₦airaland Forum

😀😂

Agbalowomeri:
Omo the money plenty. Needs more bullion vans to drag am

Yes o. TIP fair value has always been around 30. When i did the analysis around nov/Dec during the PO offer. After buying the PO i still bought aggressively on the floor when it came down to 10/11, just incase i dont get all the public offer... my AI bot de shout accumulate. I even put fear for the AI say over 1.1 billion shares de come from the rights issue and public offer, e still de shout accumulate... TIP is about 35 percent of my portfolio without the public offer.

deathwing:
Will it go below the N19 it was stuck at for months? If not, it’s a lesson for that that you should have bought all this time 😀😀😀

Hehehehe this market sha... At 18 people were waiting for the PO allocation for sell off to jump in. It rose to 30. Still waiting for the allocation. It might get to 40 then the allocation comes and it drops to 30 and stays there tlll quarter 2 results to shoot again. In real terms above 60 percent has been lost if you now enter at 30 after sell off rather than the 18 to 20 it was.

Well everyone has their strategy.

Ginalex:
I'm waiting for when they'll credit people with their PO and RI. The sell offs then would be massive... Na then I go jump in with full force... That time will come I'm sure of it.

This Ikeja hotel and their kobo kobo dividend. When them go tire for kobo kobo. Even with their interim dividends, at the end of the year the whole thing no go even reach 25 kobo

Abeg which broker did inform you of this. I will like to use such broker.. imagine you did that 10m, na 100's of million. Imagination is free..

But lets see what their public offer will be if they will. I plan to partake depending on the price and how many shares to be generated. If e ballon the ordinary shares more than 2.5 billion i no do..

Even some little blunders in their resolution like below makes one wonder... For a public document there should be proof reading. Even with AI that make some corrections

megawealth01:
I'm buying ELLAH any opportunity of sub 10 naira

That ZICHIS dey pain me sha... My broker told me about them at bargain oooooo even at sub 3 naira if I was to buy 10m naira but I told them that I don't have interest as I know nothing about them... This was before they came to NGX officially

This has always been my view. But some toxic person go attack.

Some other discussions might be brought up intermittently but not make it subject of discussion for days taking 3 plus pages..

Well its a public forum anyway..

bovali:
I hate coming to this thread and seeing so many posts that are irrelevant to NSEMPA. If i wanted to see petty arguments i will be on instablog. Sometimes just ignore the urge to respond.

Thank you for pointing the annualized part. I know of the 2x book value. But if the eps was not annualized i think the 2x book will be inconsequential.

bovali:
Its trading at 2x its book value and it did eps of N8.03 in Q1 25, so even lower. I think its fairly valued now. Additionally, the disclosed Q1 26 EPS appears to be annualized, not actual three month EPS and restricted deposits of ₦974.02bn are not operationally available, limiting the usefulness of headline cash balances.

Oh i see. This accounting pattern sef...

Agbalowomeri:
Look the data well. It is annualised

So wema bank eps in Q1 2026 is more than their entire 2025 eps. Interesting.

Q1 2026 eps is 7.90 while entire 2025 eps is 7.08. this was achieved not recovering from loss o. i think the market is underating this bank. If the earnings hold for the rest of the quarter or even do 5 naira for the remaining 3 quarters, thats over 20 naira eps. Matching that of the fugaz like zenith and stanbic.. if we do PE of 3.5x thats above 100 naira... In less than 2 years wema go touch 100.. i need to beam my touchlight on this stock though not a fan of banks

Is there any blind spot i am missing.

https://nairametrics.com/2026/05/04/zichis-plc-secures-shareholders-approval-for-n50-billion-capital-raise/

Zichis Plc secures shareholders’ approval for N50 billion capital raise

True. Some always look at number of units an amount can get rather than look at percentage return on the amount. Though the million of units works when you are growing with the company.

Agbalowomeri:
Our poverty mentality thinking having more means being richer. Some would rather buy millions of units in insurance than buy 1k unit of SEPLAT

Anyone with TIP below 10 is better off holding. In the next 2 years TIP dividend will likely be above 1 naira. You know what the yield will be. Also their Uganda front brought in about 2 billion. When the capital raised is deployed expect more revenue from that front.

emmaodet:
In the short term, you have a point of taking some profits off the table but for those who want to wait it out for like 2-5 years, i think the growth rate is encouraging and impressive. There is still more room for capital appreciation

I went through some of the pages i was wondering if i am in politics thread or investment.... With the series of Q1 results published we should have our hands full on companies with stellar quarter 1 results but We are busy with politics. Lets examine our objective abeg....

You understand the market. For a bank to go full bid for two days na joke? Banks wey shares na water.. i believe they will pay..

megawealth01:
ACCESS will pay dividends

That last minute movement to 36+ wasn't coincidence

Was waiting for the stock sub 10 to enter, unfortunately e no gree drop. I will wait for the PO and key in. I hope they do PO.

naturalflow:
Zichis is the next presco!

If one has enough cash and fire power, there is no point jumping from one stock to another only because it has gained 100 or 200 percent especially if you entered early and the company still has potentials. nahco has a lot of potential thats all i can say and they play in a very strategic sector. Most importantly they take care of their share holders.

Investing is like ant and sugar..

NAHCO Export Processing & Packaging Centre (NEPPC) is just about 9 months old. So full potential is yet to reflect. They got customs approval in july 2025. Nahco commodities LTD is another game changer.

One can switch their RSA to fund 1 which does a great percentage of stock investments. That way you will see higher return closer to equities.

Any one who is young and an employee below 45 should ask their PFA to push their RSA to fund 1 and see the difference..

Agbalowomeri:
They should make withdrawal voluntary. That scheme is a fraud. If you collect all your savings when you still have 10-15 years left to retirement and you buy or stocks with it, it will outperform the scheme by 500%. I doubt it anybody will see 100% portfolio gain in 15 years. It is a complete fraud

Ah ah... Is this Agba or someone hack hos account..😂😂😂😂

Agba Agba i hail oo

Agbalowomeri:
You are correct
The incoming Frontier market enrollment will be a game changer. Maybe a medium term approach would be good

Another June/July rally when these trillions start entering the market.

https://www.thisdaylive.com/2026/04/15/2025fy-dangote-cement-gtco-others-to-reward-shareholders-n3-2trn-dividend/

Market is always dynamic, we should not let our old knowledge hold us back or paralyse us.. i say this because many persons including myself always see banks as not so good for growth but today the reverse is the case. The banks don wake up begin fire. At least majority of them...

Some monickers that were busy seeing bear and how stocks will loose 50 percent of their prices... Its ok..

More money have been lost waiting for market correction than the correction itself.

I agree with you. By the time those money bags, Jim, Ada and others get their billion dividends, they are coming back to the stock.

KarlTom:
You seem hellbent on pulling Zenith down to ₦90.

We are watching closely...

Personally, I don't think it'll drop below ₦100

Anyone that has zenith below 100 is better off holding on to it. Dividend base for next year is already 12 naira minimum. Forbearance is clear and manchester and kenya expansion will improve their book this year. Dont fear the supply. Rather gather money and enter if it nears 90 to 100.. if you ever see it there.

ogawisdom:
Spot on, the supplies will soon hit Zenith Bank after qualification date. Bank offers are usually crazy you will see 45m offer vs 5m bid lol, It will settle below 90 say 85.

MTN is still stubborn refusing to go below 700, sentiment around MTN is very strong with many buyers waiting to take up every price dip.

Ucap touched 15.85 today and i scooped some, same stock ppl were fighting to buy above 18 before qualification date.

Beta glass will need to do bonus issue to have more liquidity to attract institutions and also increase their dividends.

aj8:
@Sunrisepebble, kindly permit my curiosity. Why did you change your mind on Transcorp? I thought you were in for the long term. Please if I may bother you slightly more, why Betaglass; at the current price?

This one will soon go back to penny stock. Its sad how a company with great prospects just can't live up to expectations..

feelamong:
No dividend? wetin poor man pikin go chop now?

This sell in may and go away does not work jare. Was it not last year june july the ngx had the best run of the year. Also all the trillions that will be paid in dividend where do you think the money will come to... Ok now

PETERiCHY:
"SELL IN MAY AND GO AWAY" is around the CORNER!!!!!!! 👂👂👂

BARGAIN HUNTERS TAKE NOTE!

😂😂😂 oh my goodness... I don die..lol

Mpeace:
Una see why we no dey make enough profit? Dem just dey chop our profit for mouth. Lol

Please write to cscs, they will activate it. Attach the proof of payment. You dont need to involve your stock broker. I did mine last month.

jonnysessy:
If this activation is still tied to your Stockbroker it makes no sense then. After all, one had supplied all the necessary data like CSCS no and CHN to CSCS. It is only in Nigeria that to access little things takes you through bureaucratic bottleneck ( filling all manner of forms etc). I was initially thinking of subscribing to the CSCS portal. But, anytime I want to know my holdings I simply write my Stockbroker to provide it for me. They owe me that as a duty ( with minimal charges).

See Nahco..  shebi some body said they dont see any further upside in nahco again when it was 100. Though @Emma stood his ground when people were questioning its further growth.. i am not against the person o. I think Sunrise.. i greet you boss. The different views help us to see blind spots. Now it has blast 100 percent gain. This market go whine you but no panic.. nahco has good percent of my portfolio over 40 percent. From 300 naira i go begin shed am small small. people go always have different views about a company, thats what drives our choices. just stick with your conviction, except they are showing you blind spots. Even presco de receive bashing sef.. lol. I like the different views though. The only thing is if you no strong you can be easily pushed.

But the two companies have something in common...😄

Lesson... avoid loss making companies, the headache is not worth it.

pluto09:
Or you bought OandO at N90

Which magic did FAAM do?? I no understand am

Creditalerts:
They blew the market with money 💰🤑🤣🤣🤣🤣🤣🤑🤑

Sallah and Easter gift enjoy yourself it's fintech baby 🤑🤑🍾🥰💥💥

True..

crownprince2017:
They know this fact right, they just wanted to mislead people who doesn't understand the business under the stock so that they can buy at discount.

The game plan is clear, create panic, buy at discount then come and tell us how good the business is.