₦airaland Forum

chimex38:
An investor from IPO till date is selfless patriot to the nation.
Contributing to the industrial development of the nation selflessly without expectation of returns.
Such humane gesture should be emulated.

LWKD. In otherword the person now has the title of ...National maga

Rubyjade:
I agree with your a hundred percent but here's the truth most Nigerians invest and go to sleep. However I am of a different opinion that Alhaji refinery would do wonder (wouldn't go below the IPO) specifically because of the institutional investors.

Walahi I don't believe. I will surely buy that refinery shares cheaper than the ipo price. It will be matter of time and what will trigger it. I am never discouraging anymore from buying pls oh.For me na after listing be my on target for cheaper price and quantity...my own investment target as I am not a trader .
On a different note again,Alhaji been wan run us street on dangota food so I believe the ipo will definitely be over priced. As I feel part of the reason of this ipo is protection from all this different attacks by government and her cabal. And never because he wants to share the loot from the refinery for love of naija people

Streetinvestor2:
Walahi I don't believe. I will surely buy that refinery shares cheaper than the ipo price. It will be matter of time and what will trigger it. I am never discouraging anymore from buying pls oh.For me na after listing be my on target for cheaper price and quantity...my own investment target as I am not a trader .
On a different note again,Alhaji been wan run us street on dangota food so I believe the ipo will definitely be over priced. As I feel part of the reason of this ipo is protection from all this different attacks by government and her cabal. And never because he wants to share the loot from the refinery for love of naija people

A lot of long-term investors are thinking the same way — that patience after listing may present better entry opportunities than rushing the IPO hype. In many markets, especially when sentiment is heavily emotional and demand is oversubscribed, post-listing price discovery can create cheaper entry points for investors focused on value rather than short-term trading.

On Dangote Foods and the refinery conversation, the skepticism is also understandable. Investors naturally question valuation when a company has huge public attention, strong political relevance, and dominant market influence. Large IPOs are often priced with optimism already baked in, especially when the brand name alone can attract retail demand.

That said, it’s also important to separate emotion from fundamentals. The refinery remains a strategic asset with strong long-term economic importance to Nigeria, regardless of the politics surrounding it. Whether the IPO ends up overvalued or undervalued will eventually be determined by earnings, cash flow, debt structure, operational efficiency, and how the market prices future growth after the excitement settles.

Your approach actually sounds more like disciplined investing than speculation — waiting for market reality after listing, monitoring liquidity, and accumulating gradually if valuation becomes attractive. In the long run, price discipline usually matters more than joining early hype.

Will NAHCO prize pull back now dividends has been paid?

I am optimistic that DANGREFINE will defy market logic.
Especially if the rumors of the listing of the refinery and petrochemicals unit as one entity is true.

We await details of the offer

None of my stocks pick ever came easy. They take time. Sometimes those who buy has sold off sef before the crazy movement. That's why I always sound it that my followers should buy with PATIENT FUNDS any of my stockpicks

ppogba:
Your faith in this UNITY seems unshakeable.

But, when will it change the lives?

Hope delayed may injure the heart......

Welcome to the first trading session of this week.

Good morning NSEMPAITES

Diing

KarlTom:
I am optimistic that DANGREFINE will defy market logic.
Especially if the rumors of the listing of the refinery and petrochemicals unit as one entity is true.

We await details of the offer

You mean refinery and fertilizer as one entity?

Streetinvestor2:
Walahi I don't believe. I will surely buy that refinery shares cheaper than the ipo price. It will be matter of time and what will trigger it. I am never discouraging anymore from buying pls oh.For me na after listing be my on target for cheaper price and quantity...my own investment target as I am not a trader .
On a different note again,Alhaji been wan run us street on dangota food so I believe the ipo will definitely be over priced. As I feel part of the reason of this ipo is protection from all this different attacks by government and her cabal. And never because he wants to share the loot from the refinery for love of naija people

Why not buy a bit from PO to be on the safe side?

KarlTom:
I am optimistic that DANGREFINE will defy market logic.
Especially if the rumors of the listing of the refinery and petrochemicals unit as one entity is true.

We await details of the offer

Let wait and see the outcome.

Many investors are still trapped in analysis paralysis, one of the most common reasons retail investors miss out on major opportunities.

The NGX of today is very different from the NGX of 2010. The market has evolved significantly in depth, regulation, and participation.

The Dangote Refinery is not just another Nigerian project. It is fast becoming a strategic West African asset with strong regional export potential. While the offer may be oversubscribed, that speaks more to its perceived long-term value than to short-term hype.

Yes, it is possible the stock could trade at a discount to its listing price initially. We’ve seen this before, Transcorp Power (Transpower), for example, is currently trading around ₦245 after consistently closing near ₦270.
I subscribed during the initial offer and am now building gradually towards 100,000 units with an average cost of ₦248.

Trying to perfectly time the market through endless analysis is often the fastest route to ROMO(Regret of Missing Out).
Once listed, the Dangote Refinery share price will be driven by market forces. Some investors will trade it actively, others will sell out of impatience, while some will liquidate due to unforeseen personal needs.
As for me, I’m buying this for the future of my children. I’ve kept dry powder in a money market account and will soon rebalance my portfolio to increase my position. If the price dips significantly after listing, I’m fully prepared to average down.

Transcorp setting up nicely. Smart money taking positions

Not a buy recommendation. Due diligence plz

Shalom428:
Transcorp setting up nicely. Smart money taking positions

Not a buy recommendation. Due diligence plz

Tony's companies wey no dey too pay dividends

Shalom428:
Transcorp setting up nicely. Smart money taking positions

Not a buy recommendation. Due diligence plz

nosa2:
Sold 80% of my ETI left 20% for long term (or as the spirit directs).

Took out of the 80% to buy suya and cold beer (need to enjoy life small).

Used the rest to buy Access Bank and Transcorp.

Na now una dey wake up.

Some investors are in for capital appreciation; they don't really care about dividends. In their defence, dem don dey try small small, N2 in 2025 ( 40k interim and N1.6 final ) is not really bad, it's better than nothing

Mpeace:
Tony's companies wey no dey too pay dividends

Shalom428:
Transcorp setting up nicely. Smart money taking positions

Not a buy recommendation. Due diligence plz

From the charts, if Transcorp can break out above 55 naira with good volume, then your target of 100 and above is possible in the short term. But if not, we will buy it again at 40.

Mpeace:
Tony's companies wey no dey too pay dividends

No problem. When it reaches N70 the narrative will change.

Did anyone notice that Cardinal Stone gave a buy recommendation to Access Bank? Target price N50.

So I ask once again, did you buy some Access today?

Yes.

SonofElElyonRet:
You mean refinery and fertilizer as one entity?

ositadima1:
From the charts, if Transcorp can break out above 55 naira with good volume, then your target of 100 and above is possible in the short term. But if not, we will buy it again at 40.

All these chart people. I hail una oh!!!

nosa2:
All these chart people. I hail una oh!!!

Lol, not my doing. It’s what we see that we communicate.

True. It's either absolute break-out or return back to the base. Either way, smart money will still cash out.

ositadima1:
From the charts, if Transcorp can break out above 55 naira with good volume, then your target of 100 and above is possible in the short term. But if not, we will buy it again at 40.

I've been talking about the set-up for the past few days. I mentioned it over the weekend

nosa2:
Na now una dey wake up.

ositadima1:
Lol, not my doing. It’s what we see that we communicate.

I have learnt one or two things about reading the chart. I don't rely on it for discovering opportunities but I use it as confirmation to enter.

Last last the only strategy that works is one that makes money

nosa2:
I have learnt one or two things about reading the chart. I don't rely on it for discovering opportunities but I use it as confirmation to enter.

Last last the only strategy that works is one that makes money

Did I say Transcorp wouldn't move? No. I said that, based on charts, the time to buy was at 40. The alternative entry is if we see 55 broken with force; this is the implicit risk mitigation built right into the chart itself. Anybody can claim they are making money.

ositadima1:
Did I say Transcorp wouldn't move? No. I said that, based on charts, the time to buy was at 40. The alternative entry is if we see 55 broken with force; this is the implicit risk mitigation built right into the chart itself. Anybody can claim they are making money.

I never said you said it wouldn't move. I was just hailing you

Kesta22:
Will NAHCO prize pull back now dividends has been paid?

Follow your mind and do the top up if you so wish.
Oga Emma and his fellow billionaires are already marketing it, they fit help your ministry too.
I hope you know how to follow up and monitor price movements too.


** Btw, I never see his update on ZICHIS today?
E never come?
At least he's making it more popular and indirectly advertising it for us too. 😊

yMcy56:
Follow your mind and do the top up if you so wish.
Oga Emma and his fellow billionaires are already marketing it, they fit help your ministry too.
I hope you know how to follow up and monitor price movements too.


** Btw, I never see his update on ZICHIS today?
E never come?
At least he's making it more popular and indirectly advertising it for us too. 😊

I am curious, do you own Zichis and what was your entry price (if you are comfortable disclosing)

nosa2:
No problem. When it reaches N70 the narrative will change.

Did anyone notice that Cardinal Stone gave a buy recommendation to Access Bank? Target price N50.

So I ask once again, did you buy some Access today?

Iya ologi ti de o

KarlTom:
I am optimistic that DANGREFINE will defy market logic.
Especially if the rumors of the listing of the refinery and petrochemicals unit as one entity is true.

We await details of the offer

I just smile at those who are interested but decide to ignore the IPO and wait to buy the shares cheaper after listing. It won't happen.
This is an export-oriented refinery, one of the largest in the world, a pseudo-monopoly situated in a free trade zone, earning and proposing dividends in hard currencies. And Alhaji has a habit of paying dividends starting from the first year. So imagine dollar dividends being paid for FY2026!
This is different from the Food & Beverage, Cement or other sectors that have so several competitors and earnings are mostly in naira.
Already, govt agencies are relaxing their rules so that PFCs can buy the IPO in billions and trillions of naira!
Who go sell am for you to buy it cheap after the IPO?

Agbalowomeri:


Iya ologi ti de o

Abeg help me translate