₦airaland Forum

Sunrisepebble:
It’s time to reji

Sunrisepebble:
I always had a very long term view of the stock. . It’s paining me I didn’t buy when it was trading 370

unite4real:
After all the lots u got from the price appreciation in NASD?

Sunrisepebble:
Was about to say this. Aradel that is being used as comparison already has a working refinery. Now they are adding 135kbpd of oil production and 350,000 mmscf of annual gas production (about another 150kboepd from my calculation ) with this acquisition. In addition they also have a power plant now, Afam VI (650MW capacity) that is connected to the grid already … The 5% stake in Chappal is also huge when they eventually IPO

Its night and day
I also haven't mentioned our potential London listing but wanted to leave out assumptions

megawealth01:
💯
Alhaji opened eyes that refineries can work here

Streetinvestor2:
I see greater opportunities in oando if the management decides to be sincere and act properly with all they have as assets with time

If wale had managed the filing station alone well.it would have been competing in price presently
with arade...just an example .I know he has sold that .Mr time will decide from next yr results.

What will you say if ph refinery is handed over to wale as per politics after any fake bidding. Anything is possible in naija politics.Do you think if government truely want to let go of ph refinery management. It will be outsiders. Of all these oil and gas companies in naija presently who do you think stands at highest preferably contender if not Oando.....na my street assumptions I dey talk.

vacanci:
What is Aradel percentage stake in renaissance africa

Raider76:
I think Oando carries a huge political risk.

Raider76:
I think Oando carries a huge political risk.

KarlTom:
About 34%...

Agbalowomeri:
Maybe insurance coys go come raise capital soon

https://punchng.com/senate-proposes-new-capital-requirements-for-insurance-firms/

Streetinvestor2:
Leave stories for Mr time.Aradel played it game from the other board before listing on nse.I won't even buy it at #450 after listing. Na oando do himself yeye because of bad management all this yrs if not they for no be mate in everything .
Book mark the price of both today for Mr time

Raider76:
It is sad that a government is fighting it's best businessman.

Sunrisepebble:
I always had a very long term view of the stock. .

[/b]It’s paining me I didn’t buy when it was trading 370[b]

Sunrisepebble:
Bookmarked

Sunrisepebble:
Was about to say this. Aradel that is being used as comparison already has a working refinery. Now they are adding 135kbpd of oil production and 350,000 mmscf of annual gas production (about another 150kboepd from my calculation ) with this acquisition. In addition they also have a power plant now, Afam VI (650MW capacity) that is connected to the grid already … The 5% stake in Chappal is also huge when they eventually IPO

Its night and day
I also haven't mentioned our potential London listing but wanted to leave out assumptions

BabsO2:
Transcorp Plc is the owner of AFAM VI.
(TransPower listed on NGX owns Ughelli power assets. Afam VI is a separate asset under Transcorp PLC)
Take that out of your valuation assumptions of Aradel

BizErikah:
Hello guys,

New to nigerian stocks trading

What token or stocks can one invest in for the next 6/12 months and what estimated yield can one expect?

How do you guys monitor the market .
What apps.
Thanks for response

BabsO2:
Transcorp Plc is the owner of AFAM VI.
(TransPower listed on NGX owns Ughelli power assets. Afam VI is a separate asset under Transcorp PLC)
Take that out of your valuation assumptions of Aradel

Sunrisepebble:
Was about to say this. Aradel that is being used as comparison already has a working refinery. Now they are adding 135kbpd of oil production and 350,000 mmscf of annual gas production (about another 150kboepd from my calculation ) with this acquisition. In addition they also have a power plant now, Afam VI (650MW capacity) that is connected to the grid already … The 5% stake in Chappal is also huge when they eventually IPO

Its night and day
I also haven't mentioned our potential London listing but wanted to leave out assumptions

chimex38:
The summary of you guys argument:
Aradel is bound to grow
ORGANICALLY within the next 4yrs..
OandO is bound to grow POLITICALY within the next 1yr and then both ORGANICALLY +POLITICALLY within the next 2yrs.

do you think Aradel's Organic growth will just be enough to make it do more 100%ssss than OandO in these time frames?

with a potential of likely another 4yrs of political growth; if the political connection still holds sway post-2027, do you still see Aradel's price lower or higher than OandO by 2031?
Ceteris Paribus

Sunrisepebble:
Check SPDC’s website also. They own AFAM VI

Sunrisepebble:
@babsO2. What Transcorp acquired was the FGs plants and the fast power plant

BabsO2:
You're likely right on Transcorp not being the owner of AFAM VI

As its clearly stated on Transcorp PLC's Afam power subsidiary web page that they own I to V with total capacity for 2000 MW.
https://transcorppower.com/tapl/

Mpeace:
Its also important to note that SPDC only owns 30% of the JV. So the 5member Renaissance group will have to share the said 30% SPDC stake in the JV.
NB: I might be wrong too.
I hope I am not correct cos If I am correct, then the deal get too much corner corner

BizErikah:
Please I'm still asking

Sunrisepebble:
Does the political growth mean they magically learn how to finally run a business?
The corporate governance has been poor and will most likely continue to do so. Like I said, I’m inside also, so I will be very happy to be proven wrong

toyeoye:
You can consider monitoring it in real-time with StockBubbles, it's simpler, faster, and visually engaging.

See it all at 👉 https://stockbubbles.com.ng/

chimex38:
The summary of you guys argument:
Aradel is bound to grow
ORGANICALLY within the next 4yrs..
OandO is bound to grow POLITICALY within the next 1yr and then both ORGANICALLY +POLITICALLY within the next 2yrs.

do you think Aradel's Organic growth will just be enough to make it do more 100%ssss than OandO in these time frames?

with a potential of likely another 4yrs of political growth; if the political connection still holds sway post-2027, do you still see Aradel's price lower or higher than OandO by 2031?
Ceteris Paribus