₦airaland Forum

SonofElElyonRet:

Time will tell.. Ellah will be hoooooge... despite the shortcomings of management.. which will be substantially remedied.. as time goes on

SonofElElyonRet:
Till Ellah begins to make profit and pay dividends. At that stage you'll be chasing the bus at km 100

emmanuelewumi:
For that to be justified based on the current 3.6 billion shares of the company.

Ellah must make a revenue of N72 billion and profit after tax of N36 billion at a net profit margin of 50%.

That will give it EPS of N10 and probably pay a dividend of N7 per share


It is very possible, they only need to show workings and evidence

SonofElElyonRet:

Time will tell.. Ellah will be hoooooge... despite the shortcomings of management.. which will be substantially remedied.. as time goes on

emmanuelewumi:
The question intelligent investors should be asking themselves is how long will it take for Ellah Lakes revenue to increase from the current N100 million per annum to over N72 billion per annum

emmanuelewumi:
I say a big Amen to that.

I am always skeptical whenever one is being optimistic about an investment or business that is not showing workings and evidence of the workings

EDUECO:
The new era Ololos are already in the Nigerian bourse!

chimex38:
Agreed

Zagee:
To my elders, I salute.
I did not build my portfolio by being "careful" over the past 5 years, most notably the last 2 years( it doesn't warrant "carefulness". Calculated risks were leveraged.

The ELLAH road is without doubt not a straight path. If you're not able to bounce back( in case of any eventuality) of which the worst case is a physical attack on biological assest, kindly stay out. You can call it gamble, I call it high risk-high reward.

Know what you buy and why you buy!

ppogba:
Thank God you made use of plural .

Indeed, they are not just on the bourse. They are right here in our eyes and noses.

Like I always say, there is nothing wrong in getting your fingers burnt. Just make sure you put the experience in your CV.

ppogba:
Pastor, dem no dey tell pikin make hin no contract leprosy as long as the pikin fit stay inside the forest alone.

ppogba:
Pastor, dem no dey tell pikin make hin no contract leprosy as long as the pikin fit stay inside the forest alone.

SonofElElyonRet:
I totally understand.. calculated risk for me has paid off with Ellah that I bought N3:30. I also has "divine analysis" on my side. The prospects are also encouraging.. Ellah definitely has a plan.. let's give them a chance.. if Presco and Okomu can be that huge, surely Ellah can do a fraction

Agbalowomeri:
How sure are you that we are not already at the top?

unite4real:
Noooooo!!!!!!!
If that's how it is, Unity Bank won't be where it is considering where Zenith and GTCO are today.

unite4real:
Noooooo!!!!!!!
If that's how it is, Unity Bank won't be where it is considering where Zenith and GTCO are today.

emmanuelewumi:
It took our banks 18 to 19 years to attain the All Time High stock prices they had between 2006 and 2007

Zagee:
High Sensei Oga Emma, the evidence you put before this honourable house simply means it can go any way.

Take note people. Calculated risk.

emmanuelewumi:
The question intelligent investors should be asking themselves is how long will it take for Ellah Lakes revenue to increase from the current N100 million per annum to over N72 billion per annum

QuinModah:
If we’re being realistic, the jump from ₦100 million to ₦72 billion a year is not just about “time” — it’s about strategy, execution, and market forces.

For Ellah Lakes, the path depends on a few factors:

1. Expansion Speed – How quickly can they scale farmland, processing plants, and distribution? Agriculture is not like fintech; growth is tied to seasons, land size, and infrastructure.

2. Capital & Partnerships – ₦72 billion revenue means massive investment. Without strong financing, strategic alliances, or government-backed incentives, it could take decades. With the right partners, that timeline could shrink drastically.

3. Market Demand – They must secure both local and export markets. Nigeria alone has the demand, but tapping into international supply chains is where the real billions flow.

4. Operational Efficiency – Post-harvest losses, logistics bottlenecks, and corruption are silent killers of agribusiness in Nigeria. If they can cut wastage and boost efficiency, growth compounds faster.

So instead of asking “How long will it take?” the smarter angle is “What levers must Ellah Lakes pull to 720x revenue, and how fast can those levers realistically be pulled in Nigeria’s business environment?”

If they get it right, we could be talking 10–15 years. If they stumble with the usual Nigerian challenges, 30 years or never.

The intelligent investor should be watching execution pace, partnerships, and market penetration — those will tell you whether the 72-billion dream is a decade away or a mirage.

emmanuelewumi:
Check out the Math. Current equity is less than N25 billion, but want to raise N250 billion.

Probably people who invest in the planned N250 billion public offer, will own 45% of the business.

I don't think intelligent investors will buy that although we have more of emotional and unintelligent investors in the market

The best bet is for them to have a right offer, but I know that can't work. Because most of the current shareholders are looking for a greater fool. So a right offer can't fly

SonofElElyonRet:
Well, guess you are the milder version of EDUECO
Cinder-Ellah will prove you wrong

SonofElElyonRet:
Till Ellah begins to make profit and pay dividends. At that stage you'll be chasing the bus at km 100

crownprince2017:
Its so interesting seeing people feeling like the gods of the market.
What will you expect from someone that sold his Ella at 4 just because he believed it will turn back and never return, saying the same thing at 19 even though he regretted for selling at 4.

I wondered how people come here to predict the market they had no control over, I know at 10 you would have told the person that bought at that price the same thing.

A company we are yet to have metrics to value can swing up the way we never imagined if the valuation is more than what the majority are imagining and do the other way round as well when the reality hit the market.

Well, many of you will still eat your words when the price go above 20 like you have done in the past.

Ella is at the point that a news could change everything, people speculating are not stupid.

Every possibility is open here and that is the reality.