₦airaland Forum

Meerahbel:
The first two are a no-no.

He recommended

MECURE at circa #12

ELLAH at circa #3

JAPAUL at circa #2

So all his 3 recommendations has delivered over 100% profits so far

Oh really?

megamart247:
He recommended

MECURE at circa #12

ELLAH at circa #3

JAPAUL at circa #2

So all his 3 recommendations has delivered over 100% profits so far

KarlTom:

The % to the public is very small.

Meerahbel:
The % to the public is very small.

Which percentage to the public are you referring to?

mikeapollo:
Which percentage to the public are you referring to?

controlling interest (over ~92 %)

Meerahbel:
controlling interest (over ~92 %)

He said he will sell more refinery shares if the demand if high but atleast the little one we buy shall be pumping his bag. He is most likely gonna rank high in world richest after listing dangote refinery

megawealth01:
JAPAULstone 😂

Or Japaulclay!

Meerahbel:
controlling interest (over ~92 %)

But that is the current holding before the public offe. We don't know what percentage he is going to release to the public yet.
He may give 22.5% or more to the public while he keeps like 60-70% to himself

megawealth01:
Make we bet am you won't get it today. You for just stay for OANDO... If OANDO start eh? 😲

I am still loaded in Oando ooo.. it is strategic for me. I just want to do small Jijio with Japaul, not a long time buy, otherwise I would rebuy the Oando quantity that I sold.

KarlTom:

Now that Dangote is the refinery is coming public latest by June/July, I suspect any other company planning to raise funds would do so before or after June/July in order not to clash with the refinery.

He has said around 10% before. Around $2bn slot N3T. That’s a looooot of liquidity being sucked from the general population…well, asides foreign institutional investors sha.

mikeapollo:
But that is the current holding before the public offe. We don't know what percentage he is going to release to the public yet.
He may give 22.5% or more to the public while he keeps like 60-70% to himself

Hold on to your Presco and Okomu shares

For those that have sold at what price do we enter again

emmanuelewumi:
Hold on to your Presco and Okomu shares

mikeapollo:
Now that Dangote is the refinery is coming public latest by June/July, I suspect any other company planning to raise funds would do so before or after June/July in order not to clash with the refinery.

People interested in Dangote Refinery shares will rather keep or save their funds till June.


I foresee a situation whereby people will book profits from NGX in order to participate in Dangote Refinery Initial Public Offer

deathwing:
He has said around 10% before. Around $2bn slot N3T. That’s a looooot of liquidity being sucked from the general population…well, asides foreign institutional investors sha.

I think the company will raise the N3 Trillion or thereabout. Foreign investors and Institutional investors will take the lion share of the offer.

Sunrisepebble:
For those that have sold at what price do we enter again

I don't know.


Buy Dangote Refinery shares

emmanuelewumi:
I don't know.


Buy Dangote Refinery shares

People that will come and do listing by introduction and start from full bid for days.

NSEstudent:
People that will come and do listing by introduction and start from full bid for days.

It is a public offer and not a listing by introduction

I’m concerned about the concentration risk in Nigeria’s stock market.
Out of roughly ₦122 trillion in total market capitalization, just 26 companies — each worth over ₦1 trillion — now account for about 85% of the entire market value. That means over ₦110 trillion sits in the hands of a very small group of stocks.
When these giants move, the entire market moves.
If they rise, the index rallies.
If they fall, the whole market feels it.
That level of concentration creates systemic vulnerability.
Why did we get here?
Because Nigerian investors overwhelmingly favor dividend-paying companies. The culture is simple: Buy today, collect dividend tomorrow. As a result, mature banks and established companies continue to attract most of the capital.
For example, heavyweights like Dangote Cement, MTN Nigeria, and leading banks dominate market capitalization largely because they provide consistent earnings and dividends.
But here’s the structural problem:
Innovation-driven companies do not grow that way.
Technology, fintech, logistics, and other “new economy” businesses typically reinvest profits to expand, scale, and capture market share. They prioritize growth over immediate payouts. In markets that understand this, capital flows toward future potential — not just present income.
Imagine if Amazon had started in Nigeria during its early years — with no profits and no dividends. Many investors here might have ignored it completely.
Yet that reinvestment-first model built one of the most valuable companies in the world.
If Nigeria truly wants to produce the next generation of trillion-naira companies, investors must begin to value:
Growth potential
Reinvestment discipline
Market expansion
Innovation strategy
Long-term competitive advantage
—not just annual dividend alerts.
A market that only rewards income today risks starving the giants of tomorrow.
Concentration risk is real.
But so is opportunity — if capital mindset evolves.
I rest my case.

These are Top 10 stocks that made the most gains last week

https://youtube.com/shorts/a56SFdWr4ec?feature=share

emmanuelewumi:
Hold on to your Presco and Okomu shares

Thanks sir. I should pick N1m worth of Okomu this week.

PETERiCHY:
Former Morgan Capital MD Late Mr Dipo, recommended NAHCO to us 3yts ago when it was trading at sub #10 though we didn't buy much quantity.

He later relocated to US and we lost him last year Dec. MAY HIS GENTLE SOUL REST 8N PEACE!

Dipo My man, A basketball enthusiast. May your gentle soul continue to rest in peace ✌️ Amen angel

The writer's narrative is dead on arrival.
Learn a lesson from the Magnificent 7 stocks that constitute over 50% of the S&P 500 (at their peak; they've moderated somewhat recently but still dominate).
Those companies merit their current valuations.
I bought Nvidia at Forward PER of 95x and still increase invested capital by over 110%
No listed company on NGX is currently trading at FPErof 50x.
Your concern is opinionated.
E lo fi okan bale—ASI is knocking on 250,000 plus by December 2026.

Meerahbel:
I’m concerned about the concentration risk in Nigeria’s stock market.
Out of roughly ₦122 trillion in total market capitalization, just 26 companies — each worth over ₦1 trillion — now account for about 85% of the entire market value. That means over ₦110 trillion sits in the hands of a very small group of stocks.
When these giants move, the entire market moves.
If they rise, the index rallies.
If they fall, the whole market feels it.
That level of concentration creates systemic vulnerability.
Why did we get here?
Because Nigerian investors overwhelmingly favor dividend-paying companies. The culture is simple: Buy today, collect dividend tomorrow. As a result, mature banks and established companies continue to attract most of the capital.
For example, heavyweights like Dangote Cement, MTN Nigeria, and leading banks dominate market capitalization largely because they provide consistent earnings and dividends.
But here’s the structural problem:
Innovation-driven companies do not grow that way.
Technology, fintech, logistics, and other “new economy” businesses typically reinvest profits to expand, scale, and capture market share. They prioritize growth over immediate payouts. In markets that understand this, capital flows toward future potential — not just present income.
Imagine if Amazon had started in Nigeria during its early years — with no profits and no dividends. Many investors here might have ignored it completely.
Yet that reinvestment-first model built one of the most valuable companies in the world.
If Nigeria truly wants to produce the next generation of trillion-naira companies, investors must begin to value:
Growth potential
Reinvestment discipline
Market expansion
Innovation strategy
Long-term competitive advantage
—not just annual dividend alerts.
A market that only rewards income today risks starving the giants of tomorrow.
Concentration risk is real.
But so is opportunity — if capital mindset evolves.
I rest my case.

The only stock/stocks I can buy at current price without seeing their results is Zenith

emmanuelewumi:
I don't know.


Buy Dangote Refinery shares

handsomebolanle:
Thanks sir. I should pick N1m worth of Okomu this week.

Presco is cheaper, with better growth strategy that will create long term wealth

Mathematically Presco should be selling at over 80% premium to Okomu Oil

Streetinvestor2:
I have been laughing so loud about kpakus as I named it.I cannot believe my eyes from all the deceivers here new position/post on the same kpakus they all ganged up to crucify me in the past.You all should all hide your faces in shame.I don't know how to pretend .

I won't be surprised this week for kpakus to only be seeing offer no bid when the news spread enough and people will be trapped

This is the season of lamentations of monkey owners!

Like Ellah Lekos,like Zirchis, like Japaulwood.
I think my prophecy is about to come to pass.

What an old or wise man sees while sitting;a young or a foolish man will never see it even if he climbs to the top of an iroko tree.

EPS N17
DPS N6
Dangcem N57 EPS
NFA/DYOR

Sunrisepebble:
Wapco is our retirement stock

Sunrisepebble:
Wapco is our retirement stock

Sure…until the Chinese take it private this year but Amen!. I just started buying last month. Cost basis 174. Intend to buy more tomorrow sha. I can manage till my cost basis is 180.

They are not taking it private

deathwing:
Sure…until the Chinese take it private this year but Amen!. I just started buying last month. Cost basis 174. Intend to buy more tomorrow sha. I can manage till my cost basis is 180.