Our community narratives are driven by numbers and valuation.
Executive Summary TotalEnergies Marketing Nigeria Plc reported a mixed performance for the nine months ended September 30, 2025. The company faced pressures on profitability , with a 9M 2025 net loss of ₦14.1 billion , compared to a profit of ₦27.4 billion in 9M 2024.Read more

Ex-pack Corrugated Cartons PLC Introduction Ex-pack Corrugated Cartons PLC, a subsidiary of Aberdeen Group was established in 1997, It is a Manufacturer and marketer of high quality printed corrugated cartons to an infinite range of customized high quality packaging solutions for both sri lankan and export markets. Ex-pack corrugated cartons limited provides conception, design, prototyping and production of die cut, laminated, telescopic and value-added cartons to suite the bespoke packaging requirements of clients.Read more
Cybin’s aggressive analyst price targets make sense when you view the company through a true late-stage biotech lens rather than a speculative psychedelic stock. With more than US$225 million in cash after retiring all debt, Cybin is now one of the only fully funded companies in the entire sector with enough runway to complete multiple Phase 3 trials and deliver two major clinical readouts—Phase 2 CYB004 data in Q1 2026 and pivotal Phase 3 CYB003 results in Q4 2026.Read more
Executive Summary Union Dicon Salt Plc released its unaudited financial statements for the nine months ended 30 September 2025, reflecting marginal revenue activity and persistent losses amid significant administrative overheads and liquidity constraints. Despite modest gains from other operating income, the Company posted a loss after tax of ₦5.18 million in the period under review, compared to a profit of ₦36.73 million in the corresponding period of 2024.Read more

Executive Summary Dangote Sugar Refinery Plc recorded a challenging financial performance for the nine months ended September 30, 2025, driven by persistent cost pressures, elevated finance expenses, and sector-wide operational headwinds. Despite reporting solid revenue growth, profitability remained significantly constrained by higher input costs, materially increased interest expense linked to debt restructuring, and macroeconomic challenges including currency volatility and heightened sugar import costs.Read more

Executive Summary Dangote Cement Plc delivered a robust performance for the nine months ended 30 September 2025, achieving new revenue and profit milestones despite persistent cost inflation, foreign exchange challenges, and energy price volatility. The Group’s revenue rose 23% year-on-year (YoY) to ₦3.15 trillion (9M 2024: ₦2.56 trillion), reflecting sustained domestic demand, price adjustments, and resilient export volumes.Read more

1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.Read more

Based on Auxly’s latest financials — now doing roughly $40M/quarter in revenue , running mid-50s gross margins and having turned the corner to consistent, positive EBITDA and net income , a bullish-but-reasonable 12-month price target for XLY lands around $0.30–$0.35. That range assumes Auxly can (1) hold or slightly grow revenue into the $165–$175M annual run-rate, (2) keep EBITDA margins in the high-20s/low-30s, and (3) be rewarded with a modestly re-rated multiple as one of the few profitable, scaled Canadian LPs. At today’s ~$0.155–0.17, that implies roughly a 2x move over the next year — not a moonshot, but a sensible rerating as the market digests that Q3 wasn’t a one-off, balance-sheet risk continues to fall, and more institutions/ETFs are finally willing to touch a profitable, cash-flowing Auxly.Read more
Executive Summary Seplat Energy Plc delivered an exceptional performance for the nine months ended 30 September 2025 , sustaining strong operational and financial momentum amid elevated production volumes and improved cost efficiency. The Company reported a Profit Before Tax (PBT) of ₦878.99 billion , representing a 140% YoY increase from ₦366.71 billion in 9M 2024, while Profit After Tax (PAT) soared 178% YoY to ₦146.64 billion (9M 2024: ₦52.78 billion).Read more
