₦airaland Forum

crownprince2017:
U want dey compare someone trading with 5m and someone with 500m.

Its obvious that majority with 500m will not take anyhow risk In the name of doubling the fund in short period of time but the other guy will mostly do because the cost of that conviction not coming to pass is different n more punitive to the guy with 500m.

Na why u see agba in fixed income jeje, high blood pressure is real.

Let Agba take risk with 20-30%, the rest can be in more stable assets.

nosa2:
I wish you guys well. This is pure speculation and that's fine. Speculators make a lot of money but there is also a good chance they will lose their shirt.

If they make money, and lose their shirt, they'll just buy new shirt na, as long as the money made is substantial. I'm happy making N50m while losing my 50k shirt

iHaveMadeiT2:
No be Japaul again? Those 200 million bids can crumble in 10 minutes. Hope it will be different this time

No they can't.

Shalom428:
First commercial paper listing on NGX .

Depth is coming. We love it.

ojesymsym:
This looks like a good one...Kind of you to share.

@awesomeJ, is this a manual version of your strategy? You pay very close attention to ASI which suggest that your may be a lot more different from this.

Even me, I don't understand my own strategy. For one thing, it changes, for instance, a larger portfolio size now means i can wait out a losing position more easily than i could 2-3 years ago. For another, it's spiritual

However I do agree that most of my trades usually happen in the first 30 minutes, sometimes i trade as much as 30% in those first 30 minutes.

Some other days start slow for me, and only pick up further into the session.

30-day MA reserves balance also at a new high of $48.4bn

Naira closed at a pretty 1335.96

Now that 1340 has been broken, 1300 is looking more and more susceptible.

First dip of the month.

It was needed.

Deal count has now crossed 80k

I've sent a complaint regarding the multiple SMS notifications. A ticket's been opened, hopefully, that gets resolved this week.

59k deals at half time, we shold see over 80k deals today.

same market that used to do just 5k deals as recently as 2022

Despite 5% uptick in BUAFOODS, market is still down for the session. This is the sort of moderation we spoke about.

40K deals already done in the first hour though.
Good momentum.

Agbalowomeri:
Una wan tire to make money

Not quite, we just want our engine to run at a more sustainable pace.

aj8:
Exercise caution from this point on…better safe than sorry.

The market does indeed need to slow down now.

The pace needs to really taper from today.

ppogba:
Are you ever expecting any good thing from Nairametrics?
They are one of the Apostles of N2000/$ by December 2025 and have never been comfortable when their prediction did not come to pass.
I do not want to sound somehow but take time watching them going forward.
I did not even bother to read the yeye article when I saw it on their website.

Dangers of an Naira appreciation indeed.

Me neither, I never bothered reading it, I found it annoying.

The danger is only to them who selfishly placed a wrong bet.

I mean if they've loaded USD at 1500 or higher and 1200 is coming, then they're indeed in a dangerous situation, especially if you consider the fact that the naira they used for the hoarding could have made another 50-100% if it had been rightly deployed.

zendi:
The taxman is not an assassin.

The tax law is a legislation of the National Assembly. If implemented, the taxman will nab everybody unless you boycott the entire financial system.

So I'm not wishing him and his heirs bad if that's what it sounds like to you.

Tax paying is even a Biblical injunction. Jesus said we shouldl give to Caezer (Govt) his due.
But the Govt owes to God and man the duty to use tax funds so entrusted to it judiciously.

Don't cause me to start helping Oyedele in his ministry of selling taxation to Nigerians.

Yes sir.

SonofElElyonRet:
https://nairametrics.com/2026/02/15/the-dangers-of-an-appreciating-naira/

I think some folks at Nairametrics bet against the naira, their reporting lately seems biased against it.

Since I noticed they failed to report that $150k BDC sales, I knew they are probably on the wrong side of the trade.

No one actually thought the naira would again gain in 2026 after a record year of gain in 2025.

ogawisdom:
When you over diversify you water down your returns. Nobody actually needs more than 5 quality growth stocks in their portfolio 1 from one sector.

It's funny to see investors kill their returns with crazy over diversification as they want to be in every stock.

In absolute terms, 20% in 6 weeks is massive.

It's more than Agba gets in 52 weeks, and he still pays WHT.

in dollar terms, that 20% gains is over 26% given that naira has gained over 5% YTD.

Sometimes, we need to just appreciate our gains in their absoluteness, not comparison it with other people with higher returns.

If you must compare, compare with Agba's 2%, since he only makes about 0.35% per week.

Valthegreat:
Jim

So who go come buy a company with total revenue of #400m last year at #15, newbies?
Even Awesome can trade above their annual revenue in one day.

Amen! 😁

Agbalowomeri:
Na so you dey value your own?

At least he's in the market 😁

zendi:
Nothing to worry about. I'm a happy, patriotic taxpayer myself, and very proud of Sunrisepebble if he helps maximally to boost our revenue story.

It's that tone of "the tax man will wait for you"

I don't think it portrays the best reaction.

Congratulations are what are in order to the boss.

On extremely positive days like this, traders like me underperform the market.

But it's fine, cos such days are less than 5% of all market sessions.

I did 1.3%,
Index did 4.4%

zendi:
Hmm, the taxman is proud of you.

If you like turn your portfolio to Heirs Holdings, the taxman will wait for you and/or your heirs.

The vulture is a patient bird .

Worry about your own tax implications.

Someone smart enough to make big sums in the market should know how to use the concessions in the tax laws to his advantage.

I can never have up to 5% effective tax rate no matter how many billions I make in the market.


Except the rewrite the law, and they won't.

X-ALERT bug seems even crazier today. I've probably gotten 2k alerts just for today.

They seem to be sending each alert 6 different times.

January inflation at 15.1%

KarlTom:
Told ya

You did on my first entry. I reentered at 750.

Agbalowomeri:
This letter is addressed to AwesomeJ

I think he's telling you MTNN is still a good buy . He probably sees a 3x upside from current price based on strong FPI demand.

we should balance the optimism though with the reality that investors from thesame country abandoned etisalat, if they were that desperate, they should be looking in its direction.

market at 187k!

crownprince2017:
Let enjoy this bull first.

When we dey chop bear last year Nov, u no warn us about bull..

Exactly 💯💯💯💯💯

megawealth01:
When is the bears?Even in bitisi no one seems to be telling the "WHEN"

Easy.

When you see brent at sub $40
inflation above 20%
reserves below $40bn
balance of trades returning to deficit,

Start trimming your naira assets.

That's the sweet thing here.

Usually you would have more than 3 months to comfortably exit.

The crash of 2020 was that terrible cos of FPIs, I lost about 10% of my portfolio in a single day.

Brent went sub zero then too.

The bulls we see are not baseless, stocks are not cryptos, so let Agba trim his fixed deposit, and ride the bull with us.

ARADEL now doing 1100, I sold off since below 800.

But I'm contented with my 2%, others should enjoy the 500%

Pa Emma said people would buy PRESCO at 2k, now I've sold above 2k 😁

mikeapollo:
Whether Tinubu, APC, Obi/Atiku, ADC, Wike/PDP, I don't care.
I am not the investor that dragged the market in November 2025; which made govt to quickly reverse and recant some of their statements on the CGT, including reducing it to 25%, which would be unlawful because such 25% is not backed by any law.

You're speaking on what you don't know.

The 25% is exactly what's in the law.

There's no specific rate set for CGT in the law.

It simply uses the PIT rate which is 15-25% in the law, as well as CIT rate which was 30% and is to reduce to 25%.

Those are already enacted.