Favour Jonathan

[Favour Jonathan @favour93373]

@KoladeKoya @jociefer Anchor on your conviction of picking this stock and go Bullish on them

[Favour Jonathan @favour93373]

@jociefer @maziNdu4Real The Stocks currently in your portfolio are perfect ✅💯🪄
What I will advise you is to stop chasing all the Good stock on the NGX. MTN, Unilever and GTCo anchor on your conviction and Go Bullish to them buy more units. The Number of units directly proportional to your wealth 🪄💯

[Favour Jonathan @favour93373]

@jociefer Investors are Happy People 😊😊🤞🤌

In this Journey are many things to learn and Unlearn ✨✨✨🪄🪄

[Favour Jonathan @favour93373]

@maziNdu4Real Infrastructural Sector
Lafarge Stock ✅

Agricultural sector
Presco ✅

Banking and finance

Zenith ✅

Telecommunication
MTN✅

[Favour Jonathan @favour93373]

Having gone through the Q1 results of this very stock, my Bullish Conviction remains intactand that is reason,I am Getting married to WAPCO Stock (Lafarge). However, am not after the price movement of this stock, but the dividend, the Instrinc value of this very company.

[Mudi @MudiTheInvestor]

Lafarge Africa’s Comeback: From ₦12 Crisis Stock to ₦214 Giant

A Corporate Story 🧵

In 2018, Lafarge Africa looked finished.

Debt was exploding.
Losses were piling up.
Investors were fleeing.

The stock collapsed from ₦21 to about ₦12.
Many believed the cement giant was heading for disaster.

But the story didn’t end there.

The company began in 1959 as West African Portland Cement Company (WAPCO).
Production started in Ewekoro in 1961, Sagamu followed in 1978, and the company listed on the Nigerian Stock Exchange in 1979.

For decades it was one of Nigeria’s key industrial companies.

In 2001, Lafarge acquired Blue Circle Industries, inheriting control of WAPCO.
By 2008, the company became Lafarge Cement WAPCO Nigeria Plc.

Then came the big move.

In 2014, Lafarge merged several African assets into the Nigerian company, creating Lafarge Africa Plc.

Assets included Ashaka Cement, UniCem, Atlas Cement, and Lafarge South Africa operations.

The goal: build a rival to Dangote Cement.

But the South African business became a disaster.

Losses mounted.
Foreign currency loans ballooned.
By 2018, debt had reached about ₦287 billion.

The stock market punished the company.

₦21 → ₦15 → ₦12.

Then came the turning point.

In 2019, Lafarge Africa sold its South African operations for $317 million, using the proceeds to eliminate FX debt and cut finance costs.

The turnaround was immediate.

2018: Loss of ₦19.7bn
2019: Profit of ₦15.5bn

Debt fell. Interest expenses collapsed. Confidence returned.

But the real transformation came later.

In December 2024, Holcim agreed to sell its 83.81% stake in Lafarge Africa to Huaxin Cement (China) in a $1 billion deal.

Before the announcement, the stock traded around ₦58.

By August 2025, it had climbed to ~₦130.

Then came explosive financial results.

FY2025

Revenue: ₦696bn → ₦1.066trn
PBT: ₦411bn
PAT: ₦273bn

Lafarge Africa crossed the ₦1 trillion revenue milestone.

Dividend surprised investors:

Interim: ₦4
Final: ₦6
Total: ₦10 per share

By March 2026, the stock reached ₦213.90, near its ₦214 all-time high.

From ₦58 in 2024 → ₦213 in 2026.
About 267% growth in under two years.

But Lafarge isn’t stopping there.

In February 2026, the company announced major expansions at Sagamu (Ogun) and Ashaka (Gombe).

Capacity will rise from 10.5 MTPA → 14 MTPA.

Sagamu: 1 → 3.5 MTPA
Ashaka: 1 → 2 MTPA

This signals Lafarge’s return to the cement scale race.

Today’s industry landscape:

Dangote Cement → ~52 MTPA
BUA Cement → ~20 MTPA
Lafarge Africa → ~10.5 MTPA

Expansion capex could exceed ₦400bn, meaning dividends may become more disciplined in the short term.

But if the strategy works:

Higher capacity → higher volumes
Higher volumes → stronger cash flow
Stronger cash flow → bigger future dividends.

Investor takeaway

Lafarge Africa has gone through four phases:

2018 — Crisis
2019 — Balance sheet repair
2025 — Profit explosion
2026 — Expansion era

The company is no longer just recovering.

It is re-entering the cement war.

The real question now:

Can Lafarge Africa challenge Dangote and BUA again?

[Favour Jonathan @favour93373]

Accumulating more units of Proven strong fundamental Stocks rather than chasing hype.
Building wealth brick by brick, Definitely am not in a hurry; I allow time do the magic 🪄✨

[Favour Jonathan @favour93373]

@compoundinnaira I Love this that is the psychology behind the market
I learnt this I was in profit of over #100,000 then the correction phase stated late mayand June but in paper loss
But there is no issue, but buy more units

[Wealth Coach Omiete @wealthcoachomi]

I just love how Zenith Bank patiently waits for buyers to board the bus at N106.95 now while others are already recovering from the June market correction.
Waiting to see how much it sells for buy July 30th.

[Favour Jonathan @favour93373]

@Omamogho54321 I Really Love this ✅✅
That is why I have started my journey in the Equity market

[Favour Jonathan @favour93373]

@jociefer I believe Better years ahead

[Favour Jonathan @favour93373]

This is How my Portfolio is doing in this very month of June

However my Conviction remains intact we move ✨✨

[Favour Jonathan @favour93373]

Am insider Trading reveal confidence in this very Company, A digital Stock,
This very Company attained it's all time high at #915 and retraced to #830 and still consolidate between #740 ~#830
However, my conviction remain firmly intact of this very company

[Favour Jonathan @favour93373]

@MudiTheInvestor Doing great I started my investment journey 18th March 2026,

Although it's has been filled with up and down. However the aim is to be Consistent

[Favour Jonathan @favour93373]

This is the Best Entry position for MTN Stock after a Massive Rally to 935, Retraced back to #800. From the Fundamental Analysis, MTN still one of the Leading Telecommunication Giant company in Nigeria.

[Favour Jonathan @favour93373]

@ADUOLUWATOPE Words of Wisdom