₦airaland Forum

That person is not a newbie. He only changed from the clownish undead to this new moniker. He would soon unravel

Omooloriredade:
Oga, how long have you been trading in the stock market? You allow yourself to be led by someone that has severally told us he is a newbie?

GTHC is the ticker to follow. The other is the GDR which will be delisted. Please look up the meaning of GDR and find out what each one represents. You were right all along. It's approx. $0.057 per share on the LSE.

Excuse my manners. Sometimes it just gets to you

Thanks, boss. Not selling at all.

Sunrisepebble:
Don’t sell your Wapco o lol

I have even decided to leave what I currently hold to see out the deal, whereevr it leads.

Sunrisepebble:
Market whisper
Hearing the Chinko deal will be concluded, they’ll do an MTO but I think at same price as majority buyout.
For H1 hearing N7 EPS and likely another N4 interim dividend
NFA/DYOR

There may not be need for this if you bought at very low price. They are not done yet.

KarlTom:
Book some profit with ELLAH.

The tide is slowing down...until a news gives it fresh momentum

Congratulations, boss.

megawealth01:
Let me show my audio money and percentage small

Issues with Chinese take over is not allowing WAPCO to participate in what seems to be a general bull in the market at the moment

Beautiful to behold

Ginalex:
Cadbury lovers how una dey ... Una like the full bid abi

Market never close

SonofElElyonRet:
What was Ellah's closing price?

You need to ask street, godlyguy and that clownish undead about this your mission You would be converted in no time.

EDUECO:
Na you supposed rest!

I have personally taken it as a duty to put the Monkey Hunters out of business.

Junk stocks is a form of organized fraud.

I want you to also start bad mouthing premium stocks.

I hope you're happy now.

You don't want to stay around till the shares are allocated. You can just imagine what 86bn new units would do to SP. I see it as a massive jijo set up.

SonofElElyonRet:
Would it be advisable to buy rights at N5? Anyway, depends on how far market price can go

The good thing about it is that you can always get out without losing much value. It has stayed in its present range for a year now.

Payunsin:
I am loading Transcorp, close to a million units now and nobody is talking about the COY here.
Am I ok ?

Yes. This was the problem. They spoke in absolute certainty like they had access to some water tight info. This is not good at all and I think, for the sake of integrity, no one should deploy such method for popularizing any stock.

If you have to market any stock, let people know what informs your confidence in such stocks. It is not good enough to deploy any deceptive tactics unless they were deceived themselves.

leo1234:
Loco assured us that 2024 financial report was a bonus, that 2025 q1 report will be the game changer.

Was that why they crashed the SP?

Bagwa:
May be they got buyer for 2nd trench bonus so that they can give cash instead of shares

Today is qualification day for the 2nd tranche of share redistribution. That fellow just secured about 30m free units

phadriz:
Something is definitely cooking

It is not just the result itself but the omen that comes with the manner of the release.

FY24 already gave a positive vibe and the market was already reacting to it. Then, the marketers said the FY24 is a child's play compared to what is to come in the Q1 2025. The Q1 eroded that confidence. Now, Loco and the other marketer are hiding their faces.

yMcy56:
What makes the Q1 to be very bad?
We should understand that they're into leasing and services may somehow be seasonal....

2024 FYE was impressive from the Group
2023 FYE PAT = N9.5bn
2024 FYE PAT = N21bn+
This is over +100% gain nah

Abi na me no look am well?

Even Cocoa with no revenue is presently at N3.60 in market......all the way from N1+

So, CI with better profits @4.69 or so
Cocoa with no revenue @3.60!
Wonders of NSE!

Very bad one. They should have just held it for some days and let the Audited FY24 breathe a little.

unite4real:
CI Leasing

From almost full bid to almost full offer now.

Where is Loco?

Results don show.

Both full year 2024 audited and Q1 2015

That Q1 na bad omen

Folks insinuating the opposite - Ellah acquiring pz wilmar

SAK:
Is Wilmar acquiring Ellalakes?

I copied that line with it on purpose

KarlTom:
The bolded gives a clear picture.
WILMAR is in same class with OKOMU and PRESCO...

How will such transaction even scale through regulatory oversight? What operatorship experience do they have at Ellah to be given an entity as large as PZ Wilmar?
I think we should wait to see what M&A Ellah is planning. However in all honesty, PZ Wilmar is not in their league at all.

SonofElElyonRet:
Like Access did with far bigger banks? Not saying it'll happen but not impossible

Again, I asked Mr AI for PZ Wilmar's key assets and operations. The thought of Ellah acquiring PZ Wimar is like a goat trying to swallow an elephant!


Here’s a clearer picture of PZ Wilmar’s key assets and operations:

🌴 Plantations & Estates
• Extensive oil palm plantations (≈26,500 ha) in Cross River State, including Calaro Estate (5,549 ha), Calaro Extension (2,369 ha), Ibiae (5,595 ha), Ibad (7,805 ha), Kwa Falls (2,014 ha), and Oban (2,986 ha) pzwilmar.com+11archive.businessday.ng+11businessday.ng+11.
• Part of a long-term goal to expand to 50,000 hectares, under a massive backward-integration strategy businessday.ng+2vanguardngr.com+2archive.businessday.ng+2.
• The plantations are integrated farms with staff housing, dedicated water treatment, and automated offices archive.businessday.ng.

🏭 Processing & Refining Facilities
• Palm oil mill (POM) and kernel crushing plant (KCP) within Calaro Estate:
o POM processes fresh fruit bunches; KCP extracts palm kernel oils pzwilmar.com+5archive.businessday.ng+5businessday.ng+5.
• Lagos-based refinery and packaging plant with a capacity of 1,000 MT/day, making it one of Nigeria’s largest 🍶pzwilmar.com.
o Produces brands like Mamador and Devon King's oils, plus high-margin margarine spreads pzwilmar.com+6pzwilmar.com+6vanguardngr.com+6.
• Includes a modern margarine plant, effluent treatment, and plastic gallon manufacturing for packaging pzwilmar.com+1archive.businessday.ng+1.

🔁 Contract Farming & Sustainable Practices
• Works with smallholder farmers, offering seeds, training, and infrastructure support to buffer harvest shortfalls businessday.ng+5pzwilmar.com+5pzwilmar.com+5.
• Focuses on environmental sustainability, best-management practices, ISO 22000 food safety certification, and efficient by-products usage archive.businessday.ng+1vanguardngr.com+1.

💸 Investment Scale & Objectives
• Total investment of roughly US$150 million (N45 billion) in plantations and N20 billion in the Lagos refinery businessday.ng+1archive.businessday.ng+1.
• Foresees US$650 million in total foreign direct investment, with expectations to generate around 30,000–250,000 direct and indirect jobs over time archive.businessday.ng+2pzwilmar.com+2businessday.ng+2.
• Aims to close Nigeria’s palm oil import gap (~350,000 MT/year) and revive the country’s historical leadership in the sector businessday.ng+4archive.businessday.ng+4pzwilmar.com+4.

✅ Summary
PZ Wilmar operates a vertically integrated palm oil enterprise in Nigeria, from large-scale plantations through to refining, packaging, and developing consumer brands. It complements this core agricultural operation with forward and backward integration, smallholder engagement, and sustainability initiatives—all underpinned by substantial foreign investment.
Let me know if you’d like to dive into production volumes, financial performance, or how PZ Wilmar stacks up against competitors like Okomu or Presco!

GeeKudi:
I tried asking Mr AI if he sees any chance of Ellah acquiring PZ Wilmar. He had the following to say

What’s Actually Happening with PZ Wilmar
• Wilmar International (Singapore) has already agreed to buy out PZ Cussons Plc’s 50% stake in PZ Wilmar for US $70 million.
• Once completed—expected in Q4 2025—Wilmar will own 100% of PZ Wilmar, marking PZ Cussons’s exit from the joint venture punchng.com+7vanguardngr.com+7thenationonlineng.net+7thenationonlineng.net+2punchng.com+2thecable.ng+2.

🔍 Why Ellah Lakes Isn’t Involved
• Wilmar is acquiring the stake directly from PZ Cussons, not putting it on the open market.
• The transaction is not structured for third-party participation, and the intent is vertical consolidation within Wilmar—not a sale to another buyer .
• After the acquisition, Wilmar has expressed interest in finding a local partner—but this is for operational support, not equity transfer. There is no indication that they’re seeking to offload any stake to Ellah Lakes specifically nairametrics.com+4nairametrics.com+4punchng.com+4.

✅ Summary Table
Key Factor Implication
Ownership Deal Wilmar is buying PZ Cussons’s stake directly; not up for grabs by others.
Regulatory Approval Transaction is pending regulatory sign-off, not an open auction.
Local Partnerships May be operational, but not equity sale; still no open share offer to others.

💡 Bottom Line
Unless Wilmar unexpectedly decides to divest part of its newly acquired PZ Wilmar stake—which is highly improbable—there’s no pathway for Ellah Lakes to acquire the company. They should instead focus on their own growth strategy or look for other agribusiness M&A opportunities more aligned with their portfolio.

I tried asking Mr AI if he sees any chance of Ellah acquiring PZ Wilmar. He had the following to say

What’s Actually Happening with PZ Wilmar
• Wilmar International (Singapore) has already agreed to buy out PZ Cussons Plc’s 50% stake in PZ Wilmar for US $70 million.
• Once completed—expected in Q4 2025—Wilmar will own 100% of PZ Wilmar, marking PZ Cussons’s exit from the joint venture punchng.com+7vanguardngr.com+7thenationonlineng.net+7thenationonlineng.net+2punchng.com+2thecable.ng+2.

🔍 Why Ellah Lakes Isn’t Involved
• Wilmar is acquiring the stake directly from PZ Cussons, not putting it on the open market.
• The transaction is not structured for third-party participation, and the intent is vertical consolidation within Wilmar—not a sale to another buyer .
• After the acquisition, Wilmar has expressed interest in finding a local partner—but this is for operational support, not equity transfer. There is no indication that they’re seeking to offload any stake to Ellah Lakes specifically nairametrics.com+4nairametrics.com+4punchng.com+4.

✅ Summary Table
Key Factor Implication
Ownership Deal Wilmar is buying PZ Cussons’s stake directly; not up for grabs by others.
Regulatory Approval Transaction is pending regulatory sign-off, not an open auction.
Local Partnerships May be operational, but not equity sale; still no open share offer to others.

💡 Bottom Line
Unless Wilmar unexpectedly decides to divest part of its newly acquired PZ Wilmar stake—which is highly improbable—there’s no pathway for Ellah Lakes to acquire the company. They should instead focus on their own growth strategy or look for other agribusiness M&A opportunities more aligned with their portfolio.

Omooloriredade:
Ah! You're already dividing up Wilmar. I was just speculating o. Haha.

By the way, there is PZ Wilmar and there is Wilmar International. PZ Cussons sold their stake in PZ Wilmar. Wilmar International now owns PZ Wilmar 100% but operates them as distinct entities. Wilmar Int operates two JV oil palm plantation in Nigeria where they hold the majority stake and PZ Wilmar holds a minority stake. So selling 100% of PZ Wilmar to Ellah implies they will still hold majority stake in those farms.

Please lets remember this is pure speculation until we get an official announcement confirming or trashing it.

But are we not all Ronald Wayne if we are being honest? Life will continually present opportunities, some we avail, some we don't even recorgnise at all.
No one knows tomorrow!

Mankind2024:
Loco is a student of Ronald Wayne. Lol

The so called MM

ojeysky:
Village people still did not allow Ellah to close on 10% today, with 500m in value done we stay put. Next week is going to be an interesting one. Let it sha either go above 10 or come back to sub 3 either way man go respond.

It goes back to base the next trading day. It's always like this for Japaul.

Locotrader:
Peter don hammer for Japaul

Does anyone have any info on the stage of Tantalizer's fish trawling business yet? Have they received their newly acquired 10 trawlers and began operation now?
It looks like their announced capital raise is going to be only by private placement.

Locotrader:
My oga weldone ooo
Longest time.
I remember when you made a call on Deap cap and Tamtalizer.
Both were below 60kobo then.

Now they are on restructuring exercise,they said na junk stocks.

The oil mill commissioning will do that for them.

yMcy56:
Seems pumping has started already in Japaul
Not sure o...... it's just from the movement in market...

Ellah should have pumped the price to around 15 oat least before the capital raising news....
It's reversing up small small now sha...

These sort of cross deals have been happening in Japaul since forever.

PETERiCHY:
Another Crossdeal of 50m units was done on JAPAULGOLD this morning @t #2.15k.

LOCO abeg don't bother joining this SHIP 🚢

BARGAIN HUNTERS TAKE NOTE!

With the volume of interest in the Ellah stock, an announcement of a definite date for the commissioning of the oil mill will send the SP back upward apparently.

Trade executions in Cadbury is not reflecting on the queue.

Tanta

thebargainhunte:
There are two companies on our NSE with a huge potential in fg blue economy.

Ah you don join the ding dong prefect?

Sunrisepebble:
DING

Lol @ the bolded. I have come to accept that this will never change from this gbas gbos lifestyle

Did you attend OAU Ife and possibly stayed in Awo Hall?
The most gentle boy from home would have a genetic mutation into "Aro" (Awo's gbas gbos lifestyle) after just a semester in the Hall of Residence.

Streetinvestor2:
Wale you finally answered.
OANDO is now up today with her results like other companies and I hope it maintains going forward.
The results may not be shouting yet but good.
Take from the results .
OANDO is not digging more into the hole.It is making efforts to come out even if it is at crawling speed.
Good to see improvements in shareholders fund and others
Nice improvements in cost efficiency.
Strictly based of eps with debts and negative shareholders fund still on the table. The eps of #9 with forward of #30-#35.Oando is now a comfortable candidate for #100 and above this yr.


I dey wait to see how that E stock will be crawling out and not digging deeper too
I expect our share distribution anytime soon