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MTN Nigeria Q1 2025
Season 1 Episode 17
In this epsiode, i walk through Q1 2025 numbers for MTN Nigeria.
I also do a bit of napkin math on where full year 2025 revenue and profit will be at…
1 year, 5 months ago
Lafarge Africa Q1 2025
Season 1 Episode 17
Recorded this last Sunday, but got bogged down by network.
In this episode i walk through Lafarge Africa Q1 2025 results. The company is one of the 3…
1 year, 5 months ago
Why do so few people invest in Nigerian stocks?
Season 1 Episode 16
In this episode of the podcast, i discuss what needs to happen to have more people investing in the Nigerian stock market.
I also parry a question on…
1 year, 5 months ago
Fidson Healthcare Audited FY 2024
Season 1 Episode 15
In today's tales, i walk through Fidson Healthcare's audited FY 2024 results.
The pharma is an often overlooked one by investors, but it hold lots of…
1 year, 5 months ago
What are commodities?
Season 1 Episode 14
In this episode, i take a break from the world of stocks and walk through commodities?
What are commodities and why do people invest in them?
1 year, 5 months ago
First Holdo FY 24: Back to the old days?
Season 1 Episode 13
FirstHoldco (parent company of First Bank) revenue and profit numbers came in line with other tier one banks.
Impairment provisions are a bit high. T…
1 year, 5 months ago
Nigerian Breweries Q1 2025 results
Season 1 Episode 12
Here is a walkthrough of NB results for the first quarter ended March 2025.
I also share my thoughts on where i see the stock trading in a year from …
1 year, 5 months ago
Seplat Audited FY 2024
Season 1 Episode 11
Seplat is an upstream oil and gas firm listed on the NGX and London Stock Exchange.
1 year, 5 months ago
A walkthrough the D3 firms
In this episode i review audited FY 2024 results for what i call the D3 firms: Dangote Cement, Dangote Sugar, and NASCON (Dangote Salt).
2024 was a m…
1 year, 5 months ago
MTN Nigeria beyond the knocks
On this i episode i walk through MTN Nigeria's FY 2024 results. It was recorded before the tariff hikes took effect.
My thesis still remains intact. L…
1 year, 6 months ago