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Multiverse Mining and Exploration Plc recorded strong earnings growth in H1 2025, highlighting its operational resilience in a challenging environment. Potential drivers for future performance include: Consistent Revenue Growth : Revenue grew by 29.7% YoY in Q2 2025 (₦376.7m vs ₦178.9m), with H1 revenue up 29.2% YoY to ₦491.3 million, driven by improved output and possibly favourable commodity prices.

Custodian Investment Plc demonstrated robust financial performance in H1 2025, reinforcing its status as a leading player in Nigeria’s financial services sector. The company posted strong revenue growth, impressive profitability, and notable asset expansion.

Unilever Nigeria Plc has delivered an exceptional Q2 2025 performance, reflecting a well-executed turnaround strategy. Revenue surged by 62% year-on-year to ₦51.1 billion, while net profit skyrocketed to ₦8.85 billion , a massive leap from ₦1.08 billion in Q2 2024.

Livestock Feeds Plc reported a 62% decline in profit after tax in H1 2025 compared to H1 2024, driven by a steep rise in finance costs and a weaker net margin, despite solid revenue growth. The company's cost of borrowing and high leverage have significantly eroded operating profits.

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. But under the hood, Google has quietly built one of the most compelling setups in tech: with deep AI leadership, multiple high-growth businesses, and optionality from long-term moonshots like Waymo.

Vitafoam Nigeria Plc has demonstrated strong financial resilience in the first 9 months of FY 2025, with a notable turnaround from losses in FY 2024 to robust profitability. The company’s strategic positioning in Nigeria’s growing consumer durables sector, alongside improved margins, cost efficiency, and a strengthened balance sheet, supports a positive investment outlook.

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.

Industrial & Medical Gases Nigeria Plc (IMGN) has published its unaudited financial results for the half year ended June 30, 2025, reflecting mixed performance indicators and raising questions about margin sustainability and profit trajectory. Key Highlights and Performance Metrics ✅ Strengths Revenue Growth: IMGN recorded a 19% YoY growth in revenue for H1 2025, increasing from ₦3.65bn in H1 2024 to ₦4.33bn.

United Capital Plc has delivered a strong performance in H1 2025, with significant year-on-year growth in earnings and total comprehensive income, despite a modest decline in asset base. The firm demonstrates excellent profitability, robust fee and commission income growth, and prudent cost management, making it a compelling pick for investors seeking exposure to the financial services sector.