₦airaland Forum

BabsO2:
Love to see simple numbers like this. It shows Ellah has room to grow from current PO price.

I can imagine the owners of ARPN will be the majority owners of Ellah post PO. Or some market makers. And these people will be the majority owners of Ellah post PO and will be the ones managing the business going forward. Will pick up some PO to add to my front row positions once I cross check these simple numbers.

If this were the case then they would have paid for the deal with shares

HesInMe:
Do we really need to go any further? I know if I show you a perfect woman, you'll still argue that her hips are rotated 0.2 degrees, but we can see the writing on the wall: ARPN is nominally valued at roughly the same price per hectare as Presco -- without Presco's significant yield expansion and unit margin differential. As Cathie Wood would say, Presco is riding on two colliding S curves.

ARPN's valuation is like paying for Presco at today's valuation -- 10 years ago.

Okay, you’ve said nothing of substance, my friend. Let’s leave it at that, all assertions and no weight.

Ellah on the Beat


https://leadership.ng/%e2%82%a6235bn-capital-raise-meant-to-strengthen-ellah-lakes-operational-platform-farrer/

Locotrader:
A stock that pulls back intraday and still closes at the high of the day is usually showing accumulations.

Major crossed deal of 436m units was done in October at 2.50.

This means the stock is trading at huge discounts.
Retail traders can only push the price up above N3.

Tomorrow,watch out for early morning sharp rise on the stock.

Nsempa disgrace members are now looking at the size of Loco RAM for this December

Drop address.

I need my own share of the ram 🐏

crownprince2017:
Loco, you don win your naysayers.
Finally, loco ram is here...talk and do marketer, agba and educo, follow who no road next time, no be chochocho..

Those you are mentioning are not interested in capital appreciation.

You claim you can drink more bottles of Hero than I can. I say, “Okay, show evidence.” But you keep repeating that you can drink far more and that it’s obvious. Lol. no be juju be that?

leo1234:
Drop address.

I need my own share of the ram 🐏

Imagine.
Instead of you to donate one big RAM to Loco,you want to come and chop my own.
Loco sacrificed a lot for you all @ Japaul .

I hope you are inside the boat?

SonofElElyonRet:
My 3 million units bought at about 3.50 don do. Let me hodl till long term. Target is to get to a point that dividend will be around cost price or more

My average cost price was less than 3.50 before I sold a third at about 8.5 and the broker sold more than I told him to sell reducing my holdings to less than 2/3 of original.

Lol. You can lead a horse to water, but you can't make him drink.

ositadima1:
Okay, you’ve said nothing of substance, my friend. Let’s leave it at that, all assertions and no weight.

Make someone here show workings like pa emma on presco. If none of una buy kpakus PO at #12.50.Na who una expect to buy be the big question. All the defence means noise. If no support. Even the ceo and management no plan to buy..lol

Locotrader:
Imagine.
Instead of you to donate one big RAM to Loco,you want to come and chop my own.
Loco sacrificed a lot for you all @ Japaul .

I hope you are inside the boat?

I am in the boat though entry price was high.
I should be out of loss if we see another 10% tomorrow.

emmanuelewumi:
I know it is owned by Tolaram, an Indian holding company with interests in various sectors of the Nigerian economy.


Indians are smart business people, the asset is probably overpriced or they are not getting the desired value and return from the asset based on the fact the asset is not in their area of core competence

They may be looking for a way of listing indirectly while getting some other core investors on board while taking some profit and still retaining major or sizeable stake.

Streetinvestor2:
Make someone here show workings like pa emma on presco. If none of una buy kpakus PO at #12.50.Na who una expect to buy be the big question. All the defence means noise. If no support. Even the ceo and management no plan to buy..lol

Did you buy Presco RI? Show your workings, I’m very sure Ellah’s crew will show theirs.

BabsO2:
They may be looking for a way of listing indirectly while getting some other core investors on board while taking some profit and still retaining major or sizeable stake.

They would have done a merger between APN and Ellah Lakes, Ellah Lakes shares would be given to APN and it be listed on NGX.

Or give a loan to Ellah Lakes and then convert to equities.


There won't be any reason to extend the public offer


By the way these are not included in the offer documents

leo1234:
I am in the boat though entry price was high.
I should be out of loss if we see another 10% tomorrow.

The journey is a far one.
Don't be in a haste to sell .
You will make good profit at the end.
Japaulgold is riding on 100% technicals as a speculative stock.The volume thrown into the stock in the last 3 months is enough to take the stock above N4.
If the Mgt of Japaulgold is serious,this is the time to move the stock to N5 but I think they are up to something now.

When news join this technical journey, nwanne,rapu okwu.

Ife adigo nma.

I will be updating Japaulgold technical strength day by day until selling pressure begins

emmanuelewumi:
They would have done a merger between APN and Ellah Lakes, Ellah Lakes shares would be given to APN and it be listed on NGX.
Or give a loan to Ellah Lakes and then convert to equities.
There won't be any reason to extend the public offer
By the way these are not included in the offer documents

And they may chose to go through PO if that works better for them and their parties. Is everything always stated on offer documents? Or just what is needed for completing the job.

ositadima1:
Did you buy Presco RI? Show your workings, I’m very sure Ellah’s crew will show theirs.

I made it clear weeks back I won't put new fund on ngx because I see it as disgraced ngx.And if I was to invest I would have picked it up on the floor because it was cheaper. Kpakus has remained more expensive on the floor So I expect PO buy instead

HesInMe:
Do we really need to go any further? I know if I show you a perfect woman, you'll still argue that her hips are rotated 0.2 degrees, but we can see the writing on the wall: ARPN is nominally valued at roughly the same price per hectare as Presco -- without Presco's significant yield expansion and unit margin differential. As Cathie Wood would say, Presco is riding on two colliding S curves.

ARPN's valuation is like paying for Presco at today's valuation -- 10 years ago.

Was palm oil priced the same way ten years ago? Was the dollar ₦1,500 back then? Is that all you can come up with? In your village, is land worth the same as it was ten years ago? I don’t have much time, which is why I asked you to show your estimates so you can clearly audit them yourself.

Streetinvestor2:
I made it clear weeks back I won't put new fund on ngx because I see it as disgraced ngx.And if I was to invest I would have picked it up on the floor because it was cheaper. Kpakus has remained more expensive on the floor So I expect PO buy instead

So you don’t have any evidence? I asked for evidence and you dey explain give me Oga.

BabsO2:
And they may chose to go through PO if that works better for them and their parties. Is everything always stated on offer documents? Or just what is needed for completing the job.

Why PO and not PP as we see when strategic investors come in other cases. This guarantees alot to new investors

ositadima1:
So you don’t have any evidence? I asked for evidence and you dey explain give me Oga.

I will not put my new fund on something I call disgraced. What kind of joke is that one on myself. OK I get the joke..
Lol

emmanuelewumi:
I know it is owned by Tolaram, an Indian holding company with interests in various sectors of the Nigerian economy.


Indians are smart business people, the asset is probably overpriced or they are not getting the desired value and return from the asset based on the fact the asset is not in their area of core competence

They may also need additional strong stakeholders that can make things work better.

If u get money to put in this disgraced ngx.
Make I tell u the truth instead of JP.Go buy one stock way start with T and be happy in six months time.I say my own based on what I see on the street .The go make money in this last quater of the yr with the kind new reforms way I see with my eyes now for 3 states

emmanuelewumi:
A crafty person won't mind if he is overthrown. Immediately the offer is completed the money will be paid by the issuing house to the company, even before the allotment is made public.

If from the allotment, insiders see that the company now has a new core investor. Insiders can decide to lavish the fund and their will be nothing for the new core investor to work with.

Management who wants control of their business will not issues shares that are more than their current outstanding shares to the public.

With the current 3 billion outstanding shares of the company, they might offer about 2 billion to the public not 18 billion.

What management Ellah Lakes did with current public offer shows desperation or they don't care if another people become the new core investors and those new core investors will definitely sack Chuka and his team.

He doesn’t need to be sacked. He will get a fatter pay check. He already has more shares from past debt converted into shares. His hands will just be put off the cookie jar

BabsO2:
He doesn’t need to be sacked. He will get a fatter pay check. He already has more shares from past debt converted into shares. His hands will just be put off the cookie jar

Like seriously, if 20billion hit account for this PO.You guys will know say osun governor dey learn dance whr the ceo of kpakus dey...lol

I know... It hurts. You've been suckered by Chuka's slick marketing about a boundless future. Now you see the numbers in full colour.

Take heart. Happens to all of us.

ositadima1:
Was palm oil priced the same way ten years ago? Was the dollar ₦1,500 back then? Is that all you can come up with? In your village, is land worth the same as it was ten years ago? I don’t have much time, which is why I asked you to show your estimates so you can clearly audit them yourself.

If chuka fit pull this one through. Then he will become the Nigerian version of the guy that acted the movie ,Catch me if u can.The guy was extraordinary smart in a negative way
I go begin respect him..lol

Streetinvestor2:
Like seriously, if 20billion hit account for this PO.You guys will know say osun governor dey learn dance whr the ceo of kpakus dey...lol

My street sense told me to load last year and this year achieving a load price of less than 3.5. Took my money out plus some profit while still holding a large chunk when direction got too hazy. Now my street sense tells me to follow the money here. Even if I sell some more units right now, I can buy back cheaper through PO

BabsO2:
He doesn’t need to be sacked. He will get a fatter pay check. He already has more shares from past debt converted into shares. His hands will just be put off the cookie jar

Give me example of when we have a new core investor on NGX and the management was not sacked.

Hope you remember what Wale and his goons did when they bought 40% of Unipetrol which was previously owned by FGN.

You remember what Tony Elumelu and his goons did when he became the core investor of UBA after buying the shares of Hakeem Bello Osagie

BabsO2:
And they may chose to go through PO if that works better for them and their parties. Is everything always stated on offer documents? Or just what is needed for completing the job.

And they didn't buy the public offer, which warranted a 2 week extension


Hope you have bought the public offer?

Streetinvestor2:
If u get money to put in this disgraced ngx.
Make I tell u the truth instead of JP.Go buy one stock way start with T and be happy in six months time.I say my own based on what I see on the street .The go make money in this last quater of the yr with the kind new reforms way I see with my eyes now for 3 states

Ordinary "T" or with Power? Please confirm make we do our DD

and the 3 states...?

You likely see serious activity in these three states where XXXXXX has its heaviest footprint or new opportunities:

Rivers State: This is the big one for Q4. In November 2025, the Federal Government (NCP) finalized the regularization of the XXXXXXXX sale to "T". This secures a massive asset for them in Rivers.

Delta State: Home to the XXXXXXX," T" cash cow. The new reforms allow them to optimize this XXXX and sell XXXX more flexibly within the region.

Lagos State: Lagos has been the most aggressive in domesticating theXXXXXXXX (establishing its own XXXXX market)." T" is a key supplier that will benefit from selling into this high-demand, paying market.

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