economy-in-2026/"
X Link 2026-02-16T00:01Z [---] followers, [----] engagements

"@KySportsRadio Matt instantly jumping to making this about old white dudes. Pretty weird bro"
X Link 2025-02-10T02:07Z [---] followers, [----] engagements

"@gbphoenixmbb @BenTweedyBall No one and I mean no one defeats Doug Gottleib for the 22nd time in a row"
X Link 2025-02-16T22:27Z [---] followers, [----] engagements

"@DudespostingWs Reminds me of 1980s Rodney Mullen"
X Link 2025-03-16T01:36Z [---] followers, [----] engagements

"@nerdalert @farzyness I'm not shocked. Watching areas around me vandalized by BLM protests and Dem officials tacitly endorsing the violence and destruction was a wake-up call for me"
X Link 2025-03-19T16:28Z [---] followers, [----] engagements

"@NTenzer @markomihkelson What exactly were those messages Referred to the FBI for terrorism doesn't happen lightly"
X Link 2025-03-19T20:35Z [---] followers, [----] engagements

"The [----] game between Kentucky and Illinois took place at Rupp. This was during the NCAA Tournament Mideast Region finals where Kentucky despite being the visiting team played on their home court and won 54-51. The games location led to an NCAA rule change banning tournament games on a participating teams home court"
X Link 2025-03-22T23:36Z [---] followers, [----] engagements

"@TheConnorPils According to Rule [--] Section [--] Article [--] of the NCAA Men's Basketball Rulebook: When a player has their hand in contact with the ball and a defender hits that hand it is not considered a foul"
X Link 2025-03-24T18:17Z [---] followers, [----] engagements

"@KySportsRadio Sweet [--] isn't an A at Kentucky"
X Link 2025-03-29T02:03Z [---] followers, [----] engagements

"@UpdatingOnRome To this man"
X Link 2025-04-01T23:20Z [---] followers, [----] engagements

"@StealthQE4 Exports for country i (xi). Imports for country i (mi). Elasticity of import volume to price (epsilon). Proportion of tariff passed thru to price (phi)"
X Link 2025-04-03T13:19Z [---] followers, [----] engagements

"@EndWokeness The irony of "their" question starting by mentioning men of all demographics turning away from the Democratic Party. I wonder why"
X Link 2025-04-10T02:15Z [---] followers, [----] engagements

"@Karl_Townes Declaring for the NBA Draft is probably a proud moment for him (deservedly so) even if it's not unexpected"
X Link 2025-04-12T23:07Z [---] followers, [----] engagements

"@VipReeSeeMoney @Tarek_Fattal Objectively Teslas catch fire far far less often than traditional vehicles. But when a Tesla does catch on fire it captures the attention of (social) media"
X Link 2025-04-24T19:43Z [---] followers, [----] engagements

"@JackPosobiec PSG just took a 4-0 lead in the Champions League final. That's why"
X Link 2025-05-31T20:42Z [---] followers, 21.7K engagements

"Axian Technologies as of June [--] [----] filing owns 9.18% of $JMIA. Rumors of potential buyout and raising $600M over the past week. Hypothetically if Axian bought the remaining 90.82% of Jumia for $600M that would value Jumia at $661M. With 122.46M shares outstanding that implies a price of $5.40 per share. However perhaps Axian is willing to offer more than the $600M alone or is seeking a coalition to acquire and take Jumia private whereby $600M would be used to acquired less than 90% of Jumia. For example suppose that Axian is only seeking an additional 50% of the company brining their total"
X Link 2025-07-01T20:42Z [---] followers, [----] engagements

"That's not at all factually or physically accurate. One foot of vertical drop doesn't correspond to extra foot of distance traveled as that calculation implies. Rather one foot of vertical drop like extends range by dozens of feet. @grok How much potential energy is gained from [--] foot increase in elevation of a Lucid How much energy is expended per one lateral foot under optimal speed How much further could a Lucid travel by giving it 1322m of extra elevation and thus kinetic energy"
X Link 2025-07-08T21:57Z [---] followers, [--] engagements

"A chart of $JMIA net loss figures by year. We are half way through [----] and well on pace to target. Sometimes it's important to zoom out and see the big picture. Remarkable turnaround since [----] when the new management team took over and finally seeing a re-acceleration in growth (not just cost cutting)"
X Link 2025-08-09T21:48Z [---] followers, 17.2K engagements

"2.1m quarterly active customers could easily 15x to 30m and Jumia $JMIA would still only be serving 4% of the population. Under such a scenario the stock should be worth hundreds of dollars per share. I see zero reason they can't or won't make it there by [----]. Double the customer base every [--] years for [--] years. 40% CAGR"
X Link 2025-08-11T14:21Z [---] followers, [----] engagements

"How does Jumia's ($JMIA) valuation stack up against e-commerce giants in their early days Looking at Amazon ($AMZN) and MercadoLibre ($MELI) when they were still scaling and near profit breakeven gives some perspective. Early P/GP multiples (Price / Gross Profit): Amazon: [--------] saw bubble-era pricing at [-----] collapsing to [---] after the dot-com crash. Those low multiples turned out to be extraordinary entry points. (AMZN has done a 600x in market cap since the end of [----] near when P/GP bottomed.) MercadoLibre: [----] traded at [----] which may not have been seemed cheap at the time yet"
X Link 2025-08-12T00:16Z [---] followers, [----] engagements

"My obsessive study of Jumia ($JMIA) underpins my strong conviction in the company. Unlike some investors who will not be named I spend hours and hours of time digging through numbers related to Jumia. Economic conditions significantly influence Jumias performance particularly currency exchange rates (FX). For instance Ghanas year-over-year (Y/Y) GDP growth likely ranks around fifth among the nine countries Jumia serves trailing Senegal Uganda Kenya and Ivory Coast. (I use likely due to the imperfect nature of African economic statistics.) Interestingly Ivory Coast potentially the"
X Link 2025-08-16T00:27Z [---] followers, [----] engagements

"Who is coming to the [----] $JMIA shareholder party"
X Link 2025-08-17T04:07Z [---] followers, [----] engagements

"Looking at Jumia through the lens of inflation and FX rates. Imported prices in local terms = FX Global price Notation: P = price i_g = global inflation (USD price growth) i_l = local inflation (domestic goods) FX = % change in FX (e.g. NGN/USD) Let's calculate price changes of imported and domestic products through the eyes of a local consumer. Equations: First-order approximation: P(imported) i_g + FX P(domestic) i_l Cross-term (more precise): P(imported) i_g + FX + (i_g FX) Conclusion: imports gain competitiveness when i_l i_g + FX (+ cross-term). For example if some currency loses 5% of"
X Link 2025-08-17T21:54Z [---] followers, [----] engagements

"It's really quite interesting. Looking back the price of $JMIA stock traded far higher when its fundamentals were very very very bad. It was trading over $60 in [----]. Jumia's stock traded highest in [----] thru the first half of [----]. A chart of $JMIA net loss figures by year. We are half way through [----] and well on pace to target. Sometimes it's important to zoom out and see the big picture. Remarkable turnaround since [----] when the new management team took over and finally seeing a re-acceleration in https://t.co/K9R2OvFSGB A chart of $JMIA net loss figures by year. We are half way through"
X Link 2025-08-18T14:27Z [---] followers, [----] engagements

"I'm not especially a fan of technicals but I am interested in the mechanics of market functioning. $8.166 per share is a key level for Jumia. With 122.46m shares outstanding that level corresponds to a $1B market cap. Many institutional funds have contractual or internal rules that limit which securities they can buy and sell. Many funds are not allowed to buy companies with a market cap below $1B. An analogous situation is like when Tesla joined to S&P [---]. Suddenly many institutions were eligible to buy and it became part of the performance benchmark for many funds"
X Link 2025-08-18T15:56Z [---] followers, 17.4K engagements

"Breaking news: $JMIA has broken through the $1B market cap mark"
X Link 2025-08-25T14:00Z [---] followers, [----] engagements

"This could contribute to why earnings calls have deemphasized JumiaPay recently. They may have bigger plans in the works with Axian and others. Regardless Im bullish either way and I trust management will make the proper decision. $JMIA $JMIA https://t.co/5wbgnDfIiF $JMIA https://t.co/5wbgnDfIiF"
X Link 2025-08-26T15:11Z [---] followers, [----] engagements

"Breaking news $JMIA Jumia - SC 13D/A (Amended Statement of Beneficial Ownership) SEC Filing. Axian increases stake to 9.97% just below the key 10% regulatory threshhold"
X Link 2025-08-26T17:21Z [---] followers, [----] engagements

"Nigeria's foreign reserves continue to improve. This should reduce the risk of deterioration of the naira. $JMIA"
X Link 2025-09-12T00:00Z [---] followers, [----] engagements

"Breaking news: $JMIA Congrats to all shareholders. I believe this is still very very early in its mong term trajectory"
X Link 2025-09-12T14:39Z [---] followers, [----] engagements

"The stock price of $JMIA is up more than 110% since this post [--] months ago. The company has since guided for breakeven in Q4 [----] and further added this quarter: "This reinforces our confidence in reaching our strategic goal to breakeven on a Loss before Income tax basis in the fourth quarter of [----] and achieving full-year profitability in 2027." Management has also indicated they believe further capital raises will not be necessary. There latest guidance also indicated "We anticipate physical goods Orders to grow between 25% and 30% year-over-year revised up from the previous range of 20%"
X Link 2025-09-13T20:15Z [---] followers, [----] engagements

"@wil_da_beast630 ADL the "source" of much extremism data even counts the Abundant Life Church trans shooter as a white supremacist. It's obscene"
X Link 2025-09-15T02:14Z [---] followers, [---] engagements

"Jumia upgraded to buy and price target of $15 by Roth MKM. Jumia also upgraded to outperform and increased price target from $6.50 to $15 by RBC. $JMIA"
X Link 2025-09-16T13:26Z [---] followers, [----] engagements

"Even after today's 22% increase Jumia is still more than 80% lower than its all-time high when its unit economics cash burn leadership and fundamentals were much much worse than today. $JMIA"
X Link 2025-09-16T22:00Z [---] followers, [----] engagements

"A conservative estimate is that the collective GDP of the nine countries Jumia ($JMIA) currently services will reach $1.7T by [----]. Outside of Africa the GMV of leading e-commerce players is often around 1-7% of the GDP of the region they serve. If Jumia's GMV is 1% of $1.7T = $17B that is a 24x from full year [----]. At such a GMV Jumia's share prices is likely hundreds of dollars per share. Though unsure of the timing I see no reason Jumia can't hit 1% of GDP of its markets over the next [--] to [--] years. Jumia is opening up a marketplace of global goods with a selection that is often not"
X Link 2025-09-19T12:54Z [---] followers, [----] engagements

"A simple way to estimate Jumias ($JMIA #JMIA) annual operating profit for the next couple of years: Operating Profit 8% GMV - $120M This is derived from: * Operating Profit (GP% - FE%) GMV - F Where: * GP%: Gross profit as a percentage of GMV * FE%: Fulfillment expense as a percentage of GMV * F: Fixed expenses Based on guidance fixed expenses (F) are expected to remain $120M annually over the next few years. The [----] full-year margin (GP% - FE%) averaged 8.0% across all quarters. The latest quarter was 7.3% with guidance suggesting improvement via increased take rate (e.g. advertising"
X Link 2025-09-22T23:29Z [---] followers, [----] engagements

"By [----] I believe it's likely that $JMIA GMV will be between $10B and $50B (19% to 95% of $MELI 's [----] GMV). To be fair fixed expense may grow let's say to $300m for illustration. If $25B GMV this implies 8%*$25B - $300M or approximately $1.7B operating profit and likely a market cap over $50B. At today's share count that would be over $400/share. Using a 17.5% discount rate (quite high) and discounting back to today that is $80/share. At the lower end of the range $10B GMV with $300M expense operating profit would be around $0.5B and net income likely closer to $0.4B. As a less mature"
X Link 2025-09-23T15:34Z [---] followers, 11.8K engagements

"The GDP of the nine countries Jumia ($JMIA) services is below. Contrary to the popular narrative economic progress has been very significant over the past [--] years despite localized bumps in the road. Where will we be in another [--] years"
X Link 2025-09-29T01:31Z [---] followers, [----] engagements

"@DerrickEvans4WV If you think this is real I have a bridge to sell you"
X Link 2025-10-04T20:22Z [---] followers, [----] engagements

"Latest GDP data for Q1 and Q2 [----] for Jumia's markets are below. The economic growth and currency situations both show great improvement over the prior year. $JMIA"
X Link 2025-10-05T21:21Z [---] followers, [----] engagements

"IMO Jumia management wouldn't schedule an Investor's Day for the first time on November 13th just after Q3 results (November 7th) unless they felt confident enough about the quarter. $JMIA"
X Link 2025-10-07T14:37Z [---] followers, [----] engagements

"Nigerian inflation cools to 18.02% beating expectations of 19.0%. $JMIA In September [----] the Headline inflation rate eased to 18.02% relative to the August [----] inflation rate of 20.12%. MoM headline inflation rate in September [----] was 0.72%. Food Inflation rate was -1.57% MoM. Read the September [----] CPI Report here: https://t.co/so6qTYLs0a https://t.co/lOE4dF8t41 In September [----] the Headline inflation rate eased to 18.02% relative to the August [----] inflation rate of 20.12%. MoM headline inflation rate in September [----] was 0.72%. Food Inflation rate was -1.57% MoM. Read the September"
X Link 2025-10-15T14:14Z [---] followers, [----] engagements

"@NtWialNvGxnHaw0 @HtyBy3tprKYMvO6 @TYHM_N @kamikaze_9972 If it reaches $100 I'll fly to Japan for it"
X Link 2025-10-16T14:50Z [---] followers, [---] engagements

"@AndyBeshearKY Awfully misleading Andy"
X Link 2025-10-26T19:31Z [---] followers, [----] engagements

"The midpoint of guidance for $JMIA Q4 implies Y/Y GMV growth of 49% and only a $2M net loss before tax which requires not only growth but improved efficiency. Moreover Francis remarked that kind of growth could persist into [----]. Guidance for [----] and [----] is untouched. I bought more shares under $10 this morning. Looking forward to investor day tomorrow"
X Link 2025-11-12T17:56Z [---] followers, [----] engagements

"Abstract from a [----] academic finance article. In summary hosting investor days is typically associated with higher stock returns for a prolonged period. Bullish $JMIA"
X Link 2025-11-12T22:34Z [---] followers, [----] engagements

"$3B GMV at 8% margin after fulfillment = $240M. Minus $120M fixed expense = $120M profit. If GMV growth at 20% next year profit would be $168M or 40% earnings growth. Using PEG of [---] that would imply [--] PE ratio at that stage of growth. $120M * [--] = $7.2B = $60/share. $JMIA"
X Link 2025-11-13T14:07Z [---] followers, [----] engagements

"A live look at Jumia Investor Day in case you missed it. $JMIA"
X Link 2025-11-13T15:26Z [---] followers, [----] engagements

"CEO Francis Dufay about 2026/2027 profit targets: "We're confident. We're very confident. I dont want to go to jail I'll leave it at that." (Approximate quote from my notes.) VERY CONFIDENT. Let's go. $JMIA"
X Link 2025-11-13T16:54Z [---] followers, [----] engagements

"$JMIA Q3 earnings shows: (1) strong growth has returned and is here to stay (+37% non-corp GMV and guide for +49% GMV in Q4) and (2) company efficiency has improved massively with fulfillment per order nearly cut in half from $3.5 (2022) to $1.86 (Q3 2025). Lean and growing"
X Link 2025-11-14T03:21Z [---] followers, [----] engagements

"Jumia closes the weekend at $10.61 slightly above the close the day before earnings $10.56. I'm highly entertained by my friend Eric who let Ginji-san and I know "it crashed" the morning of earnings but hasn't said anything after it gained it all back and more $JMIA"
X Link 2025-11-14T22:05Z [---] followers, [----] engagements

"A lot of open interest in the $9 $10 and $11 strikes expiring next Friday November [--] The net delta is over [--] million shares more than average daily volume. GAMMA SQUEEZE FRIDAY $JMIA"
X Link 2025-11-15T00:21Z [---] followers, 20K engagements

"The Naira continues to perform well trading at less than [----] to the USD. Simply avoiding major discrete currency devaluation events is good news for $JMIA. Strengthening local currency is even better"
X Link 2026-01-08T16:51Z [---] followers, [---] engagements

"$JMIA is set to TRIPLE the number of order points in Kenya their 3rd largest market (16% of orders) in 2026"
X Link 2026-01-14T19:51Z [---] followers, 11.2K engagements

"You know a business that is pretty much detached from US/Europe tariff drama over Greenland $JMIA. Perhaps the Africa risk premium is overblown and the value of Africa diversification is underappreciated"
X Link 2026-01-19T23:34Z [---] followers, [----] engagements

"$JMIA markets have some of the highest birthrates in the world. However they also are declining quickly. Population will continue to grow but fewer children per woman redistributes the share of the growing GDP pie to have a lower percentage of spend going towards food shelter medicine and other basics of raising a child. Instead a higher percentage of GDP will go towards retail exactly where Jumia operates. Its a simple concept.raising kids takes money out of the household budget. Raising fewer kids is a bit cheaper and opens the door to extra spending. $JMIA GDP🔥 GDP8💪💪"
X Link 2026-01-20T05:14Z [---] followers, [----] engagements

"Agentic AI will open a lot of e-commerce pathways even for those who are relatively new to the internet. Imagine a WhatsApp conversation (even with voice) with a $JMIA Jumia AI agent to view products place an order track its status etc. Just describe what you want in natural voice even if you don't know its name mention the color who want the size and AI will do the rest. Agentic AI could be even more valuable in contexts where internet fluency and usage is not as ubiquitous and mature. https://twitter.com/i/web/status/2013496525385576811 https://twitter.com/i/web/status/2013496525385576811"
X Link 2026-01-20T06:19Z [---] followers, [----] engagements

"60/40 or 70/30 US stock and bond portfolio allocation is significantly suboptimal. Two-thirds international stocks one-third US stocks is much better per this research. $JMIA $GRAB"
X Link 2026-01-22T02:20Z [---] followers, [----] engagements

"$JMIA in Uganda https://youtu.be/u7eGgCbN6kosi=WsFjuZE3cBz7LiNA https://youtu.be/u7eGgCbN6kosi=WsFjuZE3cBz7LiNA"
X Link 2026-01-23T07:29Z [---] followers, [---] engagements

"Estimated internet bandwidth in $JMIA markets by year (40% CAGR) and number of "e-commerce capable" internet users (10Mbps+ connection) (16% CAGR). Based on a combination of TeleGeography's Africa Interconnection Report GSMA Intelligence ITU and World Bank (TCData 360)"
X Link 2026-01-23T14:37Z [---] followers, [----] engagements

"You know a company not impacted much by US political drama $JMIA"
X Link 2026-01-24T22:10Z [---] followers, [----] engagements

"Prediction: For $JMIA in Egypt non-corporate GMV growth will be explosive in Q4 likely above 50% Y/Y"
X Link 2026-01-27T02:16Z [---] followers, [----] engagements

"The IMF and World Bank have both recently upped their growth forecasts for Nigeria from 4.2% to 4.4% from [----]. For the Sub-Saharan Africa region (SSA) IMF projects 4.6% growth in [----] and 2027; the World Bank projects 4.3% and 4.5%. $JMIA https://guardian.ng/business-services/imf-aligns-with-world-bank-on-nigerias-4-4-growth-projection/ https://guardian.ng/business-services/imf-aligns-with-world-bank-on-nigerias-4-4-growth-projection/"
X Link 2026-01-28T01:56Z [---] followers, [----] engagements

"The retail economy is looking strong in Jumia's most important market. $JMIA"
X Link 2026-01-28T23:37Z [---] followers, [----] engagements

"Breaking: the Naira has further strengthened into the 1300s against the dollar. This is the strongest the Naira has been over a year and the strongest level it has seen after falling to [----] Naira to USD"
X Link 2026-01-28T23:51Z [---] followers, [----] engagements

"Today the Bank of Ghana cut interest rates 250bps; a further 550bps of cuts is expected this year. Inflation has dropped dramatically from 54.1% in December [----] to just 5.4% in December [----]. They forecasted continuing "strong" growth. Full video: $JMIA https://www.youtube.com/live/g91ZXix4psQ https://www.youtube.com/live/g91ZXix4psQ"
X Link 2026-01-29T00:38Z [---] followers, [----] engagements

"@scottgossage76 @sandibachom @InsiderWire It's not AI. The video has been authenticated by BBC etc"
X Link 2026-01-29T04:09Z [---] followers, [--] engagements

"There was an article in the Wall Street Journal today about Meta's bet on AI paying off yielding significant uplift in advertising revenue through smarter targeting. I believe $JMIA's data plus their partnership with Mirakl Ads should show up increasingly in [----] financials and will also eventually ride the AI advertising wave. https://www.wsj.com/tech/ai/meta-has-been-spending-like-crazy-on-ai-its-actually-paying-off-12506ca7 https://www.wsj.com/tech/ai/meta-has-been-spending-like-crazy-on-ai-its-actually-paying-off-12506ca7"
X Link 2026-01-31T04:30Z [---] followers, [---] engagements

"In [----] Ghana had a trade surplus of $13.6 billion nearly 14% of GDP. China had a record trade surplus in [----] but it amounted to only 6% of GDP. Bodes well for $JMIA"
X Link 2026-02-01T00:21Z [---] followers, [----] engagements

"Here are trade surpluses/deficits for Jumia's top [--] markets by orders. Overall feel quite good about Ivory Coast Nigeria and Ghana. I have mild concern about Kenya. Consistent trade surpluses support FX rates and capacity to import foreign goods for sale. $JMIA"
X Link 2026-02-01T04:18Z [---] followers, [----] engagements

"The sovereign debt of Kenya received an upgrade from major credit agency Moody's. $JMIA"
X Link 2026-02-02T06:47Z [---] followers, [----] engagements

"Egypt despite a trade deficit has seen FX reserves improve from $47.1B at year end [----] to around $53.3B today mainly due to FDI (including Ras El Hekma project) and b/c Egypt holds around 35% of FX reserve as gold which has clearly appreciated recently. $JMIA"
X Link 2026-02-03T05:33Z [---] followers, [----] engagements

"@sonukg4india Seems like you could just formalize summing across row n+1 of Pascal's triangle boot strapping off of the sum at row n"
X Link 2026-02-05T16:54Z [---] followers, [---] engagements

"Money printer when"
X Link 2026-02-05T21:33Z [---] followers, [---] engagements

"@Math_files [--] inch maybe is slightly larger and cheaper but potentially higher proportion wasted on crust. Also form factor of [--] inch is better to hold IMO"
X Link 2026-02-06T16:23Z [---] followers, 19.1K engagements

"RT @nerdalert: 🤣 the most succinct summary yet This really goes to the point of the CAPM video I made recently. Beta serves as a proxy fo"
X Link 2026-02-06T00:27Z [---] followers, [--] engagements

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