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Deathwing's Posts

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Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 3:24pm On Jun 08
Interesting problem.

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OoDeeA:
Can someone please guide me on what to do. I use an old dell laptop for my trading on Atlass Portfolios Cititrader, Having buy a more advanced HP laptop. the website became inaccessible on the New PC. It will do a partioal login and then throw a "not connecting" error message. I have complained to Atlass, they kept telling me there platform has no issues. i was told to speak with their Engineers, but they aren't reachable. what can I do. its affecting my productivity as i have to keep managing my old laptop but My Yakubu can no longer manage.
Please I need help on this
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 10:34am On Jun 08
Haha
ProphetUtuocha:
Oando’s current price is a steal. With huge windfall from the Iran war, folks may not see these price levels again. The soon to be released results will reveal improved trajectory.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 2:27pm On Jun 07
Agbalowomeri:
So your argument is that the company is not worth $50B conservatively? Even when the production doubles?

Dangote is a highly gentleman grin
If na me, nothing wey go make me list at less than $100B even with a production capacity of 700,000
lol, how much upside does a refinery listing have? The technology is not revolutionary. We have had it more than a century. One air strike or terrorist sabotage with a drone and everything grinds to a halt. Even if Dangote is the only one refining fuel in Africa, he can only refine so much with what is on ground. $100b ko 😆😆.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 12:06pm On Jun 07
Sunrisepebble:
Just the refinery and petrochemical company. Fertilizer is separate
Ok, not really interested in the IPO, just Fertilizer. But money go still remain for Africa for Fertilizer IPO to be subbed like this? 😆
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 9:44am On Jun 07
does this valuation include Fertilizer or will that IPO be different?
Sunrisepebble:
But should one be paying for perfect execution ahead of time?

By the way I don’t agree with one of my mentions here that the refinery is overvalued. DR is the most modern and efficient refinery in the world, average age of European refineries are 70+. It’s also not just a local supplier, but a continental one which adds to the premium. I wish I could share financials but from going to the site myself I’ve heard that they’re making something like $1bn in EBITDA every month since the start of the Middle East crisis. Their margins are also far healthier than any refinery out there

I will be participating in the private placement.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 9:40am On Jun 07
Sunrisepebble:
I think IPO will be $50bn
So IPO will be higher than Private Placement price?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 8:54pm On Jun 05
For me, if you bought stock before Tinubu, when dollar was N600, fuel was N200 or so and inflation was above 22%...you need to have made like 10x between 2023 till now to just to break even. That's why I never bothered. I think 2024-2025 was a good time to come in because of fx stability.. Anything earlier and it's still just poverty olympics you are playing because the SP500 would have been a much better choice.
ositadima1:
Let's say I bought Dangote Cement at ₦300 when fuel was also ₦300 per litre, before the Tinubu administration. Now, my investment has grown by about 3.7 times, almost 4 times my original capital. I decide to take profit, but the problem is that the ₦1,100 I can now sell the stock for cannot buy the same amount of fuel the ₦300 could back then.

My question is: did I really make a gain?

Another question: should I be worried that bears are coming to push these stocks down?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 3:50pm On Jun 05
DONG! grin
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 2:10pm On Jun 04
Interesting machinations.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 11:54am On Jun 04
Did you take this 20% the from the US market or has it been officially defined for the NGX? Because just the trio of MTN, DANGCEM and BUA can reduce ASI by 20% if they are serious enough.
nosa2:
Yep, that's how markets work.

P.S. A bear market is declared after a 20% decline from the most recent high, We are not there yet.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 4:23pm On Jun 03
My own CSCS has not updated any transaction history since February so I don't even have faith in it as the final bstop of my holdings. Nobody is also replying my emails
Potvalor:
A friend of mine had 500K units of Transcorp (pre-reconstruction), and after the reconstruction exercise, his true holding would be 125K units, yet Morgan never updated this in his portfolio. He mischievously tried to sell off the 500K units, but only 125K could be sold (because that is what he truly has in his CSCS account), and 375K units remained in his Morgan portfolio.

Now, imagine Morgan just updating his portfolio in January 2026, and the whole 375K units are wiped off. Can he bring out evidence of his 500K units purchased pre-reconstruction (@#10K per share) and claim foul game by Morgan? I think this scenario happened to many users of Morgan with this same Transcorp stock, and it is likely to be the same problem with the 4willer issue. This is why direct access to your CSCS account helps, you can always crosscheck your true holdings after every buy and sell cos sometimes inefficient brokers like Morgan might not update your true holdings correctly on their platform, especially after share reconstructions, right issues or public offers.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 3:53pm On Jun 02
Price action. Buying pressure in general increases the price of the stock for everyone, leading to more buying pressure from Musk fan(anatic)s. Valuations go sky-high.
ghm:
Sorry, If I may ask, how do someone buying Tesla stocks enrich another owner of Tesla stocks? I am just curious!
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 1:30pm On Jun 02
A bubbling day

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 4:05pm On Jun 01
“Over the next four years, I commit to ensuring a minimum of 10,000 megawatts increase in power generation and distribution,” he said.
That's the actual quote. But no wahala, lets continue with the new oligarchs and emperors that put us in Band A while doing solar for the villa so that the remaining 100 of us that are alive by 2031 can finally enjoy 24hrs power after hanging his cap outside our door.

ppogba:
But someone who has been to Egypt thinks the solution to Nigeria' s power problem is generating 10,000 MW from the moon.

Truth is, not until people get there before they know the problem is deep.

If anyone is elected today and spends the entire first four years facing a problematic sector in Nigeria, he cannot solve HALF the problem.

Not until aspirants recognizes the fact that the education sector starts from the primary to the tertiary with all the attachments.
Not until they recognizes the fact therein in the health sector.
The seemingly simple one, the sport, na when you face am you go know wetin dey.

But of course, all are saying what there supporters wants to hear.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 12:14pm On Jun 01
Any idea?
deathwing:
Does anyone know why my cscs account transaction history stopped around February?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 11:29am On Jun 01
🌞🌞🌞🌞🌞🌞. Btw, did you get all your allotment at once? Mine is still not complete and I don dey fear
Ginalex:
TIP investors good morning 🌞
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 11:15am On Jun 01
Una own no pass money. Some people's children are dying inside bush while a FirstLady/Her Son is in a convoy of 35 cars, money that should have been used for security, but una own no dey ever pass the 200% gain una make for Zenith bank on the NGX. See the kind of news we are used to hearing (reference 2024 paper I was thinking about recently )
ghm:
Same here. I still don't see any current candidate who can deliver something truly different.

This administration has performed better on macro‑economics than most past ones. Think of macro‑economics as the infrastructure; micro‑economics is built on that, and it's micro‑economics that actually improves people's lives sustainably.

So I'd rather stick with APC/Tinubu for another four years. Trust them to build on the macro‑economics and then focus on micro‑economics that benefit citizens widely – instead of another four years of trial and error with any of these other candidates.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 10:14am On May 31
Asangbekoko:
Poetic Justice shocked
Apparently he came up against the Medicis (the richest and most powerful family in Europe, who I greatly admire) and lost relevance.All him theories no save am
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 10:14pm On May 30
Nothing concerns Machiavelli with peaceful society. His views on achieving your goals is to do it even at the detriment of other people
Streetinvestor2:
And what happens if your positive objectives turns to negative on many other people's lives. How do we balance that if we want that society to be peaceful
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 7:25pm On May 30
Oh I see, nice. This 600k was as at last early last year o when I joined NGx. I recall it was said by the NGX people themselves. 300k+ more in a few months is pretty great. Hopefully the country gets better and it ramps up. I would be happy to see 30milliom people and 1000 listed companies.
GeneralDae:
The data from BusinessDayNG clearly shows 937k retail accounts. Either they are wrong or the 600k data is outdated already Or (more likely) the 600k are the active accounts out of the 937k. I would check.

Edit: It seems the data is correct. 937k new accounts compared to 68k new accounts in 2023.

So total accounts could be over a million already but there were 937k new accounts. 600k new accounts gained due to bank recapitalisation only.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 6:27pm On May 30
GeneralDae:
But politics aside, that growth from 68000 retail accounts to 927000 is astronomical. This means the market has become way way more liquid than in 2023. What is responsible for this? Could it be the inflation pushed young people to explore the market as a way of preserving and boosting capital?
where did you see 937k? I believe it’s around 600k active accounts. Over the last year or two, I believe Bamboo onboarded more than 120k (I saw it somewhere). By the time Dangote IPO is done, I believe another 200k will join just based on the hype.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 3:17pm On May 30
Yes, for those who are still alive and not too poorto buy stocks
GeneralDae:
Insecurity is still not being tackled as expected by this Government and there are lot of things I don’t like about this Government as well.

Their NGX market record however is not bad.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 7:12am On May 30
Asangbekoko:
I heard somewhere that the company officially indicated that it's results would be delayed.

However, given Aradel's recent history, the market appears to be pricing in a strong Q1/Q2 2026 performance already. The bigger question may not be whether profits grow, but whether they grow enough to justify the stock's recent rally.
In March, they wrote a statement saying they’d drop it On or Before May29. Today is May 30.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 9:51pm On May 29
If not today, they should have dropped update much earlier.
sterlingD:
About Aradel they like to follow everything to the letter.l am suspecting tomorrow or 31st of this month except if them follow drop update of shifting of result release date.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 8:49pm On May 29
I was also confused because I never hear that style before. Aradel don't also seem interested in releasing their result today
Raider76:
Please is Oando the only company required to have their FS vetted by the FRC? Or are they just doing it to give some sense of regulatory approval to the results? Two weeks is certainly not enough time to vet the results of such a large company as Oando, especially going by the time the CBN takes to vet banks' results.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 5:06pm On May 29
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 1:40pm On May 29
Condolences to Oando bagholders. Don't fret, things are about to look up. Keep up the hopium so that your grandkids can finally realize 100% by 2060 grin grin grin
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 12:08pm On May 29
Looool
Valthegreat:
While you are still expectant the market reactions are enough to clear your doubt of what to expect in the result. No be human being prepare the result or no be human being receive am for NGX? Those human beings no get relatives and friends? According to the market momentum this today Oando's result is not too good as usual, all we are waiting for now is to see how bad it is.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 11:26am On May 29
Omo, what kind of statement is this?
Asangbekoko:
Covid never existed in Nigeria.
I worked in Central Area Abuja, where we tested everyone that entered our 'national' office.
Also, from the statistics that were gathered from other national institutions that I new, the number was zero.
The stats that were available were only from the news.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 11:07am On May 28
Isn't the entire point of the Japaul Gold stock that you are placing a bet on their future gold production activities? If the coin news is real, then it's a fantastic way to remove money from those eager to be scammed. If you want to bet on gold, buy a Gold ETF. If you want to bet on Japaul the company, buy t heir stock on the NGX.
zendi:
I am not crypto literate myself but from the story, the digital gold is backed by the physical gold. Therefore a sign that JapaulGold is serious about Gold production.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 10:57am On May 27
Does anyone know why my cscs account transaction history stopped around February?

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by deathwing(m): 9:05pm On May 26
ogawisdom:
Yes Tranches, one before first closing, another during extension
Ah, and you got all already? I bought in three tranches, and only gotten the first one I did in November (with paper form that I had to scan). I haven’t gotten the remaining two I did online. Make them no play me wayo o

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