₦airaland Forum

GeneralDae:
Just going through the nairametrics Twitter page reading 9 month reports of several companies across different sectors. Every company has declared profit above what they declared in the corresponding period of 2025 (some by even wide margins).
Out of about 12 - 15 companies I have seen so far, only Ecobank had almost thesame profit like in 2025 (a marginal decline), the rest made insane profits over 2025.
Even Ecobank must have gained in dollar terms and only marginally declined in naira terms (something unheard of by any firm in 2024 or even 2025).

Stop posting rubbish here

hopeful95:
I am wondering if there is no stock on the NGX that is a part of the global value chain of the surge in the building of Data Centres and AI?

Meta Plans up to $95 Billion in Financing to Power Its AI Growth


https://www.wsj.com/tech/ai/meta-plans-35-billion-stock-offering-to-power-ai-buildout-eyes-95-billion-total-plan-10b8947e?mod=hp_lead_pos1

Power is the stumbling block here. But I think some telecom are already providing CSP services. With the introduction of the regulation on data localization, the service is about to take off in Nigeria. So watch out for the likes of MTN, Airtel, MainOne etc.

Agbalowomeri:
Can you mention 3 things that you think this administration has gotten right?

he did the following right things: removal of fuel subsidy, dollar liberalization and dismantled the northern hegemony and stranglehold on the economy, political and military systems.

However, he canceled the benefits from the above policies by doing or allowing the following wrong things:
1. Massive looting, corruption, elephant projects and non-implementation of the 2024 - 2026 budget
2. Excess foreign debt and wanton neglect of power infrastructure that would have spurred local production
3. Replaced the northern hegemony with incompetent tribesmen

he simply robbed Paul to pay Peter.

GeneralDae:
From Dr Toks on Twitter


“Tinubu's reforms ensured Dangote survived. Dangote himself has said it severally so who are you to speak otherwise?

Without the FX reforms, where would Dangote source FX easily to import crude weekly? How would he price his product with 4 different exchange rates? In what currency would he sell? Naira or FX? If he sells in FX, how would marketers source FX in a country with $3bn net reserves?

Without the removal of subsidy, the refinery wasn't going to start. At best, he would refine and export without participating in the local market. Today, Dangote can adjust his price according to crude oil rates without waiting for directives from the FG. This is the lifeline of the business. Take this away and the refinery will crumble.

What about Naira-for-crude, which has eliminated dollar sourcing pressure on the refinery?

Mind you, our non-oil exports also reached a record high. The FX reforms alone made our exports competitive and made repatriation easier for our exporters. A stable Naira also means our exporters can issue invoices without the fear of FX instability eroding their margins. In 2026, we are at $9.32bn = N13trn. In 2022, our non-oil exports were $4.8bn = N2trn. Exporters have hit a jackpot across the country.

You can only exhibit your political bias to a certain point. Economics will break it. Now you want to run away from politics. You have become a fan of PBAT, but you are afraid to come out openly. I can bet that you will vote for him, just like other financial, investment, and wealth managers and other sensible Nigerians who are reasonable enough to set aside their political and ethnic bias.”

@mikeapollo @Streetinvestor2

You are proud announcing to us that Dangote is importing crude oil into a major oil producing country as a positive Tinubu policy?

Raider76:
Dangote’s Sh2.2 trillion Lamu oil refinery to break ground before end of 2026


https://www.the-star.co.ke/news/2026-08-05-dangotes-sh22tn-lamu-refinery-to-break-ground-in-2026

Alhaji has gone beyond Nigeria oo.

Will it be a subsidiary of Dangote Refinery or a standalone?

nosa2:
Where is the fun in that?

Anyway, most times the stock falls after I buy so most people get in lower than me

We dey wait but quick buy finish

Streetinvestor2:
He is doing well for the free readers association on stock analysis. When he is done they will help him push the ministry to permanent site for cash out.He has refused to teach me his student that part

His game is PE. If you take time calculate stocks with the lowest PE, you will be close to his pick. I no get that spare time. Make he help our ministry.

megawealth01:
Nosa odds dey deliver no matter how long it takes

The normal thing people go badmouth the stock but na we go later laugh 🤣

There is a stock on my mind too and I've been buying... If he gives hint I go confirm inwardly

I agree with you. Talk the one you are buying too make we check. I bought MTN and Wema. You see e no hard to talk.

nosa2:
You know I won't talk until after I've finished buying

Disappoint us for once na

Kaczynski:
Micron stock buy, sell in one year. Memory is getting very pricey, it is the wooden handles of the when everyone digs for gold, make money from selling shovels. Perhaps Nvidia is the decently shaped metal shovel head.

Niggersians are bent on oil .

Go for DRAM

mikeapollo:
Really?
You expect price on the floor to fall below PO price even when people will be collecting dividends in dollars, soon after the PO?
Okay ooo

Dividend from where? Have they broken even?

Xidget:
Jf you want to buy, don't let anyone discourage you. When the stock start to rally, you will see all the people who said they will not buy, saying they bought.

It has happened before, and it will happen again

DR will rally past the PO price but it will fall first. That's when we will join.

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.

The problem is not deep. It is not rocket science. If we are even seeing traction, we can say let's manage but after 4 years no measurable progress. Absolutely nothing! Instead it went from bad to worst. Any CEO who delivered such a bad KPI result would have been sacked a long time ago. The worst part is they spent billions deploying solar on government house and left us to rot, instead of using the money to pay down the debt.

Oasisblue:
Its the truth. What i know for a fact is that an Obi presidency wont birth any new Nigeria.

Well. There is nothing to lose in trying. The current one no know wetin them dey do. I knew it was one chance right from their appointments. Make another person try. We can't afford to waste another 8 years.

ghm:
Lol! Even hatred isn't enough. He's survived too much of it.

People may hate Tinubu, but they don't vote for a person alone. If they did, Osinbajo – the widely liked former VP – would have won. People vote for associations, institutions, systems, structures, corporations, achievements, experience. Tinubu had more of those than any other contestant. That's also why Atiku always wins primaries.

As for the Obi supporters you mentioned: they weren't originally his supporters. The movement started with EndSARS and built momentum. Their mistake was rallying behind Obi – an old‑guard politician, even if slightly different – instead of a completely new face untainted by Nigeria's past failures. That would have won. Sadly, they're repeating the same error.

This one is emotional analysis.

Streetinvestor2:
It does not matter if it is 20 yrs ago because some people bought it at that price and may still be holding it.So the market has definition of all time high and not what anyone feels...nagode

I am one of them o. I no even know where the certificate dey again.

jckgroup1:
Refunds currently dropping for those who applied for more RI than they qualified for.

Just received mine but it was half the amount. I applied for more rights. I am guessing they only allotted half of my request.

deathwing:
TIP allocation details

Was the right issue also over-subscribed?

Streetinvestor2:
The will pay #50 since you no sabi look q1 results to gadge what full yr result fit be.Na #300 dey go pay

I wan know why that price is a bargain when they can't afford 10% dividend yield at that price?

emmanuelewumi:
E go shock you.

Next destination is between N270 and N300 in the next 12 months

Can they pay N30 dividend this year?

Sunrisepebble:
Was expecting N18+ from MTN
https://doclib.ngxgroup.com/Financial_NewsDocs/46852_MTN_NIGERIA_COMMUNICATIONS_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_APRIL_2026.pdf

Just marginally short of your expectation. They would have surpassed it if not for the energy crisis.

Zenith dividend N8.75. Make Access no dissapoint o

https://doclib.ngxgroup.com/Financial_NewsDocs/46591_ZENITH_BANK_PLC-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_APRIL_2026.pdf

ppogba:
And when Trump doesn't sanction, your ilk will go silent like Rufai expecting Naira to Dollar rate at N2000 by December 2025.

So you want me to rejoice that Trump won't sanction our oil?

crownprince2017:
And what is the chance of that happening based on current reality even when trump that wants cheaper oil couldn't devalued it.

Trump will soon leave office is also a good outlook for oil.

When Trump sanctions your oil. Let the government keep playing with insecurity and watch it happen sooner.

deathwing:
Please why was my BUY order for TIP rejected even though it was higher than current price. Who rejected it? I don't yet fully understand how the order book works. Sometimes you see no offers but you can see trades ongoing at the same time.

it was probably higher that the equivalent of the 10% increase. Next time use market price if you want que for a stock that is on full bid

dapix:
So what is the need for POS services, if they would deploy more ATMs, I believe the cost of loading those ATMs will crazy, as seen in the past. CBN directive/circular can change anytime, so dont bank too much on it.

I don't think POS was initially meant for cash withdrawal and there are too many fraud issues associated with it.

Streetinvestor2:
That won't work.They tried it in the past and it failed. The level of insecurity cannot allow it.To even laod atm at bank premises is a problem with banks.
Na who go dey guide those atm

It failed because CBN released a circular then that mandated banks to remove and stop installing ATMs offsite (outside of bank premises) and not because of insecurity. To break into ATM no be beans o. Now they are reversing that policy. I guess it's because of too many POS people now. They have even told banks to make their ATMs accept international cards to make it easier for foreigners to withdraw Naira from ATMs. Innovations are coming for ATM soon.

awesomeJ:
Do you have to quote in ignorance.

Where in my post did I say dollar isn't depreciating.

The currency closed at 1401, if you have a different value why not share instead of rushing to quote me with things I didn't speak on.
Someone says NGX gained 0.12% today, you're quoting him to say "Kano state governor has defected to APC" why not speak solely to what I wrote, and save the garbage for another post where it might make sense?

I spoke solely to what you wrote that you are projecting Naira to be at N1300 this week? I am saying that Naira got to 1,401 solely because dollar became weaker when compared with other currencies hence the Naira appreciation today is artificial and might not get to N1300 as no fundamentals is backing it. Maybe it's the "misleading" word that got you worked up but if somebody read your optimistic post without knowing the underlying factor would think we are heading to the right direction when we are not. I just have an itchy, moral obligation to correct blind sycophants of current government. No vex if you are not one of them.

dapix:
See the financials of a N200 per shares company, it is well with us in this market o!!!

The reason NCR is skyrocketing is because of future earning capacity. CBN released a circular that banks must have 1 ATM per 5000 cards by 2028. This means that there will be a proliferation of ATMs across the country soon, hence more revenue for NCR. It is also going to cost banks. The degree of the cost to banks will be determined by the deployment model they choose I believe. I don't why our regulatory frameworks are backward and always summersaulting.

awesomeJ:
Naira at 2-year high!
1401.22

My 13xx projection only got delayed. It should now happen this week!

This is misleading. Dollar is depreciating and not that Naira is appreciating. Your government didn't do anything to make it appreciate so it is artificial at the moment.

Gokoyer0:
Hi guys,
Who can give me upto 20 stocks to buy in cowrywise with a potential of massive growth for long term purpose? I will really appreciate.

Thanks

Just buy MTN

OBAGADAFFI:
I know somebody will start an argument over this issue.

If you ignore = nothing will happen

If you renounce and trade your rights, your Right Shares will be transferred to the broker for Trading.

Note: I have been paid for most of my Right Issues traded on the Exchange.

Ha! I have been losing money all these while. I have been ignoring my rights. Thanks for this info.