₦airaland Forum

zendi:
"Your village has no phone reception at all?
But I just secured for you transformers and a doctor by GSM calls.
Greedy lying Village Head".

Another Angle..

Agbalowomeri:
Lol dangerously hanging

Stock prices better add something before second week of January otherwise where dem go land in February no go funny

I no go talk make e no be like we dey the same ministry. Your call is based on selfish reason.
My call is based on this failed government and its only plan to loot the country dry.So for that I won't put new fund on ngx till 2027 when they are kicked out.
Baba you still remain content creator...lol

What person like ote can not do on ngx does not exist

Madam mcy just take it easy..sorry for the hard luck. It is still well inside the well.I believe u are not single Stock holder in this business
Nigeria happens to all of us at different time
Try dey show face for the festive season

awesomeJ:
You think seplat is struggling to get buyers? Do you know how much of their production is already pledged to Exxon?

You tell monopoly story in a context where it matters? what's the business of a company whose future productions are already sold with whether another player enjoys monopoly.

If you're a refinery with 20m of crude in inventory, a $10 fall in crude prices will eatly badly into your already slim margins, may even push you to a loss for the quarter.

Your perspectives are valid though, you can make your investment decisions based on them

Don't get me wrong. I only added a few perspectives based on the possible SEPLAT $50 and DR $10 margins you mentioned..
The price of crude oil would affect DR and SEPLAT differently because; it is an input (raw material) for DR, and final (finished) product for SEPLAT, hence a fall in its price would benefit DR more, and an increase would benefit SEPLAT more, all things being equal.

While SEPLAT has ready buyers, DR has market monopoly which it can always exploit to achieve its target, that is my point.

Anyway, let's hope both companies do very well so we all can benefit.

Live Market Update
Market moved as expected. Most index are up except for the oil/gas and growth index. This matched our forcasts of +0.42 expectations fir the day.

mikeapollo:
Don't get me wrong. I only added a few perspectives based on the possible SEPLAT $50 and DR $10 margins you mentioned..
The price of crude oil would affect DR and SEPLAT differently because; it is an input (raw material) for DR, and final (finished) product for SEPLAT, hence a fall in its price would benefit DR more, and an increase would benefit SEPLAT more, all things being equal.
While SEPLAT has ready buyers, DR has market monopoly which it can always exploit to achieve its target, that is my point.
Anyway, let's hope both companies do very well so we call can benefit.

Exactly, sounds like we'll hold both stocks just in varying proportions.

awesomeJ:
Market that could hit 180k in January solely on basis of news of CGT suspension

That would be good but very unlikely

ARADEL. ±
CONOIL. ±
ETERNA. ±
OandO. -0.26%

How about the scale of operation? Dangote operates at a scale no one else in the world can boast of.

awesomeJ:
not likely.

one has a slim margin, the other has a bigger margin which has just gotten even bigger now.

SEPLAT can make close to $50 gross earnings per barrel, the refinery? maybe less than $10.

There are other dynamics like refinery making money whether the oil market is bullish or bearish (if they manage their inventory well)

Do you hold DR?

awesomeJ:
Exactly, sounds like we'll hold both stocks just in varying proportions.

He is likely looking for Payunsin, the Ibadan poultry giant

awesomeJ:
You meant to quote someone else?

Agbalowomeri:
I am hoping that Gina hasn't sold First bank already

Why didn’t you buy first bank?

PZCN

https://doclib.ngxgroup.com/Financial_NewsDocs/45596_P_Z_CUSSONS_NIGERIA_PLC.-_QUARTER_2_-_FINANCIAL_STATEMENT_FOR_2026_FINANCIAL_STATEMENTS_DECEMBER_2025.pdf

Excellent turnaround. Equity +. H1 EPS ₦5.17

GeeKudi:
I sold at 40%. Didn't expect the rally to continue this way

Congratulations.

GeeKudi:
He is likely looking for Payunsin, the Ibadan poultry giant

I actually wanted to quote him, thanks.

He has been silent for sometimes now since that ngx don scatter saga by street fighter.

My darling FBNH...I know say one day you go make us proud.

Agbalowomeri:
That would be good but very unlikely

Which is unlikely?

The 180k, the suspension or both?

180k is not unlikely.

Market will hit 180k in January 2026.

GeeKudi:
How about the scale of operation? Dangote operates at a scale no one else in the world can boast of.

Yes.
Dangote currently does about 4x seplat's volumes.

So as long as seplat's margins are more than 4x DR's they will have bigger earnings.


DR has the FZE advantage though, while SEPLAT still has to battle taxes (higher taxes at least).


@mikeapollo

KarlTom:
Do you hold DR?

I wrote we'll hold ko? 😄

GeeKudi:
He is likely looking for Payunsin, the Ibadan poultry giant

My thoughts too.

chimex38:
Another Angle..

"Ole fe mu oloko" the thief trying to catch the hunter/policeman

chimex38:
Another Angle..

Your angle was better.

If I had thought of satellite phones I would not have posted this.

And now Musk is moving to make starlinks accessible through the Sim of his partner companies inserted in any phone or device.
If he had not one cent in his life previously, this alone could make him WORLD richest all over again, at least until other competitors catch up.

leo1234:
Why didn’t you buy first bank?

If dem lock me inside shey na you go release me?

zendi:
Your angle was better.

If I had thought of satellite phones I would not have posted this.

And now Musk is moving to make starlinks accessible through the Sim of his partner companies inserted in any phone or device.
If he had not one cent in his life previously, this alone could make him WORLD richest all over again, at least until other competitors catch up.

Airtel is already in partnership.
Hold your Airtel SIM tight.

Where is Loco ?

Has the new goat snapped it's rope too and escaped ?

The Christmas has come o.

chimex38:
Airtel is already in partnership.
Hold your Airtel SIM tight.

Yes.

I believe will partner MTN too, to be announced later.
MTN has a wider market than Airtel.

zendi:
Yes.

I believe will also partner MTN, to be announced later.
MTN has a wider market than Airtel.

Oh. MTN as well?
Interesting.

MTN will be acquired in 2026 or latest 2027
watch.

remember d pesin dey tell u since
d dark was comin

chimex38:
Oh. MTN as well?
Interesting.

sboga:
MTN will be acquired in 2026 or latest 2027
watch.

remember d pesin dey tell u since
d dark was comin

You decided today to write something a bit meaningful today or is it someone using your handle

On a rescue mission of his missing Christmas goat

zendi:
Where is Loco ?

Has the new goat snapped it's rope too and escaped ?

The Christmas has come o.

chimex38:
Oh. MTN as well?
Interesting.

It's just my speculation.
They've not been partnered yet to my info.

awesomeJ:
Yes.
Dangote currently does about 4x seplat's volumes.

So as long as seplat's margins are more than 4x DR's they will have bigger earnings.


DR has the FZE advantage though, while SEPLAT still has to battle taxes (higher taxes at least).


@mikeapollo

There is the probability that DR might not be profitable yet...