₦airaland Forum

faoogoke:
It seem Otedola is acquiring more FBN shares in anticipation of seeing through merger with GTB.

Still speculative though.

faoogoke:
It seem Otedola is acquiring more FBN shares in anticipation of seeing through merger with GTB.

Still speculative though.

Beeron:
Eventhough the stock market wasn't so winning last week, here are Top 10 stocks that really gained. (Link below)

One of the reason stocks didn't perform well last week was because most Investors moved funds into the capital market as the capital market did well last week, especially if you do fixed income and MMF.

The reason is simple, banks wanted to balance their books for the month end so they needed liquidity, people in the capital market provided it even Stanbic mmf that used to be around 15% jumped to 16%.


https://youtube.com/shorts/qdc6a0EoNz8?feature=share

Shalom428:
At the bolded , I guess you meant Money Market

cocolacec:
OANDO

https://doclib.ngxgroup.com/Financial_NewsDocs/45938_OANDO_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_FEBRUARY_2026.pdf

cocolacec:
OANDO

https://doclib.ngxgroup.com/Financial_NewsDocs/45938_OANDO_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_FEBRUARY_2026.pdf

aj8:
Custodian should do above 60.00 but buy below 40 . Estimate 6 months.

chimex38:
CAP, BERGER, MEYER
https://businessday.ng/market-intelligence/article/cap-berger-meyer-which-performed-better-in-2025/

NSEMPA analysts were kinda in Sync with this.

emmanuelewumi:
I will write about the negative vibes others can write about the positive vibes of Oando


Shareholders fund is negative N553 billion

Debt is N3 Trillion

Finance cost is N59 billion

Working Capital is negative N3.2 Trillion

Net operating cash flow is negative N147 billion

Free Cash Flow is negative N259 billion.

yMcy56:
Thanks for posting this article..
It's a well known fact that CAP is much bigger than BERGER and MEYER if looking at comparison but there are other efficiency areas of MEYER that makes it stood out and position it as a growth stock......

It's just like comparing UBA to WEMA for instance, UBA may be a big player, but WEMA is also upcoming and we could see how it was playing catch-up in some areas too....

Excerpt from Business Day article posted...
Dipo una well done...
Long time 😊

conecnd:
Oando group (Consolidated) Performance
- Revenue vs. Cost of Sales
- Revenue dropped from ₦4.09 trillion (2024) to ₦3.21 trillion (2025).
- Cost of sales was almost equal to revenue, leaving only a slim gross profit of ₦27.7 billion in 2025 (vs. ₦155.9 billion in 2024).
- This shows the core trading operations were under heavy margin pressure.

- Key Profit Drivers in 2025
- Reversal of impairment on financial assets: ₦573 billion gain (vs. a ₦76 billion loss in 2024).
- Finance income: ₦381 billion (huge jump from ₦47 billion in 2024).
- Tax credits: ₦226 billion (vs. ₦163 billion tax expense in 2024).

- Bottom line
- Net profit: ₦241 billion in 2025 (slightly higher than ₦220 billion in 2024).
- The profit was not from core oil trading but mainly from accounting reversals, financial asset recoveries, and tax credits.

faoogoke:
It seem Otedola is acquiring more FBN shares in anticipation of seeing through merger with GTB.

Still speculative though.

emmanuelewumi:
I will write about the negative vibes others can write about the positive vibes of Oando


Shareholders fund is negative N553 billion

Debt is N3 Trillion

Finance cost is N59 billion

Working Capital is negative N3.2 Trillion

Net operating cash flow is negative N147 billion

Free Cash Flow is negative N259 billion.

aj8:
Common Sense Target for TIP = 27
Common Sense Target for Veritaskap = 3.72- 4.65


Please do your research/ due diligence.

leo1234:
0.22

Last year was 0.30



Overall, the company made significant improvements in key areas like

Free cash

Retained earnings from 939 million deficit to 4.8 million surplus

Investments eg real estate, treasurybills and corporate papers with full divestment from equity

Share of profits from associates

Assets

Total equity

No significant borrowing

Aggressive loan write-off of 229.4 million reducing impairment significantly

Administrative expenses reduced by 4.5%

unite4real:
Did you consider the expected share dilution from the hybrid offer for TIP?

unite4real:
Did you consider the expected share dilution from the hybrid offer for TIP?

Sunrisepebble:
I can confirm he has been buying GTB but not sure if it’s for merger purposes

emmanuelewumi:
I will write about the negative vibes others can write about the positive vibes of Oando


Shareholders fund is negative N553 billion

Debt is N3 Trillion

Finance cost is N59 billion

Working Capital is negative N3.2 Trillion

Net operating cash flow is negative N147 billion

Free Cash Flow is negative N259 billion.

leo1234:
0.22

Last year was 0.30



Overall, the company made significant improvements in key areas like

Free cash

Retained earnings from 939 million deficit to 4.8 million surplus

Investments eg real estate, treasurybills and corporate papers with full divestment from equity

Share of profits from associates

Assets

Total equity

No significant borrowing

Aggressive loan write-off of 229.4 million reducing impairment significantly

Administrative expenses reduced by 4.5%

cocolacec:
OANDO

https://doclib.ngxgroup.com/Financial_NewsDocs/45938_OANDO_PLC-_YEAR_END_-_FINANCIAL_STATEMENT_FOR_2025_FINANCIAL_STATEMENTS_FEBRUARY_2026.pdf

essentialone:
Please, how is the EPS of Royalex 0.22, when it's Profit is 924 Million and it's Outstanding shares is 8.27 Billion units?