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DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20

Summary: BUA Cement delivered a stellar financial performance in H1 2025, with revenue rising 59.4% YoY to ₦580.3 billion and PAT surging over 428% YoY to ₦180.9 billion. This growth reflects pricing power, improved volume uptake, and operational efficiency.

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25

A monopoly that wall street has ignored. Maybe it will see the truth in Sep 2025 and the stock will rise to my fair value of 700 Euros

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25

Bandai Namco is well-positioned to deliver 6–8% compound annual revenue growth over the next five years, supported by its diversified entertainment portfolio and strategic focus on intellectual property (IP) monetization. The company’s growth engine is fueled primarily by its Games segment , which benefits from a robust pipeline of AAA titles and digital distribution channels.

A sleeping giant that should wake up in time for Christmas 2025. Nike still makes the nicest shoes in my humble opinion

MTN Nigeria Communications Plc, the dominant force in West Africa’s telecom landscape, is strategically positioned for a powerful revenue expansion—with indicators pointing toward a 30% compound annual growth rate (CAGR) over the next decade. This projection is not mere optimism—it’s grounded in the company’s historical financial performance, its massive subscriber base, and an accelerating digital monetization strategy.