₦airaland Forum

Nigerialabalaba:
Anyone wey still dey fight u or reply u for hia suppose sabi why u no get peace.

Na the whole Yoruba people and Yorubaland u hate because dem no be Ibo like u.

You think I care if you post it here.I have only one moniker and not a coward to hide under different moniker to play the tribal politics you all play.Just the way you hate the igbos is equally how I now feel .You can repost it even in heaven I don't care.Nobody is doing me any favour here.You see us all as terrorist and don't deserve a say in this country because we stood by obi for the first time being an igbo man.
I am not looking for friendship on this thread if you think is the reason I post here.This thread offers nothing to my investment decisions long ago.I can never be a coward. I am a very proud igboman.All your post is kill,destroy igbos before and after the election,drive igbos out of lagos. . You think we can not play that tribal politics. We all can play it for 2027 election too..Na amadioha go kill you thr on igbo matters....i no send

HesInMe:
No nah. You know I read and respect your opinions. My question was, Why invest now?

Okay, let me offer why not now, then tell me where I'm wrong: That the stock is trading on Presco stardust that will dissipate soon; that their most prized assets, oil palm seedlings, are 5-8 years from peak production; and that the company effectively has zero revenue and is burning through cash.

Post is not to convince anyone to invest. Just my opinion.

I strive to understand the business or operations of a company before I buy their stock.

You know how Dangote has a big refinery but relies on others for the feedstock (crude)? Imagine if Dangote has producing fields that could provide the feedstock for his refinery. Procurement costs will probably be lower and operations will be much more efficient leading to improved margins in the refinery business (that is, Aradel on steroids).

Now think of Presco and Okomu as refineries with producing fields. They operate a refinery (CPO mill) but also own farms that supply the feedstock (Fresh Fruit Bunches). Also, as a matter of fact, they rely on local farmers for supplementary feedstock supply too. Note this point as I'll come back to it later.

Traditionally, you start with the farm which takes time to mature. In the mean time, you build your refinery (CPO mill) and infrastructure.
Ellah Lakes is doing all of these. They are due to complete their refinery 9CPO mill) Q1 CY25 according to management. I must acknowledge this milestone should have been achieved last year.....so it's crucial they don't miss this target again. Ellah Lakes does not need to wait for fruits to mature to start producing palm oil. Once the refinery is completed, they will source the feedstock (FFBs) from local farmers.

Remember my Dangote refinery analogy? So to assume they won't generate any revenue for another 5 to 8 years just demonstrates a lack of understanding of the industry. It's not about when they reach peak production as such. It's about firing up the CPO mill, securing supply of FFBs from local farmers and it's happy days for everyone.

By the way, Ellah Lakes sold N780k worth of Palm fruits as at FYE 24. You can expect sales to increase from here on but hopefully not from selling off FFBs that should otherwise be processed if CPO mill was completed. Already at N249k (Q1 25) from sales of Palm fruits only. Management intends to commence Oil production in H1 25 which is already upon us. CPO mill is optimally positioned where the farms are concentrated.

Personally, I focus on the operations that drive the numbers others want to see. So disregarding other lines of production (Piggery and other cash crops but follow the money on that Piggery o). This is what operations would look like going forward:

> Complete CPO mill (criticial milestone)
> Negotiate and secure supply of FFBs from local farmers (Competitive but crucial to success and can be done before previous step).
> No need to sell your own FFBs either. They can now maximise value from processing them.
> Process FFBs into Palm oil
> Commence sales of Palm oil
> Sell off Palm Kernel fruits
> Acquire Palm kernel mill and start palm kernel oil production and cake etc
> Commence sales of Palm kernel oil etc
> Crops mature and produce feedstock for the mill leading to increased margins.
> Expand milling capacity and acquire more acreage for long term growth.

Why is there sudden increased trading activity? My theory is that the market is positioning to see if Management's target will be achieved. Forecast was for CPO mill commissioning by Jan - Feb 2025, then production commences immediately after.

Hey! Please note that I am not an Agric expert neither am I an investment advisor.

Sunrisepebble:
If they do go into upstream. Do you think it will be with this listed entity. All these downstream players seem like they don’t like sharing the upstream business with Nigerian shareholders. Conoil, Total, MRS, 11plc, I think even NIPCO are going into or have upstream assets but it’s only the downstream company that is listed

Shout out to Aradel!

dapix:
Try Meristem dollar Mutual funds

Also FBNQUEST!

The upstream arm might not be listed however the SP will definitely enjoy an upward movement due to sentiments...

I am eager to see what changes the CEO brings...

Sunrisepebble:
If they do go into upstream. Do you think it will be with this listed entity. All these downstream players seem like they don’t like sharing the upstream business with Nigerian shareholders. Conoil, Total, MRS, 11plc, I think even NIPCO are going into or have upstream assets but it’s only the downstream company that is listed

Seems like nairametrics no longer compile the dividend super register they used to have in their site

Streetinvestor2:
When did you see 30-35 pre split.
And you are talking of sound stock that has been making revenue/profit since inception to something I don't know whr to start for now.
I have learnt my lesson since I am not in partnership with my village people from sugar. I will not even keep any stock again that has straight two quater progressive bad results.
Unless for jijo I will not touch any stock with bad results.I don't need any stock that will be Andrew liver salt in my portfolio because it lacks foundation. I did not gamble to get the money. I do serious active businesses for the cash.
Once any stock in my investment portfolio has 2 progressive detorating quater results. ...it is gone even oando .
If the person was serious and not follow follow. He should have bought long when the stock was at below #10 for long.Why wait to chase the stock when on the move.
Look at transcorp plc after reconstruction. It was stable for 42/43.You wait to chase it at #60 and above...nobi juju be dat

you just highlighted the reason urself why some buy before its priced-in especially in large volume and accumulate as much as they want now it's not on bid.

Well for over a year+ it has been able to maintain a stable range of price and stagnation that has justified it's "profitability", " revenue", and "growth rate", etc.
So it's relatively safe @2.9-3.2 if not better than bank savings with only upside left for it. But it's for a very very patient fund.

Following the market everyday isn't even a guarantee one will get it at the quantity and price one wants when it begins to tick green.it would already have been priced-in and by much more than a week+ of full bid by the powers-that-be before one can buy even tesere units given it's OS and price.

I suppose It's periodic swings are just to keep it active by jijoist and the MM.

It's shouldn't be a gamble, it's more an investment strategy.

The only loss I have seen for over a year now is alternative opportunity, not necessarily loss of Capital.

Omooloriredade:
Post is not to convince anyone to invest. Just my opinion.

I strive to understand the business or operations of a company before I buy their stock.

You know how Dangote has a big refinery but relies on others for the feedstock (crude)? Imagine if Dangote has producing fields that could provide the feedstock for his refinery. Procurement costs will probably be lower and operations will be much more efficient leading to improved margins in the refinery business (that is, Aradel on steroids).

Now think of Presco and Okomu as refineries with producing fields. They operate a refinery (CPO mill) but also own farms that supply the feedstock (Fresh Fruit Bunches). Also, as a matter of fact, they rely on local farmers for supplementary feedstock supply too. Note this point as I'll come back to it later.

Traditionally, you start with the farm which takes time to mature. In the mean time, you build your refinery (CPO mill) and infrastructure.
Ellah Lakes is doing all of these. They are due to complete their refinery 9CPO mill) Q1 CY25 according to management. I must acknowledge this milestone should have been achieved last year.....so it's crucial they don't miss this target again. Ellah Lakes does not need to wait for fruits to mature to start producing palm oil. Once the refinery is completed, they will source the feedstock (FFBs) from local farmers.

Remember my Dangote refinery analogy? So to assume they won't generate any revenue for another 5 to 8 years just demonstrates a lack of understanding of the industry. It's not about when they reach peak production as such. It's about firing up the CPO mill, securing supply of FFBs from local farmers and it's happy days for everyone.

By the way, Ellah Lakes sold N780k worth of Palm fruits as at FYE 24. You can expect sales to increase from here on but hopefully not from selling off FFBs that should otherwise be processed if CPO mill was completed. Already at N249k (Q1 25) from sales of Palm fruits only. Management intends to commence Oil production in H1 25 which is already upon us. CPO mill is optimally positioned where the farms are concentrated.

Personally, I focus on the operations that drive the numbers others want to see. So disregarding other lines of production (Piggery and other cash crops but follow the money on that Piggery o). This is what operations would look like going forward:

> Complete CPO mill (criticial milestone)
> Negotiate and secure supply of FFBs from local farmers (Competitive but crucial to success and can be done before previous step).
> No need to sell your own FFBs either. They can now maximise value from processing them.
> Process FFBs into Palm oil
> Commence sales of Palm oil
> Sell off Palm Kernel fruits
> Acquire Palm kernel mill and start palm kernel oil production and cake etc
> Commence sales of Palm kernel oil etc
> Crops mature and produce feedstock for the mill leading to increased margins.
> Expand milling capacity and acquire more acreage for long term growth.

Why is there sudden increased trading activity? My theory is that the market is positioning to see if Management's target will be achieved. Forecast was for CPO mill commissioning by Jan - Feb 2025, then production commences immediately after.

Hey! Please note that I am not an Agric expert neither am I an investment advisor.

Great job

Great insight and thought provoking, many thanks.

Omooloriredade:
Post is not to convince anyone to invest. Just my opinion.

I strive to understand the business or operations of a company before I buy their stock.

> Complete CPO mill (criticial milestone)
> Negotiate and secure supply of FFBs from local farmers (Competitive but crucial to success and can be done before previous step).
> No need to sell your own FFBs either. They can now maximise value from processing them.
> Process FFBs into Palm oil
> Commence sales of Palm oil
> Sell off Palm Kernel fruits
> Acquire Palm kernel mill and start palm kernel oil production and cake etc
> Commence sales of Palm kernel oil etc
> Crops mature and produce feedstock for the mill leading to increased margins.
> Expand milling capacity and acquire more acreage for long term growth.

Why is there sudden increased trading activity? My theory is that the market is positioning to see if Management's target will be achieved. Forecast was for CPO mill commissioning by Jan - Feb 2025, then production commences immediately after.

Hey! Please note that I am not an Agric expert neither am I an investment advisor.

Care4:
Eterna has no upstream flow.

Unit Stock prices do not give through valuation of a company, Market Capitalization does. Check the market cap for both company and see.

RodgersAkpafu:
Seems like nairametrics no longer compile the dividend super register they used to have in their site

They have now gone to youtube. Everybody want to make youtube money

how do people sleep when they know fully well, they are divisive? Love knows no race, culture, tribe, religion. Humanity is key

Be wise

Mpeace:
They have now gone to youtube. Everybody want to make youtube money

I don't blame them though
It's self interest
I have been on the lookout for the dividend announcements so I start doing my projections

It feels good to be back and Happy New Year plus Valentine's Day to you all. I hope the Market has been doing you all well in 2025.

N/B; Kindly shun any bigotry comments that tend to derail why we are here. Moderators be on high alert when you spot such comments and uproot them asap.

https://doclib.ngxgroup.com/Financial_NewsDocs/43136_HALDANE_MCCALL_PLC-DIVIDEND_ANNOUCEMENT_CORPORATE_ACTIONS_FEBRUARY_2025.pdf
HMCALL 0.07 kobo (7kobo ÷ 100) dividend

See as our seplat just dey like abandoned property. Once our result show up on 25th, pple wey book today go just grab 20% (apart from dividend?

Do you think it would really move after the results? Im not expecting anything great in the result from them this year.

Mpeace:
See as our seplat just dey like abandoned property. Once our result show up on 25th, pple wey book today go just grab 20% (apart from dividend?

Sunrisepebble:
Do you think it would really move after the results? Im not expecting anything great in the result from them this year.

I am expecting a wonderful result, especially on contribution from their new assets.

It was only officially acquired in mid December do you think it'll contribute to the result?

Mpeace:
I am expecting a wonderful result, especially on contribution from their new assets.

PZ Cussion

52 Week High: 40
Current price: 27

Are Nigerian Consumer Stocks the Next Big Investment? >> https://nairametrics.com/2025/02/12/are-nigerian-consumer-stocks-the-next-big-investment/

Analysts predict rise in consumer goods stocks for February 2025, reveal top picks >> https://nairametrics.com/2025/02/06/analysts-predict-rise-in-consumer-goods-stocks-for-february-2025-reveal-top-picks/

1M /100% Target achieved Lafarge 38.41. Bought on Oga Emmas and my Dads call. Thank you

shonyboi:
1M /100% Target achieved Lafarge 38.41. Bought on Oga Emmas and my Dads call. Thank you

Congratulations
You don't dropped for the bus?

I got mine there too, I bought at 36.88 but still inside the bus..

This is the performance of both the companies as at 6M 2024.
I’ve posted an image of this in the past. The tax rate for the Mobil company is swallowing up all the big money they make. Until they transition the assets to fit in line with the new PIA regime I don’t think it’ll contribute much to the PAT.
It will likely be a lower YoY performance in PAT because 9M results for Seplat alone went from $’000 79,545 to 35,254. They even made a losss in their Q3 standalone

Mpeace:
I am expecting a wonderful result, especially on contribution from their new assets.

Yes and No, I have sold the units I bought for the challenge, but I had WAPCO prior to the challenge and those units are still there. I intend to wait it out till they delist , that's if they do

crownprince2017:
Congratulations
You don't dropped for the bus?

I got mine there too, I bought at 36.88 but still inside the bus..

AsI likely to collect her own 10% this month. When is this bear really going to come.
PDP everywhere you GO

Sunrisepebble:
It was only officially acquired in mid December do you think it'll contribute to the result?

It should. December falls into 2024. Mind you the effective date happens to be different from the conclusion date.
In all, 2025 should be good for seplat.

From my quick math they turned a profit in Q4 standalone.

sterlingD:
NIGERIAN BREWERIES

https://doclib.ngxgroup.com/Financial_NewsDocs/43137_NIGERIAN_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_FEBRUARY_2025.pdf

With help of ChatGPT
Q4 2024 Standalone Calculation (FY - 9M) N'000
Revenue: ₦1,084,435,998 - ₦710,871,501 = ₦373,564,497
Operating Profit: ₦69,896,983 - ₦29,045,258 = ₦40,851,725
Net Finance Costs: ₦(252,814,441) - ₦(232,044,571) = ₦(20,769,870)
Loss Before Tax: ₦(182,917,458) - ₦(202,999,313) = ₦20,081,855 (Profit)
Loss After Tax: ₦(144,883,494) - ₦(149,500,558) = ₦4,617,064 (Profit)

sterlingD:
NIGERIAN BREWERIES

https://doclib.ngxgroup.com/Financial_NewsDocs/43137_NIGERIAN_BREWERIES_PLC.-_QUARTER_5_-_FINANCIAL_STATEMENT_FOR_2024_FINANCIAL_STATEMENTS_FEBRUARY_2025.pdf

Boss loco, what info should investors/traders in Chams and Japaul be looking out for this year plz? Make I find pillow, I no get time to de look market everyday

Please do you actually seperate both accounts?
That is trading and investment. Or you are just making reference to it.
Tough trying to manage both types of groups of stocks in one account.

megawealth01:
Reminds me of some of us in Oando too

The best you will do is DYOR on a stock and if you want it to be long term then stop checking it every week. Just buy and remove eyes... I have stocks I bought in my INVESTMENT ACCOUNT that I don't know their prices for the past 6 months or more sef
except the ones that is mentioned here

All my dividends paying stocks has never been sold since 2006 because they are residing peacefully in my Investment account. I can only do topups at major bears like that of 2020 etc

Define what your investments principles are. Plan. Plan. Plan. Strategize. No do follow follow too much sha. DYOR