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BabsO2's Posts

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Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 3:27pm On Feb 28, 2025
N5b changed hands today in Zenith. Lovely. Perhaps some rights and PO people are trying to take some profits thereby pulling price downwards.

Good UBA did its right at 35. It should have solid support above it.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 4:03pm On Feb 27, 2025
HesInMe:
Interesting. Could you please explain this cyclical pattern in the price of oil palm a bit more for those of us who don't know that market well? Specifically:
When does the harvest season start/end?
Why do prices peak in January?
How much does the price change from low to peak?
Do wholesale prices change as much as retail ones?

Thanks!
AI answer.

Palm oil production is cyclical, but oil palm trees produce fruit year-round with peak and low seasons. Here’s how it works:

1. Year-Round Production
• Oil palm trees (Elaeis guineensis) continuously produce fruit bunches throughout the year.
• Unlike some crops that have a single harvest season, palm oil can be harvested every 10–15 days.

2. Peak vs. Low Seasons
• While fruit is available year-round, there are seasonal peaks and dips in production due to climate factors:
• Peak season: Often during the rainy season, when moisture supports higher fruit yields. In major producing regions like Malaysia and Indonesia, the peak is usually from September to January.
• Low season: During dry months or periods of extreme heat, which can reduce fruiting and oil content (often mid-year in tropical climates).

3. Weather and Yield Impact
• El Niño or La Niña events can affect rainfall patterns, influencing yield cycles.
• Drought conditions can reduce fruit production for months, leading to supply fluctuations and price changes.

4. Economic & Market Cycles
• While palm oil trees bear fruit year-round, global demand cycles, export policies, and stockpiles cause price fluctuations.
• Higher yields during peak seasons can lead to price drops, while lower yields in off-seasons may push prices up.

Bottom Line:

Palm oil is not strictly seasonal, but production varies cyclically, peaking in wetter months and slowing in drier ones. Weather, demand, and market forces also play a role in price and availability.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:31am On Feb 26, 2025
chimex38:
You yaf join dem Ding-Gang grin
Know I ring anytime I am chanced at z time. May market close the month on a rising note over the next three days. Green sweet now.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:00am On Feb 26, 2025
Ding !!!
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 9:21am On Feb 26, 2025
JohnTerrorBlade:
The listing of NNPCL and Dangote Refinery in 2025 is definitely an event worth tracking. Given their current financial performance and strategic importance to the economy, these stocks could attract significant investor interest. However, the big question remains: how transparently will profits be distributed, and could additional taxes or unforeseen factors impact the expected returns? I'll be closely monitoring their movements through live stock charts. What are your thoughts on the growth potential of these companies in the market?
A refinery should be a cash cow and not a growth prospect. It can only grow relative to a depreciating currency as the asset replacement cost is fixed. Thus if further currency depreciation takes place in future, it's share price will stay afloat.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 7:10am On Feb 26, 2025
starpower:
Zero eight zero three seven zero five five five one one) male sales agent can use truecaller to verify. I don'twork for them.
Good prices are coming down. Thanks to China for their leadership in increasing our collective global prosperity. Prices of goods going up brings poverty while going down of same brings prosperity to the common man.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 7:30am On Feb 25, 2025
ositadima1:
Instead of una to put chaplet for water they bind spirit of oyibo innovation breakthrough you dey there they argue, ok nah. grin
chimex38:
EV cars without charging outlets..

Even the current CNG needs infrastructure

Fossil till take over, well into the next generation .. grin
Light bulb used to consume 60 watts with tungsten filament. Now for same illumination less than 10 watts is needed with LED lights. Technology for harnessing the sun’s energy could change likewise. We currently get top most efficiency from solar panels in use of about 23%. Research is on to push that efficiency to about 45% with multi junction solar cells. In Nigeria we indeed need to wish for slower progress in breakthroughs in new Tech for assessing Solar Energy. A new tech can even go beyond our current scale of 100% shocked

And if the new Tech comes change overs won’t be that easy like Tungsten-LED changeover.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:29am On Feb 24, 2025
I have taken position in the Ellah bet with the mind set of Jeff grin

Key risk is the management buckling into mis-management when cash starts flowing. So take note of not only the rewards but the risks.

Princkez:
I saw OKITIPUPA OIL trading at #182 on NASD....is this true? hmmmm ELLAHLAKES

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:33pm On Feb 19, 2025
ositadima1:
You have no idea what is going on. The only reason Ukraine has lasted this long is because of U.S. backing. It is the U.S. that has been supplying them with weapons, sanctioning Russia, and spreading anti-Russian propaganda through the media. The U.S. was practically doing everything for Ukraine.

Now that U.S. policy has changed, the war is over. It was the U.S. that pushed them into fighting in the first place. Ukraine cannot defeat Russia—just compare the size and resources of both countries.

As I said, very soon, most of the sanctions imposed by the U.S. will be lifted, and Russia will once

again be allowed to flood the market with oil. Let’s watch as things unfold.
Russia is part of OPEC+. I don’t think it will flood the market but rather stick to working with OPEC. Oil price will likely stay flat or drop a little like 10%.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 3:20pm On Feb 19, 2025
sterlingD:
I hope what you mean is what is shown below?

Though there is thread on Commercial papers on nairaland the thread has not been updated with that of Access bank yet
https://www.nairaland.com/5010648/commercial-papers/8#134195602
These mouth watering CP’s can weigh the market down. They could beat inflation in their time period. Or likely beat it.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:05am On Feb 19, 2025
zendi:
Since we're slowly succumbing to the politicisation of this threadgrin, there is the President, and there is the Presidency.

Among the ways to rate Presidents is by the calibre and achievements of individuals they assembled around them. I rate highly the Presidents that appointed the following geniuses and others like them to avail the nation of their services, namely:

* Tam David-West.

* Ngozi Okonjo-Iweala.

* Charles Chukwuma Soludo.

There is a lot to be written about each of them, but people easily forget that the impacts made by these widely acclaimed stars were also the successes of the Presidents that appointed them.
I rate Soludo highly amongst these three. His vision has endured with bigger Nigerian banks that have contributed their share in GDP growth not only in Nigeria but in Africa also.

May be biased due to returns in the last decade from some bank shares with x5+ baggers.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:00am On Feb 19, 2025
Ding !!!
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 9:42pm On Feb 18, 2025
grin
megawealth01:
.. Dollars that America keeps minting like kilode
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 11:41am On Feb 17, 2025
yMcy56:
If you look at the volume and the offers on the table, you'll notice it's only the retailers that are selling....

Some are expecting the stock at circa 60, now it's at circa 63, they'll still shift goal post like Peter used to do, small time, they'll come and be queing @circa 70 and will still not get.....😁

If you get interest and you're still not in the bus, start hopping in now.....
Na so we shouted this stock so teyyyy @8/10/15, na so so insult dey follow.....
At least we don dey try again now......😁
Upon all the loot, none was noticed to come back and say thank you here after all...... (Except 1 or 2 persons via mail). tongue
I think you have the widest stock coverage in this forum. Some of us cover only about 5 to 10. Some just 1 or 2 only. You dey try well well. Well done.

With this distribution exercise and the ongoing selling and buying, Oando will have a larger shareholder base. Which has its good and bad. The good is it will be trading more with stockbrokers getting more income compared to other stocks that don’t trade much.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 11:13am On Feb 17, 2025
Raider76:
Of course, everyone has their approach to the market. But isn't that like counting your chickens before they hatch?
The share is as good as received even if it gets credited at Christmas. But I don’t think it will take that long.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:44am On Feb 17, 2025
GeeKudi:
It's expected, of course, after waking up to some free shares, those who are interested in the cash would take that option.
Agree those that want to monetize part of their share distribution payment doing so.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 4:08pm On Feb 13, 2025
Sunrisepebble:
On second thoughts I think I agree with @Hesinme view about the banks.
For those that have alloted shares already, since they’re already listed, they will qualify for dividend. We could see a lower dividend per share for these banks that alloted. The full year earnings will be divided by old shares but the dividend will be paid on new shares.
It could be a much lower dividend yield than we’re used to. What would market reaction be then
I think UBA has adequate eps to support N4 annual dividend payment for 2024 and going forward even with enlarged number of shares. 2024Q3 eps was nearly N15. With enlarged shares and Q4 profits, eps should stay flat. And this eps does not include the gains in comprehensive income. Without further devaluations comprehensive income won't be like x3 profit again. (Year to Q3 profit was N0.5T and Comprehensive Income was 1.6T)
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 1:47pm On Feb 13, 2025
https://doclib.ngxgroup.com/Financial_NewsDocs/43132_UNITED_BANK_FOR_AFRICA_PLC-APPROVAL_OF_GROUP_AFS_FOR_THE_YEAR_ENDED_DECEMBER_31,_2024_CORPORATE_ACTIONS_FEBRUARY_2025.pdf

CBN reviewers need to sit up. They get to know the dividend proposed by UBA and other market sensitive information which they can take advantage of. Are they more skilled than the Auditors of the banks? What's the earliest time the results and dividend declaration will be released to the public? 2 weeks or 4 weeks?

I estimate a final dividend payment of not less than N2. That is total dividend payment of N4.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:50pm On Feb 12, 2025
ositadima1:
That’s your opinion, and I respect that. But just like you, I have the right to hold mine.

This was the same argument I had with him back then—don’t discourage others just because you got burned in the past. Oando did 13 baggers, and whether you refuse to touch it with the longest pole on earth or not, that fact remains unchanged. It has yet to crash as Oga Emma predicted.

Let’s watch and see.
With weighted average entry price of about N11, Oando is +6 baggers for me right now.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:49pm On Feb 06, 2025
Streetinvestor2:
Oga if you don't know anything in this business till now.You should quit and go try something else. What is the imaginary numbers. You rushed to quote my post as hope analysis to get likes.Did you not see oando q4 results and FY unaudited results. Thr was good improvement in the q4 results and q1 2025 will be better because revenue will definitely increase because production is expected to be higherl . If you no sabi FA stop pretending to know it.
The last ellah lake esult I saw had no revenue
generation. They made expenses from the Air and retained earnings was heading more south.
Bro if you no sabi the business. Is better you calm down to learn and stop doing notice me.What blood asset that is not generating a kobo abi na me prepare the results.
I dey Ellah and Oando.
Ellah is passing through the development stage of a new business. Maybe the palm trees are still in the nursery. As I dey pray make crude oil price no drop nah so I dey pray make Ellah lakes palm trees begin fruit and make palm oil price stay high. Then the company will move to cash cow stage. In both Ellah and Oando patience is key. Person wey no get patience or want now now cash cow stock can go for Presco or Seplat or Geregu sef.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:40pm On Feb 06, 2025
chimex38:
Lol...so you dey follow thread? Here I thought you only speak "stockbubbles". grin

Nice site by the way. Kudus!👍
A nice thread worth following for the investment or is it stock speculation biased. A fair dose of fundamentals, technicals, jokes and gbas gbos making it not monotonous. If I no need the fundamental or gbas gbos post I just jump ahead if I need I read and take (widen my view) or enjoy what it brings.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 3:51pm On Feb 05, 2025
Princkez:
watch out for institutional investors to take up remaining 3b units @#100 and cash realised to be distributed as special dividend to shareholders...#10 per share
Many ways to skin the cat. Sounds like my xyz way. That way profitability will be accelerated as it is another way of recovering the original funds that was lost leading to the confiscation and redistribution of shares of the former delinquent shareholder.

But the redistribution is excellent as it appears management is confident the turnaround they have started will generate enough money to strengthen the balance sheet.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m):
chimex38:
True.. No doubt
but here and there isnt in their numbers.
Pray it’s that small cloud, the beginning of abundant showers of blessings.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 11:45pm On Feb 04, 2025
Locotrader:
Una don begin turn English upside down because of Oando.
Too much ogogoro for the parry
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 11:41pm On Feb 04, 2025
chimex38:
Na wash joor
Nigeria ko Nigérien ni.
I no read the story. But it could be related to some Nigerians coming to attend dental clinic in Nigeria as there are some advantages for doing so. Or like that CNN anchor story.

Former CNN anchor Isha Sesay, of Sierra Leonean descent, brought her mother to Nigeria for medical treatment. She praised the Nigerian medical staff for their exceptional care, noting that her mother was admitted to Lagoon Hospital in Apapa, where she spent three months in the Intensive Care Unit. 

Stuff like this here and there.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:52pm On Feb 04, 2025
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:50pm On Feb 04, 2025
mikeapollo:
How can that be done?
Distribute ones and monetize which rest?
Is it that complicated.
Out of xyz units, distribute x and sell yz and put proceeds into balance sheet
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 5:03pm On Feb 04, 2025
Raider76:
I believe you don't own any Oando shares. Because I don't think any minority shareholders who know the potential capital gain in Oando shares in the next year or two will ask for cash, or any other option, at this time.
I am saying distribute some shares and monetize the rest to boost balance sheet and profitability.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 11:52pm On Feb 03, 2025
Streetinvestor2:
Based on what naija management can do.They should give me my own let me decide the best way to use it.
Can you say whr the money gotten from selling the fuel stations went .Abeg no loud this option oh
They can always steal whatever they want to steal if they are bent on it. And they can distribute as they deem fit. So no worries. But if they have decided to distribute shares they better monetize it to improve profits while giving out something immediately to shareholders also. They can always continue chop profits in fat emoluments etc instead of creditors collecting a larger chunk. Abi OandO is part of the creditors ni.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:54pm On Feb 03, 2025
Bagwa:
You will soon hear from Wale ASAP

Huge is coming Feb , June 😃
Wish a major part of the shares to be redistributed is sold publicly or privately or to creditors and the money reinjected into the shareholder reserves and balance sheet.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 10:13pm On Feb 03, 2025
emmanuelewumi:
Na wa oooo, I am yet to see mine
Maybe they are loading turn by turn and not in one go. Surprised I didn’t see breakdown of what was added and when. Perhaps they will load that later too.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by BabsO2(m): 9:46pm On Feb 03, 2025
eddyakinrinde:
Please when did they credit your Zenith shares
I looked at my CSCS statement online to see my portfolio at end of January and saw my zenith had increased by the amount for rights and PO I applied for. Clicked to see more details but no further details came up. Usually one can see further details of when such additions occurred - date and volumes.

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