JMIA

Time-Sail346

JMIA

chiangui24

I would just buy 50k in shares of JMIA and sell when it hits $10 again.

FederalFlashy

MARA DKNG NIO JMIA total losses over 15k

Mundane_Bread7471

JUMIA!!! $JMIA...EM turnaround play.. Pan African E-Commerce company led by CEO Francis Dufay.. Company was founded in 2013 and IPO'd in 2019 to much fanfare hitting almost $55 a share in 2021.. but the burn was out of control and they didn't have a business that worked to serve the local markets... it was going to go BK right before Dufay took over as CEO in Feb of 2023 after running the Côte d'Ivoire operations since 2014 and growing it into their best/only performing market.. currently about $865M market cap... They just had their record revenue quarter in Q4 $61M up 34% YOY (GMV growing roughly 36%YOY).. They have brought the net cash burn down to around $1.7M for the quarter with $78M in cash and no debt.. much higher barrier to entry for competition than people realize.. The markets they serve are 8 countries 600M people (Nigeria, Egypt, Morocco, Kenya, Cote d'Ivoire, Senegal, Ghana, Uganda) they are young and growing and the last to the digitally connected party.. The first thing Francis did as CEO was get them out of several underperforming markets where they couldn't win in the near term down from 13 countries to 8.. He also closed the gaudy Dubai headquarters and reduced headcount.. everyone in corporate now lives in Africa.. he then spent the first two years rebuilding the supply in China (only place he hired in the first two years was in Shenzhen) where he needed to rebuild the sellers trust and retool the website to sell products that the customers could afford.. think white label tv's for $70 and sneakers for $6.. Then they consolidated all the warehouses in their core markets (they rent these buildings keeping costs low like ML does in South America).. the next thing was to target the rural "poor" where even his colleagues thought was crazy, but that is where the majority of the population lives.. so they set up pick up stations to lower the cost of last mile delivery and set up "J-Force Teams" to educate people on e-commerce.. Their cost to deliver to customers is down from $10+ to $1.90 and they are profitable on the variable cost on every delivery, and now more than 60% of their orders come from these rural areas..Amazon and Temu can't just pour money into these markets to compete..Jumia has built a super sophisticated partner networks for delivery and logistics..They use local partners to move the goods and and locals own the pick up stations this keeps Jumia from being ripped off because people aren't robbing their neighbors like they may be tempted to with a company listed in the USA.. these are countries with no national post office, they have solved this and plan grow a logitics vertical around this long term for non Jumia customers..Amazon can't just buy 1000 delivery trucks in NIgeria (they don't exist and the infrastructure to service such assets is nowhere to be found..Francis Dufay has cracked the code to grow this business and even at a 10x by 2030 it will be a fraction of the market cap of global E-commerce companies like SEA and MELI.. It is a combination of the digital technological revolution of the last 25 years in the US, the untapped growth off the floor in countries with GDP per capita under $10K, and the strong frugal leadership of Francis Dufay who acts like and is an owner and the excellent steward of your capital over the next 3 to 5 years..I am long JMIA

Pretend-Classic-4667

Selling your fortress stocks to hold onto speculative moonshots like JMIA and NNOX is kind of the opposite of recession-proofing. My team and I were tired of paying for expensive analysis tools that didn't actually help us execute, so we built our own. We’ve turned our trading strategies into automated stock scoring algorithms to remove the guesswork. The platform is called **Verex Markets**. It’s currently in free beta with our first live strategy running. We’re aiming to build 'Bloomberg for everyone,' and to say thanks for the early support, **all beta users will be automatically upgraded to PRO for free (1 full year)** when we launch. DM me if you want the link or want to chat about how the scoring works!

dad191

I don't have much knowledge regarding JMIA, but I have looked a bit after your comment. It is actually an interesting story, but I don't love the choppy revenue with approaching profitability seemingly more from reduced operating expenses rather than steadily increasing revenue. But I've only done maybe 15 min of research. Joby is not a drone company and China is not a Joby competitor. Joby's goal is to launch an air taxi business, sell 4 passenger piloted air taxis, and sell piloted and autonomous eVTOLs to the US and allied military. China will never be able to sell to allied militaries. In addition, No Chinese eVTOL has applied for FAA type certification which is required to be able to fly in many countries. Without FAA certification China will not be able to access around 70% of the world's air taxi market (market meaning economic value). So Joby is really about believing in the ability of "quiet" air taxis expanding and transforming mobility in the future. Quiet is the key to the expansion. Nothing to do with drones in the general sense of how people use the word drone. I spent probably well over 150 hours researching Joby over the years and have been maintaining a [Joby information page](https://www.reddit.com/r/Joby/comments/1mu3e9i/joby_newbie_guide/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) (basically a continuously updated Post with links to sourced material as well as links to other Posts expanding on sub topics) to explain what Joby is. You can check it out if you have interest in evaluating any value or advantages Joby may have over competitors. I have bought into Joby's vision of a future of transformed human mobility, which has gotten me excited enough to spend a lot of time researching the area. I plan to continue to look at JMIA some more as you have piqued my interest.

dad191

What's your thinking. Clearly JMIA is less speculative, but you were in JOBY prior to powering on of their conforming aircraft and now they are poised to fly it and start for credit testing as well as fly passengers in the UAE. These are two important milestones that will make Joby much more real then when you previously owned the stock. What's changed in your thinking?

lhb91

JMIA

JerrySenderson69

$JMIA NOTHING is more volatile than Nigerian ecommerce. Africa is a huge market.

Moh-ahmed

JMIA

Time-Sail346

JMIA

Father_of_Lies666

SLS may 10x or more pending phase 3 data. I suspect they will be bought out if data is positive. Drugs treat AML (a common untreatable leukemia). Gamma ramp set, short interest at 29%, with some warrants in play still. It goes to 0 or the literal fucking moon on data readout. JMIA longer term hold, but profitability should be achieved this year according to current trajectory, then we see if they can scale like AMZN and BABA have with the same business model.

lhb91

$JMIA Mark my words. They announced breaking even end of year 2026. Last 2 quarters have been great, reducing losses. JMIA is a soon-to-be banger.

Father_of_Lies666

JMIA is about to be profitable and begin scaling like early AMZN or BABA. Into an emerging market (Africa). Hold on tight.

Goodfella251

JMIA

Father_of_Lies666

JMIA is one Ive built a substantial LEAP/common position in. Check the fundamentals, they will likely turn a profit this year, then the scaling begins. E-Commerce in Africa. If birth trends continue they will have the largest population by continent in a few years. That’s labor and buying power that hasn’t been priced in yet. They haven’t gone through a TRUE Industrial Revolution yet. The business model has been proven by AMZN and BABA. Emerging market e-commerce has risk, but TREMENDOUS potential reward.

Father_of_Lies666

JMIA 5+ year hold MVST multi month/year hold GEV multi year hold.

Goodfella251

JMIA. African e-commerce is booming but still fragmented and in early stages compared to Europe. Lots of room to grow and expand.

originalpjy

Told you guys to buy JMIA puts yesterday lol

originalpjy

been following JMIA for over a year. My buddy made $40k on shares. I didn't listen. Guh.

originalpjy

JMIA $8p 11/14 for tomorrow's earnings. Thank me later.

lhb91

Tomorrow JMIA is gonna blow up. Mark my words.

christopheroptions

wtf is $JMIA 😂😂

Neat-Championship100

JMIA

Goodfella251

JMIA

Cool_Use_575

$JMIA looks promising here

jdr624-

Take a look at WRD, like that space. Also, wait for the shorts to get spooked out of MSTR. Chanos is shorting that and buying the coin… eventually that will have to unwind and the short interest is huge. JMIA investor day in London November 4th. Look at that chart

rando9999912

The fact JMIA the Amazon of Africa is still getting pumped is a perfect example of why this scam market won’t last much longer

Cool_Use_575

JMIA 🚀🚀🚀

FrumpyFrodo

You said in an earlier post that JMIA was a “first time investor mistake.” I don’t think you’re in any position to be giving advice, seeing as how you’re so new to this. My best advice to you is to buy S&P, NASDAQ, or total market index funds and call it a day.

RichardFlower7

Yikes those are big losses, I hope they make up a much smaller portion of your portfolio. Did you do any real research into these companies beyond hype cycle bullshit? NVO was an ozempic bubble once the “ohh shit patents expire eventually” hit people money started to run. LLY you should have gotten out from the second people started talking about limiting insulin prices. The underlying companies aren’t great beyond their GLP-1s and insulin. Random tech companies like JMIA and Canadian cannabis companies? Why not just buy European aerospace and defense stocks at a time when distrust in the U.S. is rising rather than take risks on small time shit that will most likely never have the market cap of a small country. Otherwise you just risk ending up on the wrong side of a pump & dump. NVIDIA > cumcoin LLC. Rolls Royce > backyard jet company BAE/L3 Harris/raytheon > phantom fireworks (but wait I promise phantom is working on a nuclear missile that will replace the entire minuteman III supply) Google > Some guys computer at Starbucks Corp.

Cool_Use_575

JMIA with lower rates 🚀🚀🚀

pooterssssssssss

Is JMIA going to 30? It's at 12 right now, up 250% for the year.

pooterssssssssss

One I've never seen mentioned on here is JMIA. Anyone remember that name from 2020-2021? It pumped like crazy back then and is back(up 204% YTD), think it's a good play?

iisconfused247

What made you buy calls in JMIA?

RipperX4

$JMIA up +23% on the day. Just getting started.

Over_Significance996

Lmaoooo guess who missed out on another 10k gain by selling my JMIA early last month. Its me 😔 🤡

RipperX4

$JMIA got a nice upgrade. Flying in premarket up 8%. Just getting started.

WickedSensitiveCrew

No. I already own 24 stocks. I kinda been cutting down on looking at new stocks. The last one I looked at was STNE and didnt buy over this and that now up 124% YTD. Missed the boat on that. But JMIA is up 154% YTD so dont feel so bad about it.

RipperX4

I have to say I'm pretty happy being in $JMIA these last couple months. Just getting started though if you're looking for a small cap stock. ($1.2 billion currently and plenty of room to grow)

Rex_butts_1984

ONDS, KULR and JMIA. Some are a lot longer than others, but not quick flips either.

Optimal-Taste-7816

JMIA

WickedSensitiveCrew

Both sound interesting. Just too worried about having too many small caps. Because on days when market panics if you full of small caps your portfolio could be down 4-7%. But the upside can be amazing. Like I own JMIA a small cap ecommerce play in Africa that up 123% YTD. Though I bought it in the April 2025 dip so Im up 300%.

Admirable-Grass9225

The amazon of africa aka JMIA is so back. Pumping 5% everyday since earnings 🚀

dvdmovie1

I get your point about the market broadening, but there are some things in this set of names that I wouldn't own in general. PFE is a stagnant company that buys growth (often overpaying) rather than innovates - it often reminds me of Immelt-era GE and it desperately needs its own version of Larry Culp. AGNC is "yield chasing" imo - over time it will not outgrow that yield and will just continue to erode. JMIA is eh - "the next (fill in the blank)" or the "fill in the blank (amazon, etc) of x" often (not always but often) ultimately don't work. The energy stuff isn't bad, but choosing to hold it for lasting periods where it's out of favor is opportunity cost. I am now looking more at these sorts of names but as a place to re-deploy after selling things that have been in favor. "Don't sell your losers at this moment !" I think there is something to letting one's winner's run, but if something is a persistent loser over a reasonable period of time, there has to be some reflection as to whether or not it has lasting issues. IMO, one should also take into consideration how much they allocate to out of favor stuff and how long they are willing to tolerate it being out of favor; optimally you're primarily in in favor stuff for long periods of time and then opportunistically (not the entire portfolio, to some degree) look at the bargain bin after stuff has been sitting in it for a while.

Blooblack

I lost it when I saw JMIA recovering. I thought that stock was dead and gone, but clearly it had other ideas.

Rex_butts_1984

Still in $ONDS, $JMIA, and $TNFA. Onds and Jmia are longer term plays, but $TNFA is a short-term high risk/reward. Looks like it could be a good swing for a lot of people or even a nice short squeez setup brewing. Just my thoughts, I'm an idiot, so don't listen to me.

dietcokegang

Love the trade. Been following JMIA for a while and was wondering when it would start to pop again. I heard about it in 2020 from CNBC Steve Weiss.

creemeeseason

Nice call on JMIA!

WickedSensitiveCrew

If I invest internationally I avoid plays limited to 2 countries or less. I like SE, MELI, and NU for their multi-country reach. NU may expand further. I took a 2% position in JMIA during the April dip under $2 for the same reason; it’s worked so far but remains riskier than SE, MELI, and NU.

someroastedbeef

there was the everything bubble in 2021 valuations for small/mid cap tech stocks quite literally 10-20xed just because interest rates were near zero. just look at FVRR, JMIA, RDFN, ROKU chart histories for same examples, still down 90% from their 2021 highs. and the earnings results of these companies did not make sense with their crazy rise i personally was holding ALGN and TNDM back then and sold near the top, felt like my gains were undeserved because it was unbelievable at the time just remember, if rates ever fall back to that level again, buy as much as you can

someroastedbeef

there was the everything bubble in 2021 valuations for small/mid cap tech stocks quite literally 10-20xed just because interest rates were near zero. just look at FVRR, JMIA, RDFN, ROKU chart histories for same examples i personally was holding ALGN and TNDM back then and sold near the top, felt like my gains were undeserved because it was unbelievable at the time

Over_Significance996

this is your weekly reminder that JMIA is the play. Q1 earnings they made progress on their 2024 plans of making the business sleeker reducing cash burn and expanding on its biggest partners to pursue profitability. They gave guidance of expected full year profitability in 2027. Q2 reduced cash burn even more revenue is increasing still even with currency devaluations in those regions. Opened a brand néw larger warehouse in egypt. Integrated AI into its marketplace. Raised their 2025 full year guidance. Doubled down on their full year profitability expectations of 2027 and now expect to break even Q3-Q4 of 2026.

RipperX4

$JMIA has been good to me the last few days. +14% today and up +45% from last Thursday.

BULLBOT-AI

**Claim**: Jumia (JMIA) rose 30% after Q2 2025 earnings, showing a turnaround with reduced losses, improved guidance, and potential for stock price growth ($12–$50). **Evidence**: - [1] Jumia’s Q2 2025 report confirms a 25% YoY revenue increase, 18% reduction in operating loss, and 50% quarterly cash burn reduction. Full-year 2025 guidance was raised. - [1] Gross profit margin improved to 13.3% (vs. 12.7% in Q2 2024), and TPV rose to $49M (vs. $45.9M). Quarterly active customers grew 7% to 2.2 million. - [2] Benchmark analysts initiated a “buy” rating, citing Jumia’s potential in Africa’s e-commerce sector. JMIA stock gained ~229% YTD as of the report. **Analysis**: - **Factual accuracy**: The earnings data and stock movement (30% surge) are confirmed by [1] and [2]. Improved margins, reduced losses, and guidance revisions align with the claim. - **Operational discipline**: Exiting unprofitable markets and focusing on core operations (e.g., physical goods) are not directly addressed in the provided sources but could align with cost-cutting measures in [1]. - **Projections ($12–$50)**: While improved guidance and cash reserves ($98M) suggest progress, price targets are speculative. Analyst optimism [2] supports sentiment shifts, but profitability targets (2026–2027) remain unproven. **Sources**: [1] https://www.stocktitan.net/news/JMIA/jumia-reports-second-quarter-2025-y66zpzy908pu.html [2] https://finance.yahoo.com/news/why-jumia-jmia-stock-30-194808496.html **Conclusion**: **Mostly True but Context Needed**. The core financial improvements and stock surge are verified, but projections ($12–$50) and claims of a sustained turnaround depend on unproven execution risks and future market conditions.

RipperX4

$SHOP yesterday and now $JMIA today. I'm having an insanely fun week.

WickedSensitiveCrew

Ticker is JMIA. It seems what happened is the company put out its numbers. And Japanese social media translated it into Japanese. English sources didnt post articles on their earnings until 1-2 hours later. So they were only up 2-4% for a large part of premarket before English articles came out. This never happens with mid/large caps. They have English articles on their earnings within 5 minutes of what they reported. I cant explain how this could happen with a publicly traded company.

Over_Significance996

Im gonna lose this but JMIA is still the play. +30% today just from improved earnings and raised guidance . 🙏🏻

WickedSensitiveCrew

There is probably no harm in saying the name. The ticker is JMIA. Used to be discussed on here now it out of favor. Due to them still being unprofitable and the execution risks. It just so odd Im trying to find the analyst estimates for EPS/revenue but it not really anywhere for the ticker. Like there is for every other stock that reported in premarket.

Over_Significance996

JMIA is my highest conviction play, been accumulating them for almost a year. Theyre not a pump & dump as they’ve been used for before showing from its 5y chart. They’re on a very real path to profitability. Next year will be the last year they experience a loss with them breaking even in Q4 2026. Financial Performance: Revenue increased 25% year-over-year and surpassed consensus estimates. Gross Merchandise Value (GMV) showed a 6% year-over-year increase. Operating loss and adjusted EBITDA loss improved year-over-year. Liquidity was $98.3 million as of June 30, 2025, with a cash burn of $12.4 million in Q2 2025. Operational Highlights: Orders grew and quarterly active customers for physical goods increased year-over-year. Nigeria experienced significant growth in orders and GMV. Guidance: Jumia raised its full-year 2025 guidance for physical goods orders, GMV, and loss before income tax. The company targets breakeven on a loss before income tax basis in Q4 2026 and full-year profitability in 2027.

Over_Significance996

JMIA still going after running for 3 months. I want 6$ by Thursday🥹

Over_Significance996

Its not listed here but JMIA reports earnings Thursday at open. Calls. Ive been accumulating this for almost a year now. Business is getting sleeker, reducing waste and expanding on its more profitable markets. They just built a brand new warehouse, integrated AI marketing into their service, and I fully expect them to double down and possibly move up their profitability expectation from last earning call of late 2026 to early 2027.

Over_Significance996

!banbet JMIA 10 4w

Over_Significance996

!banbet JMIA 10 1m

Over_Significance996

!banbet JMIA 10 3m

lhb91

$JMIA

Over_Significance996

JMIA is the only ticker I care about. Just need one more set of good news for me to commit and full port, earnings will probably be the make or break for the next significant move up or down.

Over_Significance996

Im not gonna fomo into any of the pump & dump meme stocks. Ima keep focusing on acquiring more JMIA. 100% believe this gonna be a huge value play over the course of this 2nd half of the year. 🙏🏻

Illustrious_Hotel527

JMIA, off the top of my head

Over_Significance996

JMIA above 5$ for first time in like a year. Im already up 32%. I know this will be my 2nd biggest gain, I dont plant to trim this until 12$ minimum.

Over_Significance996

Mentioning JMIA every week until im right. non stop good news (multiple partnerships, integrating AI, opened a new larger warehouse in egypt). they gave, for the first time an expectation for profitability by 2027. The business is getting sleeker and modernizing. I expect this upcoming earnings call to be a big catalyst. Likely see them moving up their expectations of profitability. About 15k deep with daily buys. Planning to cut the buys off and full porting depending on guidance in august.

Over_Significance996

!banbet JMIA 8$ 2 months

Over_Significance996

Nothing but good news coming out for JMIA lately. Ive been long on it for a year and my highest conviction long term play. Easy 3-4x bagger for sure. This earnings should be a big catalyst if they continue moving up their expected profitability date.

cmccoy52

$JMIA , insane setup right now

JealousEnthusiasm955

ASTS PLTR TSLA TMDX JMIA I only have 6 positions with high risk. I bought Palantir more than a year ago.

thecatlion

JMIA 🚀🚀🚀🚀

SoftArachnid4

JMIA

Over_Significance996

Omg JMIA baby. You’re gonna pump 2 days in a row. My bags that Ive been holding for 7 months are suddenly plus 1.5k now. 😎

FogCity-Iside415

$JMIA

Over_Significance996

Just 1 on my gambling account on RH 80% JMIA w/leaps and the other 20% is alt coins. My IRA is just boomer stuff like etfs, spy, QQQ, bitx, JNK, tesla, nvda, apple, msft

Over_Significance996

I will not paper hand my JMIA I will not paper hand my JMIA I will not paper hand my JMIA I will not paper hand my JMIA I will not paper hand my JMIA.

Over_Significance996

JMIA baby keep mooning 🥹🙏🏻

Over_Significance996

Lmaooo after bag holding JMIA for 7 months I finally went into profit today. Im up 49$. 😎(I was -4.5k liberation day)

Rex_butts_1984

ONDS and JMIA for me. What do others think of these?

Over_Significance996

Been slowly adding to my JMIA position that Ive been bag holding, only down 5%, recovered from being down 70% after liberation day 💀. Just crossed 2500 shares and threw 1k at some leaps. Will probably add more later. I plan to full port this if their August earnings call continues or improves their guidance of profitability by 2027.

Over_Significance996

I have about 10k in JMIA thats almost back to breakeven after bag holding for like 6-8 months. 💀

Lanam95

Let me guess JMIA and SPCE

oyo7

JMIA is baccccccck

Rex_butts_1984

$JMIA

LegitimateAd1720

What yall think about JMIA going down again 🤔

Over_Significance996

Omg my JMIA bags pumping. Im glad I didn’t sell when I was 70% down in April. Just need another 15% to break even and get out of this 

Over_Significance996

Oh man JMIA is mooning. Im only down 30% instead of 50% 

WickedSensitiveCrew

What a swing from JMIA. It reported earnings in premarket and was down 25%. It is now up 19%. I didnt think the earnings were that great but their guidance must have helped.

WickedSensitiveCrew

What a swing from JMIA reported earnings in premarket and was down 25%. It is now up 19%.

Over_Significance996

JMIA missed on earnings pretty bad again. Guess ima be holding on to these bags for a long time 

Over_Significance996

Ive been bag holding JMIA for like 6 months. They report earnings tomorrow. I hope I can finally unload this position 

Over_Significance996

I just wanna say thank you to whoever has been pumping the JMIA shares I’ve been bagholding for the past 3 months. At this rate I might get to exit early.

Over_Significance996

Oh no. WSBgold shows everyone the JMIA shares im bagholding now 

Appropriate-Unit1433

JMIA calls

BrilliantHolmes

Thoughts on JMIA?