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MutuaValue
Jumia Technologies: Operational Rationalization and Currency Challenges
Jumia Technologies, often dubbed the sole pan-African e-commerce "unicorn," is navigating a critical phase of its stock market history. Far from the exuberance of its 2019 IPO, the current management, is executing a strategy of survival and optimization (the "turnaround") aimed at proving the solvency of the business model against extreme macroeconomic volatility. 1. Strategic Pivot: From Growth to "Unit Economics" Analysis of the recent strategy reveals a sharp break with th
Dec 3, 2025
Dangote Cement: Expanding Beyond Nigeria and Unlocking Africa’s Potential
Founded in 1992, Dangote Cement is Africa’s largest cement producer, with an installed capacity of 52 million tonnes per year. A...
Nov 29, 2024
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