₦airaland Forum

ayobama1:
https://www.vanguardngr.com/2026/09/netizens-react-as-uber-exits-nigeria-after-12-years/

Nigerians happened to Uber

deathwing:
Asides recent corrections, I'm wondering if we could see a new dip once the Dangote IPO actually opens for subscription. When the prospectus is actually in your hands and you see the price and possible growth potential, rebalancing your portfolio in advance may become expedient.

Asangbekoko:
SEPLAT. +9.98%

oliverjiad:
with ₦3m would get it done

Jaid

Ginalex:
On your mandate we shall stand😁

faoogoke:
Fry pan to fire
E remain to enter Oando

londonerr:
Please guide me

Agbalowomeri:
You people learnt your lessons in 2008

Allow others to learn their own in peace

londonerr:
The sentiment that the "NGX of 2008 is loading" is a common fear whenever the market experiences sharp corrections, but a look at the data shows that today's Nigerian Exchange (NGX) has a fundamentally different market structure than the fragile bubble that burst in 2008

Causes of the 2008 crash
2008 crash was an artificial bubble waiting to burst. Following the 2004/2005 banking consolidation, commercial banks aggressively issued loans to retail investors and stockbrokers specifically to buy their own bank shares. When the Global Financial Crisis hit, foreign investors pulled out their funds rapidly. The unsecured margin loans went toxic, forcing banks to panic-sell collateral, which tanked the ASI by 70% in 12 months and destroyed ₦7.5 trillion in wealth

Reasons against....
1. Negligible Margin Trading: In 2008, almost everyone was playing with borrowed bank money. Today, margin trading accounts for less than 5% of market volume. Investors are trading with actual capital, meaning they aren't forced to liquidate portfolios during a dip.

2. The Domestic Shield: In 2008, hot foreign money fled instantly. Today, foreign investors have largely pulled back, and the market is powered by local pension funds (PFAs) and retail liquidity that has nowhere else to go due to FX realities....

3. Stricter Governance: The SEC and NGX now enforce rigid circuit breakers, strict financial disclosures, and real-time trading monitoring that did not exist 16 years ago... Or else stocks like japaulll and Wale would have been so high on speculative plays ..

4. Capital Rotation, Not Devaluation: Current market bleeding is driven by the Central Bank of Nigeria (CBN) lifting restrictions on high-yield OMO bills. Smart money is simply rotating out of overbought stocks into fixed-income assets yielding near 20%—this is healthy market behavior, not a systemic death spiral....

So megawealth01 and the iru wa, ogiri wa co traveler ppogba please be guided on this market floor.

Mpeace:
Here we go. Another oil money. Who knows this company

KarlTom:
My projection is anywhere between ₦5.25 to ₦6.20...

londonerr:
See ACCESS dumping..... just two people dumping 7.2 million units....

londonerr:
Based on its current financials, the estimated fair value for VFD Group Plc (NGX: VFDGROUP) sits between ₦12.50 NGN and ₦14.20 NGN, presenting a mild-to-moderate upside from its current market price of ₦11.30 NGN..... He's running into troubled waters. But it's his money....

londonerr:
I only entered with my toe and the water is infested with sharks, crocs etc.... on my way out.... 2.7trillion debt is not a joke plus negative equity of 500b!!

londonerr:
OANDO is a debt servicing and CAPEX firm period!!!

londonerr:
I just re-entered. But now I'm braced for the worst while not minding the best



Find agba and mega advice

Oasisblue:
Oando seem to be the dominant topic on here.

yMcy56:
OANDO's time is also coming...

I'm having some opinion that maybe Wale intends selling the remaining stakes meant for distribution to a strategic investor, that could be the reason we haven't heard about 2026 phase distribution of shares.

* I think this will be a welcomed development considering the fact that it could help reduce the debt burden.
* I don't expect shareholders to object to this, in as much as this will help shape the company the more.

** If this should be the case, then we should expect significant jump in OANDO's price...
It's even necessary because it's been down for so long..

GeeKudi:
The market appears to be gearing up for a recovery. Is it time to start buying yet?

ppogba:
N2.50 ke?
God no go gree una.

londonerr:
Don't be coy, JSE is a more reflective exchange. You snooze you loose. Miss filing you loose, miss dividends you lose... Negative equity you lose. In fact Oando has been suspended several times on the JSE. Bro that's a company in distress

londonerr:
OANDO IS CURRENTLY SOLD FOR 12 south African cents... equivalent of 10 naira on the JSE ... the journey to 6 naira ongoing

KarlTom:
PZ

As expected...
FY DIV: ₦2.50

https://doclib.ngxgroup.com/Financial_NewsDocs/47854_P_Z_CUSSONS_NIGERIA_PLC.-POST_BOARD_MEETING_NOTIFICATION_CORPORATE_ACTIONS_AUGUST_2026.pdf