₦airaland Forum

Nigerian Market Weekly: The Winners, Risks, and What Investors Are Watching Next

https://naijaticker.com/news/naijaticker

Oando is always that weekend assignment the teacher usually gives to students. 🤣🤣

megawealth01:
Financial year zeros dividends

UBA
Access holding plc
Sterling bank plc
Mrs oil plc
Northern Nigeria flour mills
Tranex plc
Total energies plc
Livestock plc
Cadbury
FGI insurance
Nestle
First Holdco plc
John Holt
Resourcery
Ellah lakes
Daar communication plc
LBIC
Royal exchange plc
Guinness plc
Dangote sugar plc
Union property plc
Neimeth plc
Austin laz plc
NCR plc
Prestige insurance
Japaul gold plc
Lasaco

I am in 5 of these companies mentioned. But, UBA paid interim dividend.

londonerr:
Aradel and Oando are not in the same sector. One is a complete system with it's own refinery, competent management who have investors in mind. The goals of management is aligned with that of the shareholders.

The other has divergent goals. If break even happens in Oando today....the management might decide to go and acquire another moribund asset elsewhere.... taking deliberate care to deprived the long-suffering ordinary shareholders of their financial benefits.... I don't understand why Oando CEO is the top two best remunerated after MTN Nigeria.... At a time the firm shareholders are doing night vigils.... Profit tanking, share prices plummeting the CEO was busy increasing remuneration by 67%....

My financial advise:
Sell OANDO. No matter how long you travel on the wrong road you'll never get to the desired destination....the earlier you turn back and get on the right lane the better for you.


Even when Oando was running petrol stations I had the worst experience with them in Abuja....

The CEOs remuneration table (data) referenced 2018 ad 2019.
Can you get a more recent one like 2024 or 2025?

londonerr:
Aradel and Oando are not in the same sector. One is a complete system with it's own refinery, competent management who have investors in mind. The goals of management is aligned with that of the shareholders.

The other has divergent goals. If break even happens in Oando today....the management might decide to go and acquire another moribund asset elsewhere.... taking deliberate care to deprived the long-suffering ordinary shareholders of their financial benefits.... I don't understand why Oando CEO is the top two best remunerated after MTN Nigeria.... At a time the firm shareholders are doing night vigils.... Profit tanking, share prices plummeting the CEO was busy increasing remuneration by 67%....

My financial advise:
Sell OANDO. No matter how long you travel on the wrong road you'll never get to the desired destination....the earlier you turn back and get on the right lane the better for you.


Even when Oando was running petrol stations I had the worst experience with them in Abuja....

I think Aradel operates in the upstream and midstream (local refining) sector
Oando operates in the upstream only, for now

londonerr:
₦41.25 Billion is the combined dividends accruable to Ote$ if CBN approves the 60% of PAT dividend payout.... let's see if SEC and CBN would agree

Are you concerned with the amount of dividend payable to Ote$?
I think SEC and CBN are more concerned with statutory, regulatory and industry compliance. The amount a shareholder receives as dividend is not their worry.

Nooo, na Oando don show people premium shege.

megawealth01:
OANDO don see shege for here

Na to settle them with just 10% and they go look elsewhere

londonerr:
₦41.25 Billion is the combined dividends accruable to Ote$ if CBN approves the 60% of PAT dividend payout.... let's see if SEC and CBN would agree

They go drop am like thief and allow us calm by Monday

Zagee:
Oando is always that weekend assignment the teacher usually gives to students. 🤣🤣

WALE accounting

innovestor:
For education and clarification purposes, what is the CEO, et al cost a percentage of? As at 2025, the Oando CEO remuneration cost as a percentage of the company's profit is 0.88%

mikeapollo:
The CEOs remuneration table (data) referenced 2018 ad 2019.
Can you get a more recent one like 2024 or 2025?

2024

Earning big while declaring losses

londonerr:
2024

mikeapollo:
Are you concerned with the amount of dividend payable to Ote$?
I think SEC and CBN are more concerned with statutory, regulatory and industry compliance. The amount a shareholder receives as dividend is not their worry.

Both are directly related

megawealth01:
Earning big while declaring losses

That's Jubril Adewale for ye

mikeapollo:
I think Aradel operates in the upstream and midstream (local refining) sector
Oando operates in the upstream only, for now

Complete vertical integration. With competent management and transparency.... No deliberate excessive corporate debt

https://businessday.ng/market-intelligence/article/presco-okomu-profits-drop-on-rising-cheap-imports/

"Fresh fruit bunch prices have fallen by about 43 percent, from N2.8 million per tonne to N1.6 million per tonne, reflecting what producers describe as increased imports and the influx of allegedly smuggled vegetable oils. The weaker pricing environment has quickly filtered into company earnings."

https://open.spotify.com/episode/6Lmaw4UvZbcltHkOdhMyqz?si=PApdCi0-SoSSHljMwA_NYg


https://www.youtube.com/watch?v=SqD_HXQtzCc

A walkthrough H1 2026 numbers for The Initiates Plc

https://open.spotify.com/episode/60eqzVMGfpEjXN2YoRjt58?si=Nt28i12JQciuyvMlYHGgEg

A review of Q1 2027 earnings for Redstar Express.

pluto09:
https://businessday.ng/market-intelligence/article/presco-okomu-profits-drop-on-rising-cheap-imports/

"Fresh fruit bunch prices have fallen by about 43 percent, from N2.8 million per tonne to N1.6 million per tonne, reflecting what producers describe as increased imports and the influx of allegedly smuggled vegetable oils. The weaker pricing environment has quickly filtered into company earnings."

Is palm oil now cheaper in the market though?

londonerr:
Complete vertical integration. With competent management and transparency.... No deliberate excessive corporate debt

If Aradel should start having problems, these your fine adjectives will change overnight.
As a downstream company, Investors were also praising Oando when it was declaring N2-N4 dividend and bonus up to around 2012.

They both are in the upstream sector.

Oando started struggling as upstream company, apparently because of inexperience and lack of full knowledge of the challenges and intricacies of the industry. That is very poor, an indictment and indication of incompetence of the management. They seem to be learning as they go, which is very bad enough for investors.
But hopefully the biggest problem (debt finance) will be reduced drastically with a successful fresh capital raise.

The MD/CEOs of Aradel, Seplat etc are people with solid prior experience who had worked for decades for big IOCs like Shell, ENI, Mobil. Addax etc.
But Wale had no such experience. He was probably lured into ''upstream'' by the hype, and fortunes associated with these big players.

londonerr:
Complete vertical integration. With competent management and transparency.... No deliberate excessive corporate debt

If Aradel should start having problems, these your fine adjectives will change overnight.
As a downstream company, Investors were also praising Oando when it was declaring N2-N4 dividend and bonus up to around 2012.

Oando started struggling as upstream company, apparently because of inexperience and lack of full knowledge of the challenges and intricacies of the industry. That is very poor, an indictment and indication of incompetence of the management. They seem to be learning as they go, which bad enough for investors.
The inexperience made them buy Conocco Phillips which led to huge losses.
The MD/CEOs of Aradel, Seplat etc are people with solid prior experience who had worked for decades for big IOCs like Shell, ENI, Mobil. Addax etc.
But Wale had no such experience. He was probably lured into ''upstream'' by the hype, and fortunes associated with these big players.

You don't know WALE sef

mikeapollo:
If Aradel should start having problems, these your fine adjectives will change overnight.
As a downstream company, Investors were also praising Oando when it was declaring N2-N4 dividend and bonus up to around 2012.

They both are in the upstream sector.

Oando started struggling as upstream company, apparently because of inexperience and lack of full knowledge of the challenges and intricacies of the industry. That is very poor, an indictment and indication of incompetence of the management. They seem to be learning as they go, which bad enough for investors.
But hopefully the biggest problem (debt finance) will be reduced drastically with a successful fresh capital raise.

The MD/CEOs of Aradel, Seplat etc are people with solid prior experience who had worked for decades for big IOCs like Shell, ENI, Mobil. Addax etc.
But Wale had no such experience. He was probably lured into ''upstream'' by the hype, and fortunes associated with these big players.

Tori Tori

pluto09:
https://businessday.ng/market-intelligence/article/presco-okomu-profits-drop-on-rising-cheap-imports/

"Fresh fruit bunch prices have fallen by about 43 percent, from N2.8 million per tonne to N1.6 million per tonne, reflecting what producers describe as increased imports and the influx of allegedly smuggled vegetable oils. The weaker pricing environment has quickly filtered into company earnings."

megawealth01:
You don't know WALE sef

I am just waiting for the announcement of AGM date and details of agenda/proposals/resolutions to be deliberated on

That's if he doesn't make it virtual

mikeapollo:
I am just waiting for the announcement of AGM date and details of agenda/proposals/resolutions to be deliberated on

megawealth01:
That's if he doesn't make it virtual

That is true ooo.
That is the new style to avoid shareholders wahala and aggression

mikeapollo:
If Aradel should start having problems, these your fine adjectives will change overnight.
As a downstream company, Investors were also praising Oando when it was declaring N2-N4 dividend and bonus up to around 2012.

They both are in the upstream sector.

Oando started struggling as upstream company, apparently because of inexperience and lack of full knowledge of the challenges and intricacies of the industry. That is very poor, an indictment and indication of incompetence of the management. They seem to be learning as they go, which is very bad enough for investors.
But hopefully the biggest problem (debt finance) will be reduced drastically with a successful fresh capital raise.

The MD/CEOs of Aradel, Seplat etc are people with solid prior experience who had worked for decades for big IOCs like Shell, ENI, Mobil. Addax etc.
But Wale had no such experience. He was probably lured into ''upstream'' by the hype, and fortunes associated with these big players.

You just affirmed that Oando has not been on the ordinary shareholders side since 2012.

But more importantly you affirmed that wale and his team are utterly clueless and incompetent and couldn't even hire competent management....

Finally if I buy any company that goes astray like Oando I'd be gone in a jiffy... My umbilical chord is not tied to any shares.... Na investor I be not family member....as at today my investment have been recouped out of FIRSTHOLDCO.... So whatever is left there is for me to monitor ote$ to the end before bailing...

megawealth01:
You don't know WALE sef

He knows Jubril, but he's living in denial....e get as you go hook for Oando ehn ....e go be like drugs...even your helper you go fit break their heads... I sincerely hope Oando is what the heart palpitations and anxiety.... for him

londonerr:
He knows Jubril, but he's living in denial....e get as you go hook for Oando ehn ....e go be like drugs...even your helper you go fit break their heads... I sincerely hope Oando is what the heart palpitations and anxiety.... for him

Wale has a lot to do and prove. He cannot mismanage and hide forever.
Personally, I got Oando for peanuts around N4-N6; and have received almost 2m units from the share redistribution alone.

For Spain issue, it is instigated to punish them for supporting Palestine freedom and by not allowing it's based to be used to attach Iran.

Simple

megawealth01:
Trump is being held up by Iran as midterm is close...

If Republicans lose eh

For the global stocks market na sidonlook until there is respite sha

The best way forward is DIPLOMATIC RESOLUTIONS sha because this Iran na wahala kontri...

See as SPAIN don dey face wahala from their neighbor

WOW... Any proof?

newreality:
For Spain issue, it is instigated to punish them for supporting Palestine freedom and by not allowing it's based to be used to attach Iran.

Simple