₦airaland Forum

Sunrisepebble:
I no have agenda o. Just backing up my opinions with the numbers

Lets have this conversation on ngx forum.

Audacius:
Gone to read your response.

With regards to the forum, is there a way most recent posts can pull disucssion threads to the frontpage. I guess that will drive engagement and growth of the forum.

Thanks for the suggestion

Sunrisepebble:
What makes you say that? I don’t disagree. My own view is hinged on relatively stable Macros. I know Presco are trying to expand through acquisitions but it’s largely been price increases and fx depreciation that have ballooned their earnings

I am going to reference your post on ngx forum and respond to you there. I am not doing this to necessarily drive traffic there, but rather I believe we are about to have a conversation that we/others might want to refer to in the future.

You can see my response in the link below

https://ngxforum.com/thread/51/presco-plc?page=1&scrollTo=555

mallamOmonile1:
Hmmmmmmmm

I am just reaching my house and i pick my phone to read analysis on NSEMPA......

Ah where are all d comments ooooo
No detail analysis today ni
Ejoooooo nahh
I wan learn

Go and check www.ngxforum.com

BabsO2:
Financing here may be in equity positions with higher risk and rewards

Ah, so they may be taking equity positions in mining operations. That makes more sense

yMcy56:
Lol
Boss, it seems you've not been following events as they're unfolding there.
JAPAUL is still very much in the gold biz and the facility is getting set 😊

https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/Japaul_Gold_-_Delivery_of_Pilot_Gold_Processing_Plant.pdf

* Meanwhile, I didn't see NGXGROUP and VFDGROUP in NGXForum sir.

Created. Thanks for trying to make the place a success. Really appreciate

yMcy56:
Lol
Boss, it seems you've not been following events as they're unfolding there.
JAPAUL is still very much in the gold biz and the facility is getting set 😊

https://doclib.ngxgroup.com/Listings-site/corporate-disclosure-site/Documents/Japaul_Gold_-_Delivery_of_Pilot_Gold_Processing_Plant.pdf

* Meanwhile, I didn't see NGXGROUP and VFDGROUP in NGXForum sir.

I will update. Thanks.

megawealth01:
Like JEGEDE PLC. I no call name too

Speaking of Jegede, Japaul no dey do gold again

mikeapollo:
Nature of underlying asset, pricing, risk, market dynamics differ etc
Imagine when someone is financing ''gold'' operations, and when he is financing ''sand'' operations. I no mention names oooo

If you think about it you know this doesn't make any sense right. Loans are given out based on ability to repay rather than Sector

mikeapollo:
DEAPCAP AGM is today. They are restructuring, raising capital to go into precious minerals financing across Africa

I'm curious, what is the difference between precious mineral financing and financing in other sectors? Is it not the same interest rate

Agbalowomeri:
How many times year dey end?

You know if na year end 2030?

deathwing:
A few moons hence, it will still come across as mad ranting. How can we be at peak Palm Oil while Presco is still buying new plantations? While Nigeria is still importing to plug in the shortfall? While we are about to enter the global palm oil organisation?

Well, unless it’s a short term investment for you sha.

Ok na. One day I will get energy to write about it on ngxforum. I sha hope you know that peak palm oil does not mean palm oil businesses will not be profitable

naturalflow:
Presco full offer
Aradel full offer

ETI holding strong and we are not selling. And to think my next target is falling quite nicely.

Sunrisepebble:
I don’t have a recommendation. I exited earlier in the year and haven’t looked at it since.
The Q4 results YoY were weaker for the palm oil companies. I don’t know why. Perhaps because of this.

https://businessday.ng/pro/article/palm-oil-growers-cry-foul-as-imports-eat-into-profits/?amp

Many moons ago I mentioned that we are at peak palm oil but it came across as the rantings of a mad man.

eziokwunwoko:
What is your fair value/ target price for ETI

Ask here

https://ngxforum.com/thread/4/ecobank-transnational-incorporated-eti?page=4&scrollTo=542

Itzlinda:
based on what? I wan carry my bua cement loot enter another stock

There was a robust discussion on the ETI thread of ngx forum https://ngxforum.com/thread/4/ecobank-transnational-incorporated-eti go through it and see for yourself. You can ask any questions there and I am sure someone will answer you

ppogba:
Market has been bad for days now.

Suddenly, all the analysis that can lead to paralysis, all the expert and guru opinions seem to be drying up on a daily basis. You come to this section of Nairaland and after two hours of being away for a while, the same page remains un- turned.

The likes of the fellow always shouting Failed economy and disgraced president and the others have disappeared.


Las las, everybody go dey alrighty.

I am still here shouting that people should go and buy ETI. I increased my stake yesterday and today. It is not too late to jump on the bus.

Agbalowomeri:
It will take time
Change is not easy. We all condemned nairaland before SMN went under

True. My problem with Nairaland is that conversations on different companies are hard to reference.

yMcy56:
Loco you don vex? 😳
My post was not made in bad faith.

When I mentioned tunbum tunbum analysis, it wasn't even in reference to your posts, I just chipped in yours that it could be a continuation posts instead of posting everything afresh each time.....

Even the tunbum tunbum analysis I joked about, wasn't I also a part of OANDO discussions too? 😁
So I was also involved in it and was also tired of reading/posting OANDO posts every time.
People should allow OANDO breathe abeg. 🙏

* Meanwhile, I've been visiting Oga Nosa2 forum and may be visiting more often now..
Let Nsempas also find a way to be visiting and contributing to the forum too.

* I just posted FCMB Allotment there
https://ngxforum.com/thread/5/fcmb-group-plc?page=1#post-539

Thanks. I created the forum as a way to make research easier. But I guess folks are used to using this space. If anyone wants to be mod there please make your request there

yariman:
What percentage increase are you looking at, the minimum at least?

No straight forward answer to this question. I will know once bank Q1 results come out

Agbalowomeri:


When you learn new trade at old age

Abeg I never old oh! I be small pikin

It seems ETI have entered runway oh!!! There is still time to buy but that window is shrinking fast

Agbalowomeri:
Brent is doing -10% today

I really hope all these folks that are running their portfolio like video game are making money sha.

crownprince2017:
I think shifting significantly from ngx now will be a big mistake but then it depends on the companies ones have in his/her portfolio.

I will rather continue to stay away from energy stocks coz it's been driven by speculation currently until coast is clear.

I don't actually understand banking space like that so my exposure here is very minimal.

Consumer good company success is hinged on macros, I will stay away from the majority here for now.

I will rather stay with inflation edged companies on ngx with structural solutions n financial services companies as I believed they have better access n expertise to make good economic decisions.

We watch the progress of the conflict but sincerely nothing much to be scared about as a Nigerian for now.

I have been thinking about the impact of it n will continue to as new events unfolds.

lets have the conversation there

I’ve just shared my latest thoughts on the current global macro environment and its specific implications for the average Nigerian investor.

In the post, I dive into how shifting geopolitical alliances and the global energy transition are creating a unique set of challenges and opportunities for those of us navigating the local market. Whether you're focused on the NGX or looking to diversify globally, there’s a lot to unpack regarding where the market is headed.

Please take a read and share your thoughts. I’d love to hear how others are positioning their portfolios in light of these trends

https://ngxforum.com/thread/124/marketwatch?page=3&scrollTo=538

mikeapollo:
Agba again, this early morning!
Okay, give me one idea or stocks that I can buy now and make some money.

Go and buy ETI

Oasisblue:
Your victim-blaming is very stupid and insensitive. When did this election you talked about take place? Over 18 years ago. Is that what you areusing to judge their annihilation that took place recently? If you are subjected to the humiliation of military occupation and the indignity of being kept in an open-air prison with the IDF on one side and armed HAMAS on the left, what would your choices be?

There is a saying I heard recently that I really love... Fxxk Around and Find Out.

When you are voting extremists into power you are playing with fire. Fire can cook correct BBQ fish or it can burn your skin. Anyone wey you see you carry

ositadima1:
Lol, how and where was this vote cast? So if Tinubu and his government decide to commit crimes, would it be justified in your eyes to kill innocent people on the street? Isn’t that delusional?

You no know before? The people are ultimately responsible for the decisions of their leaders. Who did the dying in Nazi Germany? Who did the dying in Biafra? Who is doing the dying in Russia and Ukraine?

With regards to the elections look at the link below

https://www.aljazeera.com/news/2006/1/26/hamas-wins-huge-majority

P.S lets not go into politics. I am here to make money

ositadima1:
That is fair, but...

Israel has killed over 50,000 innocent Palestinians in the recent wars, mostly women and children. A recent incident involved Israeli soldiers shooting a young boy and watching him bleed to death over several minutes; the report is still on the BBC website. How do you feel about that?

The people of gaza voted for Hamas knowing fully well that Hamas planned to attack Isreal. They are not innocent.

Votes have consequences.

Joyful365:
If you are confident that the Iran Israel/US conflict will positively impact the NGX then put your money where your mouth is by buying as much Aradel stock as possible. You're sure to get a quick 20 to 30% gain in the next 2 to 4 weeks.

But!!!

Know that Nigeria is a hopeless country led by the worst set of politicians, so Nigeria as a country may not immediately benefit from increased crude oil prices driven by this conflict because the Nigerian government has formed a terrible habit of selling future crude oil productions at terrible prices in form of forward contracts.

So, most of the crude oil that'll be available during this period may already have been sold in the past

Nigeria is not a country in the world, we are a glorified village. We shouldn't even be considered a city

ositadima1:
Do you realize they were in the middle of negotiations? They were supposed to continue on Monday before the U.S. and Israel began their attack. How do you expect Iran to ask for a ceasefire when Israel does not honor its word?

I think it will last for weeks. The U.S. and Israel underestimated the regime’s flexibility; the plan appeared to be a quick overthrow of the government. Israel alone has fired more than 2,000 missiles at Iran in just two days, roughly the number it previously fired over several weeks. The U.S. has reportedly launched about 900, aiming to neutralize Iran’s military quickly. That did not happen. Iran is still launching heavy missile attacks at Israel.

I agree that Iran has suffered serious damage, but the regime is very much alive and operational. This war is likely to continue. Israel will probably keep pressing until it reaches its limits, after which it may use indirect channels to move toward a ceasefire. So I expect it to last at least another week or more.

So long as the leaders that killed protesters to stay in power are no longer alive to see the end I am happy

SonofElElyonRet:
Layers don dey beg Trump... Ti omode ba debi eru, eru a ba

zendi:
You no go kee pesin.

That is why the incoming next layer wants to talk to Trump first, before sitting on the seat.

War bad.
Life no get duplicate.

Who wan die?!!