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Opaclem's Posts

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Autos › Re: Total Cost Of Clearing A Vehicle In Nigeria by opaclem: 10:25pm On Aug 30
Jaid,
Finally bought 2020 Elantra 2.0L Value Edition trim and 2018 Mercedes Benz GLA 250.
Both are coming on Ocean Explorer.
Pls update the duty [both compromise and full] and send your WhatsApp number

oliverjiad:
Good Afternoon

1] Toyota Corolla 2020:₦4.7m
2] Toyota Corolla 2015:₦2.1m
3] Hyundai Tucson 2018 [1.6L]:₦3.1m
4] Hyundai Sonata 2018 [[1.6L]:₦2.950m

Jaid
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 10:51pm On Aug 13
Really?
Crossblueart:
DangSugar RI alloted.
Autos › Re: Total Cost Of Clearing A Vehicle In Nigeria by opaclem: 12:00pm On Aug 12
Shallum
oliverjiad:
Morning

What's the shipping line
Autos › Re: Total Cost Of Clearing A Vehicle In Nigeria by opaclem: 11:25am On Aug 12
Morning Jiad,
Pls provide compromise duty on the following
1] Toyota Corolla 2020
2] Toyota Corolla 2015
3] Hyundai Tucson 2018 [1.6L]
4] Hyundai Sonata 2018 [[1.6L]
Thanks
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 4:42pm On Jul 28
Oando will move above the recent price on August. Bookmark this.[color=#990000][/color]

PETERiCHY:
By this TIME next week OANDO JANGOLOVA will OSCILLATE.

BARGAIN HUNTERS TAKE NOTE!
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 1:29pm On Jul 28
*HBM( formerly Lafarge) proposed interim dividend of ₦16*
Sunrisepebble:
That is less than the figure he stated. He stated 10
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 6:31pm On May 12
What's Vitafoam play?
Am sure you are waiting for the pullback to hammer again
Sunrisepebble:
Exited all my Vitafoam today. Waiting for Bonus shares now
Autos › Re: Total Cost Of Clearing A Vehicle In Nigeria by opaclem: 12:47am On Feb 07
Hello Jaid,
What's the clearing cost [ full] for the following.
1] Mercedes Benz CLA 2014,
2] Mercedes Benz C250 2015
3] Hyundai Tucson 2017
4] Hyundai Veloster 2017
5] Toyota Corolla 2017
6] Toyota Yaris 2018

All on Sallaum Roro
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 2:51pm On Jan 28
You hit the nail on the head.
I believe the MM are pumping the price and one needs to be careful.
I just offload about 2M units i acquiredduring RI at 1.7 at 280%.
I will come back next month to load more.

yMcy56:
I don't always like to give answer to this type of question because there's no one way answer to it and it can sometimes send wrong signal........whereas, other factors could be responsible for the activities around it.

However, as someone mentioned up there, RI sellers, if that's the situation of things, then I'll sell to come back later......

I'll also sell because we are in the earning season and dividend investors may be eyeing dividend payers around this time.

Like I said, there may be twist or exceptions to anything at any time.....e.g. what if CHAMS plans to commence dividend payment too....😊

If I were the one, I'll sell to come back later, maybe I can equally get at a discount.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 2:29pm On Jan 28
Chams is in sell mode.
People that bought RI are taking profit

iHaveMadeiT2:
Please if you were in Chams currently what you do? Sell or hold?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 10:43am On Jan 05
Looks like Burundi Bull is coming soon

awesomeJ:
mARKET AT n100TRN CAP!!!
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 8:04am On Nov 08, 2025
@Mercy, I'm of the opinion that the bull is market reaction to trio effect of CGR, Coup and DT, if you look closely, you will realize that Naira also dropped value these are all indication of Nigerian investors panic, meanwhile the Eurobond was oversubscribed signaling the international investors still find Nigeria lucrative enough, remember US cut rate so Nigeria investment is still lucrative. discerning investors are taking advantage of the scenario to amass stocks with solid values.

yMcy56:
I don't know if it's only me.....
I saw quite a lot of accumulations despite the red in the market......

In the past, if there's downturn in the market, there used to be very low volumes and transactions.....but it seems different this time around......billions still exchanging

Some investors still buying......
Some defence also.....in some big caps & few others .....MTN, ARADEL, etc

* What type of market can we say we are in now?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 7:45am On Oct 31, 2025
6 weeks from now. [15th December.]
orriyomi33:
Good morning house.

Any idea when CHAMS RI will be allocated?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 12:36pm On Oct 27, 2025
Succinct
Mind you, i see a turn around once the 4 Trillion debt is settled by FGN.
Nonetheless, all fingers crossed. There is minimum of 100% upside looming.
Mpeace:
This stock dey try but noncontrolling interest will always draw the profit.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 12:24pm On Oct 27, 2025
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 11:46am On Oct 27, 2025
10% Already today. KM 3 digits before pull back and FS
Odunharry:
shocked Aradel
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 10:55am On Sep 12, 2025
Same here
sterlingD:
l too have not received
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 2:13am On Sep 12, 2025
@Street. You are absolutely correct about timing. before anything serious will happen in Japaul gold. I know the process in and out. As per gold, anyone waiting will wait endlessly for Japaul.
Nonetheless, I have learnt in this game that sentiments sometime drive the price solely without any sound financial. If the marketmovers are ready to move a dead carcass, they WILL . So never say never
[quotes author=Streetinvestor2 post=136771511]Go check when I sold japaul sand at #2.50 after holding for over 10 yrs.I no be new comer for jegede matter. I equally be insider for that company..lol.
I wish them luck in thr other business ventures but on gold matter e still dey very far
I for happyi f it could happen even tomorrow.
Na me e go favour well .[/quote]
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 11:56am On Sep 10, 2025
Renaissance is about to make a major announcement.

yMcy56:
Sboga, is this DAARCOMM?

Meanwhile, the O&G upstream are making efforts to move up....
Seplat, Aradel, Oando
What could have been the barrier?
Just talking out loud.....
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 12:42pm On Jun 27, 2025
You are on point. Oando is already on gradual movement. Management rascality is fading away.
Profitability is within horizon.

yMcy56:
VFDGROUP
I learnt the bonus have been added to qualified individual's CSCS Account...
Do check to confirm this (I haven't confirm it myself) and instruct your stockbroker to move it to your Trading Portfolio.

OANDO: One day this stock will break out and disappoint those that turned it to regular jijo stock........Na lie, Na lie, go come become Na true. 😊

Btw, Oga BBM sighted!
You're welcome back sir. 😊
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 11:09am On Jun 25, 2025
Respect! ...........[i][/i]
Streetinvestor2:
The main bull is coming. Renu omokiri will soon announce the ASI 120k news and you go see how insurance companies go begin do 10% steady. Politics will push our market to level you go shock soon...
My street sense
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 10:56am On Jun 25, 2025
Thanks. Not really.............

grin grin grin
megawealth01:
If you are new. Please invest more on getting some knowledge first
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 10:49am On Jun 25, 2025
Got few quids to spray and kinda confuse. which stock(s) i can splash like 4M?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 10:33am On Jun 25, 2025
This wasn't the pipeline I was referring to. The Fubara-Wike pipeline vandalism was just a political one-off which happened this year and was quickly restored within days.
The big one was a sabotage, it happened in Q4 last year on major pipeline from NAOC asset.

mikeapollo:
The pipeline vandalism was reported, especially during the Fubara-Wike crisis in Rivers State.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 9:21am On Jun 25, 2025
Succinct
Oando H1 result will definitely be massive considering the resumption of the operations on those pipelines and some workover activities on NAOC assets.
Renaissance already indicated 40% increment on production on SPDC asset they acquired. I want to believe Oando will have more if they are transparent enough. I personally work on some of those fields.
Give or Take, Oando will definitely repeat last year rally in near future.
[author=Omooloriredade post=135878497]

The "major pipeline vandalism they were battling in Q1" reported by yourself a while back, is obvious in this result. smiley

If they have now been able to achieve 34kboe which was their 2024 exit production rate in Q2, then Q2 should be much better. I assume pipelines have now been fixed. In fact, I expect 34kboe should be a base rate not target.

I could be totally wrong with this one but I'm inclined to think the tax credit might be related to reimbursement of JV infrastructure repair costs. huh huh Industry upstream GM is about 50% if I'm not mistaken so reporting a loss is very unusual.[/quote]
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 12:38am On Jun 25, 2025
🏢 Oando Plc – Q1 2025 Financial Summary

Reporting Period: January – March 2025
Prepared by: ChatGPT
Date: June 24, 2025

---

📊 Financial Highlights (Q1 2025 vs Q1 2024)

Metric Q1 2025 Q1 2024 YoY Change

Revenue ₦932.6 billion ₦915.4 billion +1.9%
Gross Profit ₦85.4 billion ₦31.4 billion +172%
Operating Profit ₦(120.3) billion ₦117.2 billion ▼ Negative
Finance Income ₦149.6 billion ₦8.2 billion +1,721%
Profit Before Tax ₦(52.6) billion ₦70.3 billion ▼ Negative
Tax Credit ₦165.6 billion ₦(11.0) billion ▲
Net Profit (PAT) ₦113.1 billion ₦59.3 billion +90.5%
EPS (Basic & Diluted) ₦9.00 ₦5.00 +80%



---

💰 Balance Sheet Snapshot (as of March 2025)

Item Q1 2025 FY 2024 Change

Total Assets ₦6.83 trillion ₦6.43 trillion +₦400bn
Total Liabilities ₦7.07 trillion ₦6.80 trillion +₦270bn
Total Equity ₦(240.1) billion ₦(361.0) billion ▲ ₦121bn
Cash & Equivalents ₦303.9 billion ₦221.8 billion +37%
Total Borrowings ₦3.04 trillion ₦2.77 trillion +₦270bn



---

🎯 Valuation (based on EPS ₦9)

P/E Ratio Fair Price Estimate

5× ₦45
7× ₦63
8× ₦72
10× ₦90


Estimated Fair Value Range: ₦45 – ₦72
Current Market Price: ~₦62


---

🧠 Strategic Recommendation

Short-Term Traders: ✅ Hold or ride momentum while technicals are strong.

Long-Term Investors: ⚠️ Exercise caution. Although EPS has surged, core operations remain further. loss-making. Wait for consistent operating profit and reduced leverage before accumulating



Princkez:
https://doclib.ngxgroup.com/Financial_NewsDocs/44334_OANDO_PLC-_QUARTER_1_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JUNE_2025.pdf
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 1:34pm On Jun 23, 2025
30th is around the corner


opaclem:
Oando would have risen if not for the Banking stock opportunities.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 9:08pm On Jun 17, 2025
Oando would have risen if not for the Banking stock opportunities.
megawealth01:
Was thinking this will help Oando rise in price sha
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 5:51pm On Jun 17, 2025
Succinct !!! .......................................................

GeeKudi:
I see. Could this be the reason why the previous allocation has not been credited to beneficiaries since it will not be factored into this coming one?
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 5:50pm On Jun 17, 2025
This is logical view but in this case it is different.
For Tranche 1 & 2, it's gonna be the same ratio 1: 12.
Distribution after qualification for Tranche 2 to limit confusion and one of the reasons why they haven't distribute. I see distribution in Q3.
Afterwards there is a possibility of raising more funds and and creating more units.
mikeapollo:
If you consider and add those who qualified on Feb 14,2025 (tranche 1) to the pre-existing shares already in issue, it changes the base figure (denominator) for the total number of shares outstanding for tranche 2, so the ratio for tranche 2 cannot be same as tranche 1, even though the same number of shares will be redistributed.
Make Oando just answer person make we stop all these calculations and back and forth
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 3:51pm On Jun 17, 2025
mikeapollo:

It cannot be the same ratio as tranche 1, although the same number of units 641,856,300 will be distributed


Tranche 2 ration is 1:12 just like Tranche 1. However, the share distribution is not very direct. There won't be share allocation to any pf the extra get from allocation.
Investment › Re: Nigerian Stock Exchange Market Pick Alerts by opaclem: 11:28pm On Jun 09, 2025
Possibly

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