₦airaland Forum

stokfrick:
So what have you benefited from subsidy removal other than inflation which anyways is even still under reported

handsomebolanle:
Anyone with an update as regards ellah mill commissioning ?

Agbalowomeri:
You are supporting go'ment tax

Jaakay:
Is like we failed to see the elephant in the room. Potential Increase in number of shares from 14B to 100B. Ok o

Heishere:
It is a rip off. Those countries enjoy some benefits. Here, there is none. Currently I pay over 5M in tax per annum. Imagine how much it will be when the new one starts. Yet, I am paying for my own water, health, power, education, transport and even security etc. I am pained. Anyway, their enjoyment won't be long. The rip off will stop soon.

SonofElElyonRet:
Who else has noticed that street's comments are being removed by the mods?

stokfrick:
If you use this same energy used in typing all these in abid to pressure struggling and poor citizens, to force our politicians to stop embezzling public funds first, I think you would not need to convince citizens to pay tax.
Talk of putting the cart before the horse.
Except you're somehow directly or indirectly benefiting from the ongoing rip-off

djo120920:
Some people trade only for excitement. Some others have different strategies so they do not see what we see. I am only praying that Transcorp and Sunu and UCAP do not move until i have enough funds to load them up. I have not yet bought enough units. The kind of bed that prices of thise stocks have formed ehn, when they finally move, I expect it to be a sprint.

Princkez:
https://doclib.ngxgroup.com/Financial_NewsDocs/44407_TANTALIZERS_PLC-TANTALIZERS_PLC_SIGNS_MOU_TO_PARTNER,_REVIVE_DBN_TELEVISION_CORPORATE_ACTIONS_JULY_2025.pdf

Streetinvestor2:
Thanks for your calculations. I don't plan paying a dime to this corrupt government in an tax beside the one they take from sources I will make sure it doesn't happen again

Locotrader:
Just wait a little time and tell me what you see in Q1 2025.

E no go pass today.

DeRuggedProff:
Loco, come see oo... : https://doclib.ngxgroup.com/Financial_NewsDocs/44361_C_AND_I_LEASING_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_JUNE_2025.pdf

Agbalowomeri:
Make I go reactivate accounts wey I never link

Agbalowomeri:
As long as they don't ask stockbrokers to implement it

crownprince2017:
Chuka said something during that x QnA, he said it's better to surprise the market with positive results than negative.

He value pessimistic view about ellahlakes operations than optimistic view.

He also laugh when someone mentioned that people said the farm doesn't exist before giving the address.

He was so happy and confident that if anyone wants to come to the farm that they can come and he would be happy to give them a tour.

Anyone investing in ellahlakes from day one should know it's risky because the potential rewards will be life changing if everything works out but the road wouldn't be smooth.

its interesting that people just wants the prize and not the price and it doesn't work that way anywhere in the world.

starpower:
Those doing cbex are here, no need in advising anybody please. We have nothing to prove, this forum itself acts like stock market, people displaying greed and don't blame them. The more you try educating them, the more they build there opinion. Transcorp the holding company selling at a huge conglomerate discount, it two listed subsidiaries are improving there moat currently fg improving on Sectoral operating policies in power sector by unbundling distribution to state and improving tarrif, dangote cement is going to benefit from new tax low and improving pricing, nestle recovering from fx losses. Let talk about real values. We wish all well.

GeeKudi:
...


✅ 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!

Omooloriredade:
....

Questions:
- Why would a small company like Ellah want to raise that much?
- How do they intend to achieve this?
- Do they have sophisticated investors, foreign portfolio investors or venture capitalists waiting in the wings?
- What would they do with the money?
- How about the dilution to the register or impact on share structure? Will they be looking to address this in the future via a share reconstruction or what?

Management did indicate they were in discussions to acquire an entity.
- How big is this entity?
- Is that what the N250B would be used for?
- Who are the potential targets?
- Can this be likened to acquisitions that eventuated in the past eg STB vs UBA?

Pure Speculation territory now as I am also left scratching my head on what the N250B would be used for:

Wilmar international is now the sole owner of PZ Wilmar after PZ divested their 50% holding of the later for $70M (c. N105B) consideration. 100% of PZ Wilmar is about N210B. Could this be the target entity?

Wilmar’s plan post exit of PZ Cussons:
“However, we recognise the importance of having strong local partnerships in the markets where we operate and will be looking for a suitable local partner for the business.”

ALL in my opinion. I could be sincerely wrong.

KarlTom:
Ellah had received ₦2.08bn as deposit for shares.
Plus the ₦420m convertible loan gives ₦2.5bn.

If they're raising capital via equity, 500m units (for SP of ₦5) is already pegged...

OS is currently 3,858,173,594

NB:
Barr Emmanuel Jakpa loan was initially ₦1.5bn.
No public info on how it reduced to ₦420m

mikeapollo:
There is no disclosure of the specific amount or volume the directors/shareholder debt-equity-conversion

KarlTom:
I actually sold a little.

Hoping to jump back in before Friday when the steam subsides