₦airaland Forum

SonOfNobody:
Okomu Q2

https://doclib.ngxgroup.com/Financial_NewsDocs/44580_OKOMU_OIL_PALM_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_JULY_2025.pdf

Zooposki:
I'm new on this thread but it's hard to read most of your comments. A lot of you sound so arrogant. What is happening to you all?

KarlTom:
I would have said welcome but your tone is so condescending...
Why not try and be the change you seem to preach

sterlingD:
A followup to OKOMU OIL interim dividend N30.00

https://doclib.ngxgroup.com/Financial_NewsDocs/44584_OKOMU_OIL_PALM_PLC.-CORPORATE_ACTION_ANNOUNCEMENT_CORPORATE_ACTIONS_JULY_2025.pdf

megawealth01:
The kind of cruise in NAIJA eh... Some people are protesting that police should be paid their pensions and the same police is stopping them from protesting

mikeapollo:
His shareholding (with directors, co-promoters) in Oando was about 70% or more but it will be reduced with the share redistribution exercise.
It may still be reduced further if he does not take a chunk of the shares in the new public offer and debt-equity conversion

HesInMe:
Only because this is a public forum with people of different investment levels: The bolded is not investment advice. Do not attempt this at home. Your mileage may vary.

Agbalowomeri:
How do you have common sense target for a negative EPS according to your formula?

aj8:
Its called mathematics. If you can recall your x y vectors

-11, -10, -09, -08, -07, -06, -05, -04, -03, -02, -01, 0, +1, +2, +3, +4, +5, +6, +7, +8, +9, +10, +11

There is 9 difference between -11 and -2
Between -11.86 and -2 = 9.86 that's the degree of improvement at H1
H1 x2 = FY
9.86x 2= 19.72
Common Sense strategy = FY forcast x4 but range x5
=19.72 x 4 = 78.88 QED sir.

19.72 x 5 = 98.60

Range will therefore be
78.88 - 98.60

QED.

aj8:
Its called mathematics. If you can recall your x y vectors

-11, -10, -09, -08, -07, -06, -05, -04, -03, -02, -01, 0, +1, +2, +3, +4, +5, +6, +7, +8, +9, +10, +11

There is 9 difference between -11 and -2
Between -11.86 and -2 = 9.86 that's the degree of improvement at H1
H1 x2 = FY
9.86x 2= 19.72
Common Sense strategy = FY forcast x4 but range x5
=19.72 x 4 = 78.88 QED sir.

19.72 x 5 = 98.60

Range will therefore be
78.88 - 98.60

QED.

aj8:
Its called mathematics. If you can recall your x y vectors

-11, -10, -09, -08, -07, -06, -05, -04, -03, -02, -01, 0, +1, +2, +3, +4, +5, +6, +7, +8, +9, +10, +11

There is 9 difference between -11 and -2
Between -11.86 and -2 = 9.86 that's the degree of improvement at H1
H1 x2 = FY
9.86x 2= 19.72
Common Sense strategy = FY forcast x4 but range x5
=19.72 x 4 = 78.88 QED sir.

19.72 x 5 = 98.60

Range will therefore be
78.88 - 98.60

QED.

Streetinvestor2:
Like you know
In the only agm/egm I have ever attended which was that of conoil. Mr nwosu asked the board present to beg adenuga to try and attend one agm. That he has never attended to any before for conoil. The man no send anybody massage....walahi

SmartInsure:
Guinness Returns to Profit
After a bruising FY24 loss of ₦54.8bn...

https://x.com/naijaticker

mikeapollo:
Regular payment of dividend is very important in assessing stocks. Yes, it is true.
But it is NOT the ONLY basis for assessing stocks. Other factors may cause stocks price to rise based on assessment of potential future prospects as determined by the market.
Honey Well wasn't paying dividends in the last 3 years or so because they were having some challenges and undergoing restructuring. Their majority shareholder (Oba Otudeko) was having several issues in the industry. They also had a protracted court case with one of their creditor banks (I think it was Ecobank). During this period, the share price was undervalued as low as N3 for a very long time.
But after it was acquired recently by FMN, investors saw huge potential for growth and profitability, partly explaining the huge jump from N3 to N27 in about three years.
From N3 to N27 is 800% gain. For those who think about dividends ALONE, Honey Well would not have produced this kind of returns even it were paying dividends consistently in the last 3 years.

Bottom line: choose the strategy that fits your investment goals and identify the right stocks that can give you the required returns: regular dividends or capital gain in the shortest possible time.
.

yom2:
they have not left Nigeria yet?

megawealth01:
Baba Otudeko is now 81! Those aiming to take over his bank, which he has controlled for years, are themselves in their early 60s. When @femiotedola attempted to reclaim Transcorp, @tonyoelumelu responded with several quick, strategic moves:

- He held a Zoom AGM, ensuring everyone retained their positions.
- He charmed @femiotedola with a TV interview, claiming he only follows his wife and Otedola on Instagram.
- He privately offered to buy Otedola’s shares at a higher valuation.

In the case of First Bank, @femiotedola faces two even older players. In Nigeria, age carries significant weight, and I can imagine how 81-year-old Baba Otudeko must have felt seeing his “aburo”—someone whose history he knows well—making such moves.

Here’s my question: If you were Otudeko,
1. Would you have let go of your shares to protect your name and reputation?
2. Or would you have held on and fought as he did? Is it worth it in the end?

If @femiotedola shares these stories and more in his book, would you still say you don’t want to read it? As younger entrepreneurs, we must learn from those ahead of us—whether we agree with them or not. Read, learn, and grow.

Remember: in Africa, when someone is dragged left and right, the more you look, the less you see. As soon as Otudeko sold his shares, suddenly he wasn’t accused of stealing ₦12 billion anymore. When they come for you in Nigeria, you’d better be too heavy to carry. Naija, I hail!

— Dr. Stephen Akintayo

pluto09:
Is it correct to say you are projecting an eps of N19.72 for the company by year end

KarlTom:
OJT and Mr Boyo will likely benefit from the redistribution so their stake will increase...

pluto09:
Is it correct to say you are projecting an eps of N19.72 for the company by year end

aj8:
No not year end, but in a year to a year and half. Its all about taking front row seats.

Mpeace:
NSLTECH result. The loss for H1 has overtaken the loss for the entire 2024

Agbalowomeri:
Omo I tire o
The formula he gave was based on EPS not "improvement" Baba wan turn am to vector and scalar

Ginalex:
this result don pour mud for Peter body o

Mpeace:
NSLTECH result. The loss for H1 has overtaken the loss for the entire 2024

Mpeace:
NSLTECH result. The loss for H1 has overtaken the loss for the entire 2024

Agbalowomeri:
I don tell PEtERicY he go soon swallow hook

Agbalowomeri:
I don tell PEtERicY he go soon swallow hook