₦airaland Forum

Sunrisepebble:
They are not taking it private

Sunrisepebble:
I’m not a trader. I’m a tradinvestor
I think I should add to Transcorp too to be honest. The valuation is still ok at current price, but I bought quite a lot between 44-47 already

Sunrisepebble:
The only stock/stocks I can buy at current price without seeing their results is Zenith

Byankee:
Major dividends announcements to start from next week.....MTN, Dangote cement, Seplat etc

Sweet week ahead

megawealth01:
So it's a GAME

awesomeJ:
Based on yesterday's notifications, the multiple X-ALERT Issue seems resolved.
Anyone who got multiple notifications from yesterday's trading should please mention.
Please note that a bid for 1000 units at 2300.00 for instance, which got filled as 500 units at 2300.00 twice doesn't count as multiple notifications.
Or 200 units 5 times, .

EDUECO:
I meant insiders are buying and not selling.

ACCESSCORP is the biggest Nigerian bank; and it is a pan-african international bank like UBA.

EDUECO:
Both UBA and ACCESSCORP were around ₦29 in January 2024.

ACCESSCORP is supposed to be around ₦59 if not that insiders are hindering the price appreciation.

awesomeJ:
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.

mikeapollo:
I think rhey will also raise capital through long term debt e. g. debentures denominated in foreign currency.
My concern is what happens to the remainder shares for redistribution and how they will redistribute, if at all

pluto09:
If crude oil were to be by reserve, Venezuela would be the richest country in the world

toyeoye:
Sorry for the inconvenience, I see the current price action from my side but will ask a few others if they also have this issue.
Thanks again.

yMcy56:
Street, are you minding them and their biased analysis......
Some are strictly wishing that OANDO should go down more in price so they can load very cheaply
Don't think they don't have interest in the stock o
By the time the debt issue is structured we'll hear/read another stories from them.

awesomeJ:
Yes, I didn't read your post well.
@iskalamong helped my hastiness.

You're right about unrealized fx gains from 2024 becoming losses.

We'll see that in FY '25 results for those who have unrealized gains from 2024.

awesomeJ:
Especially Access.

unite4real:
CBN supposed to share in the forex loss since they shared in the gain last time

awesomeJ:
For most companies, their fx exposures are net liabilities. So this strengthening will translate into gains. Although this won't materialize until end Q1.

Am I missing your point though?

What I see is every company that recorded FX gains in 2025 did so on naira strengthening, more strengthening thus only translates into more gains for them.

PZ for instance will might have to value their FX Obligations below 1350 next month. Another N70 gains for them.

awesomeJ:
Finally:
Naira closed at 1396.99 today.

🎉🎉

Next we await strengthening below 1350.

ojeysky:
Yes I think you are correct. They may want to do either PO or PP at a higher price because the RI was oversubscribed and they returned back funds to me from my extra purchase during the RI which means they probably don't want to sell that low

zendi:
The sign that it was not going well was when they extended the offer period.
Never mind they implied it was to give the whole world that was scrambling for it the opportunity to participate.

zendi:
The main question to me is the situation now of the big acquisition that should have concluded by Dec end. Is there any kind of cooking that will help them seal a transaction they have no funding for?

SonofElElyonRet:
When's the deadline for Ellah to announce results of their PO?

Agbalowomeri:
Omo dollar below 1400

Pound and Euro holding firm though

iHaveMadeiT2:
That's the contradiction because it has resisted the sell mode of participants of the RI from when the price was below 3. Now price is approaching 5.

Agbalowomeri:
You no talk 1B sef
Na so most bidders go queue up at the upper bound price unlike the less liquid stocks. People will only buy now for dividend.
What do you think they will pay as final dividend? I think most will just repeat the same thing they paid for last year

BabsO2:
https://nairametrics.com/2026/01/08/kpmg-flags-gaps-warns-new-tax-laws-could-trigger-disputes-capital-flight/

Given Nigeria’s high inflation environment, the firm warned that this approach could result in substantial tax liabilities on asset disposals, even where real economic gains are minimal.

To mitigate this risk, the firm recommended the introduction of a cost indexation allowance as a quick policy win.
The proposed indexation would use the Consumer Price Index from acquisition to disposal dates, with December 31, 2025, as a baseline.

This adjustment, the firm noted, would not increase capital losses but would align tax obligations more closely with economic realities.