₦airaland Forum

Shalom428:
What is the book value of Geregu and BUAFOODS? What is happening and what is going to happen to Dangote Foods transcends Book Value. A lot of power play is going on. Dangote Food is the best bet for Alhaji to consolidate and retain his position as the richest black man

As far as cement is concerned, the new administration's favourite is WAPCO . Dangote refinery might not become fully operational in some months to come, so Alhaji's surest way to retain is Richest Black Man Alive position and consolidate it, is through DangFoods

BUAFOODS with EPS of 5.29 and dividends of 4.5 is trading at 165 , and the fear of Dangfoods might even make Rabiu push it higher ... Is 165 a fair value of BUAFOODS? If BUAFOODS trades at fair value , I bet the current Forbes ranking of RABIU will drop.

A silent healthy rivalry is going on between Alhaji and Rabiu. These billionaires silently fight for market leader ( Share price and Capitalisation ), Rabiu has been the leader in that space for a while now , and I strongly believe Alhaji is coming with DangFoods to Leapfrog him.

Will Rabiu give you up the position easily ? The answer is No! The more Rabiu fights back by pumping , the more Alhaji intervenes and the more the PATIENT INVESTORS smile to the bank. A lot of profit taking will happen along the way but DangFoods will definitely make the PATIENT ONES SMILE.

Putting Book Value , Market Value , Fair Value and whatever values aside, DangFoods is a stock any long term discerning investors should have in his or her portfolio. Food will forever be a constant necessity and the population is projected to increase geometrically in a few years time. DangFoods will surely dominate the industry with economies of scale . The forward and backward integration is projected to be fantastic. I won't be surprised if DangFoods sells at 500 or more in five years from now.

As for Transcorp ... I will not hit the sell button now. I expect Tony to continue to bag the good deals. Every administration has favourites. When other billionaires were lobbying to see PBAT after he was declared winner of the election , the President went to Tony's house to thank him specially and personally. E get why .

FOLLOW THE MONEY.

This is not a Buy / Hold / Sell Recommendations.

Lol ... And BOOM! Rabiu closes today at 180

phoinix:
In a few years, DangoteFood may have a serious contender. The market is open and anything can happen. Some FDI may come in and change the game. Dangote may retire and not be so involved in the business. In a country like Nigeria with its immense opportunities and disadvantages, looking ahead beyond 5 years is a dangerous play. Make your money and move on to the next opportunity, because nothing is certain. If it gets to 500 naira, we can get back in before it happens. It won't happen overnight, right? LOL

Firstly , it is quite funny that you are comparing Dangote Group , the MOST VALUABLE BRAND IN NIGERIA 2023 ,to Mansard. Some people will laugh at that comparison.

Secondly , some of us don't buy because of today , we buy into the future. I've been mopping Dangsugar since when it was 5 Naira.

As regards the 5 years plan and unforeseeable future. Dangote Group is in good hands, I don't need to say much on that.And yes, no company is too big too fail.

Lastly, it is very good to book profit when you have made decent gain. Trading with caution is also smart trading , so I agree with some of you points.

That is why I preach due diligence and I always say my post are not for recommendations

FOLLOW THE MONEY

phoinix:
My friend, relax. Your whole philosophy is based on the fictional position that Dangote will maintain, as if you know what is going on in his mind or all of his moves. That is not a concrete reason. A few years ago, I played the same game with Mansard and lost almost half of my money when it was restructured. After two years, I am still down 24%, even after riding the recent boom. I am not saying it will be the same with Dangote, but my point is that nothing is certain. Forget the pumping. LOL

Lol ... No worries, we will revisit the topic when the cat finally out of the bag.

Last year, BUAFoods listed 80 billions ordinary shares at a unit price of 40 Naira. Presently BUAFoods is trading at N171

In a few years from now , DangFoods can sell as high as 500 Naira if everything goes as planned. The population is expanding and food will always remain a constant necessity.

DangFoods will enjoy economies of scale, forward and backward integration. The future is golden for the company

The big boys are not buying for now , they are buying for the future. Institutional investors will continue to mop up Dangsugar till Alhaji pulls the plug . E get why

DD please

FOLLOW THE MONEY

Streetinvestor2:
I like sugar but buying it above #50 na another story oh.How about if thr is reconstruction of 2 for 1 for Dangote food.IMy FV for sugar was #40 that was why I expected the Dangote food to start from #80 and if they add jara it will be #100 after reconstruction .

Everyone on Dangsugar and Nascon right now will not lose a Kobo . Rather than for them to lose , Alhaji will suspend trading when it gets to the right bus stop . No cause for alarm at all.

Not a buy / hold / sell recommendations. Due diligence please

FOLLOW THE MONEY

Bizibi:
@shalom428 the president visiting Mr Tony is a sign of good deals for his companies though I don't like him but sometimes i do sideline emotions and sentiments when it comes to business and profitability.

The market and politics are interwoven . Whoever the government favours will definitely make a kill. Tony is one of PBAT's favourites , expect more good deals from TRANSCORP.

FOLLOW THE MONEY.

Shalom428:
What is the book value of Geregu and BUAFOODS? What is happening and what is going to happen to Dangote Foods transcends Book Value. A lot of power play is going on. Dangote Food is the best bet for Alhaji to consolidate and retain his position as the richest black man

As far as cement is concerned, the new administration's favourite is WAPCO . Dangote refinery might not become fully operational in some months to come, so Alhaji's surest way to retain is Richest Black Man Alive position and consolidate it, is through DangFoods

BUAFOODS with EPS of 5.29 and dividends of 4.5 is trading at 165 , and the fear of Dangfoods might even make Rabiu push it higher ... Is 165 a fair value of BUAFOODS? If BUAFOODS trades at fair value , I bet the current Forbes ranking of RABIU will drop.

A silent healthy rivalry is going on between Alhaji and Rabiu. These billionaires silently fight for market leader ( Share price and Capitalisation ), Rabiu has been the leader in that space for a while now , and I strongly believe Alhaji is coming with DangFoods to Leapfrog him.

Will Rabiu give you up the position easily ? The answer is No! The more Rabiu fights back by pumping , the more Alhaji intervenes and the more the PATIENT INVESTORS smile to the bank. A lot of profit taking will happen along the way but DangFoods will definitely make the PATIENT ONES SMILE.

Putting Book Value , Market Value , Fair Value and whatever values aside, DangFoods is a stock any long term discerning investors should have in his or her portfolio. Food will forever be a constant necessity and the population is projected to increase geometrically in a few years time. DangFoods will surely dominate the industry with economies of scale . The forward and backward integration is projected to be fantastic. I won't be surprised if DangFoods sells at 500 or more in five years from now.

As for Transcorp ... I will not hit the sell button now. I expect Tony to continue to bag the good deals. Every administration has favourites. When other billionaires were lobbying to see PBAT after he was declared winner of the election , the President went to Tony's house to thank him specially and personally. E get why .

FOLLOW THE MONEY.

This is not a Buy / Hold / Sell Recommendations.

Game on

FOLLOW THE MONEY

What is the book value of Geregu and BUAFOODS? What is happening and what is going to happen to Dangote Foods transcends Book Value. A lot of power play is going on. Dangote Food is the best bet for Alhaji to consolidate and retain his position as the richest black man

As far as cement is concerned, the new administration's favourite is WAPCO . Dangote refinery might not become fully operational in some months to come, so Alhaji's surest way to retain is Richest Black Man Alive position and consolidate it, is through DangFoods

BUAFOODS with EPS of 5.29 and dividends of 4.5 is trading at 165 , and the fear of Dangfoods might even make Rabiu push it higher ... Is 165 a fair value of BUAFOODS? If BUAFOODS trades at fair value , I bet the current Forbes ranking of RABIU will drop.

A silent healthy rivalry is going on between Alhaji and Rabiu. These billionaires silently fight for market leader ( Share price and Capitalisation ), Rabiu has been the leader in that space for a while now , and I strongly believe Alhaji is coming with DangFoods to Leapfrog him.

Will Rabiu give you up the position easily ? The answer is No! The more Rabiu fights back by pumping , the more Alhaji intervenes and the more the PATIENT INVESTORS smile to the bank. A lot of profit taking will happen along the way but DangFoods will definitely make the PATIENT ONES SMILE.

Putting Book Value , Market Value , Fair Value and whatever values aside, DangFoods is a stock any long term discerning investors should have in his or her portfolio. Food will forever be a constant necessity and the population is projected to increase geometrically in a few years time. DangFoods will surely dominate the industry with economies of scale . The forward and backward integration is projected to be fantastic. I won't be surprised if DangFoods sells at 500 or more in five years from now.

As for Transcorp ... I will not hit the sell button now. I expect Tony to continue to bag the good deals. Every administration has favourites. When other billionaires were lobbying to see PBAT after he was declared winner of the election , the President went to Tony's house to thank him specially and personally. E get why .

FOLLOW THE MONEY.

This is not a Buy / Hold / Sell Recommendations.

ebuka1997:
WAPCO and DANGcem https://nairametrics.com/2023/08/25/umahi-insists-on-concrete-technology-for-road-projects-ready-to-fight-contractors/

WAPCO is a stock to watch out for . Their ECO - Friendly Roadcem that just got launched will be a game changer in Nigeria infrastructural space and the new administration is in love with the Roadcem by WAPCO.

The expiration of the Pioneer Status Incentive made them incur a higher tax expenses in H1 , if not the H1 result would have been fantastic. The PSI is likely to be re-introduced , if government reintroduce it , WAPCO will be a very safe investment

Generally, Nigeria stocks are very very cheap , I pray this new government succeeds so local investors can smile sweetly to the bank

FOLLOW THE MONEY

BullBearMkt:
@jarkbauer, I think your Grateful Analysis is working for Transcorp.
Weldone!!!

lol ... Person wey show gratitude for the good that was done for him or her yesterday, will receive another.

Make he or she continues to say Thank You ooo , maybe the 10% will continue. Lol

Bull is fun!

FOLLOW THE MONEY

veecovee:
What do you mean by SLEEP ON DANGFOOD?

SLEEP ON ( Meaning : Delay making a decision on something until the following day )

SLEEP ON ( Meaning : Fail to notice the excellence of someone or something )

Investment principles, strategics and objectives differs but I don't think any discerning investor should sleep on Dangfoods.

I made that post a few days ago, those that got the message and acted on it are smiling now.

FOLLOW THE MONEY

Shalom!

ukay2:
FOLLOW the MONEY

You Gerrit ... Lol

I've been shouting it since July. DangFoods ... Follow the money.

When this government is finally settled ... WAPCO is another stock to watch out for . Not for jijoist but those who can hold for long term.

Not a buy / sell / hold recommendation . Due diligence please

Shalom

phoinix:
LOL, something that will double before our very eyes. Some people will buy it at 50 and 60, people on this thread too. I have learned from my past mistakes that to make good money, you have to do what many people don't do; once you have enough information, go in before the crowd. The crowd will come later, after the price has moved significantly. They want to see very strong action, but by then, you are already up 2 times... LOL

It is going to be a very interesting movie . Dangfoods ... If you know, you know. Follow the money.

Fortune will definitely follow the brave , patient and those who follow the money.

Shalom

Investment principles, strategics and objectives differs but I don't think any discerning investor should sleep on Dangfoods. Rabiu is pumping hard for a reason. Capitalization play. Power play. Market leader play. At the end of the plays , investors will smile richly to the bank. Follow the money

Not a buy / hold / sell recommendation . Due diligence please.

vacanci:
what's cooking in Dangote Sugar that its taking so much early flight

It is positioned to cross 40 before merger and the merger deal will be juicy, the reason why BUAFOODS has been pumping hard since yesterday. Now , it is going to be the battle of who will be the boss in terms of capitalization in the Food industry. Will Rabiu allow Alhaji to leapfrog him ? Will Alhaji play second to Rabiu ?

The answers to those questions is more money to investors , the patient ones.

This is not a sell / hold / buy recommendations. Due diligence please.

BUAFOODS pumping ... Dangfoods will respond accordingly when the time comes. Follow the money ...

Not a buy / sell / hold recommendations. Due diligence please.

Streetinvestor2:
After alot of consideration. I have decided to narrow my long time/retirement stocks to three.Any other stocks is now short to mid time investment. That means I can sell to add investment in the retirement stocks when it presents opportunity. They are dangota food,ucapital and wapco. Already have plenty afolabi units in them.
Pls scrutinize these three stocks for me.

Nigeria is projected to have an exponential increase in population in a few years to come and food will definitely remain a constant necessity. Dangote Food will definitely be a major player in that space, so aligning with Dangote Food for retirement is an excellent decision.

The infrastructure deficit of Nigeria is huge and the gap will take long years to fill up . Wapco is an excellent player in that space, their recent Green and Eco friendly innovation is top notch and fully backed by Federal Government. Amongst the three major player in that space, WAPCO is best positioned for huge capital appreciation, the dividends yields has also been very decent compared with BUACEMENT. WAPCO is also an excellent decision

Tony is quite unpredictable, so I will not want to plan my retirement on UCAP. But it's a very good company with a lot potential to grow.

Shalom

Dangote with a net worth of $10.8B is the richest black man in the world according to 2023 Forbes list of richest black people in the world.

His compatriot Rabiu of BUA Groups ranks fourth on the list , with a net worth of $5.6B.

Number 2 on the list is Robert Smith with a net worth of $8 Billion.

He ( Dangote ) is often the market leader ( market shares and capitalisation ) in every industry he finds himself in Nigeria and West Africa by extension. Dangote Cement is an established example, Dangote Crude Oil Refinery will be another.

Will Dangote Foods play second to BUAFOODS in the food industry ?

Alhaji needs Dangote Foods to consolidate his black richest man position. Follow the money.

*** Not a buy / sell / hold recommendations. Due diligence please.

veecovee:
According to oga Emma, dangfood can challenge buafood with almost the same number of outstanding shares, but do you think alhaji will challenge bua food that's ... more than 2 trillion capitalization? Sugar and Nascon are less than 600 billion, you know ...

The tussle for the richest man in Africa will favor long term invertors. Just be patient and follow the money. Alhaji vs Rabiu

moneymanager:

Executive Bearer of Bear . You no dey disappoint.

moneymanager:

You don't post when these companies end the day in GREEN or when they are enjoying BULL run . It is only when they end the day in red that you flood the forum ... I always make conscious effort to avoid people like you in real life.

emmanuelewumi:
FBN should not be a long term investment, the managers of FBN are specialist in value destruction



In 2004 when the like of GTB and Zenith were paying dividends of about 60k per share, FBN paid between N1.50k and N1.70k.


Fast forward to 2022, GTB and Zenith paid an average dividend of about N3.00 per share while FBN struggled to pay a dividend of about 50k per share.


CBN should come hard on insiders related loans.


Yet to see any serious legal action taken by FBN against loan defaulters, rather the bank's profits and shareholders dividends are used to block the holes created by the bad loans

And someone said shareholders shouldn't protest.

emmanuelewumi:
Jobless ƙeh, when you have investments paying your bills. Na so one guy said his landlord was a jobless man, a man with 4 houses, a warehouse and 2 shopping complexes that will be giving him an annual passive income of over N15 million.

If you have been investing for 20 years and above and your dividends can pay your bills, what do you need a 9 to 5 job for.

To those guys attending AGM, audit committee meetings and investment roadshows are the only jobs they have.

Someone sold his UBA shares for good, few years ago because Tony reduced dividends, that shows how important dividends are to some investors

Well said. God Bless You. That guy has to be one of the directors or he's just playing Devil's advocate.

talk2me2:
AGM date has nothing to do with being accountable

It has everything to do with it . Leaving these people to their anyhow-ness is one of the reasons why Nigeria stocks are grossly undervalued.

talk2me2:
they are not being held with glue in that company they should learn to sell and move on if they can not wait .

Corruption will thrive with this type of attitude. People that are saddled with responsibilities should be held accountable for their actions and inactions.

talk2me2:
it is normal to postpone an agm if the management of the company believe that the eailer date is no longer convenient.

Agreed, as it is normal for shareholders to get agitated if they feel the postponement is as a result of magogo.

talk2me2:
how can invest and not have peace of mind to the extent of protesting against the company's policy. I mean forcing a company to hold their agm on a date that is not comfortable for them all because you want them to quickly receive dividend.

The act of not challenging people in authority for their actions and inactions is the reason why Africa is lagging behind.

customstreet:
To me, I am looking and permutating at the following directions

1. One for one, there post DangoteFood O/S would be less than 20billion outstanding shares
2. One for two, there post DangoteFood outstanding shares would be less than 10billion
3. One for three, there post listing outstanding number of shares would be less than 8billion

When you look at every of Alhaji companies, he always prefer to have a bloated Outstanding number of shares which to me would be in the range of 15b-22b in this case of DangoteFood.

The purpose of this consolidation is to retain number one wealthiest person in Africa. All his three merging companies is not up to BUAfood market capitalization and his intention is to dislodge BUAfood. If we go by his intention, then the number of shares must be equal or greater than 18billion of BUAfood post listing and secondly, the market price must be equal or greater than the current market price of BUA food. If he listed the new company say at N100, then there is high probability that the company share price would go north in the near term just to dislodge BUAfood

Looking at other company owned by Alhaji, and looking at what he did in the past when

1. He sold Dangoteflour to Olam. It was a jackpot because many people had information that Olam would pay N24+ per share when Dangoteflour was trading at less than N15. I believe the same jackpot will occur this time around

2. When he bought over the dying BCC Plc in 2010. The two companies merged and formed Dangote cement Plc. They did a share swap of 1 for every 2 for every BCC shareholders. The pre listing price was N67.50 and the new company was subsequently listed at N135

If I permutate that DangoteFood would be listed at Say N100, then the pre-listing price of each of the merging companies would be close to N50 per share if we assumed what he did with BCC shareholders

To cut the long story short, the options that is more realistic are option one and two with option two been the least and option one been the most

We shall witness a robust share swaps in this scheme that would make everybody smile to the bank

This is my own personal opinion.

You deserve a cold bottle of beer with isiewu

pizapato:
When someone drop this kind of information rather that questioning the source, what you should do is to check how reliable the previous post of the person is and then do your own due diligence.

Check the previous post of customstreet, you will realise he was among the first to call DANGSUGAR at around 17. He was also the first person go give a to hint about the merger.
That tells you he is privy to classified info.

Once he drops his gems, it is left for you to do you due diligence and take position if you consider the information valuable.

You can't expect him to come and tell you he arrive at the listing price.

Note: not saying you should buy at current price.
A pull back might happen presenting an opportunity to enter at a lower price.

One thing is certain, Dangote Foods will eventually surpass BUAFOODS in terms of share price and capitalisation. Alhaji will not rest until that happens. Interesting days ahead.

abuhusna1:
You wrote it as 10000 sir but 100 niara is reasonable

He said 10,000K , Ten Thousands Kobo is equivalent to One hundred Naira.