₦airaland Forum

Zagee:
With all the "free money" flying around in the agric space, he doesn't want to bring the Agric sector of Transcorp on stream?

"He no know say na food we go chop and not AFRICAPITALISM"
🤣

Shalom428:
DS and Nascon ministries are moving well, remember the junctions, don't sell in a hurry. You don't sell your WINNERS especially when there are still enough room for upsides.

When we get to the junctions , we will do another review.

FOLLOW THE MONEY!

megawealth01:
All things being equal una go still review from my 120 naira anyhow throwing of numbers. Maybe 220 sef

edwardaigb:
Jumping at some people's prompt would send you straight to your village.

EDUECO:
If government say make you pay tax now you go begin dey complain.

kintus:
Try dey add names abeg.
No lie detected. Due diligence is a must if you must survive this hustle.

How I wish there can be a law that mandate people to show the holdings when recommending.

Umehj88:
No be my portfolio oooo nah bovali own.

Shalom428:
Brotherly, we don dey this market when Okomu , Presco and Nestle were trading at relatively small prices , the rest is history now.

When DS backward integration kicks up fully, DS will surge to the moon. The amount they sell to Coca Cola alone is enough reason to hold the shares for another 5 years.

kintus:
Tell us when you want to TP

Streetinvestor2:
As alhaji salt they move another kpakus salt company they follow lol
As presco and okumu oil they move another oil kpakus they follow.
Na watin I observe I dey talk.

Sunrisepebble:
I think it’ll be at N700 or so by end of next year. Not sure if I’m regretting selling because I put all the loot into WAPCO at #110

Locotrader:
A bulk crossdeal at 1.50 just happened at Royalex now.
E go loud

Locotrader:
A bulk cross deal at 1.50 just happened at Royalex now.
E go loud

robobo:
I guess you wanted to qoute 430 billion. check the notes in 11.1 (extract below) the bulk of the loan relates to Transpower (a subsidiary) which should benefit from the impending settlement of over 4 trillion power debt waiting to be securitised (via bond) by the FG

"A significant portion of the trade receivable relates to receivable from the NigerianBulkElectricityTradingPlcwhich is the regulatory body for the power business in Nigeria."

chimex38:
If one follows what's happening in the Power sector, one would understand a bit.

GenCos are being owed debts of up to 4trn by FG from 2015. Part of these debts are also GenCos own payables to the gas suppliers..


This implies that their account receivables will remain bloated for the time being.
The little profit they make is even quite remarkable but they have to maintain equipments, import equipment for upgrade and pay off some inevitable gas supply debt if they want to still function as an entity and offset some debts and liabilities. So any little profit in any Quarter is ploughed back into the business..

The latest good news in the sector is the proposed issuance of Debt-bond by the Govt via the DMO specifically to settle govt accrued debt to GenCos. Learnt Tinubu was present with the GenCos.

If this is done, I believe cash flow will increase and presumably dividend and capital appreciation as well..

Though their recent profitability are being threatened by this large-scale slash of electricity tariff state-wide started by Enugu Electricity Regulatory Commission (EERC) in Enugu on Band A from 206kwh to 160kwh(22%). Other states including Lagos that consumes about 30%-40% of Nigerians entire wheeled capacity are also planning same.
this is angering and affecting the GenCos including Transpower(and probably transcorp by extension).

Discos remit part payment to TCN then to the GenCos Via NBET(i think escrow of some sort).
So their already meagre percentage % debt repayment whose bulk comes from Band A tariff is being threatened if tariffs are slashed.

Institutional investors know this is no fault of theirs as the sector Is still largely centralised. I believe that's why the SP is just there. No relative upward or downward surge.

Umehj88:
This portfolio way I take they get inspiration nah him person call audio. It was posted in 2024 oooh. Make una no they chase our helpers oooo

ositadima1:
Not too bad. I think they have very large receivables — they sold a lot on credit. If they can collect before year-end, they’ll be fine. Over ₦130 billion in receivables.

Streetinvestor2:
As alhaji salt they move another kpakus salt company they follow lol
As presco and okumu oil they move another oil kpakus they follow.
Na watin I observe I dey talk.

jonnysessy:
This Bovali portfolio makes sense. I joined this thread about the time it was posted, when i learnt it was owned by a woman i was more impressed. Just imagine she had not bought or sold any of the stocks listed there. Hmmmm, the valuation no be here. That is just the beauty of investment. Whether audio or video, i like what i see.

faoogoke:
How big is the cross deal?

Can one still put head tomorrow?

PETERiCHY:
DANGSUGAR on full bid!!!!!!!!!!!!!! @#64.70


BARGAIN HUNTERS TAKE NOTE!

faoogoke:
How big is the cross deal?

Can one still put head tomorrow?

jonnysessy:
This Bovali portfolio makes sense. I joined this thread about the time it was posted, when i learnt it was owned by a woman i was more impressed. Just imagine she had not bought or sold any of the stocks listed there. Hmmmm, the valuation no be here. That is just the beauty of investment. Whether audio or video, i like what i see.

jonnysessy:
Sunrisepebble (the man of very few words) , i won't sell again. You know i don't joke with your words. Sorry that you sold yours. If it were some people on this platform ( i won't mention names) they will encourage me to exit. It really makes no sense in changing a winning team or killing the goose that lays the golden egg. Patiently waiting for the half year report of MTN. They might even come with an interim dividend as they used to do before the FX wahala.

jonnysessy:
This Bovali portfolio makes sense. I joined this thread about the time it was posted, when i learnt it was owned by a woman i was more impressed. Just imagine she had not bought or sold any of the stocks listed there. Hmmmm, the valuation no be here. That is just the beauty of investment. Whether audio or video, i like what i see.

Agbalowomeri:
AFRIPRUD started declining the moment UCAP poached their CEO

chimex38:
Interim kwa?
When dem never comeout fully from -ve SHF?
I gbadun your faith..

orriyomi33:
Hmmm!!
Cash is king.

I remember when you called Cadbury @sub 40,it's gone on to do 80%.
I could only get 100 units then. It feels somehow for not getting much more due to unavailability of capital.

Already got about 3000 units of PZ sub 34, I hope to get more.

Looking at the current price of both, 1 Cadbury = 2PZ.

Thanks for your stock recommendations sir.
God bless.