₦airaland Forum

Tpharell:
Let’s understand that the Agip acquisition does not bring in additional production figures, as Oando was already there in the asset before the acquisition and taking over the operatorship.

Oando, Agip & NNPCL were in the JV and reported production was for the asset comprising all 3 of them. So Oando taking up Agip’s 20% stake does not add anything to the JV production.

What is happening is that Oando the new operator is making strategic decisions and operational interventions to boost the production

unite4real:
EPS of N3.55 was annualized and based on 6B units of outstanding shares.

If we factor in the 18B units after the dilution, EPS for 9 months will be 88k and after annualizing this, it will be N1.17

Final dividend should not exceed N1.

Maybe less than 80k.

That is if they extremely generous with the payout ratio

But it's the beginning of big things to happen for UCAP

chillykelly86:
You know Access has more gross earnings than Zenith and GTBank, right? All these una analysis just dey make am obvious wetin una dey do.

I think it's just better for me to stay away from responding to these Oando posts.

KarlTom:
I do hope he lists it o.
https://punchng.com/how-i-got-permit-for-2bn-nigerias-biggest-power-plant-davidos-father/

TOP 4 Economies in Africa and their effective power generating capacities:

1. South Africa ~40,000 Megawatts
2. Egypt ~ 40,000 Megawatts
3. Algeria ~ 50,000 Megawatts
4. Nigeria ~ 7,000 Megawatts.

PS: installed Generating capacity is upwards of 13,000 Megawatts .

The Power Infrastructure needs to be greatly invested in and existing infrastructure improved on...

KarlTom:
OandO

Let's wait for Q3 results.

I believe ALL these figures will be clearly stated...

ositadima1:
I read the latest publication of "Frankly Speaking" by Dele Sobowale in Vanguard, which claimed that a refinery is a bad investment for Dangote because crude oil is a dying business.
.......

In conclusion, oil and gas refining will still be big business 30 years from now.

BullBearMkt:
INVESTORS ABANDONING OKOMU RED OIL FOR OIL AND GAS STOCKS
Sellers are dumping OKOMU red oil stocks to capitalise on the ongoing rally in oil and gas stocks, thereby creating a potential buying opportunity for OKOMUOIL. The price is now nearing the demand zone, with a subtle support level ₦320 (circa).

PLAN YOUR TRADES AND TRADE YOUR PLANS

emmaodet:
Please, which broker did you use to get their shares?

nosa2:
We are watching with side eye

ositadima1:
At 1.2 billion barrels in reserve, even if Oando achieves and maintains 100,000 barrels per day production, it will take roughly 33 years to exhaust it. In my opinion, it is cheap at the current price despite the latest $950 million loan (by the way, the cost of the new acquisition is $783 million; what did Oando do with the remaining $167 million?).

I read the latest publication of "Frankly Speaking" by Dele Sobowale in Vanguard, which claimed that a refinery is a bad investment for Dangote because crude oil is a dying business. That is very wrong. Even if the West manages to reduce dependence on refined fuel, they still need plastics, machine oils, and other byproducts of refineries. I also think that refined petrol and diesel are keeping plastics and other byproducts cheaper; once petrol is of no use, plastic and other products will become more expensive as they will be the main reason for the business.

On a side note, Africa will take much longer to adopt this new technology. I see Mack trucks and cars that are more than 20 years old; in fact, these make up more than 60% of vehicles on the road today. In conclusion, oil and gas refining will still be big business 30 years from now.

sterlingD:
Aradel @ N649.8

sterlingD:
Aradel @ N649.8

sterlingD:
Aradel @ N649.8

yMcy56:
ZENITH
Struggling but finding it difficult to close gap with GTCO.....

Meanwhile, today 17th is the last qualification date for FIDELITY's interim dividend of 0.85k...

ProphetUtuocha:
Soon folks will realize that which they were excited about is not the anointed one even as the real deal stares them in the face.

designking:
It will hit ₦500 by next week.

Blaqq2:
should i buy NIDF now or wait a little more?

lexy2lexy:
Any thoughts on why Zenith is lagging?

yMcy56:
If you're for long term, you can buy...
You can't see around 110 or below for now....
Qualification is tomorrow or Monday (conflicting dates)
After qualification date, those who need funds usually come to sell in bits, you can be increasing your stakes small small by then.

The day that stock will move is coming too.

Blaqq2:
in for long term and also interested in the dividend

yMcy56:
Ok.
Try and be carrying out periodic checks of her performance and be following up on news/financial reports regarding it, and in fact, regarding all the stocks you own.

It's not all stocks that should be for trading, especially since you're for long term.
Some good ones are supposed to be kept for long while you keep averaging them down or up as opportunities presents itself (depending on your portfolio size anyway).

lexy2lexy:
Any thoughts on why Zenith is lagging?