# ![@cybervanstan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1731398545620529153.png) @cybervanstan Jumia Moon

Jumia Moon posts on X about $jmia, growth, for the, to the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1731398545620529153/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731398545620529153/c:line/m:interactions.svg)

- [--] Week [------] -50%
- [--] Month [------] +103%
- [--] Months [-------] +298%
- [--] Year [-------] +55%

### Mentions: [--] [#](/creator/twitter::1731398545620529153/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731398545620529153/c:line/m:posts_active.svg)

- [--] Week [--] +15%
- [--] Month [--] +110%
- [--] Months [---] +314%
- [--] Year [---] +73%

### Followers: [---] [#](/creator/twitter::1731398545620529153/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731398545620529153/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +7.30%
- [--] Months [---] +58%
- [--] Year [---] +190%

### CreatorRank: [---------] [#](/creator/twitter::1731398545620529153/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1731398545620529153/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26% [countries](/list/countries)  8% [currencies](/list/currencies)  5% [stocks](/list/stocks)  5% [technology brands](/list/technology-brands)  3% [social networks](/list/social-networks)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$jmia](/topic/$jmia) #7, [growth](/topic/growth) 11%, [for the](/topic/for-the) 9%, [to the](/topic/to-the) 7%, [in the](/topic/in-the) 7%, [gdp](/topic/gdp) 6%, [more than](/topic/more-than) 5%, [share](/topic/share) 5%, [imo](/topic/imo) 4%, [ivory](/topic/ivory) 3%

**Top accounts mentioned or mentioned by**
[@kysportsradio](/creator/undefined) [@sethdavishoops](/creator/undefined) [@abc](/creator/undefined) [@davidmuir](/creator/undefined) [@gsbhogal](/creator/undefined) [@mathfiles](/creator/undefined) [@grok](/creator/undefined) [@sonukg4india](/creator/undefined) [@allfutbolmx](/creator/undefined) [@jtlinder](/creator/undefined) [@dianataurasi](/creator/undefined) [@visegrad24](/creator/undefined) [@columbia](/creator/undefined) [@arobertsnews](/creator/undefined) [@bidenhq](/creator/undefined) [@coachcalark](/creator/undefined) [@boston25](/creator/undefined) [@foxsoccer](/creator/undefined) [@marcformarc](/creator/undefined) [@erdayastronaut](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Nigerian Naira (NGN) continues to appreciate against the dollar up more than 3.5% YTD. $JMIA"  
[X Link](https://x.com/cybervanstan/status/2016326524710854916)  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](https://x.com/cybervanstan/status/2019073685202624982)  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](https://x.com/cybervanstan/status/2019533260792205680)  2026-02-05T22:07Z [---] 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](https://x.com/cybervanstan/status/2019809285304377403)  2026-02-06T16:23Z [---] followers, 19.1K 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](https://x.com/cybervanstan/status/2019981972240822434)  2026-02-07T03:50Z [---] 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](https://x.com/cybervanstan/status/2021232632395116784)  2026-02-10T14:39Z [---] 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](https://x.com/cybervanstan/status/2021261848146849924)  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](https://x.com/cybervanstan/status/2021311350371397842)  2026-02-10T19:52Z [---] 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](https://x.com/cybervanstan/status/2021801234194223528)  2026-02-12T04:19Z [---] 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](https://x.com/cybervanstan/status/2021985409652207823)  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](https://x.com/cybervanstan/status/2022384971034308908)  2026-02-13T18:58Z [---] 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](https://x.com/cybervanstan/status/2022134829811220612)  2026-02-13T02:24Z [---] 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](https://x.com/cybervanstan/status/2022176805550272648)  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](https://x.com/cybervanstan/status/2022374203014394055)  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](https://x.com/cybervanstan/status/2022869395559608591)  2026-02-15T03:03Z [---] 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](https://x.com/cybervanstan/status/2017455521679265947)  2026-01-31T04:30Z [---] 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](https://x.com/cybervanstan/status/1942704738321018998)  2025-07-08T21:57Z [---] followers, [--] 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](https://x.com/cybervanstan/status/2009307096236376279)  2026-01-08T16:51Z [---] 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](https://x.com/cybervanstan/status/2017755157514043873)  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](https://x.com/cybervanstan/status/2017814670418051240)  2026-02-01T04:18Z [---] followers, [----] engagements


"The sovereign debt of Kenya received an upgrade from major credit agency Moody's. $JMIA"  
[X Link](https://x.com/cybervanstan/status/2018214784437457215)  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](https://x.com/cybervanstan/status/2018558353224654898)  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](https://x.com/cybervanstan/status/2019454634494935192)  2026-02-05T16:54Z [---] followers, [---] engagements


"Money printer when"  
[X Link](https://x.com/cybervanstan/status/2019524847307817359)  2026-02-05T21:33Z [---] 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](https://x.com/cybervanstan/status/2014709198995468534)  2026-01-23T14:37Z [---] followers, [----] engagements


"@AllFutbolMX And just got a yellow for diving 😄"  
[X Link](https://x.com/anyuser/status/1772092785899852003)  2024-03-25T02:46Z [---] followers, [----] engagements


"@SethDavisHoops Hard to respect the result with the reffing like that"  
[X Link](https://x.com/anyuser/status/1774538386142818320)  2024-03-31T20:44Z [---] followers, [----] engagements


"@jtlinder Woodard should have said "I'm grateful to Bluder and CC for acknowledging my history which I felt was underlooked for years. CC is a great player who has brought a lot of positive attention to the game." But instead she comes off as bitter and egotistical"  
[X Link](https://x.com/anyuser/status/1777046454722310242)  2024-04-07T18:51Z [---] followers, [----] engagements


"@DianaTaurasi You literally doubling down on the foul call.wow. Turned off the broadcast"  
[X Link](https://x.com/anyuser/status/1777052166382870636)  2024-04-07T19:13Z [---] followers, [----] engagements


"@SethDavisHoops Jay Wright to UK confirmed"  
[X Link](https://x.com/anyuser/status/1777199157364543915)  2024-04-08T04:57Z [---] followers, [----] engagements


"@visegrad24 @Columbia That stinks for the student"  
[X Link](https://x.com/anyuser/status/1780385225320640700)  2024-04-16T23:58Z [---] followers, 15.2K engagements


"@KySportsRadio Image captured of the cop's altercation with Scottie:"  
[X Link](https://x.com/anyuser/status/1791442314285457679)  2024-05-17T12:15Z [---] followers, [----] engagements


"@ARobertsNews The injury was a bruised ego"  
[X Link](https://x.com/anyuser/status/1791453901608120646)  2024-05-17T13:01Z [---] followers, 13.5K engagements


"@BidenHQ ".some of the things he said but" clips video. Why not let him finish the sentence unless you want to intentionally mislead.which is 100% the case"  
[X Link](https://x.com/anyuser/status/1812950611081720097)  2024-07-15T20:41Z [---] followers, [----] engagements


"@CoachCalArk You're always welcome back to Kentucky. As long as you you are Arkansas's coach we'll still boo you tho. Nothing personal. So many players and memories during your time in Lexington"  
[X Link](https://x.com/anyuser/status/1819765374243553781)  2024-08-03T16:00Z [---] followers, [----] engagements


"@boston25 It's not misconceptions. XY chromosomes should not be competing in women's division at the Olympics"  
[X Link](https://x.com/anyuser/status/1819890328507392155)  2024-08-04T00:17Z [---] followers, [---] engagements


"@FOXSoccer Why the heart eyes Is Fox Soccer a Mexican network now"  
[X Link](https://x.com/anyuser/status/1820244757953830957)  2024-08-04T23:45Z [---] followers, 14.6K engagements


"@marcformarc The absolute maximum net profit margin going back to [----] was 1.71% for Kroger. Other groceries and even Walmart is not very different. In what world does that explain these price increases Eggs: 110.1% Bread: 27.7% Chicken: 24.6% Milk: 14.8% Rice: 30.9%"  
[X Link](https://x.com/anyuser/status/1824870628836458699)  2024-08-17T18:07Z [---] followers, [----] engagements


"@Erdayastronaut They were originally scheduled to be back by now. They aren't because their original transport back isn't trustworthy enough. You can call it whatever you want but to me that's the plain meaning of being "stuck" for the time being"  
[X Link](https://x.com/anyuser/status/1827396932521631860)  2024-08-24T17:25Z [---] followers, [----] engagements


"@ABC Moderators are a disgrace"  
[X Link](https://x.com/anyuser/status/1833683959697297711)  2024-09-11T01:48Z [---] followers, [---] engagements


"@DavidMuir @JoeBiden Disgraceful job at the debate"  
[X Link](https://x.com/anyuser/status/1833684317412679865)  2024-09-11T01:49Z [---] followers, [---] engagements


"@ABC @DavidMuir Your moderators are terrible"  
[X Link](https://x.com/anyuser/status/1833694463606100042)  2024-09-11T02:30Z [---] followers, [---] engagements


"@HananyaNaftali I'm not fan of Al Jazeera but I'm deeply against this"  
[X Link](https://x.com/anyuser/status/1837984427667861956)  2024-09-22T22:36Z [---] followers, [----] engagements


"@AutismCapital I like JD but honestly I like Vivek on the top of the ticket"  
[X Link](https://x.com/anyuser/status/1841334039061372934)  2024-10-02T04:26Z [---] followers, [----] engagements


"Over a five year horizon if Jumia ($JMIA) compounds GMV growth above 20% the stock is significantly undervalued IMO. The images below show sustained high growth of GMV/gross profit/revenue is the norm for the leading e-commerce player in various regions around the world. (Many others but I could only fit four images. Among them: $AMZN $MELI $SE $CPNG $BABA) It's not a moonshot but a repeated global story to have high sustained growth as the market leader. If Jumia can sustain 50% gmv growth for [--] years which I firmly believe they have a real chance to do the stock could 100x-200x. In the"  
[X Link](https://x.com/anyuser/status/1866294913308205499)  2024-12-10T01:32Z [---] followers, [----] engagements


"$JMIAs constant-currency GMV growth rates from Q1 through Q4 (with only the first two months of Q4 reported) have been 39% 35% 29% and 33%. Some may argue that local currencies will continue to depreciate and thus constant currency is meaningless. Perhaps. Yet the West African franc Algerian Dinar Ugandan Shilling Kenyan Shilling and Moroccan Dirham have remained relatively stable against the dollar. The Ghanaian Cedi has gained about 12% in recent weeks while the Naira has appreciated nearly 10% in the last week alone after holding steady in the [----] range for months. This stabilizationor"  
[X Link](https://x.com/anyuser/status/1866693284292116978)  2024-12-11T03:55Z [---] followers, [----] engagements


"@BadSportsRefs Like it or not in modern college football this is roughing"  
[X Link](https://x.com/anyuser/status/1870669974051959094)  2024-12-22T03:17Z [---] followers, [----] engagements


"@ByPatForde Horrible call. Quit defending a clearly wrong call. The game is corrupted"  
[X Link](https://x.com/anyuser/status/1874572711269384301)  2025-01-01T21:45Z [---] followers, [---] engagements


"@ClayTravis Because the ref is a coward and won't call the objectively right call in a high stress situation and money interests are for the relatively larger Texas and SEC fan bases to advance to the semi. It's horrid"  
[X Link](https://x.com/anyuser/status/1874573539501867181)  2025-01-01T21:48Z [---] followers, 44.6K engagements


"@sentdefender LinkedIn says former Green beret with autonomous systems and UAS experience. Hmm"  
[X Link](https://x.com/anyuser/status/1874682855986757960)  2025-01-02T05:03Z [---] followers, 15.8K engagements


"Nigeria recently reported inflation of nearly 35% and the IMF projects real GDP growth of about 3.2% in 2025figures that imply an annualized increase in nominal GDP (in Naira) of roughly 40% (calculated as (1 + 0.35)(1 + 0.032) 1). Despite this high inflation the Naira-to-USD exchange rate has remained relatively stable and has even appreciated significantly in recent months. Last years painful adjustmentsfloating the Naira clearing the FX backlog and addressing corruption at the Central Bank of Nigeriaare expected to yield substantial benefits going forward. Because most goods sold through"  
[X Link](https://x.com/anyuser/status/1885469373239845299)  2025-01-31T23:25Z [---] followers, [----] engagements


"$JMIA holders in [----]. Are you ready"  
[X Link](https://x.com/anyuser/status/1888427520837484698)  2025-02-09T03:19Z [---] followers, 10.8K engagements


"@KySportsRadio Matt instantly jumping to making this about old white dudes. Pretty weird bro"  
[X Link](https://x.com/anyuser/status/1888771720649318823)  2025-02-10T02:07Z [---] followers, [----] engagements


"@DudespostingWs Reminds me of 1980s Rodney Mullen"  
[X Link](https://x.com/anyuser/status/1901085211032428681)  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](https://x.com/anyuser/status/1902396848586862835)  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](https://x.com/anyuser/status/1902458963326619741)  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](https://x.com/anyuser/status/1903591661705310506)  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](https://x.com/anyuser/status/1904236113570484685)  2025-03-24T18:17Z [---] followers, [----] engagements


"@KySportsRadio Sweet [--] isn't an A at Kentucky"  
[X Link](https://x.com/anyuser/status/1905803025140388235)  2025-03-29T02:03Z [---] followers, [----] engagements


"@UpdatingOnRome To this man"  
[X Link](https://x.com/anyuser/status/1907211584071438507)  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](https://x.com/anyuser/status/1907785108548968744)  2025-04-03T13:19Z [---] 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](https://x.com/anyuser/status/1911194503999869014)  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](https://x.com/anyuser/status/1915491767551504462)  2025-04-24T19:43Z [---] followers, [----] engagements


"@JackPosobiec PSG just took a 4-0 lead in the Champions League final. That's why"  
[X Link](https://x.com/anyuser/status/1928914998337675350)  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](https://x.com/anyuser/status/1940149061249900646)  2025-07-01T20:42Z [---] 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](https://x.com/anyuser/status/1954298654447055131)  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](https://x.com/anyuser/status/1954910968456118386)  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](https://x.com/anyuser/status/1955060665254818013)  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](https://x.com/anyuser/status/1956513229892387054)  2025-08-16T00:27Z [---] followers, [----] engagements


"Who is coming to the [----] $JMIA shareholder party"  
[X Link](https://x.com/anyuser/status/1956930867622015300)  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](https://x.com/anyuser/status/1957199326859428099)  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](https://x.com/anyuser/status/1957449198967620005)  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](https://x.com/anyuser/status/1957471568772149265)  2025-08-18T15:56Z [---] followers, 17.4K engagements


"Breaking news: $JMIA has broken through the $1B market cap mark"  
[X Link](https://x.com/anyuser/status/1959979199378198680)  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](https://x.com/anyuser/status/1960359338062528778)  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](https://x.com/anyuser/status/1960392254561902922)  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](https://x.com/anyuser/status/1966290730407834018)  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](https://x.com/anyuser/status/1966512094171287993)  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](https://x.com/anyuser/status/1966959029529248149)  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](https://x.com/anyuser/status/1967411784199156178)  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](https://x.com/anyuser/status/1967943219385339979)  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](https://x.com/anyuser/status/1968072478850523163)  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](https://x.com/anyuser/status/1969022327946883358)  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](https://x.com/anyuser/status/1970269218819150006)  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](https://x.com/anyuser/status/1970511996136087757)  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](https://x.com/anyuser/status/1972474188826022056)  2025-09-29T01:31Z [---] followers, [----] engagements


"@DerrickEvans4WV If you think this is real I have a bridge to sell you"  
[X Link](https://x.com/anyuser/status/1974570799148278188)  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](https://x.com/anyuser/status/1974948036951552156)  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](https://x.com/anyuser/status/1975571267140132888)  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](https://x.com/anyuser/status/1978464460902699037)  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](https://x.com/anyuser/status/1978835950139531407)  2025-10-16T14:50Z [---] followers, [---] engagements


"@AndyBeshearKY Awfully misleading Andy"  
[X Link](https://x.com/anyuser/status/1982530649568563571)  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](https://x.com/anyuser/status/1988667302800240941)  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](https://x.com/anyuser/status/1988737300361285714)  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](https://x.com/anyuser/status/1988972015588634812)  2025-11-13T14:07Z [---] followers, [----] engagements


"A live look at Jumia Investor Day in case you missed it. $JMIA"  
[X Link](https://x.com/anyuser/status/1988991769799966896)  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](https://x.com/anyuser/status/1989013904182464808)  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](https://x.com/anyuser/status/1989171927030854065)  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](https://x.com/anyuser/status/1989454780041986385)  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](https://x.com/anyuser/status/1989489020125184140)  2025-11-15T00:21Z [---] followers, 20K engagements

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