Dear Investor,

The macro backdrop is quietly shifting — and it’s creating one of the cleanest setups I’ve seen in Nigerian equities in years.

The Central Bank of Nigeria has projected our USD reserves could climb to $51bn over the next 12 months, supported by stronger dollar inflows. At the same time, the US Federal Reserve is leaning toward rate cuts and aggressive treasury purchases to cool the labour market.

When you connect the dots, one outcome stands out:

👉 A more stable Naira for longer.

And historically, when the Naira stabilises, import-dependent consumer goods companies are the biggest winners.

One particular consumer goods stock is already proving this thesis.

In 2025 alone, it delivered a 178% gain, outperforming both the broad market and its sector. But what excites me more is what’s happening beneath the surface right now.

In its most recent quarterly results, this company showed a clear operational turnaround:

• Quarterly revenue grew 10.9%, with 9-month revenue up 33%

• Gross profit for 9 months surged 87%

• Operating profit over 9 months jumped 154%, despite higher distribution costs

• Net finance cost collapsed from double-digit billions to a few hundred million, driven by FX gains

• Loss before tax flipped from a deep negative to a strong 9-month profit, a 181% turnaround

• Earnings per share moved decisively from deep losses to positive territory

This is not cosmetic growth.

This is what happens when FX pressure eases, costs normalise, and operational leverage kicks in.

Most importantly, trailing earnings show the company is on track to report its first full-year profit in 2–3 years — a major inflexion point the market often reprices aggressively before it shows up in annual reports.

Technically, the stock is already trading above key short-term averages, confirming improving sentiment, with a major historical resistance zone now coming into focus.

This setup points to a 30–50% upside potential if momentum continues — but opportunities like this don’t stay quiet for long.

I’ve shared the exact stock, entry strategy, risk level, and upside roadmap with GlobFolio members.

⏳ This opportunity is time-sensitive. Once earnings expectations fully adjust, the easy money is gone.

👉 Click here to subscribe to GlobFolio now and access the full breakdown before the next leg up.

To smarter positioning,

CoachOge | GlobFolio