Nigerian Stock Exchange Market Pick Alerts - Investment (10979)

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Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 9:30pm On Sep 14

As seen on the internet

Re: Nigerian Stock Exchange Market Pick Alerts by Agbalowomeri: 9:34pm On Sep 14

faoogoke:
I suspect Alhaji with his Oando tactics.
He must be dining with Wale
He never said this about his other companies.

Baba get agenda behind this IPO

Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 9:54pm On Sep 14

Agbalowomeri:
Baba get agenda behind this IPO

Baba needs the masses on his side because he is seeing this government not returning
He knows obi may not return subsidy but will demand right pricing for his products
Atiku go reverse subsidy and ask for right pricing too.
So when he begins to shout. He needs others to join his voice. That is why 10 million shareholders of poor Nigerian are needed

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 10:15pm On Sep 14

megawealth01:
Dangote: ₦100,000 Refinery Investment Could Make You A Millionaire Within Two Years

https://www.arise.tv/dangote-%E2%82%A6100000-refinery-investment-could-make-you-a-millionaire-within-two-years/

https://arbiterz.com/dangote-100000-refinery-investment-could-become-1m/

"Those projections are expectations rather than guaranteed returns"..
Rightly put.

Even though New entrants no-no d difference between expected return and Guaranteed return .
Abeg Ooo.

Re: Nigerian Stock Exchange Market Pick Alerts by Streetinvestor2: 10:18pm On Sep 14

https://www.nairaland.com/8748000/peter-obi-soludo-find-one#140638541

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:24pm On Sep 14

Why is Dangote walking like that? 😭😂 pic.twitter.com/VBkSXtv1UY
— D3VID 🐢 (@DurkioWiz) September 14, 2026

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 10:24pm On Sep 14

Big elephant in the world right now:
https://punchng.com/anthropic-researcher-quits-says-ai-could-kill-all-humans-by-end-of-decade/

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 10:34pm On Sep 14

DANGOTE now the 36th Richest Man in the World Walking as at Today

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:37pm On Sep 14

If you come with the part of you that does not like to talk too much, you will meet the part of me that does not talk at all.

Re: Nigerian Stock Exchange Market Pick Alerts by chimex38: 10:38pm On Sep 14

https://www.premiumtimesng.com/business/business-news/909528-nigerian-government-raises-₦729-billion-bond-to-tackle-power-sector-debt.html

https://punchng.com/fg-raises-₦729bn-bond-to-pay-power-companies/

1.23trn raised so far.
Kudos.
Slow and steady.

Trasnspower and co.

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 10:41pm On Sep 14

As seen on the internet

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 10:46pm On Sep 14

*"Manufacturers’ unsold goods rise to N1.7trn"*

This is big. Basically: factories are making stuff, but Nigerians can’t buy it fast enough.

*The 3 key numbers*
1. *Unsold goods/Inventory: N1.77 trillion in Q1’26*
Up 10.6% YoY from N1.597 trillion in Q1’25
2. *Cost of sales: N1.43 trillion*
Up 13.7% YoY. So it’s costing MORE to produce, but sales aren’t matching it
3. *The problem*: More stock sitting in warehouses + higher cost to make it = squeezed profit margins

*Who’s carrying the most inventory?*
- *Dangote Cement*: N703.58 billion - still the biggest, up 4.8%
- *UACN*: N189.55 billion - shot up 231.8%
- *Nestlé Nigeria*: N167.84 billion - but down 7.3%
- *Nigerian Breweries*: N171.92 billion - down 6.7%
- *Lafarge*: N110.64 billion, *International Breweries*: N95.83bn

Some like *Northern Nigeria Flour Mills -34.6%* and *NASCON -17.1%* actually reduced inventory.

*Why is this happening? - Analysts say:*
1. *Demand side*: Inflation has moderated to 15.91% as of June 2026, but prices are still too high. Households are cutting back on non-essentials. People prioritizing food/essentials only.
2. *Supply/Cost side*: Energy, logistics, raw materials still expensive. Many still use generators. Interest rates are high - MPR at 26.5% as of July 2026, so borrowing to produce is costly.
3. *Strategic*: Some companies deliberately built stock expecting demand to pick up later, and due to FX stability.

Fiona Ahimie of CIS put it simply: _Production went up, but demand didn’t keep up._

David Adonri blamed inflation + insecurity affecting raw materials.
Olatunde Amolegbe said manufacturers are keeping production to maintain market share even if sales are slow.

*What they’re asking government to do:*
1. *Fix power and transport* - "Reliable power alone would significantly reduce production costs"
2. *Policy consistency* - so businesses can plan long term
3. *Cheaper financing* for manufacturers and SMEs
4. *Boost purchasing power* - jobs, real income growth, keep inflation down
5. *Support local raw materials* - backward integration

*Bottom line for us:*
This explains why shelves are full but sales are slow. Companies are stuck with goods and higher costs. If they can’t sell, the next step is either price cuts, layoffs, or reduced production.

Economic policy today = what’s in stores and prices tomorrow.

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 10:52pm On Sep 14

CHAI

chimex38:
Big elephant in the world right now:
https://punchng.com/anthropic-researcher-quits-says-ai-could-kill-all-humans-by-end-of-decade/

Re: Nigerian Stock Exchange Market Pick Alerts by WhizdomXX(m): 11:35pm On Sep 14

SonofElElyonRet:
Okay let me adjust my instructions to my stockbroker... I go still dey hope for N2.20 / N2.15 though

Give up!!!

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 11:38pm On Sep 14

Over a billion dollars worth bought the first 6hrs in Dangote's shares by ordinary people....this stock will be over - valued as I said and a massive correction will be coming 😉

© Innocent Tino

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 11:42pm On Sep 14

School fees no easy ooooo especially from younger GENERATION

presiade:
Is it your money? Let them pay tuition first.

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 11:44pm On Sep 14

For this NGX all na hustle just that this DANGOTE own eh 😂

chimex38:
Loll.. Who best to market the business than the owner

Re: Nigerian Stock Exchange Market Pick Alerts by megawealth01: 11:48pm On Sep 14

CHAI

GeneralDae:
In H1 2026, Nigeria’s two largest firms (NNPC and DR) made a combined revenue of over $28 Billion far above net FAAC for that same period.

Re: Nigerian Stock Exchange Market Pick Alerts by WhizdomXX(m): 11:48pm On Sep 14

jonnysessy:
Abeg don't remind me of Bank PHB, as a greenhorn buying anything being churned out by banks in the name of public offering. I dabble into that one as a student. I bought 3,000 units. They managed pay dividend once before CBN hammer fell on them. In fact, CBN constituted a new board and sack the old board, the CEO Atuche was arrested by EFCC for financial crime. The bank name changed ( i think to Keystone Bank) and my share certificate became worthless and I lost everything. I had a similar experience with Oceanic bank. My 10,000 units became just 533 units in today's ECOBANK, though it is not reflected on my CSCS Statement but, i still receive dividend any time ECOBANK manages to pay dividend.

There are a lot more IPO and POs like Abosedehyde, Triple G, Savanna Bank etc where money was practically lost. Nobody talks about this negatives sides. But, what you keep hearing is how share prices doubles and compound. This piece is dedicated to all newbies that want to enter the stock market today. Have it in mind that it is a market. You can either make a gain or a loss.

Lesson learnt: Everything that have an advantage also have a disadvantage.

Please how do you get your dividends in econank, I also have the share certificates for oceanic bank.

Re: Nigerian Stock Exchange Market Pick Alerts by WhizdomXX(m): 11:52pm On Sep 14

Agbalowomeri:
Me I dey wait to load at N75 when Brent crude reach $40

Boss, you see brent crude going this low except by an act of GOD or pandemic?

Re: Nigerian Stock Exchange Market Pick Alerts by WhizdomXX(m): 11:54pm On Sep 14

essentialone1:
10 Stocks you should treat as purely Speculative Stocks (2):

1. JapaulGold Plc
2. John Holt Plc
3. Juli Plc
4. Linkage Assurance Plc
5. Livestock Plc
6. Living Trust Mortgage Bank Plc
7. NCR Plc
8. NNFM Plc
9. Secure Electronic Technology NSLTECH Plc
10. Oando Plc

Never Average Down on any of them. Treat them like bubble stocks. If you must Buy them, you must know when to dump them and run far away...

Return of Capital is more important than Return on Capital.

Oya remove 1 and 10.

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by WhizdomXX(m): 12:07am On Sep 15

SonofElElyonRet:
We may be lucky to get at 2.20 or 2:15
Dangote refinery IPO lasts till October

Modified: sighted at 2.72
If e no come down well, I go manage my 5 million units.. dat one too no be beans

That's the spirit.

Re: Nigerian Stock Exchange Market Pick Alerts by SonofElElyonRet: 12:13am On Sep 15

Streetinvestor2:
So alhaji go become monkey hunter to maintain price appreciation. Who will be releasing the 100k units to be moving the price all through. Abi he go dey sell to himself to manipulate the price.

Has said he'll give 1 for 10 scrip within 2 years of listing grin

Re: Nigerian Stock Exchange Market Pick Alerts by awesomeJ(m): 4:36am On Sep 15

SonofElElyonRet:
Has said he'll give 1 for 10 scrip within 2 years of listing

It's not 1 for 10. It's 1 bonus share regardless of the volume you hold from 10 and above.

1 bonus share for 12-month holding
A second bonus share if you continue holding for a total of 24 months.

So whether you hold 10 or 10,000, you get 1 share bonus so long you're a retail investor.

You saying 1 for 10 would make someone holding 10,000 units expect a bonus of 1000 shares, that's wrong, such a person only gets 1 share.

3 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by lionshare: 5:05am On Sep 15

Streetinvestor2:
Baba needs the masses on his side because he is seeing this government not returning
He knows obi may not return subsidy but will demand right pricing for his products
Atiku go reverse subsidy and ask for right pricing too.
So when he begins to shout. He needs others to join his voice. That is why 10 million shareholders of poor Nigerian are needed

What do you mean by right pricing in a deregulated market?

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 6:19am On Sep 15

faoogoke:
I am not buying the IPO. I however wish those buying and Mr Dangote the very best.

My hope is that the exercise will not end up generating a negative awareness about the stock market to newbies.

If Dangote Refinery dont deliver to the expectations of investors, many will give up on the NGX completely.

I am not buying, might buy when it is listed and made the first dividend payment

5 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 6:24am On Sep 15

WhizdomXX:
Oya remove 1 and 10.

Full list of *30 Gambling or Speculative Stocks in NGX*:

1. *Caverton Offshore Support Group Plc*
2. *Chellaram Plc*
3. *Cutix Plc*
4. *DAAR Communications Plc*
5. *Ellah Lakes Plc*
6. *Enamelware Plc*
7. *Eunisell Interlinked Plc*
8. *Guinea Insurance Plc*
9. *International Breweries Plc*
10. *International Energy Insurance Plc*
11. *Japaul Gold & Ventures Plc*
12. *John Holt Plc*
13. *Juli Plc*
14. *Linkage Assurance Plc*
15. *Livestock Feeds Plc*
16. *LivingTrust Mortgage Bank Plc*
17. *NCR (Nigeria) Plc*
18. *Northern Nigeria Flour Mills Plc*
19. *Oando Plc*
20. *Omatek Ventures Plc*
21. *Regency Alliance Insurance Plc*
22. *Royal Exchange Assurance Plc*
23. *RT Briscoe Nigeria Plc*
24. *SCOA Nigeria Plc*
25. *Secure Electronic Technology NSLTECH Plc*
26. *Sovereign Trust Insurance Plc*
27. *Tantalizers Plc*
28. *Trans-Nationwide Express Plc*
29. *Tripple Gee and Company Plc*
30. *Veritas Kapital Assurance Plc*.

Warning: Treat all 30, as _purely speculative_ or gambling stocks.

Rule: *Never Average Down*. Have an exit plan, even before you enter.
*"Return of Capital is more important than Return on Capital."*

1 Like

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 6:26am On Sep 15

Streetinvestor2:
That is exactly what will happen
After this ipo In the next 2 to 3 yrs people will begin to see stock investment like apc party. It will chase many away from stocks. Do you know many loss money in Dangote flour ipo
In my case I wrote it off when tiger brand bought it from Dangote.
Then by miracle Dangote bought it back below what he sold it to tiger brand. And later sold it to olam. Which olam now bought us out at #24.
Na watin save me

It was listed in 2008 at N15 and delisted in 2019 at N24.

That was a poor return over a period of 11 years

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 6:31am On Sep 15

megawealth01:
Former Dangote IPOs have done 380%+ in 20 Years, Question is can you wait?

That is very poor return over a period of 20 years.

Compounded annualized growth rate of just 10% over a period of 20 years will give you 570% return.

2 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 6:40am On Sep 15

Some of us have stopped comparing the return on our invested based on currency devaluation by considering the return in terms of dollars.

But have gone ahead by comparing it the based on the value of gold over the period of when the investment was made.

It is interesting to find out that some stocks in Nigeria also beat the return on gold.

8 Likes 1 Share

Re: Nigerian Stock Exchange Market Pick Alerts by essentialone1: 6:42am On Sep 15

*9 NGX-listed firms flagged for financial distress*:

*Companies with Negative Shareholders’ Funds*
These companies have liabilities exceeding assets. The deficit ranges from ~N226 million to ~N15.5 billion:

1. *Caverton Offshore Support Group Plc* – N15.5 billion
2. *NCR (Nigeria) Plc* – N4.54 billion
3. *Nigerian Enamelware Plc* – N846.39 million
4. *Omatek Ventures Plc* – N2.73 billion
5. *Premier Paints Plc* – N225.98 million
6. *RT Briscoe Nigeria Plc* – N4.86 billion
7. *SCOA Nigeria Plc* – N563.76 million
8. *Tripple Gee & Company Plc* – N649.52 million
9. *Union Dicon Salt Plc* – N1.35 billion

*Why it matters*
*Negative shareholders’ funds* means accumulated losses have wiped out equity. It’s a balance-sheet warning sign.

*ROE is also weak* for most:
- Caverton: -143.9%
- RT Briscoe: -69.1%
- SCOA: -40.9%
- Tripple Gee: -22.2%
Some even posted positive net income but still have negative ROE due to eroded equity.

*Nigerian Enamelware example*:
Revenue declined by 9%. Loss after tax of N80.11 million vs profit prior year. Retained earnings now at -N1.053 billion. Total liabilities ~N3.698 billion vs assets ~N2.925 billion.

*Analyst notes*
1. *Don’t rely on price alone* – A broad market rally can happen while individual firms remain under stress.
2. *Check the cause* – Losses may be from FX volatility, operational issues, or structural problems. Context matters.
3. *Watch for turnaround plans* – Recapitalization, debt restructuring, asset sales, or equity injection are what’s needed to rebuild the balance sheet.
4. *Dividend impact* – With accumulated losses and weak cash flow, capacity to pay dividends is limited.

*Key metrics to monitor*
Revenue growth, gross/operating margins, operating cash flow, debt levels, interest expense, retained earnings, and any announced recapitalization plan.

Negative equity doesn’t automatically mean a company has stopped operating, but it is treated as a serious financial risk signal.

2 Likes

Re: Nigerian Stock Exchange Market Pick Alerts by emmanuelewumi(m): 6:43am On Sep 15

The cost of 100 gram of gold in Naira was about 250k in 2006, now the cost is about N18 million 20 years after.

Very few stocks gave this type of return on NGX.

No Dangote stock beat currency devaluation, might struggle to just break even when we add dividends paid over the years

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