StockCompounder

@DoctorInPsx Lolz 😂 Bholay nahi abi tak 🫣

@StockCompounder May Allah give strength to my Saudi based friend to send this one to me 😂

After the recent price rally, #PSO has quietly diversified its portfolio. Fuel, lubricants and now premium petrol in 100ml travel-size perfect for those “budget constraints but still bullish” days 😄

@Ahmad__Mukhtar Inventory clearance seems to be the main factor, especially since Hi-Octane customers are already very limited. This looks like a marketing tactic to attract more customers, which can boost sales of other products and easily offset any loss from Hi-Octane.

How is ARAMCO selling at ~410 when govt base price is 533? 🤯 They still have to pay 200+ levy - so it’s not like they can just refine normal petrol and sell it as high octane. Either something doesn’t add up… or govt quietly adjusted prices 👀

AKD

flow vs test rate • Decline curve dynamics ✅Conclusion • Incremental EPS: ~PKR 4–7/share (normalized range) • Impact: Positive but not transformational alone

5️⃣ EPS Impact • Shares Outstanding: ~283 million • EPS Contribution: ≈ PKR 6.5–7 per share annually ⚠️ Key Considerations ➡️Production sales may begin in 6–12 months ➡️Actual realized EPS may be lower initially due to: • Ramp-up phase • Potential lower sustained

@TalhaEjaz07ee 260-290 on the 🃏

UBL dropped again a bit. Time to forgo sanity and buy some more. I will meet you all on the other side.

EPS estimate by IMS

EPS estimates by AHL

3️⃣ Revenue Estimate • Daily Revenue: 6,600 × $4 = $26,400/day • Annual Revenue: ≈ $9.6 million/year ≈ PKR 2.7–2.8 billion 4️⃣ Profit Contribution • Assumed Net Margin: ~70% • Estimated Profit: ≈ PKR ~1.9 billion annually

1️⃣ Net Production Share (POL) • Gross Flow Rate: 26.5 MMscfd • Working Interest: 25% • Net to POL: ~6.6 MMscfd 2️⃣ Revenue Assumptions • Gas Price: ~$4/mmbtu • Conversion: 1 MMscf ≈ 1,000 mmbtu • Net Volume: 6,600 mmbtu/day

@Nadir_Nfts 🇵🇰

If you are from Pakistan, let’s connect below Are you?

@acha_socho Then you played an absolute blinder

@StockCompounder No didn't do any calculations

It’s time for another cash drip by #DCR. BM Meeting is scheduled on March 31, 2026. This is standard protocol but for DCR investors, it usually signals one thing: a predictable income event. #DCR has built its identity around consistency. Unlike cyclicals or commodities, this

@acha_socho Did you calculate the impact of Carrefour rent on overall DCR earnings before making that move?

@StockCompounder Was heavy in DCR, but after the news that carefour has left so lowered my position in DCR

@success20221999 follow naturally. I would consider selling if deposit growth remains stagnant for an extended period, and if post-expansion the cost-to-income ratio fails to improve.

@success20221999 I don’t have a target price in mind. My expectation is for quarterly dividends to grow to around Rs 4 per quarter over the next two years, and then potentially reach Rs 6 per quarter in the following 2–4 years. If this trajectory materializes, price appreciation should 1/2

Portfolio Update (Positions as of 11-Mar-2026) 💠POL — Added @ 608–610 💠FFC — Added @ 470–474 💠FABL — Position ⬆️ 1.5× @ 76 💠DCR — No change 💠MRNS — Position 2x @ 52–58 💠GEMPACRA — No change Exit: EFERT Cost Basis ⬇️

@sarmayakaar They always mention the year instead of quarter in their announcement which confuses lot of investors. They need to mention quarter clearly to avoid this ambiguity

@StockCompounder I don’t understand this. Shouldn’t this be for quarter ended on March 31st? Shouldn’t they be announcing dividend on or after 30 June for the year ending on June 30?

@zaroon_kz Yes it is time to enjoy double digit DY for those who accumulated it at good price.

@StockCompounder Stable cash flows. However, the current rate is not attractive enough to accumulate DCR due to low dividend yield & low upside potential.

especially when price volatility is low. The real question isn’t if they’ll pay. It’s how much. Given current interest rate dynamics and relatively stable occupancy, expectations should lean toward a steady not extraordinary payout.

is a yield story backed by: ✅Prime retail asset (Dolmen Mall Clifton) ✅Dollar-linked rentals (partially) ✅Stable footfall-driven tenants For income-focused investors, these “cash drips” compound quietly over time. Reinvested properly, they turn into a powerful yield engine