Popular Narratives

AL

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

Fair Value: US$16.25 329.3% overvalued

7.1k

65

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17

AG

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Fair Value: CA$31.8 98.4% undervalued

6k

60

9

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RO

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Fair Value: CA$86 84.6% undervalued

9.3k

86

9

27

Trending Discussion

RK

All these analysts consensus is based on Silver $45/oz and not $70/oz which is the Silver price now. Still pretty undervalued at the present Silver prices.

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ET

Naspers have outperformed Prosus of late. Surely they must move in tandem? Trumps tariffs and tweets aside, Prosus should outperform their american counterparts?

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WA

Key Terms of the Private Placement • Offer Size: Up to ₦10 billion • Shares to be Issued: 125,000,000 ordinary shares • Nominal Value: 50 kobo per share • Issue Price: ₦80 per share • Structure: Best-efforts private placement (not underwritten) • Closing Date: December 31, 2025 • Conditions: Subject to receipt of all necessary regulatory approvals and fulfilment of conditions precedent Professional advisers have agreed to use reasonable endeavours to procure placees for the shares. Financial Performance and Balance Sheet Strength GTCO’s recent financial performance underscores that the capital raise is strategic rather than defensive: • Profit Before Tax (9M 2025): ₦900.8 billion • Interest Income Growth (y/y): +25.6% • Fee Income Growth (y/y): +16.8% • Total Assets: ₦16.7 trillion • Shareholders’ Funds: ₦3.3 trillion • Capital Adequacy Ratio (CAR): 36.5% • IFRS 9 Stage 3 Loans: o Bank: 3.3% o Group: 4.4% • Cost of Risk: Improved to 2.2% from 4.9% (Dec 2024) • Loan Book Growth: +16.5% y/y to ₦3.24 trillion • Deposit Growth: +16.0% y/y to ₦12.06 trillion These metrics reflect strong earnings capacity, improving asset quality, and robust capital buffers. Analyst Commentary GTCO’s ₦10 billion private placement should be viewed as a regulatory-alignment and capital optimisation exercise, rather than a response to financial weakness. Key observations include: • Proactive Capital Management: The Group is addressing FHC-level regulatory requirements well ahead of any pressure points. • Limited Dilution Risk: Relative to GTCO’s balance sheet size and shareholders’ funds, the transaction is modest. • Strong Underlying Fundamentals: Robust profitability, asset quality improvement, and high CAR provide strong support for investor confidence. • Strategic Optionality: The broader $750 million capital-raising mandate preserves flexibility for future growth initiatives.

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Materials Bulgarian Community

Recently Updated Narratives

Swiped Left by Wall Street: The BMBL Rebound Trade

Bayer to Achieve Fair Value of €40 Boosting Growth and Investor Confidence

Despite short-term challenges, Chipotle is well positioned for sustainable long-term growth.

Popular Narratives

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Trending Discussion

All these analysts consensus is based on Silver $45/oz and not $70/oz which is the Silver price now. Still pretty undervalued at the present Silver prices.

Naspers have outperformed Prosus of late. Surely they must move in tandem? Trumps tariffs and tweets aside, Prosus should outperform their american counterparts?

Value any company in seconds

Popular companies

Materials Bulgarian Community

Materials Bulgarian Investing Ideas

Recently Updated Narratives

Swiped Left by Wall Street: The BMBL Rebound Trade

Bayer to Achieve Fair Value of €40 Boosting Growth and Investor Confidence

Despite short-term challenges, Chipotle is well positioned for sustainable long-term growth.

Popular Narratives

Early mover in a fast growing industry. Likely to experience share price volatility as they scale

A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).

Crazy Undervalued 42 Baggers Silver Play (Active & Running Mine)

Trending Discussion

All these analysts consensus is based on Silver $45/oz and not $70/oz which is the Silver price now. Still pretty undervalued at the present Silver prices.

Naspers have outperformed Prosus of late. Surely they must move in tandem? Trumps tariffs and tweets aside, Prosus should outperform their american counterparts?

Value any company in seconds

Popular companies