Our community narratives are driven by numbers and valuation.
Tripple Gee Posts ₦1.39 Billion Loss in Q1 2025 as Margins Collapse and Costs Surge Tripple Gee & Company Plc ended its financial year on March 31, 2025 , with a devastating turnaround in performance , plunging from a modest profit of ₦7 million in FY 2024 to a loss after tax of ₦1.39 billion. The result reflects a year of margin deterioration, surging finance costs , and intense cost pressures, putting significant strain on the company's profitability and equity position.Read more

With pretty conservative estimates I am seeing Nike hitting at least $100 roughly in 3 years. However this is with a revenue growth of 2%.Read more

Current Business (Present Narrative): Oracle is a leading provider of enterprise IT solutions, focusing on databases, cloud computing, and enterprise software. Its primary revenue streams include: Cloud Services (Oracle Cloud Infrastructure - OCI): Competing directly with AWS, Azure, and Google Cloud, OCI is growing rapidly, driven by its ability to handle enterprise workloads effectively.Read more
Stock Analysis: 1911 Gold Corporation (TSXV:AUMB) Company Overview 1911 Gold Corporation is a Canada-based junior mining company focused on gold exploration and development, primarily in Manitoba’s Rice Lake greenstone belt. Its flagship asset is the True North Complex in Bissett, Manitoba, which includes a past-producing mine and mill with over 2 million ounces of historical gold production.Read more

Red Star Express Plc projects a net cash inflow of ₦145.67 million for the second quarter of 2025 (July–September), signaling strong operational cash generation capacity even amid ongoing capital expenditure and debt servicing. The company expects to end the quarter with ₦726.71 million in cash and cash equivalents , up from ₦581.04 million at the start of the period.Read more

A company that offers road tolling systems and traffic management systems. After share price being up as high as 50 Euros a few years ago, the share price started going South.Read more
In a landscape where ESG is often treated as a compliance formality, Diginex (DGNX) is redefining the market, transforming sustainability data into a core growth engine powered by AI, with recent acquisitions marking a bold evolution into a full‑stack data activation leader. Its recent $2 billion purchase of Resulticks , a real-time customer engagement and AI analytics firm, is proof of an extreme shift: from an ESG software provider to an all-stack data activation leader.Read more
Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.Read more

Catalysts Electronics-complexity super-cycle — AI datacentres, EVs and advanced display / semiconductor nodes require ever-finer photomasks, ultra-precise die bonding and higher-reliability SMT lines, directly fueling sales of Pattern Generators, dispensing/coating and photonics tools. Proven pricing power — gross margin has averaged 54 % over the past decade (≈ 40 % lowpint), showing customers pay a premium for Mycronic’s precision and uptime.Read more