₦airaland Forum

pluto09:
Which one is autopilot again
You no sabi teach anything except how to carry woman
I beg help me tell CP and BBM that we need them here

What other joy is there in life aside carrying woman! My brother abeg make we enjoy life jor

yariman:
Oga Nosa, tell us the stock, make we buy am the same time with you.

I really wish I could but it is against my religion. Even if I wanted to sin against the gods I could have when nobody was paying attention. Now that people are starting to think I have sense I really cant go against the gods.

No worry most times price drops after I buy so you will probably buy lower than me (assuming you buy).

leo1234:
I like it when people are sincere and straight to the point.

Nosa2 has repeatedly said no one should trust or follow him blindly. I like to deal with such individuals in real life, not the wolf in sheep clothing kind of people.

I am surprised that Mankind2024 is disturbed by people's divergent opinions on his billionaire status in a faceless forum. Why do expect everyone to align with you in the first place I guess you now know how it feels to rubbish one's sincere opinion or contribution. When Stockpromoter was genuinely carrying out sensitization about the insurance sector, you personally took it upon yourself to make this thread unbearable for him. Now you expect everyone to follow you hook, line and sinker. Life doesn't work that way. Congratulations on your billionaire status.

Much respect nosa2 🤝
Please don't allow them chase you away from this thread.

Thanks oh!

Nobody is chasing me away. These sort of communities help one make investment decisions.

emmanuelewumi:
A very big red flag coupled with the aggressive marketing

Wahala promax.

Ibrahim505:
You have raised a RED FLAG for your ngxforum-it could be a bait for collecting members sensitive data. Your recent destructive criticism for someone attaining his investments vision says you lack integrity-and should not be trusted.
Living below your means, consistent saving and investing are simple principles that is turning many paupers into wealthy everywhere in the world. Just start early and know the real meaning of compounding.

Ogbeni rest. What is so special about your data? In any case why on earth would you be trusting anyone on the internet, you think I trust you?

Also I never commented on mankind or his wealth. I am very weary of everyone online and I question the motives of everything. The question I ask myself is; why will anyone post that they are worth a billion? You are drawing unnecessary and dangerous attention to yourself.

emmanuelewumi:
You are a hustler and still hustling after being in the market for over 20 years, by now you don't need to perosoko in order to create liquidity for your positions.


By now after investing in NGX for over 20 years, you know that having a portfolio of over N1 billion is not a big deal and it is very possible

So you actually think I post my buy/sell mandates in order to draw liquidity? You should know better, how much liquidity is there on the whole Nairaland, how much liquidity is needed to move Zenith Bank 20%. I want to get attention to a valuation method and get the community to see the benefits of having a forum like ngxforum.com These benefits have been earlier stated.

Anyway this is not about me so no put me for center stage.

P.S I already have my next two stocks but I won't be marketing until after I buy.

jckgroup1:
Pa Emma, I like to join the group.

Join ngxforum.com

Mankind2024:
I simply ignored this faceless individual called Nosa.
He even went as far as sending an email request, which I never responded to — not because I was avoiding him, but because I no longer have access to the email associated with this moniker.
Firstly, it is purely selfish and self-centred ambition for anyone to divert NSEMPA members to their private forum. That kind of myopic behaviour speaks volumes.
It is extremely shortsighted and dishonest of you, Nosa, to indirectly paint my posts and real-life experiences as possible bait to scam members.
Up till this very day, I have never had a single private conversation with any passive or active member here. I value my security and fiercely protect my growing wealth. I practice absolute solitude — no one who knows me in real life is aware of my paper assets. You will never find my image or real identity on any social media platform.
I have never scammed any human being — dead or alive.
I have been a prolific writer since my high school days. You don’t have to believe my story. Feel free to hit the block button.
Nothing — and I mean nothing — would ever make me visit your private forum.
I will continue to contribute knowledge and experience openly in NSEMPA for as long as I choose.
Time will eventually reveal the true identity and motives of you and your likes — those who are busy using NSEMPA members as nothing but liquidity pawns.

I HAVE NEVER SAID I AM NOT SELFISH!

And yes, every single stock recommend I do so because I am trying to draw liquidity to it.

You are mentioning my features and telling me they are flaws.

I AM NOT SANTA, I HAVE NEVER CLAIMED TO BE SANTA AND I AM WEARY OF PEOPLE WHO CLAIM TO BE

emmanuelewumi:
Those that have been scammed would have called them out

Newbies looking for people to manage their money typically happens in a bull market

Streetinvestor2:
Why do u really want people to come over thr.To whose benefit this time.
For me,myself and I alone I wish u safe journey..lol.

You are right it is selfish but I'm not doing it for hits or adverts. The forum is financial loss to me however I consider that loss an investment.

Let me explain, the value of the discussions on this thread in the hands of an investor far out weights what the thread can generate in adverts etc. However this forum has a significant flaw which Seun ignores; the information here is not organised and as such nearly impossible to reference when one is doing research.

I spent my entire Sunday researching stocks and I would have loved to read past conversations about the companies I was researching but alas I can't. I identified this problem when I was coming back to the NGX and as such I created www.NGXFourm.com

So you're right, NGX forum is a selfish project but it's a selfish project that would benefit other people who do fundamental analysis

Agbalowomeri:
People will be scammed anyway regardless

Fair point

Agbalowomeri:
I don't think I agree with you on this. We differ in our approach to things. Posting such achievements is also a motivation to what is achievable to confirm or refute some strategies on the long game. I won't do such but that doesn't mean I disapprove. It is still stock pick related if I say I bought X for Y naira and for Z reasons and after 10 years, look at the exponential growth.

You do realize that most of these posts are lies and more dangerously, are preludes to scamming others.

Agbalowomeri:
You sef don join the 'audio' billionaire geng

I have noticed that none of these super profitable moves are posted the day they are made. Why tell us you bought something and it did 10x when you didn't tell us the day you bought it and for the price you bought it.

For me the philosophy behind all this audio trades is fraud. They are looking for people to come and meet them to manage money for them.

I believe myself to be an above average analyst when it comes to picking out investments, I post my trades the day I make them. I don't do it so I can manage money for anybody (If you give me your money I will use it to eat suya). I post my trades here because I intend to show what is possible with good analysis, then I intend to stop posting here and post exclusively on www.ngxforum.com . If you want to keep having the discussions like that you are free to come and meet me there.

To all the people who know how to post historical super trades congrats. But if you want people to believe that you know what you are doing, post what you do the day you do it. If you cant do that then you are no different from Bernie


P.S I know two people on this thread who are billionaires, one has a portfolio of about N7b the other about N2b. none of them will come and be announcing themselves for security reasons

Itzlinda:
I no wan the protest. I no wan my portfolio lose 50%

I share your sentiments oh! Let the hungry people protest.

megawealth01:
I still have a good volume left. I will remove my capital in batches then leave the rest for ECOWAS

Wise man. I'm not touching mine any time soon.

megawealth01:
😘

If you can afford to hold I advise you not to sell. With the way banks are rallying this one will cross N150.

Remember that they actually made a loss in Nigeria due to forbearance loans. That one off write down won't happen this year.

chimex38:
Give him his flowers..
It's difficult to be a Lone Wolf sometimes and still soldier on.
Weldone @nosa2

Make I no lie I missed NGX. Navigating foreign markets is a minefield. With NGX just follow quarterly results and you'll be fine.

Agbalowomeri:
If dem no curse ACCESS e suppose move above 40 if it gives N2 dividend and Q1 EPS N4

Make access just relax for like 2 weeks

Mpeace:
FBNH officially 62. We going to catch Zenith and GTCO lol

Banks are on fire

There was some supply for ETI this morning but it's dried up. Oh well.....

GeneralDae:
It’s not necessarily Buhari. The man himself is a patriot who did what he could but his ideology is similar to that of Yaradua (who many Nigerians love today), Kwankwanso, Sowore and most Nigerians. He is a social welfarist and like all ideologies (including capitalism), it has its pros and cons (tradeoffs).

The man is a daft who thought he was a genius. I still remember a TV interview he did when he said he wasn't convinced as to why we needed to devalue (Naira was about N250/$1). Or paying ransom for the Chibok girls which has led to kidnapping being a business.

A leader's job is to appoint advisers and to listen to that advise. Buhari truly believed he had the solution to Nigeria's problems. Patriotism has nothing to do with leadership ability.

Anyway make I no vex this morning

deathwing:
Same. Until last year, I didn’t even remember what time the NGX opened. I previously dabbled once in 2017, sold almost immediately and forgot about it. I also believe the market will do well if any of the opposition candidates win since they are all pro-business.

The late Buhari was an anachronism that devastated us unnecessarily.

Globally, Buhari should be amongst the worst peacetime leaders of all time. The man is one of the main reasons why Nigeria is still a third world country.

megawealth01:
I tried selling all my ETI today.... Let's see if I will sell off or not

You can interpret this for anything... I no believe in ETI dividends joor?

Just passing a message

Leave some units if you don't need the money.

megawealth01:
I can't wait oooo. They should remove that 10%peg joor

You really want to kill people.

Watching your money disappear 10% daily softens the blow oh.

GeneralDae:
Politics aside, I remember just before the election in 2023, analysts made it clear that whoever won out of the three candidates would make the markets bullish because they had similar policies.
I think these policies (which have been unfortunately but expectedly brutal to the micros) are largely part of the reasons the markets have never looked back in 3 years.

It has grown by at least over 30% YTD since 2023.

I came back to the NGX because of the removal of fuel subsidy and liberalization of FX market. If these two things didn't take place I wont have touched Nigeria

ojeysky:
Just to add, is ETI that is on its way to 80 paying up to 3 naira

Una really commonize this ETI sha.

ETI should be trading between Zenith and GTB. Zenith on the low end GTB on the high end

Oasisblue:
FACT. If this government loses the next election I would reconsider my continued participation in NGX.

It's not that deep. On the flip side if Tinubu loses the election there is a high probability that the insecurity in the country will reduce dramatically.

Streetinvestor2:
OK no political fight. What it has is death sentence to the masses while the people behind it live large

That's how capitalist economies work.

We could have grown by borrowing and not going through this pain, however we borrowed and it was wasted/stolen and now we have no other option.

Is it right? No. Is it fair? Hell no. But it's our reality.

Streetinvestor2:
Don't fear.Even if bear comes it won't last.The bull for next yr will on top gear as we kick out this failed government.
Oga ngx will be doing 10% daily for months

I don't think this government losing the election will be a bullish event. The one thing this government has done right is its economic policies. The policies may be brutal for the masses but they are necessary.

P.S Lets try and not start a politics fight

deathwing:
Aradel is growing its gas segment too because the opportunities are insane, and it underscores their efficiency (they make sure they process associated gas from their drillings). That's why i got into them in the first place, though I bought more of Seplat recently because i can see that the future of Seplat is bright.

LPG is a national policy. By the time most households begin to use gas for cooking and NLNG benefits from their increased capacity to supply their new trains, what do you think these companies will be doing in revenue> I honestly believe we are still in early days for O and especially G

After looking at the revenue and profit break down I am starting to change my view about the company. I am definitely adding it to my watch-list BUT I cant buy an oil company when the price of oil/gas is at near record highs.

Let blood start flowing and who knows, this might just be my next darling. That refining business is super sexy

deathwing:
Why do you keep saying you are bearing on O and G? Nigeria is a gas nation. nd Seplat/NNPC will do magic as they unlock. We are rapidly building out gas infrastructure with many more coming onstream. Seplat will supply gas through AKK pipeline to power stations and factories in northern Nigeria, as well as contribute their quota for the naija-morocco pipeline. Europe is on her knees begging for gas from Africa and if that naija-europe pipeline ever gets done, indigenous gas companies will be making ritual-level money...and SEPLAT is right there are the foreforont with their ANOH gas plant. You may be bearish on oil, but our gas prosperity has not even begun

https://ngxforum.com/thread/124/marketwatch?page=3&scrollTo=639

Read my thoughts here

debeey87:
30%

Refining revenue for 2025 was 210bln while revenue from crude and gas was 440bln and 46bln

Thank you for this.

I got this from Claude

Revenue (₦697.3bn total)

Crude Oil — 63.1% (₦440.1bn): The dominant earner, driven by liftings sold entirely outside Nigeria.

Refined Products — 30.2% (₦210.8bn): A meaningful contributor, with sales primarily within Nigeria.

Gas — 6.7% (₦46.4bn): The smallest revenue segment, but growing (+65% vs ₦28.2bn in 2024).

Investment Properties — <0.1% (₦121m): Immaterial to group revenue.


Profit After Tax by segment (₦221.8bn total reportable segment PAT, before eliminations)

Crude Oil — 55.3% (₦122.6bn): Still leads in absolute profit, though its PAT margin is a relatively modest 27.8%.

Refined Products — 29.5% (₦65.5bn): Solid profit contribution with a 31.1% PAT margin.

Gas — 15.3% (₦33.9bn): A standout in efficiency — PAT margin of 73.1%, by far the most profitable segment per naira of revenue.

Investment Properties — -0.1% (-₦214m): A marginal loss.