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[@cybervanstan](/creator/twitter/cybervanstan)
"$JMIA management increased guidance to FY GMV growth of XX to XX% implying $829M-$865M. We already know 1H 2025 GMV was $342M. That leaves $487M to $523M GMV for 2H 2025. That implies XX% to XX% GMV growth Y/Y from 2H 2024. Management guides for XX to XX% GMV growth in 2H I already have a lot invested in Jumia but I have been actively buying more since earnings. High sustained growth in ecommerce GMV has happened on numerous occasions when the foundations and scale economies kicked into earnest. How can they be so confident to not just reiterate GMV growth for the year but the raise I think"  
[X Link](https://x.com/cybervanstan/status/1953827285192380771) [@cybervanstan](/creator/x/cybervanstan) 2025-08-08T14:34Z XXX followers, 2315 engagements


"With the specter of trade war back US yields have dropped across the curve the DXY has dropped and the Naira has strengthened a further XXX% against the dollar today alone. I know $JMIA is selling off as today is a risk off day but today's news helps Jumia"  
[X Link](https://x.com/cybervanstan/status/1976718431656489273) [@cybervanstan](/creator/x/cybervanstan) 2025-10-10T18:36Z XXX followers, 1410 engagements


"@ChrisfrRichmond @SECOfficiating @UKFootball I turned the game off. Its that bad"  
[X Link](https://x.com/cybervanstan/status/1979690144602214894) [@cybervanstan](/creator/x/cybervanstan) 2025-10-18T23:24Z XXX followers, XX engagements


"@tseBXFO2Ui83032 I agree. Also this:"  
[X Link](https://x.com/cybervanstan/status/1979762041188692203) [@cybervanstan](/creator/x/cybervanstan) 2025-10-19T04:10Z XXX followers, 2173 engagements