Dangote Sugar Refinery PLC Trade Ideas — NSENG:DANGSUGAR

Third Quarter 2025 Nigerian share picks Update....Percentage Up!Here's a summary and update on the third quarter 2025 Nigeria stock picks based on the price comparison between July and August - 1month: Q3 2025 Trading View: Nigerian Stock Picks Update Strong Performers with Significant Gains: BUACEMENT: Up 48%, showing strong momentum as a cement sector leader. DANGSUGAR: Increased by nearly 37%, notable growth in the sugar sector. ELLAHLAKES: Shares rose over 36%, a promising performer. DANGCEM: Cement stock up about 20%, continuing solid growth. ETRANZACT: Up 24%, showing steady improvement in the tech/payment sector. MULTIVERSE: Grew by 24%, indicating healthy gains in diversified tech. NB: +28.8%, good growth for the banking/finance sector. Moderate or no Growth: ARADEL: Small increase of about 1%, steady but minimal movement. HMCALL: Stable with a minor 1.4% increase, remaining consistent. TRANSPOWER: No price change, holding steady for now. Overall Market Sentiment: Average gain across all picks is approximately +22%, a strong positive trend overall. Indicates a bullish sentiment on these carefully selected third-quarter stocks. Opportunity exists to take advantage of higher momentum sectors like cement, sugar, and tech/payment companies. Trading Takeaway: The Q3 2025 picks demonstrate robust growth potential, especially in key sectors like construction materials and tech/payments. Conservative performers provide portfolio stability while high growth stocks offer upside. Continual monitoring for volume and market news is recommended to capitalize on gains and manage risks moving forward.

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Dangote Group: The Most Undervalued Industrial Empire on Earth Executive Thesis: Dangote Group is the Apple + Exxon + Berkshire Hathaway of Africa — and the world hasn’t noticed. It controls the infrastructure, energy, and food value chains of over a billion people — yet its valuation barely exceeds $6–8 billion. This is not just a company. It's a sovereign-grade industrial force. And it may be the most underpriced macro asset class in global equity markets today. 1. 🏗️ Total Commodities Domination While most companies specialize in one vertical, Dangote operates across core commodity supply chains — and dominates nearly every one: Sector Subsidiary Market Control Cement Dangote Cement (DANGCEM) >90% of Nigeria’s market, 10+ countries in Africa Sugar Dangote Sugar Refinery ~95% of Nigerian sugar Salt NASCON Allied Industries Market leader Fertilizer Dangote Fertilizer (Lagos) Largest urea plant in Africa (3M tonnes) Petrochem Dangote Oil Refinery 650,000 barrels/day — top 5 globally Transport Dangote Transport Fleet of 10,000+ trucks This vertical stack gives Dangote absolute pricing power, cost control, and policy influence no Western conglomerate can match. 2. 🌍 Strategic Scale — Africa’s Infrastructure Backbone Africa is projected to grow to 2.5 billion people by 2050. Every new city, road, farm, or industrial zone depends on cement, fuel, fertilizer, and refined food — all controlled by Dangote. Cement = Roads, bridges, housing Fertilizer = Food security Sugar/salt = Consumer staples Refinery = Energy independence Logistics = Nation-scale supply chains Dangote doesn’t serve markets — it builds them. 3. 💸 Valuation Disconnect Is Historic Metric Dangote Cement (DANGCEM) U.S./Global Peer Market Cap ~$6–8B >$60B (e.g., Holcim) ROE ~20%+ Comparable or higher Revenue Growth Double-digit Slowing/stagnant Market Position Near monopoly Fragmented Global Awareness Very low Very high In the U.S., a company with this margin, moat, and dominance would be valued at $100B+. 4. ⚙️ Self-Sufficient and Geopolitically Backed Builds its own roads, ports, terminals, and energy Enjoys full support from Nigerian government Protected by tariff structures, policy controls, and export incentives Free Zone development in Lekki has full sovereign backing This is what a “National Champion” looks like. The West has Boeing. Russia has Gazprom. Africa has Dangote. 5. 📉 Why It’s So Undervalued Listed only on NGX — no dual listing in NYSE or LSE Priced in Nigerian Naira (NGN), which depreciates regularly Global funds avoid Africa due to FX + liquidity risks Most of the world simply doesn’t know it exists 🔮 Macro Outlook As Africa industrializes, Dangote is positioned to grow 5x–10x over the next 10–15 years, purely on population and urbanization tailwinds. If it ever: Lists its refinery division Secures dollar-based revenue streams Or enters international ETFs... …it would be one of the top performing industrial investments globally. ✅ Bottom Line: Dangote is not just undervalued — it is misclassified. It is not an “emerging markets stock.” It is a continental-scale industrial monopoly operating at frontier prices. 🚀 Investment Conclusion If you're looking for the next Berkshire, Aramco, or Tesla, start where no one else is looking: Nigeria. Dangote. The engine of Africa.

DANGSUGAR LONG IDEA Recently, the price of DANGSUGAR stock has broken out of a bearish trendline with a strong bullish weekly candle. This shows a strong intention to continue the buying momentum. To take advantage of the long opportunity, you can buy at the current market price while you can also wait for price to drop to N42.95. The stop can be at N37.70 while the target are N47.85 and N63.50 (final target). If this zone should fail, then the next long opportunity will be at N33.50 with a stop at N30.35 based on market structure. Confluences for the long idea: 1. Trendline and resistance breakout with a strong bullish weekly candle. 2. Strong volume momentum on the volume indicator. 3. Market structure is bullish. Disclaimer: This is not a financial advice. The outcome maybe different from the projection. Don't take the signal if you're not willing to accept the risk.

DANGOTE Sugar refinery outlook DANGOTE Sugar refinery outlook. N30.97 my likely buy entry SL for N26.95 TP for N37.85 and beyond. All things being good

LOOK FOR BUY Hello, Dangote sugar stock chart from a technical view. Stock at a good place for buy. Dangote Sugar Refinery Plc engages in the manufacture, refining, marketing, and distribution of sugar products. It involves in refining of raw sugar into edible sugar and the selling of refined sugar. The firm operates through the following geographical segments: Northern Nigeria, Western Nigeria, Eastern Nigeria and Lagos. Market Capitalization 194.957B Enterprise Value (MRQ) 71.156B Enterprise Value/EBITDA (TTM) 1.1764 Total Shares Outstanding (MRQ) 12.147B Price to Earnings Ratio (TTM) 6.5652 Basic EPS (TTM) 2.4447

Dangote Sugar Refinery PLC

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