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Hogwarthtrades's Posts

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InvestmentRe: Investment Journal (2024 & Beyond ; Tax obligation enquiry & CSR etc) by Hogwarthtrades(op): 7:47am On Feb 25, 2025
more dilution of Pz cussons shares means keep adding whenever disposable income show my way. The Lurking continues. Holding steady for tax reform bill to be sanctioned.
Christianity EtcRe: US VP JD Vance Shares Gospel At CPAC: 'He Raised Himself From The Dead' by Hogwarthtrades: 7:17pm On Feb 21, 2025
Go bible study, them no go hear, if na to lie or propel propaganda they will be thumping the book they lack knowledge of . see what this one is propagating? ironically coming from the party that twisted the terminology of sheep.
Jesus christ did not raise himself from the Dead. stop talking nonesense.
HealthRe: Trump Cutting PEPFAR Funds Will Increase HIV/AIDS Infections & Deaths In Nigeria by Hogwarthtrades: 8:32am On Jan 29, 2025
MakindeHassan:
It cost US roughly $6b/year to fund and Nigeria got a sizable chunk of that. Do you think this government that is borrowing $1bn has the will and empathy to spend even $500m on one medicine for citizens? Let’s watch though.
big pharma in the US are pretty much inflating the heck out of this drugs. it's scammy tendency all through the pipeline from donor to recipient. IF Nigeria is serious, India Pharmaceutical companies should be brought to this issue, the differential is crazy, light/day compared to the US. The moles in our government would be the first to talk trash about the product from india sadly.
HealthRe: Trump Cutting PEPFAR Funds Will Increase HIV/AIDS Infections & Deaths In Nigeria by Hogwarthtrades: 8:23am On Jan 29, 2025
Acekidc4:
Can't we fund it ourselves🤔 Must we wait for Crumbs from Trump🤨 Depending on a big baby like Trump is Stupidity of the highest order.
Totally agree. Depending on other nation for handout for infectious disease process management is high-key a silly way of life. Hopefully, this funding hold extends beyond 90 days. Going cap in hand begging all the time for things we should be able to do for self is ridiculous. High time the Executive arm re-evaluate subvention that should be allocated to combat infectious diseases . It's either we survive or perish, generational begging can't continue.
InvestmentRe: Investment Journal (2024 & Beyond ; Tax obligation enquiry & CSR etc) by Hogwarthtrades(op): 10:02pm On Jan 28, 2025
Thinking out loud, still need to go through refinement of thought.

Reflecting on DEI banishment from the us all in the name of "meritocracy"

If i had the ears of a president of an African nation, I would suggest they seize this opportunity to bring in Those interested to work together to create something with their expertise. this may mean setting up an impromptu fora if it means flying all invited guest into your country or you heading out to meet them (i.e C-suite or SME's interested in setting up shop as a pilot project ) to see which of your local firms can have them work together.

Agenda is simple, pick 2 or 3 industries to start with, few issues to address:-
I. What areas can their respective firm be of value to the country, probably start at a small scale.

II. Do we have local players that can work together. Sort of an exchange program.

III. It's easy to raise issue of security, lack of funds, etc as challenges that wouldn't make them be interested. Where there's a will there's a way.

IV. See how an endowment or legal appropriation can be done to start this idea.

V. It's obvious this is not for everyone, but this can be the beginning of African Americans (Those who are interested) finally seeing a sort of respite in the motherland.
This is an opportunity, I'm not sure recruiters of top firms in African nations are opening their eyes to see the opportunity this is. Maybe they can't afford to pay or entice them. Only time will tell.

Random : eyes On ICE contractors going forward to see mispricing in options for possible play or not grin grin grin
Foreign AffairsRe: Trump kickstarts large-scale Immigration Raid In Chicago On January 21 - WSJ by Hogwarthtrades:
IF this is what the American populace want/ voted for, to that we say follow the money kiss kiss kiss eyes on publicly listed contractors and subcontractors for ICE who are involved in sp-i-wares, arcks and the likes for short term invest opportunities.
EducationRe: FG Commits ₦‎180 Billion To Agric Varsities, Research Institutes In 2025 by Hogwarthtrades:
PressMyButton:
Ogah urged the government to provide infrastructure like hatcheries, processing plants, and livestock facilities
Edited for beter syntax
I have Questions to the point raised above

Are there no VC’s or Dean of Ag and engineering faculty that have the fortitude to develop one and other vital tools to make Ag business efficient for our universe cities? Does it mean entities or interfaculty or departmental research hub that will bring bright minds in their respective departments ( undergrad students or grad students Engineering, Ag department, etc) can not be established to address this issue without always running to the government?

Of what use are your annual lectures and final year or grad student project work if problems like this can not be resolved even if it means starting from the crudest of approach or collaborating with institutions that have such skills to transfer such ideas?

This is a business proposition to generate revenue. you have the labour, yes funds may be meagre, but for the love of christ think outside the box for once head of universities. 


Bring up offers or incentives for students going on SIWES program, create interdepartmental startup project (with proof of concept and scale, no BS talk with no Workings!) and have such projects as the highest credit carrying part of the 5th year curriculum.

Set up some kind of bond (Lawyers over to you to see if this is feasible) to allow participants to be beneficiary of proceeds from patent that may come out of successful innovation. This should serve as reward for sweat equity researchers and student alike have put into the project.

Vice Chancellors of some of this universities are pretty much like state governors to an extent or CEO's.The argument of no fund affects everyone. You have access to private entities, it's a no brainer to work with the agricultural research centres and private Ag company in the country to be part of their out-grower schemes. It's easier said than done, but it's totally achievable over time with diligent successive head of the startup and the VC.

It's high time they started delivering or be flushed out. Imagine no University of Agriculture in the nation is involved in large scale farming ~ about 5- 10,000 hectares (Livestock or annual crop) in their domain. The land they have has not even been used properly talk less of acquiring more.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by Hogwarthtrades: 12:48pm On Dec 20, 2024
Merry Christmas everyone, wishing a prosperous New year to all and sundry! Mice Down for the year!
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by Hogwarthtrades: 3:25pm On Dec 13, 2024
toyeoye:
No other platform gives real-time visual insights like this! Track live at https://stockbubbles.com.ng 🚀 #MarketUpdate #NGX
This site is really chill, reminds one of finviz. Is there more coming in terms of features like charts, scanners and current trade placements,etc free vs premium options?
I will keep an eye out. Viva Nigeria !
PoliticsRe: FG Approves Establishment Of Renewed Hope Creative Villages by Hogwarthtrades: 2:16pm On Dec 13, 2024
Tinapa comes to mind. hopefully, Cross river state government and Nollywood ought to synergize.
HealthRe: Affected Amoxycillin Batch Not From Us - ECOMED Pharma by Hogwarthtrades:
FreeStuffsNG:
Pharm. Christopher told Pharmanewsonline that he later regretted his partnership with Ekeanyanwu’s on the contract-manufacturing of DEEKINS AMOXYCILLIN, as complaints starting hitting him sometimes in November about the severe adverse drug reactions of the adulterated version of the product on patients.
“We instituted this recall because our name is on the packs, and there is urgent need to immediately stop distribution of the products which poses health danger to the public,” he stated.

This is really unfortunate. I am proud of the steps undertaken by all the stakeholders to prevent further circulation of the fake batch.
That was a good move to counter such despicable act before it cause more damage to the company and the unsuspecting public. Radio/ TV sensitisation should be the best way of reaching out to the public for far and wider coverage.

Until the legislature pass a death penalty Law for bad actors in the pharmaceutical industry, not much will change. Provide clear evidence of involvement of such people, arraign them without bail send for prosecution.if convicted, Execute with no clause for presidential pardon.
Foreign AffairsRe: Ghana Presidential Election 2024: New President Awaits Ghana As Election Holds by Hogwarthtrades: 1:00pm On Dec 07, 2024
Wishing our Fellow African brothers a free and fair election. May the best man/woman Win!
BusinessRe: Holcim: Swiss Cement Maker Sells $1B Stake In Lafarge, Exits Nigeria. by Hogwarthtrades: 5:05pm On Dec 02, 2024
shiwex:
Dey fool yourself........your children will one day open your eyes
Thanks and God bless you and your descendants.
BusinessRe: Holcim: Swiss Cement Maker Sells $1B Stake In Lafarge, Exits Nigeria. by Hogwarthtrades: 5:01pm On Dec 02, 2024
Where someone see risk, another see opportunity.
TravelRe: Why You Should Not Japa – Cardoso To Nigerians by Hogwarthtrades: 10:18am On Nov 30, 2024
CBN governor should know better than talking about this rhetoric. Brain drain is a crappy lens to see growth. The best man gets the service of the provider. No amount of incentives would make those not interested in living in a place stay.

Focus on those who are on ground, sleeve up wanting to do the much needed work as well as constantly create incentives and avenue for tradesmen, entrepreneurs, upscale skilled professionals here and those looking to do something.

Create the environ, reward those who do the work. Nigeria never stop advertising itself. Another thing , I hope this dispensation is not sleeping on creating template for immigration policy to encourage small scaled Nomad entrepreneurs.

Huge risk, Huge reward. Viva Nigeria, Viva Nigerians Home and abroad!!
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by Hogwarthtrades: 1:14pm On Nov 28, 2024
mikeapollo:
In a very transparent system, Hitech would never get the Lagos-Calabar expressway.
What is the magnitude and how complex is the Oworonshoki-Apapa expressway compared to the Lagos-Calabar expressway?
Does Hitech have any pedigree in such major projects? How many states in Nigeria has Hitech done any major project if not Lagos state? How many major bridges has Hitech constructed in Nigeria? If they are that good, how many major projects were they able to win and execute successfully before Tinubu came to power?....
opinion noted.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by Hogwarthtrades: 1:12pm On Nov 28, 2024
emmanuelewumi:
Dangote did not give the job to Julius Berger. Dangote construction company handled the job and subcontracted to Hi-Tech. Which I think was strategic in order for him to continue enjoying the goodwill of the power that be in Lagos
I am not privy to the tender process so i can not speak to that. Are you privy to the process to give such intimation?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by Hogwarthtrades: 12:55pm On Nov 28, 2024
mikeapollo:
Tinubu's recklessness and desperation to enrich his cronies in Hitech is mind-boggling!
Julius Berger is by far the most competent and trusted construction firm that has been handling major road projects in this country for decades. All of a sudden, one clueless and incompetent president is cancelling their contracts and re-awarding them to a company that has never demonstrated the capacity and competence to undertake such major projects
Criticism is fair game but casting aspersion of corruption without evidence is not a good ground for healthy discourse. I hope you know the Dangote industries tax credit scheme oworonshoki -apapa concrete laden expressway project was done by Hitec when Jb couldn't carry out the project .

That said, Julius berger is a good company but it's known for bloated budgets for project they can not try in Germany (home country). I see no reason why Hitech wouldn't be qualified for the much needed coastal highway.
Christianity EtcRe: Thomas Oleghe: Nigeria's Oldest Catholic Priest Dies At 104 by Hogwarthtrades: 8:59pm On Nov 24, 2024
How come i am just hearing about this national treasure for the first time shocked shocked shocked shocked shocked shocked shocked RIP to the clergyman, dedication to the vineyard and service to humanity. no be small talk. 2 centennial clergyman from Nigeria gone home to rest within 12 months. first was Baba Aladura of C&S, Now Cardinal Oleghe. May their soul Rest in peace. hopefully does they pass the baton to will do justice to the work they have done.

Hopefully, The catholic church will do his memory justice with an accurate biography. Prayer and Goal is to get to 101 with sharp acuity and health.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by Hogwarthtrades:
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InvestmentRe: Investment Journal (2024 & Beyond ; Tax obligation enquiry & CSR etc) by Hogwarthtrades(op):
I bow to my country , Can hardly see the bilateral talk / meeting between india and Nigeria online. Had to rely on Indian station for the full broadcast Webcast. This is disheartening. In Ms. Jonathan voice *Na only PM Modi media waka come* ? grin grin
InvestmentRe: Investment Journal (2024 & Beyond ; Tax obligation enquiry & CSR etc) by Hogwarthtrades(op):
729 eyes 729 am

Updated FAQ By Chairman, Presidential Committee on Fiscal Policy and Tax Reforms
https://x.com/taiwoyedele/status/1855948163104006445
InvestmentRe: Investment Journal (2024 & Beyond ; Tax obligation enquiry & CSR etc) by Hogwarthtrades(op):
End of 4th Quarter Note to Self

FOMC, ’25 Geopolitics Thought

Another 25 basis cut is possible in December ’24 (45% chance, this may change based on set of data that is seen prior to next Meeting in December). This seem like recessionary waves have come to stay. It should become imminent in data by end of Q1 - mid Q2 2025. It only mean one thing for me, scan through the choice of companies interested in , then allocate fund for purchase regularly.

Geopolitics will be the bread and butter for Q1-Q4 2025, and I am planning accordingly for mispricing in opportunities that may be available or lack thereof.

Geopolitical factors to keep an eye out for include Tarrif across euro-china and US- china + a few South east asian countries, possible chip supply crunch / hoarding by clients may resurface. This should open opportunities in other SE asian countries i.e tourism , tech and manufacturing. This region will possibly absorb offshoring by Chinese exporting hubs to reduce the effect of imminent trade debacle which will become a US -WTO whack-a-mole mess and opportunity.

China, India, Malaysia, Thailand are places I will be spending majority of time looking out for opportunities short term or long term if the parameter make sense in the respective markets for opportunities in Tech, manufacturing, energy, logistics/transportation and hospitality + Aviation.

Thought may be skewed based on information and how geopolitical players show their hand and cards they are dealt with.

Homeland Nigeria

My resolve remain the same for industry/ sector wide approach since last note to self (may and july). The no brainer act is to add more to positions currently held based on availability of funds.

Keeping my eyes on the Tax reform bill proceeding. This is similar to R.Raegan reform act which led to more room for sense of stability and growth in the market. Getting this bill passed will be another hurdle and a catalyst to pave way for confidence in the market and large extent the economy.

Hopefully it’s done with the sense of urgency and done properly. Timeframe for ratifying the bill to Law I am shooting for is May or October. It may come earlier than that, or later. grin grin

Energy generation opportunity: This is where Chellaram board can sieze the opportunity to increase its revenue by vying for one of the energy project in lagos to add to it's current power generating capacity. It may be a tough fight though knowing other big wigs in energy generation and distribution will be competing for this.That said, it will be a game changer for Chellaram if they get involved (No brainer).


Season's greeting , Merry christmas, let the Santa Plays begin!!!
Viva Nigeria!!!
PoliticsRe: Tinubu Ignores Shettima-Led NEC Recommendation, Insists On Tax Reform Bills by Hogwarthtrades: 2:23pm On Nov 02, 2024
WizardOfNG:
https://tribuneonlineng.com/tax-reform-as-tinubus-test-of-kariability/amp/
can you help with a copy of the bill please? can't lay my hands on the whole thing, TIA
InvestmentRe: Treasury Bills In Nigeria by Hogwarthtrades: 6:07pm On Nov 01, 2024
RayRay06677:
Nice term paper.

What happens if nigeria splits?
edited the response i gave earlier to address the question. check paragraph 2&3.
InvestmentRe: Treasury Bills In Nigeria by Hogwarthtrades:
RayRay06677:
But if we dissolve, experts, what happenshuh Assets and liabilities will be shared - my thoughts.
Military takeover is different from out right dissolution/segregation.

For Military takeover, everything still runs except there's a decree (which will be catastrophic ) to overide or your investment in bonds goes into thin air technically because your debtor don kaput.

Edited 1:02pm -->
In a situation of dissolution of the union, the base currency denominated bonds becomes worthless , coupon recoup will be almost impossible. but foreign currency denominated bonds will liquidate secure-backed assets (aka collateral) to payback debtors.


Other asset like shares and debentures will be subject to how dissolution affects the companies operations. Liquidation , repatration of capital to the main base (wherever that may be in the respective situation example Luciano & Lansky run casinos , and other US covert operations moving from Cuba after fidel castro took over ) or to shareholders that may be in a different country due to such effect.

For companies still functional after dissolution, this may mean trade risk exposure such as tarrifs, import-export controls, currency risk etc. To get a gist of what dissolution/ separation may look like, east-west germanypost WWII is an example to read up on.

All that said, Those who have not experienced disruption fantasize about it till it's at the doorstep where buyer remorse is not an option.
PropertiesDiscussion - Seeking Technical / Vocational Schools For Home Builders by Hogwarthtrades(op): 10:33am On Nov 01, 2024
Hi everyone,

Interest over the years has grown to see what the vocational side of our educational system can offer. Conversation with some home builders (sole proprietor) is indicating low turn out of reliable tradesmen or women to handle task.

The idea at this point is to seek out government owned or Private (Government approved) Technical /vocational schools that teach Masonry and other aspect of home building to prepare the student for employment.

The next step will be to evaluate how to make reasonable offer to the graduates or senior students (No room for child labour) for seasonal independent contractor jobs on a small scale with room for expansion and renegotiation as the project expand.

Reaching out to get pointers about technical schools where one can get masons/ home builders to employ. Either Government owned or Private (Government approved). The goal is to work with the Schools to have a pipeline of technical school to construction site jobs. This is pretty much at an infant stage. Suggestions will be greatly appreciated.


Thanks to @obnoxxious2001 and @SKydivine that have offered suggestions. I look forward to hear from everyine and make this thread a source of information for those seeking this info.
PropertiesRe: General Topic Thread-To Discuss Anything And Everything in Building Construction by Hogwarthtrades: 10:16am On Nov 01, 2024
Obnoxious2001:
Check out any Federal science and technical college (FSTC ) they are about 18 in the country.

Though FSTC Yaba is the most equipped of them all (they spoilt the college with politics and introduction of science education) (qualifications here is nabteb)
A lot of people going to this school now are very young people , when I mean young, small children undecided compared to what we had back in the days.

Check also federal college of education (technical)Akoka yaba (NCE).

Goodluck in your quest
Thanks for the information, greatly appreciated. At this rate i will open a new thread for follow-up.
PropertiesRe: General Topic Thread-To Discuss Anything And Everything in Building Construction by Hogwarthtrades: 5:06pm On Oct 31, 2024
Skydivine:
Unfortunately None. I know Nigerians. Anyone that through such training will crookedly elevate himself to the title of engineer. Seek his own contracts and fully handle building projects. Even people who did not get any formal training do so, let alone someone who went for some formal training.
Thanks for your pointer.
CelebritiesRe: Charles Olumo 'Agbako' Dies At Age 101 by Hogwarthtrades: 5:04pm On Oct 31, 2024
N3TRAL:
He's most likely not 101 years old.

Not up to 10 people in Nigeria are over 100 years old if there's any.
not true. I witnessed the 8th day prayer of an 108 year old Nigerian lady a month ago.
PoliticsRe: Fresh Controversies Over Northern Govs’ Opposition To Tax Reform Bills by Hogwarthtrades: 1:31pm On Oct 31, 2024
Fiscus105:
Tactically, Tinubu is doing restructuring through the back door
no lie stated!

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