₦airaland Forum

This drama is serious and may affect stock market

Meerahbel:
Who's the issuing house?

Your stock broker will furnish you with every details once it opens . Just remain liquid November/December presents wonderful deals in the market

Too high should not be more than 2k max but there is such payment

emmaodet:
When is the public offer at #9.5?
I will like to get some

You like better thing, oya get 1 million units for yourself.

Good discount giving nice margin of safety.

A wise investor is always looking for good discount on a good asset

By April the price can easily be above 14 other things being equal

ghm:
You've raised a crucial point that gets to the heart of a major national dilemma.

It's absolutely true that for decades, we have advocated for local refining to end the paradox of importing what we produce. The emergence of substantial local capacity from Dangote, Aradel, and upcoming projects like BUA's is a monumental achievement that deserves recognition. The government's intent to protect these investments and discourage imports is a logical step from a long-term industrial policy perspective.

However, it's also important to understand that the public's reaction isn't necessarily a "conspiracy." For many, the concern is practical and immediate. This tariff, coming right after the removal of fuel subsidies, is perceived as a second major blow that could lock in high fuel prices. The fear is that without robust competition and transparent regulation, we may simply be replacing expensive imports with expensive local fuel, with the Nigerian consumer bearing the cost.

So, the real debate isn't whether we should have local refining—nobody is against that. The debate is about how we manage this transition. We must champion the strategic goal of energy security while also demanding a framework that ensures fairness and affordability for the citizens who are ultimately funding this national project.

There will be local competition among indigenous refinery which will check mate the fear of monopolistic market.

A reduced FX cost will benefit Nigerian economy very well because we are an import dependent country and this policy will help in that direction.

Fuel price and FX will be stabilised (may be not cheap but stable price) in the long term which will be wonderful for our economy.

Dangote is about to get richer, dude is a typical AGIP. The good thing is that it will appreciate naira and reduce FX pressure.

We as investors will still benefit by buying into Dan petroleum refinery shares too

mikeapollo:
Have you forgotten you are in Nigeria?

Okay sell and help me crash the market, I need to buy cheapest.

Opportunities like this make wealth creation journey easier and faster . You guys should crash prices abeg

ghm:
Thanks.

Quick question. If it is starting in 2026, do you know which price will be used as benchmark?

E.g. If my OandO shares were bought in 2021 and they are on 700% appreciation to date, will they calculate the CGT on the 700% appreciation? Will the calculation starts with the price on 01/01/2026 as benchmark?
I will like to know.

If they won't, then it is better for one to sell everything to zerorise the gains of many years back.

This is very important, I will appreciate if all the professors in the house can assist in clarifying this.

You people should stop worrying about CGT, a law is not retrospective. If only our government will not loot the tax income it could have helped to improve our systems.

Anyway I am planning to take position in the serious market correction it may trigger, either way bull or bear I am ready.

NAHCO fell today after a good result and I took some, but should be profit takers.

Chai people will not sow but wants to reap

Feisu:
My wife still keeps contact with her married ex. She says they parted peacefully so they are still friends.
I didn't have an issue with it.

But I recently found out he sends money and gifts to my inlaws and they are all so happy with that. Even celebrating this in my presence and saying I shouldn't be jealous or anything because their daughter knows she's married and their relationship was in the past.

This doesn't sit well with me.

I also know for a fact that my parents wouldn't accept unsolicited gifts from my ex or that of my siblings.

Having senseless in laws seal your fate, who do you want to talk to now to talk to your wife

Before peace there may be war. Tell your wife to stop as it is a huge disrespect to you and if she doesn't take drastic action that is if you are man enough.

Until you do something drastic they won't take you serious. Eg. Send her out of your house. It is cheating.

ojeysky:
Very good result does not deserve a red today at all but hopefully it dips further so I can buy what I had sold earlier

Public offer coming at 9.5 calm down, it will dip well

courage89:
Even at this price, TIP is not bad at all. The revenue and the EPS growth are just too good to pass up. PE of ~6 based on 9 months results at today’s price.

The market potential support their growth rate, at least for the next 3-5 years.

It's will dip to below 11 because there is public offer at 9.5 and right issue at 7. Investors will take profit and buy public offer. TIP is dip well

toyeoye:
Sell 50% maybe, but surely not wise to bet against the dollar no?

With 2027 around the corner and vote buying now in USD, a wise investor must have assets in USD and other currencies, its part of diversification.

You diversify across asset classes, sectors, currencies, even geographical locations for bigger boys.

Economy is recovering, Naira will appreciate further - Dangote warns those hoarding USD

Lofty1000:
https://doclib.ngxgroup.com/Financial_NewsDocs/45302_CHAMS_HOLDING_COMPANY_PLC-_QUARTER_3_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_OCTOBER_2025.pdf

POOR

Presently over valued

Stock price has risen, but fundamentals weakened

Profit takers hits hard

Aradel full offer
BUA almost full offer

November/December brutal bear season loading, bargain hunters get ready

Funny market, everything that rises must fall but may not fall to previous level before before it starts rising again.

Zenith may get to 60 currently 64

Dan cement n MTN moving towards full offer

yariman:
Is it a good time to sell ARADEL since it has exceeded my target price?

Sell Aradel hmmm Aradel is a stock you hold for long-term (5 to 10 years) except you have a medical emergency then sell.

Aradel on full bid, Na fight to buy

Sorry if Aradel didn't make it to your portfolio

Congratulations if Aradel is in your portfolio, the party is just starting

BUA cement getting ready to do the same
2.5m bids vs 780k offers, about to break it's resistant point

Do you agree with Baba Kiyosaki, one line from his book Rich dad poor dad has been with me since I read that book over a decade ago. I quote

"Asset puts money in your pocket while liability takes money away from your pocket "

Baba gave me financial literacy

I have been saying buy Aradel here since it was 510 now it will certainly cross 1200 next week. Full bid loading Don't say I did not do anything for you.

Not late at 800 though another seplat in few years.

I need to add more units myself, what I have now looks insufficient given the massive capital appreciation ahead.

Yoursfaithful:
Imagine CEO dey cruise around buying houses in Europe only to console ordinary shareholders to focus on reinvestment for growth.. ;Make una pour me water

Everything can be cooked, only dividend payment is real. Dividends tells a better story of a companies financial health.

Bovis:
All cement stocks are firing on all cylinders, the sector will usher in the economic boom. BUA is also building a new cement plant:

BUA Cement is expanding its production with new plants in Ososo, Edo State, and is also developing lines 4 and 5 in Sokoto State, Nigeria. The new Ososo plant is expected to be complete by the first quarter of 2027, while the Sokoto expansion includes new production lines, captive power plants, and a solar plant, supported by funding from partners like the Africa Finance Corporation (AFC) and the International Finance Corporation (IFC). These projects aim to increase BUA's total production capacity and serve local and regional markets.

I hope all these will translate to better dividends because i am well sitted in BUA CEMENT and may do 100% if it touches 200

What exactly is pushing BUA cement almost 180 with strong bid

DystopianMuse:
10 Percent is too small. Should also give opportunities for others as well. Yes, control is key but at least, share the wealth and stock buy back over the years is still an option as well. Well!!.

Do you know the worth of 10% in naira could be close to a trillion.

We are waiting and staying liquid to buy when the time comes.

Africa’s richest man, Aliko Dangote, says the Dangote Petroleum Refinery will list 5–10% of its shares on the Nigerian Exchange (NGX) within the next year, a move mirroring previous listings by Dangote Cement and Dangote Sugar.

The refinery also plans to double capacity to 1.4 million barrels per day, surpassing India’s Jamnagar plant — currently the world’s largest.

Dangote hinted at Middle East partnerships and new petrochemical projects, signaling a major shift toward global collaboration in the group’s operations.

Make sure you are liquid enough to join this wonderful train about to take off soon. Oga says he will only give out 10% max. At all at all Na him worse pass.

No work no pay with Christmas around the corner, fear fear ASUU

My sweet Aradel I never doubted you even when you didn't move for over 4 months, seems your time have come.

NAHCO I hail keep pumping see you at 150

Dansugar see what your your mate Nascon is doing.

Hustling motor park pastor The type that prays for buses ready to move

Dividends Na water

Coolcash1:
Three stocks that will end your poverty.

CWG
Aradel
Transcorp.
Tantalizer.

Ire o.

What are your thoughts on McNichols.

One of my best strategies to grow wealth in stock is to look for a fundamentally good penny stock below 10 that one can buy at least 1 million units and buy, then stay and grow with them for 10 years.

Redoil:
NDIF has paid more than 23 Naira as dividend since january for a share that is 113 Naira par unit . Are they minting Money or what

Paying dividends is not enough if capital won't grow. Most stocks that paid dividends have increased their stock price by over 60% since January but NIDF didn't move even during bull run.

Instead of NIDF just buy 10 years bond if you only want cash flow without capital growth. You are wrong on 23 should be less than 20.5 since January.

CWG I bought at 9 four months ago is over 18 now and may touch 25 soon.

If I had invested 10m it's over 20m in less than 6months. It's called capital growth