₦airaland Forum

megawealth01:
‘Shark Tank’ star Kevin O’Leary wants Trump to hit China with 400% tariffs: ‘Squeeze Chinese heads into the wall now!’


https://nypost.com/2025/04/09/media/kevin-oleary-wants-trump-to-hit-china-with-400-tariffs/

Lol, China is even prepared for complete decoupling—zero trade between the two countries. Both will suffer the consequences.

China has carved out a strong position for itself over the years, and the USA can't simply wish that away.

In another news, 2Face Idibia say him be toto mechanic.

Sunrisepebble:
I still am. I have not had much time in recent weeks to focus on market due to starting a new venture but looking at the closing price today I won’t mind adding more here.
My average price is still quite high

Starting a new venture? Wow — Microsoft, Amazon, or Alibaba loading... You’re on track to make the top 20 youngest CEOs list in a few years — my alpha has foreseen it. Congrats in advance!

Agba will live long, but he’ll still be searching for GTCO at 20 naira even in his 80s. So bear with him — his quest still has many, many years to go.

Big fat plumpy tomatoes every where, Chai, Mcy56 come and see ooo. Free stew.

Even NAHCO, with all its glory and success, is seeing tomato red. But wait—fundamental analysis has taught me that price is a weak imitation of value. I also know that markets are dynamic and require constant balancing—buyers must meet sellers to maintain equilibrium.

So, if sellers can’t find buyers and they really need to sell, they’ll have to sell cheap. Is that what’s happening? Are buyers on break mode due to current international events?

If that’s the case, then if you’re already in the stock, there’s no cause for alarm. And if you’re out, it’s better to wait for a reversal (TA) before starting to accumulate. Sometimes, stocks don’t move because of valuation issues, but simply due to an imbalance between the buy and sell sides.

yMcy56:
The question is: How many investors are/were not in the market now aside Agba and Oga Mendes911?
What's the percentage?
Many already positioned before and after dividend announcement.
I don't expect any sane person to laugh anybody for being in the market when this unexpected came up.
** And then, how to mitigate against losses should be one our discussions here, as our brothers keepers.

During COVID-19 period, that was how it caught many investors that positioned unaware, only the brave, with God on their side were able to weather the storm.......but the very good thing still was: God took us thru the period and we still overcame (not talking about all those that made a fortune then o).
* This time too shall pass.

** Osita, if you like call it being emotional, na you Sabi.

I dey my lane o, you come give me jab ooo. I know why, you like me, I like you too.

Like I said here before, Trump is counting on the idea that the world needs the U.S. more than the U.S. needs the world. But this can’t go on for long—if it does, the resulting inflation that Americans will feel could be severe, potentially leading to mass protests.

There’s a reason international trade exists: it helps keep costs down. Without it, things are about to get a lot more expensive for the average American.

And by the way, if Trump’s logic is that the world has been ripping America off, then how has the U.S. been comfortably paying for its trade deficit? By printing more dollars, of course. In other words, America has been enjoying foreign goods by simply printing money. That’s wild when you think about it.

Oando is going down as anticipated, but some people will soon argue that their break-even point, abi BE, is below 1 naira, LOL.

yMcy56:
Here's your company result

https://doclib.ngxgroup.com/Financial_NewsDocs/43674_INTERNATIONAL_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_APRIL_2025.pdf

The result isn’t too bad. If we discount the forex losses, they actually turned a profit—revenue increased, and gross profit improved. They now have a buffer from the rights issue and have managed to pay down a significant portion of their debt.

So, in 2025, I expect their interest expenses to decline. The FX losses have already been realized and dealt with—unless there are additional undisclosed issues. Based on my quick observation of the financials, they should return to profitability this year. The gurus should torch light further.

aj8:
@yMcy56
You probably would have guessed that that at their current prices, I would not jump into either. Why? Simply because they are way above the metrics I use for my Common Sense Entry Strategy. For this strategy, my entry is gauged either on estimated EPS, where I buy into at a price way below (EPS x 4), or buy at a price way below 10x estimated dividends. I use whichever is higher of the two metrics. I don’t however doubt their potential to appreciate bearing in mind their valuation based on P/E. The cost of raw rubber is forecast to continue its climb so would expect Okomu to do well into 2025 and probably pay higher dividends if not at least the same total of N36. So my entry for Okomu would be N360 or lower which I doubt if they would ever drop to that …hence my not jumping in but would if it does. Dangote in the same vein N300 is based on dividends. Can safely jump in if it ever drops below that price which again I doubt it would.
So far, the strategy has kept my funds safe and I pray it continues that way.

The aim remains to get into a front row seat on any stock before it starts to climb. Not when the train has departed the station. However should the train return to the station Jump in.

The gurus on this platform will be able to do justice to this. I don’t consider myself one.

These are purely my thoughts. Please pick whatever seems flesh and throw away the bone.

Thank you for the tremendous good you are doing on this platform. You have my respect.

Ok, a good systematic and simple entry strategy. But what about the exit strategy? How do you know when it's time to bail?

Agbalowomeri:
10k and 5k notes on the way

CBN don finally spoil naira

Actually, it makes sense. Denomination and value are two different things—the value of the naira is already severely weakened. Without electronic transfers, people would be packing naira bills in cartons just for basic purchases. Imagine paying rent in cash or buying everyday items like phones, laptops, and household appliances with ₦500 notes.

Even just ₦30,000 can't fit in my wallet without obviously bulging out.

Dum20:
But you guys were the ones calling him out and making comments that sounded strange.

Someone said his one month salary would feed Streetinvestor for a whole year. The person needed to be put in his place.
Same for people that leave nigeria and start seeing Nigerians as dumb.

You said importers were to be blamed?

You fail to see they thrived on the failure of the government to provide solutions.

So people that import generators, solar power are destroying the country? Nigerians should wait for the governemnt to provide 24 hours power supply?

Importers thrive when there is a gap to be filled. Nature abhors vacuum.

If the textile industry were producing high quality products at affordable rates, the importers will go out of market and would not have a bussiness to do.

Same applies in all industries.

It seems like you speak emotionally. I made my point very clear—people will hustle in whatever way they see fit, but that doesn’t change the fact that their actions can harm the country. When you import everything, you export labor and revenue to other countries. If you don’t understand this, simply ask for clarification.

Then he started telling me about his dad’s clubbing habits and the many cars he owned throughout his life. Does that seem relevant to you? Or are you so blinded by emotions that you can't think rationally?

Streetinvestor2:
Haba bros.Whr you paid millions monthly in the bank.Why don't you say the yr this was happening for all to judge.How much are bankers even paid presently monthly...branch manager. Abi you whr ED then in the bank..lol
I can bet if you be ED for bank you for no japa leave naija.How much was the salary of my account officer then in ecobank whose one of my business account was among the account that saw his rise to BM yrs back. Bros take it easy

Streetinvestor2:
What I am saying is as you point a finger at them the remaining 4 finger points to failed successive government of the country.The corruption was destroying the economy gradually and they devised a means to survive..In my very own eye my dad drove pick up,504 and 505 all brand new.What to eat was never seen as concern. Then I watched a video a lecturer lamenting how to survive is so difficult. That a Prof goes home with less than 400 dollars a month
Then I watched another video whr a senator goes with 29 million and they still say it is not enough.

You're making too much noise these days on an open forum. So, is feeding oneself now considered an achievement? What exactly do you do? And no, this is no longer a personal question compared to everything you've already disclosed.

Even Pa Emma, who owns three schools and multiple properties around Lagos, doesn’t make this much noise. You might be surprised to learn that the experiences you claim to have had growing up are actually average compared to some people here. If we start sharing our childhood stories, you’ll be forced to calm down.

Streetinvestor2:
well to a point you could be right but don't forget they need to first raise money before they could build industries. Alhaji with his family wealth gives to him as at then 500,000 k went into importation.
The like of Tony max,ibeto,innoson,cocharis,actor eze,obi Cuban,zenco,Peter obi etc started with importation. And they have the likes of this English speaking nigeria on thr salary list.My late father was a member of old peoples club and I know what those men of yesterday achieved starting as traders. They whr not importing fake products then.The nigeria nation became to corrupt which gave birth to what we have today as fake/substandard products. It is not sole fault of the business men because the regulators became too corrupt. Why did the various government see to the death of various industries in nigeria like we have in our health sector and education sector now

I'm not saying they shouldn't pursue success. My point is that they contributed to Nigeria's problems—and they still do. I remember my parents talking about the thriving textile industry in the '80s and earlier. Then it began to fade away, just as traders started importing textiles, especially in the '90s. That was when someone could become a thousandaire or even a millionaire overnight by successfully importing just one or two containers. Those were the booming days in Onitsha, with people building five-story buildings everywhere.

But all of this came at the expense of the economy. Reckless importing drains foreign exchange, to be clear.

So, when you criticize the government—past and present—keep in mind that your Dad was also unknowingly part of the problem. I understand the hustling spirit, but the reality is what it is.

Looking at it from a macroeconomic perspective, it was bad for the country.

Africa is like an ashawo—everyone comes do do until they c***, walka.

The Arabs arrived during the time of our great-great-grandfathers and took control of lands across Africa, particularly in the North.

Then the Oyibo came with the slave trade, taking Africans to work on plantations. Later, they returned under the guise of Christianity, followed by oil exploration, the IMF, and other financial schemes.

Then China took over by mass-producing low-quality goods, destroying our local industries in the process.

How do you think China became rich? By exporting substandard goods to Africa. Now, they have reinvented themselves, producing high-quality goods and competing with the Oyibo. Ok nah.

Streetinvestor2:
The truth remains that many of those onitsha boi boi are doing better than many of your type.They own businesses employing many of your type and more valuable to the country...lol.They have created more wealth to the country and produced more billionaire. They have brought more investment via partnership from outside into the country. Your type has only brought superiority in speaking English into the country. Have not been able in Contributing in solving any problem in the country. Your type achievement has always been to paint the country bad to your your present host to see if they could consider you as one of them and grant you additional favour

This is not entirely correct. Most of them are traders. Do you understand that they are also part of the problem? They took advantage of our poor and collapsing manufacturing capacity by importing goods from outside the country, mostly substandard products from China. They contributed to the dollar crisis we are facing now.

So yes, they made money, but at the expense of the entire country. They mastered the art of clearing and importing goods for resale—nothing spectacular if you ask me.

Only a few ventured into manufacturing and the sophisticated repair of machine parts.

Streetinvestor2:
This line is becoming a problem oh.These children come home with homework. They are all looking for phone to do homework instead of looking out for solutions via test books.They just want to get the answers or result quick instead of serious test book work.It is giving me concern mostly the ones in senior secondary. Do you think is a good development as it was not the case during my days

Oga Street, na problem o for people in school ooo, because of it assignments fit no carry marks again, exams fit dey be 100% with no phone allowed.

It is no longer just about knowledge—anyone can learn anything if they have the time and the desire. What truly sets people apart now, and even more so in the future, is the ability to reason.

Almost all human knowledge is readily available online; with a simple query, one can access insights from top sources. The real power lies in reasoning and creativity.

Yes, I can learn whatever I want, but knowledge alone is not enough—superiority comes from the ability to think critically and apply that knowledge effectively.


So, yes I am a know it all, you my friend can also know it all, it is free.

9free:
Biko Sir ositadima1, we have here a very good candidate for your free intensive crash course on financial trends analysis using Python. Bless this thread through him.

I am done talking about trend analysis and Python. I’m proud to have been one of the first people to introduce it in this thread when most discussions were either about TA or FA.

These days, it’s everywhere—on YouTube, X—anyone can learn it for free. Even the FA that OGG thought made him special is now accessible to anyone with patience, an internet connection, and an inquisitive mind. All for free.

Raider76:
I appreciate you for referring to me as an elder. I believe that is usually a sign of respect in African societies. However, this is one elder that believes in the notion that one never stops learning. I came up as a physical scientist, where I used lots of graphical correlations to analyze data. This naturally led me to take up trading using TA rather than FA when I ventured into stocks. I did some accounting in my MBA, but it wasn't one of my favorite subjects. Well, recently I suddenly came to have a lot of spare time, so I thought I could learn some FA. That's the reason for my "lazyman's" dumb questions to Oga Emma. I beg those here that command infinite knowledge on everything to be patient with me.

Anybody can claim to be an elder, but some of us talk and argue like children here. It makes me wonder whether the elders of today still possess the qualities that distinguished the elders of the past.

As far as I know, a moniker is just a moniker, and how it is treated depends on the quality of a person's utterances. Leave the "elder" status for the real world, where you can influence others with your appearance, status, and achievements.

What I said is practical and based on common sense. As someone learning fundamental analysis, you can take your time and study any financial statements of your choice as an academic exercise. Go through each page one by one, understand its contents, and analyze why each section is included. That is what I expect from true elders—patience and wisdom—not shortcuts, which are often synonymous with younger generation.

Raider76:
Thanks. So, every annual report should have a section giving 5 year trends?

I wanted to ignore this, but I couldn’t.

Do you want to be spoon-fed like a toddler? Is that what you want? If you can't find all five years in a single financial report, what stops you from downloading the other years and collating the data?

That’s why Buffett was very selective about the people he had lunch discussions with—by requesting, was it $100K or something?—to weed out people who ask questions like you, my friendo.

Umehj88:
Greetings please do you have a comprehensive list of dividend declared so far. Thanks

I’m not sure how useful this is.

Streetinvestor2:
Why don't you tell us the dividend the stock you sold in January as you claimed declared as dividend and let compare..lol
PDP oga

Based on Zenith's strong financial statement and favorable projections, the stock is likely to surpass 60 (this year or next if no external wahala).

Streetinvestor2:
Who are the agencies and regulators.When they know because of corruption even if you report nothing will come out of it.When the head becomes too rotten it affects the remaining part of the body.
Then the next alternative if you want redress is the court.You want to go waste your time when the place is now for highest bidder.

Do you realise that before now if you write this companies and copy sec.You get response and possible result. Now dey no dey even see your mails even if you copy any regulatory body

@Oga Street, if you have at least 200 million and it is not generating 4.5 million monthly, then you need to revisit your investments. Here’s a very basic analysis: 100 million in risk-free investments like treasury bills or bonds at 18.5%, and the other 100 million—if managed with long experience in this market—should ideally double the 18.5% annually. This can be calculated as:
100,000,000 × (18.5% × 2 ÷ 12 + 18.5% ÷ 12).

This amount is roughly equivalent to what a contract staff currently working for Aradel as an EPC engineer earns. (a friend doing something similar in Angola earns 14 million monthly in naira conversion)

GeneralDae:
That it’s situated in a free trade zone doesn’t stop the FX from coming to Nigeria, does it? If not, what would be the purpose of a free trade zone if not to export and get FX? Also, if it sells more than 25% of its products to Nigeria it would be taxed based on the new tax reforms.

I have told you that Dangote himself at a point would need adequate foreign exchange to run the business, wouldn’t he then be converting all those naira back to dollars and then put pressure on the FX as well? Why don’t you also look at that angle?

If marketers put pressure on FX and then give the FX to Dangote who would then use it to buy crude from Nigeria, wouldn’t that be almost equilibrium?

Dangote would list on both the Nigerian and London stock exchanges like Seplat and Airtel.

Ok, lets watch and see, I don't like arguing unnecessarily these days, when the issues starting coming up I will quote you again. It wont be long.

The dollars that NNPC is pursuing—whether due to debt, crude-for-loans agreements, or other obligations. How much of it will actually benefit Nigerians? And how much will be wasted or embezzled?

GeneralDae:
The real advantage of Dangotjavascript:void(0);e refinery is not because they would sell fuel and diesel in naira (except the Government decides to subsidize with Dangote by subsidizing crude in order for us to get cheaper fuel).

The real advantage of Dangote refinery is that we are now producers of so many by products used for various manufacturing which can be sold in naira and that we would also become major exporters of refined products in Africa.

That is not entirely correct. Avoid using the word "we." Dangote Refinery produces many byproducts. If I am correct, it is situated in a free zone, meaning Nigeria will not benefit significantly from taxation. Taxation itself is a sensitive topic, as one could argue that much of it is mismanaged or embezzled.

The primary benefit is the use of naira for both crude oil and refined products, reducing dependence on foreign exchange and driving prices down. But the situation has changed—you (Marketers) now need to source dollars as before. And where do these dollars come from? Your guess is as good as mine—Nigeria’s foreign reserves.

Most of the foreign exchange revenue generated by Dangote will likely go toward cost recovery in the next few years. I also heard that Dangote plans to list on the London Stock Exchange, which means more forex will flow out in the long run. It makes no sense that a resource available in abundance locally is still being sold in foreign currency.

GeneralDae:
How would you have wanted it to handle the Dangote refinery situation?

You're asking me a leading question. Not only did they handle it terribly—as if they had better solutions to the economic implications the refinery was supposed to bring to Nigeria—but they are still handling it badly. Currently, Dangote has ceased selling to Nigeria. Is this acceptable to you, or do you want to ask another amateurish question?

Ibusho:
what is happening to BUA cement

dey average down, no shaking

Dangote Cement and even BUA Cement—time will come when they start "shaking body," and some people will ask when I pointed it out. A 50% increase or more is very possible. I don't predict that it must happen tomorrow; rather, I give it enough time—whether one year, six months, or even less—and it will happen.

Streetinvestor2:
I beg to disagree. Trump is highly interested in those oil companies working than closing shop.He see it as Americans way in the past of building a culture. That is why he wants Americans companies that have relocated production to other countries back.He believes those companies have memories and family histories tied together.
So what is the whole baby drill all about..
It does not mean he equally wants Oil too expensive to make its products expensive. for her citizens.Thr is a price balance he wants to achieve for both aims.Do yo know the size of American oil companies that he will want them shut down.
He knows all that noise about fossil fuel na scam

Yes, the USA was the highest producer of crude oil in 2023, and I believe this has been the case for six consecutive years. But, the challenge is that they are also the largest consumer of refined petroleum products. Unlike Nigeria, where revenue from crude oil sales, taxes, and royalties forms a significant portion of government earnings, the U.S. derives less than 4% of its total annual revenue from crude oil.

As you rightly mentioned, they wouldn’t want oil prices to be too low, as that would hurt their producers, but they also don’t want prices to be too high, which would negatively impact consumers and the broader economy. It’s similar to the idea of wanting cement prices to rise in Nigeria to benefit cement producers, even though their contribution to the economy is relatively small, while the majority of the population would struggle with higher costs.

essentialone:
Yes, spoon feed me.

You be area for the biz nah, more than 10 years experience no be beans, if to say na for company you for don dey manage ur team na, dey collect better pay.