₦airaland Forum

Joyful365:
The stock market is sustained by a people with high purchasing power, else everything is a gamble in a bubble.

Purchasing power of the average Nigerian consumer is being decimated now because there's no more subsidy and fuel prices is going through the roof.

Q2 results will reflect this if nomalcy doesn't return soon.

In all of this, I'll bet on the banking sector to remain resilient through this period. Most of everything else is overpriced. It's time for them to drop 50-70% so people can sort through the rubbish and pick up valuable ones

This purchasing power thing is mixed with inflation and somewhat expanding economy based on macro with the micro yet to tag along properly as purchasing power is eroding for salary earners. But quarterly results of most companies is still growing suggesting total purchases of goods and services is rising Looks like salary earners who’ve got no raises are worse off. And what percentage of people fall into this category? It will be nice to see such data. The one we can see is company quarterly and annual results. Apart from rising company revenues and profits, staff costs (renumerations) have been rising in the annual reports.

Joyful365:
The likes of Ellah Lakes, Presco, Aradel, Guinness, Okomu, MTN, and Access Bank will shed at least 50% from their all time highs when the time comes. Watch out and check the charts

With the exception of Access and MTN I agree with this. I will go further and say they will lose more than 50% from their current prices.

How is the bolded remotely true?

Let's be factual in our discus...

Joyful365:
Increase in crude oil price leads to increase in cost of production and transportation.

If producers transfer the cost to consumers, demand and sales will drop, meaning less revenue.

Stocks in the consumer goods sector will be the first to take a hit in Q1, Q2 2026, then every other will follow gradually till we hit the bottom one year from now.

If you are in good profit, exit and stay in cash or more stable and liquid investment.

With Israel reportedly now targeting energy infrastructure in Iran the world economy is going to feel the impact soon

Stockhunter:
Hahaha. If access shed 50% no be 10 naira be that... Lol. Wetin access do una now.
Dont put ellah lakes with those stocks you listed abeg..

Access Bank hit N30 in January of 2024 and dropped to around N16 which is almost 50%. So, 50% drop is not impossible, but it will be measured from its ath of N30.

ACCESS don suffer

Joyful365:
Access Bank hit N30 in January of 2024 and dropped to around N16 which is almost 50%. So, 50% drop is not impossible, but it will be measured from its ath of N30.

Welcome to Morgan's world

GeeKudi:
In another news, Morgan Capital sent me a payment voucher for my withdrawal request but I can't find the money in my account .

The release was obligatory after submitting the application for the RI.
No one envisaged the wrr...

GeeKudi:
On the hind sight, that press release pegging OANDO's RI at N50 appears ill-timed.

KarlTom:
How is the bolded remotely true?

Let's be factual in our discus...

Lmao but this is very true now.

Isn't it obvious.

I presume the post was referring to production and transportation in O&G...

Itzlinda:
Lmao but this is very true now.

Isn't it obvious.

KarlTom:
How is the bolded remotely true?

Let's be factual in our discus...

Diesel price was around N1050 in first week of January 2026. Today, diesel price is nearing N1700 per litre.

Find out how many production plants in Nigeria run on diesel due to unreliable electricity supply. 100% of them do.

If they pay more for diesel to run their plants, what do you think will happen to their cost of production if they decide to maintain the same level of output?

On transportation cost, imagine a third party logistics provider who is contracted by Honeywell flours to transport a truckload of flour from Ogun state to Ibadan on a fixed payment of N500,000 as of first week of January 2026 when diesel price was N1050.

Now that diesel price has gone up to N1700, do you think the trucking company will continue to charge or accept same N500,000 for the same trip?

Take pen and paper and do the analysis yourself. You can disagree with what I've said but do it based on data and common sense. Data and facts don't lie.

Stockhunter:
Is this what you want or what will happen...😊. I can bet you are in heavy cash and waiting for pull back to jump in.. well like peter lynch says, the market does not know if you own a stock or if you are in the market. Remember more money have been lost waiting for market correction than the correction itself...

Nobody loses money by failing to put their money in the stock market. Losing or gaining money is actually activated the moment you commit and enter the market with your funds. Once you are in, price can move for or against you.

You assume the person who is waiting for a market correction is doing nothing with their money while they wait. Who says so? They can be in treasury bills, bonds and commercial papers while they wait. These are low risk and also offer returns that beat inflation in a well managed economy.

The world's greatest investor Warren Buffet has been sitting on a pile of cash and cash equivalents for some months now, waiting for red day. Do you want to call him a fool?

Official Document

“There are lies, damned lies, and statistics.”—Mark Twain.

Joyful365:
Diesel price was around N1050 in first week of January 2026. Today, diesel price is nearing N1700 per litre.

Find out how many production plants in Nigeria run on diesel due to unreliable electricity supply. 100% of them do.

If they pay more for diesel to run their plants, what do you think will happen to their cost of production if they decide to maintain the same level of output?

On transportation cost, imagine a third party logistics provider who is contracted by Honeywell flours to transport a truckload of flour from Ogun state to Ibadan on a fixed payment of N500,000 as of first week of January 2026 when diesel price was N1050.

Now that diesel price has gone up to N1700, do you think the trucking company will continue to charge or accept same N500,000 for the same trip?

Take pen and paper and do the analysis yourself. You can disagree with what I've said but do it based on data and common sense. Data and facts don't lie.

Itzlinda:
If oil reach $120 and stay longer at that price the world would have a recession. Weather the ripple effect would reach Nigeria is what we don't know.


But I would not be complacent

... Should Iran have it's way the bolded is what they will desire, it's just a matter of how many more missiles and drones are in their arsenal. And that's what will tell you who the real terrorists are, ...who can kill and maim irrespective of who will be affected.
...

ojeysky:
Ofcourse they are but they will not let the shareholders smell the cheese not even the crumbs

What baffles me is how most black world do not treat our leadership choices like our investment choices.
In this forum there are so many people who know very well that this family their leadership style is the more you look the less you see and as such will not invest in their business or only do so on the basis of luck but at the same time they support Tinubu to take Nigeria to eldorado. E.g Oga Emma will not touch Oando even with a long spoon because of the personality or family running it but at the same time he is pro Tinubu to lead Nigeria to the promised land. Can an apple fall far from its tree?

Valthegreat:
What baffles me is how most black world do not treat our leadership choices like our investment choices.
In this forum there are so many people who know very well that this family their leadership style is the more you look the less you see and as such will not touch invest in their business or only do so on the basis of luck but at the same time they support Tinubu to take Nigeria to eldorado. E.g Oga Emma will not touch Oando even with a long spoon because of the personality or family running it but at the same time he is pro Tinubu to lead Nigeria to the promised land. Can an apple fall far from its tree?

If you were given a choice to vote among 5 devils, whichever you choose you will still end up with a devil unless you abstain from voting. Let that sink in

Agbalowomeri:
If you were given a choice to vote among 5 devils, whichever you choose you will still end up with a devil unless you abstain from voting. Let that sink in

That's not true, the antecedents of the five devils can be used to decipher who among them is more devilish than the others. Even devils have ratings and degrees of measurement in as much as they have been in operation for a while.

Will Europe be safe...? Aftermath of US exit from NATO if that should happen. Trump

jckgroup1:
Will Europe be safe...? Aftermath of US exit from NATO if that should happen. Trump

This tweet doesn't look real oo! If it is, attach a link to it.

Because diesel have gone up amount to companies making loss or because these companies passes the cost to the consumers means the consumers wouldn't eat again?

Just in 2024 diesel was above 2k and PMS was above 1500. Why market did not crash.

Because of small deep in the market, we no come here words again, I'm sure in 2024 u guys were expecting serious crash but it didn't happen because there is no structural problem that will crystalized your mere opinions based on emotions and over thinking.


Follow the cpo price in the word and see the reason why u will never get presco at 1400-1500 infact after q1 based on my data and information u wouldn't even get it at sub 2k.

Somebody talk of flooding, where will the flood comes, is it not from importation, check the world price for cpo today compared to the same period last year.


I repeat you will queue for presco above 3k, time frame dec 2026.

Valthegreat:
... Should Iran have it's way the bolded is what they will desire, it's just a matter of how many more missiles and drones are in their arsenal. And that's what will tell you who the real terrorists are, ...who can kill and maim irrespective of who will be affected.
...

This is not true. Iran was attacked first for political reasons. In fact, the U.S. has no clear, universally agreed justification for doing so. The U.S. has largely contributed to the current fuel crisis affecting the world, not Iran.

If you don’t understand the mechanics of the conflict, ask questions or read more to gain a clearer perspective.

jckgroup1:
Will Europe be safe...? Aftermath of US exit from NATO if that should happen. Trump

Russia go just dey smile....

Just recently Malaysia reported flood wiped out about 15-17% of there palm production, do you think that gap will be filled in 1-2 years.

Biodesel 50 in Indonesia is gaining serious momentum which is already reducing exportation from their country already, wait for full implementation in q3 and see something.

I don't even want to talking about crude oil price effect.



Let me give you what is playing out locally, for Jan to February the price was 40-45k

In March the price ranges between 35-40k

Compare the price to the same period last year yourself.

Note: Feb -march is the pick harvest period for palm in Nigeria.

Valthegreat:
That's not true, the antecedents of the five devils can be used to decipher who among them is more devilish than the others. Even devils have ratings and degrees of measurement in as much as they have been in operation for a while.

You have your own criteria for choosing your own devil which you cannot Lord over another. That is why it is a democracy

jckgroup1:
Will Europe be safe...? Aftermath of US exit from NATO if that should happen. Trump

Omo Trump go cause plenty kasala for NATO

Valthegreat:
... Should Iran have it's way the bolded is what they will desire, it's just a matter of how many more missiles and drones are in their arsenal. And that's what will tell you who the real terrorists are, ...who can kill and maim irrespective of who will be affected.
...

If you were an Iranian fighting for your survival when you never fired the first missile nor did you want war, would a world recession be any priority to you?

megawealth01:
ACCESS don suffer

Curious, can you buy Zichis at say N3:50 if it drops that low?

GeeKudi:
On the hind sight, that press release pegging OANDO's RI at N50 appears ill-timed.

Probably the directors want to accumulate more units at N50 before the price jerks up for other schemes. But I agree with you that they could have waited a bit llonger and do it at a higher price.

FAKE!!!!

jckgroup1:
Will Europe be safe...? Aftermath of US exit from NATO if that should happen. Trump

GeeKudi:
In another news, Morgan Capital sent me a payment voucher for my withdrawal request but I can't find the money in my account .

On the other hand, they credited me today even though l made the request yesterday.

Although na tasere money!

Did you receive the payment voucher yesterday or it dropped today?

purity2all:
On the other hand, they credited me today even though l made the request yesterday.

Although na tasere money!

The United States has been informed by most of our NATO “Allies” that they don’t want to get involved with our Military Operation against the Terrorist Regime of Iran, in the Middle East, this, despite the fact that almost every Country strongly agreed with what we are doing, and that Iran cannot, in any way, shape, or form, be allowed to have a Nuclear Weapon. I am not surprised by their action, however, because I always considered NATO, where we spend Hundreds of Billions of Dollars per year protecting these same Countries, to be a one way street — We will protect them, but they will do nothing for us, in particular, in a time of need. Fortunately, we have decimated Iran’s Military — Their Navy is gone, their Air Force is gone, their Anti-Aircraft and Radar is gone and perhaps, most importantly, their Leaders, at virtually every level, are gone, never to threaten us, our Middle Eastern Allies, or the World, again! Because of the fact that we have had such Military Success, we no longer “need,” or desire, the NATO Countries’ assistance — WE NEVER DID! Likewise, Japan, Australia, or South Korea. In fact, speaking as President of the United States of America, by far the Most Powerful Country Anywhere in the World, WE DO NOT NEED THE HELP OF ANYONE! Thank you for your attention to this matter. President DONALD J. TRUMP

jckgroup1:
Will Europe be safe...? Aftermath of US exit from NATO if that should happen. Trump