Community

This narrative is a clone of the one written on July 7th for Alphabet’s secondary listing, GOOG. Summary Google trades at ~18× forward earnings — the cheapest among the Magnificent 7 Market is too focused on AI threats to Search and antitrust noise Meanwhile, Google is executing across AI, Cloud, and YouTube Key AI differentiator: unmatched distribution across 3B+ users via Search, Gmail, YouTube, Android, Chrome, and Cloud Quietly building a world-class AI infrastructure behind the scenes — including proprietary TPUs and a vertically integrated stack YouTube generated $8.93B in Q1 ad revenue (up 10% YoY); subscriptions hit 270M Google Cloud revenue up 28% YoY to $12.3B — now profitable Optionality from long-term bets like Waymo, DeepMind, and Verily Risk/reward is compelling — a strong candidate to beat the market long term Overview Despite being part of the "Magnificent Seven," Google’s stock lags due to perceived risks around disruption of its Search business from AI competitors and mounting antitrust concerns.

BUA Cement Plc presents a compelling investment opportunity driven by significant capacity expansion, strong revenue growth, and robust earnings performance. With plans to scale production to 20 million metric tons per annum by Q1 2027 , the company is positioning itself as a formidable player in Nigeria's cement market amid rising infrastructure demand.

Oando PLC delivered a surprising profit after tax of ₦113.1 billion in the first quarter of 2025, nearly doubling its Q1 2024 earnings of ₦59.3 billion, despite recording an operating loss of ₦120.3 billion. The performance was primarily supported by a significant tax credit of ₦165.6 billion and a sharp turnaround in net finance income , which helped cushion the impact of an unexpected operational setback.

Food Empire (F03) Key Drivers: Product innovation, geographic expansion, and brand building. Potential Growth: Food Empire's growth prospects depend on its ability to execute its expansion plans, maintain brand loyalty, and adapt to changing consumer preferences.

Neimeth International Pharmaceuticals Plc – Capital Raise Signals a Strategic Reset and Growth Potential Neimeth International Pharmaceuticals Plc has entered a new growth phase following shareholder approval to raise up to ₦20 billion in fresh capital through diverse mechanisms including public offering, rights issue, private placement, and strategic allotment. This move coincides with efforts to restructure its balance sheet and restore profitability, triggering increased investor confidence and a share price rally from ₦3.70 to ₦5.94 within a week.

C&I Leasing Plc Sustains Positive Earnings Momentum in Q1 2025 with Strong Top-Line and Balance Sheet Expansion C&I Leasing Plc delivered a solid performance in the first quarter of 2025, sustaining its earnings momentum with notable growth in gross earnings , net profit , and balance sheet strength. The group’s unaudited financials for the period ended 31 March 2025 show significant year-on-year and quarter-on-quarter improvements across key financial metrics.

Caverton Offshore Support Group Plc has staged a sharp earnings reversal in Q1 2025, posting a profit after tax of ₦1.64 billion , compared to a loss of ₦1.81 billion in the same period last year. This marks a major turnaround for the company, which reported a ₦50.53 billion loss for FY 2024.

Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.

Beta Glass Plc – Sustained Growth Backed by Strategic Expansion and Operational Excellence Strengths Explosive Earnings Growth: Q1 2025 PAT rose nearly 600% YoY , driven by transformation strategies implemented since early 2023. Demonstrates strong demand resilience and earnings scalability.