₦airaland Forum

nosa2:
Thanks for this.

What percentage of their earnings comes from the refinery business? I am bearish on oil and gas but bullish on refining.

debeey87:
30%

Refining revenue for 2025 was 210bln while revenue from crude and gas was 440bln and 46bln

deathwing:
Why do you keep saying you are bearing on O and G? Nigeria is a gas nation. nd Seplat/NNPC will do magic as they unlock. We are rapidly building out gas infrastructure with many more coming onstream. Seplat will supply gas through AKK pipeline to power stations and factories in northern Nigeria, as well as contribute their quota for the naija-morocco pipeline. Europe is on her knees begging for gas from Africa and if that naija-europe pipeline ever gets done, indigenous gas companies will be making ritual-level money...and SEPLAT is right there are the foreforont with their ANOH gas plant. You may be bearish on oil, but our gas prosperity has not even begun

nosa2:
It was a good stock when it was cheaper but I no fit enter now.

deathwing:
Aradel is growing its gas segment too because the opportunities are insane, and it underscores their efficiency (they make sure they process associated gas from their drillings). That's why i got into them in the first place, though I bought more of Seplat recently because i can see that the future of Seplat is bright.

LPG is a national policy. By the time most households begin to use gas for cooking and NLNG benefits from their increased capacity to supply their new trains, what do you think these companies will be doing in revenue> I honestly believe we are still in early days for O and especially G

yMcy56:
ARADEL @1547.50!
Full bid!
Not slowing down at all....
No be small thing...
** Needs 100k to move the price with +10%

* Meanwhile, NAHCO is also @200!
This stock go quick do 300+ if market remains bullish like this..

The Oga that wants to sell @200, I was wondering if he dislike more money.....😳😊
Maybe it's the broker that helped him place the offer, he ought to withdraw it

nosa2:
After looking at the revenue and profit break down I am starting to change my view about the company. I am definitely adding it to my watch-list BUT I cant buy an oil company when the price of oil/gas is at near record highs.

Let blood start flowing and who knows, this might just be my next darling. That refining business is super sexy

Oasisblue:
Sold off half of my Oando holding yesterday. I am tired. I nor do again. I plan to invest it in Custodian and NAHCO.

KarlTom:
ARADEL. +9.99%
CONOIL. +1.84%
ETERNA. ±
OandO. +4.14%
SEPLAT. ±

Oasisblue:
Sold off half of my Oando holding yesterday. I am tired. I nor do again. I plan to invest it in Custodian and NAHCO.

Raider76:
NAHCO's qualification date for dividend and bonus is coming in wks. The price should at least hit 250 by then.

Raider76:
NAHCO's qualification date for dividend and bonus is coming in wks. The price should at least hit 250 by then.

deathwing:
I was honestly expecting Aradel to get to 1500 around December this year. While I love my stocks to explode, i like them staying down for many months while I accumulate (like i did for GTB between 88 - 100) since it's not like i want to do anything with the money if it shoots up 200%. Aradel is currently almost 40% of my portfolio though...so I think I will have to forget about buying more for now

HesInMe:
Can you please explain why 250? What supports that valuation?

Indigbo:
No sale since. FidelityBK. I though some of you said selling is within seconds or minutes? But it's going to 48 hours now and still no sale ?

nosa2:
Thanks for this.

What percentage of their earnings comes from the refinery business? I am bearish on oil and gas but bullish on refining.

Indigbo:
No sale since. FidelityBK. I though some of you said selling is within seconds or minutes? But it's going to 48 hours now and still no sale ?

robobo:
Oga Karl. Your is the tenable reason for the talk. If na Bayelsa govt get am (60MW turbine) then it is tenable but for Oando being the owner when the full capacity of Kwale is yet to be fully exploited. It begs reasoning.

Oasisblue:
Sold off half of my Oando holding yesterday. I am tired. I nor do again. I plan to invest it in Custodian and NAHCO.

nicestlady:
I'm about to fill my e mandate form with coronation registrars for the mtn shares I got. They're asking for shareholder's number. Where do I get that?

deathwing:
If you have filled your CHN, then it’s your account number on your trading platform.

nicestlady:
Thanks a lot. So I don't need the shareholders number right?

megawealth01:

nicestlady:
I'm about to fill my e mandate form with coronation registrars for the mtn shares I got. They're asking for shareholder's number. Where do I get that?

EDUECO:
You don't need to fill any mandate form.

Companies that Coronation Registrars is their registrar is automated for dividend payment.