₦airaland Forum

Agbalowomeri:
You can sell JAIZBANK and buy ACCESS @26
Add more to it @20

KarlTom:
I forsee 60+

Reasons:
In other not to cause too much dilution, they need the SP to be as high as possible before the debt-to-equity conversion.

$300m (or ₦450bn @₦1500/$) of RBL is to be converted to equity

If SP is ₦50 = 9bn units
If SP is ₦60 = 7.5bn units
If SP is ₦75 = 6bn units

crownprince2017:
Pls I need your insights on the decision below

Does it make economic sense to swap jaiz for access now looking at both valuations?

Your kind response will be appreciated.

Valthegreat:
Why is JAPAULGOLD playing hard to get at the maximum amount for today 2.76?
Abi it has moved from SAND to GOLD already? LOL!

mikeapollo:
Oando is doing +10% today
Where is Alhaji @Undead?
Gaskia!

Valthegreat:
I have been exiting my GTB @ #115-117 to enter OANDO today at 44 while the offer last. Who is with me on this?

Panadee:
Jaiz pays a paltry dividend as well, so in the near term Access should be better. Consider entering it at a more favourable price though.

vibesdot001:
ZICHIS is about to catch up with ELLAH....

ogoo4real:
You are on your own!!

SonofElElyonRet:
Congratulations bro

Valthegreat:
I have been exiting my GTB @ #115-117 to enter OANDO today at 44 while the offer last. Who is with me on this?

SonofElElyonRet:
No wahala. The more the merrier.. await some price accelerating news from Ellah .

Valthegreat:
Why is JAPAULGOLD playing hard to get at the maximum amount for today 2.76?
Abi it has moved from SAND to GOLD already? LOL!

Mpeace:
Aradel and Nason and BUACEM and MTN have just moved officially wow we making money

aj8:
Dangote Sugar Refinery :
Common Sense Target N71.2 - N89.00
Calculation based on Qtr 3 2025 earnings
OS 12,146,878,241.00
Earnings in Qrt N13.682 bill
EPS Qrt 1.13 from negative 3.32


Calculation:
(1.13+3.32) x4 x4 to range (1.13 +3.32) x4 x5
= 71.2 -89.00 Range


Estimate 6 months.


Current price N55.60
Upside 28%-60% within Range.


Caution: Do your research and due diligence.

Mpeace:
Aradel and Nason and BUACEM and MTN have just moved officially wow we making money.

NAH ON also moved

KarlTom:
I forsee 60+

Reasons:
In other not to cause too much dilution, they need the SP to be as high as possible before the debt-to-equity conversion.

$300m (or ₦450bn @₦1500/$) of RBL is to be converted to equity

If SP is ₦50 = 9bn units
If SP is ₦60 = 7.5bn units
If SP is ₦75 = 6bn units

crownprince2017:
You actually see one of the angle I'm thinking from.

I want to depart jaiz with over 400% but access is going up already..

Very hard decision right now, may be I should just sell n keep the cash for now since I also see cash as investment and don't have any in my wallet for now.

crownprince2017:
You actually see one of the angle I'm thinking from.

I want to depart jaiz with over 400% but access is going up already..

Very hard decision right now, may be I should just sell n keep the cash for now since I also see cash as investment and don't have any in my wallet for now.

aj8:
Dangote Sugar Refinery :
Common Sense Target N71.2 - N89.00
Calculation based on Qtr 3 2025 earnings
OS 12,146,878,241.00
Earnings in Qrt N13.682 bill
EPS Qrt 1.13 from negative 3.32


Calculation:
(1.13+3.32) x4 x4 to range (1.13 +3.32) x4 x5
= 71.2 -89.00 Range

Estimate 6 months.


Current price N55.60
Upside 28%-60% within Range.


Caution: Do your research and due diligence.

Agbalowomeri:
I still think this your method doesn't work when you try to use number line. It does not apply common sense. I can't fathom how an expected FY EPS of less than N2 would be projected to any price more than N20. That is a PE of 10. At 80 it will be a PE of 40. That cannot make sense to me.

aj8:
Still doesn't make sense? That's okay.

ogoo4real:
Access bank is not yet moving as expected. It shouldn't be trending below Wema bank at all. It's suppose to be catching up with the likes of UBA

aj8:
Still doesn't make sense? That's okay.

Agbalowomeri:
Don't worry ACCESS will lead when bear show That's its own leadership territory