₦airaland Forum

Tpharell:
Transitioning to the new PIA term will reduce the tax burden to around what range from the current 85 - 90% do you reckon?

65-70.%

dapix:
https://doclib.ngxgroup.com/Financial_NewsDocs/44712_NASCON_ALLIED_INDUSTRIES_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Excellent result. Highly undervalued stock

UACN on full bid.

Tpharell:
Whatever happened to Seplat’s Q2?
https://doclib.ngxgroup.com/Financial_NewsDocs/44704_SEPLAT_ENERGY_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Over taxation. Over 90% of profit gone to Tax.
They need to return that ExxonMobil Asset. Since the purchase, taxation has been something else

Agbalowomeri:
If it's making a projected year end N5, then it is worth at least 60-70

They closed today at N66.4. which is just about your year end projection already. If they continue the upwards trend, then we know there is something else driving the stock other than fundamentals.

https://doclib.ngxgroup.com/Financial_NewsDocs/44698_UAC__OF_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Sincerely speaking, I just don't know why this stock keeps rising in price. I see nothing fantastic on the face of this result except if there is a hidden treasure or someone is about to buy them off.

megawealth01:
If only South Africa will allow my MTN sha. I bought it first time with the price of AIRTEL in mind

But MTN on NSE is different from the main MTN. Unlike Airtel, MTN on NSE is only MTN Nigeria. Airtel on NSE is Airtel Africa

But I don't think q2 is enough to conclude for a stock that is in the recovery process. Every quarter is vital. Q3 might even give a higher fair value than q2.
So both Mega and Pete's Cadbury predictions are well attainable.

PETERiCHY:
What of those of us that bought circa #15 last year Well someone predicted it's heading to , #750 meanwhile I will alight at circa #100.

BARGAIN HUNTERS TAKE NOTE!

This is Peter's own. But to be fair to him, he has a N100 target exit price.

megawealth01:
Something that is going to 89+ then probably 100+

This is Mega's Cadbury prediction. Lol

megawealth01:
Na MEGA be the they na

No oooo. Mega na PZ "they" lol.
Peter know wetin I mean by "they" lol

Sunrisepebble:
I’m selling if it can do 10% tomorrow

I sold and bought a few with my profit when they said it would get to 500. Lol. But nothing is impossible.

unite4real:
CADBURY PLC..............................................................................................................


https://doclib.ngxgroup.com/Financial_NewsDocs/44679_CADBURY_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Good result but Una don already price the result into the share price. Only little room for price appreciation

Sunrisepebble:
The loss will be even worse when Dangote starts his fuel distribution business

Dangote will end up buying off one of those big players in the downstream

https://doclib.ngxgroup.com/Financial_NewsDocs/44672_TOTALENERGIES_MARKETING_NIGERIA_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

So Totalenergies is now a loss making oil company. Na wa oh Eps from N60 to -8

https://doclib.ngxgroup.com/Financial_NewsDocs/44660_TRANSNATIONAL_CORPORATION_PLC-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

TRANSCORP yeye company.

Wapco is doing wonders

Agbalowomeri:
Monitoring spirit

Lol. Monitoring my small change oh.

Today is for Cadbury and Nascon. Let's hope they post something good

Streetinvestor2:
Lol..just because presco mentioned 250 billion too. I guess if they had mentioned 500 billion. The story for change .
Presco can raise that amount this week if they do wish without sweating..lol ....via shareholders
Just less than 200M new shares is enough

They need resolutions and regulatory approvals. E no go easy like that.

crownprince2017:
You can be emotional but you can't change the reality coming onboard, People that can connect the dots know there is a relationship between ellahlakes deals and presco 250b pending right issue.
interesting days ahead.


Keep digging.

There is a race for that asset. Whoever is able to first raise the cash wins. Meanwhile, don't remove Okomu and other players from the race.

unite4real:
PRESCO s 60% stake in the Ghana plantation alone is more than 180% the size of Ada palm

Lol. You don't know Ada Palm. It's almost the size of Presco total.
The 4,310 hectares is the First phase planted in 1975. Unfortunately that's what is quoted online.
Ada Palm is 38,000 Hectares of land. Just do your research.

SonofElElyonRet:
How

The way Ellah went up from N3 to N12 naaa. The way UBA went from N34 to N50. Lol
They can do it, if only they...

thebargainhunte:
It is the largest continuous palm estate in Nigeria

Hmmm...

emmanuelewumi:
The biggest in Imo State and not in Nigeria.

The have about 4500 hectare of oil palm plantation

Lol. That is how Google gave it to me oh.

Streetinvestor2:
Sorry it is our heritage. It is not for sale.

It is the biggest Palm plantation in Nigeria at the moment but the most mismanaged

Princkez:
ELLAHLAKES needs #250b and PRESCO also needs #250b both wants to acquire assets...hmmm let it not be what I'm thinking ooo.Upcoming events will shock many people.

There is a huge oil plantation in Imo state, one of the largest in the country. It's currently being mismanaged by government officials of Imo state. Maybe they want to buy it from the governor.
That's the one I know that might be worth that price. It's called Ada Palm plantation. You can Google it. It has good videos online.

Sunrisepebble:
I think they’re trying to acquire another asset

If they issue additional 100million shares at 2,500. They will get the N250billion

Sunrisepebble:
https://doclib.ngxgroup.com/Financial_NewsDocs/44633_PRESCO_PLC_NOTICES_OF_ANNUAL_GENERAL_MEETING_(AGM)___ANNUAL_GENERAL_MEETING_(AGM)_JULY_2025.pdf

Line 12: That subject to obtaining the approval of the relevant regulatory authorities, the Directors of the
Company be and are hereby authorised to raise capital of up to ₦250 billion (Two hundred and fifty
billion naira) by way of Rights Issue, through the issuance of ordinary shares, on such other terms and
conditions and at such time, as the Directors may deem fit or determine.

Them don start. But with current share price they only need to issue additional less than 200million shares to achieve 250billion Naira.

Princkez:
result will be good but dividend..hmmm may be 50kobo

We are just holding the shares for them and their family members to reap the real gains by way of contracts and unjustified emoluments.

Transcorp had it's BM today. As share price fall today, we no need anybody to tell us say result and chinkili dividend will not impress the market.

mikeapollo:
The House of Reps may influence SEC to reject the acquisition.

House ke. House that will be settled