₦airaland Forum

I shock o as i see conhall..

iskalamong:
You have a very sound argument.

Please remove CONHALLPLC from your list.

Cheers!

Iskalamong!

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Power oo!! Gina, the bone don finally go down your throat... 😂

Welldone.

On another note i remember saying TIP will touch 15 before the offer closes when it was about 10. I am sure most of the sellers are selling to enter the PO. Once the closing date pases offer will dry up. Champion should be the only laggard doing rights issue and couldnt reach the price aside UBA.

Ginalex:
As I broke even for prestige, I flew out ... Somebody shout power

Very true. Thats why i was saying that the nigeria's top 10 for the past 10 years may likely not make it to the list again when reviewed in the next 10 years.. welldone..

emmaodet:
Just be careful with this strategy of holding forever without regularly rebalancing your portfolio.

See below -

The Top 10 Stocks Change Over Time — A Lot

This chart compares the S&P 500’s top 10 companies from 1985 to 2025.

The names keep changing: IBM, GE, Exxon, AT&T, Walmart…

Many former giants aren’t in the top 10 today.

The lesson? Market leaders don’t stay on top forever.

I rememeber back in the days, just early after University. Nvdia was a stand out in gaming graphic card. If we buy a desktop system that had intel graphic card we will change it to nvdia for better performance. When i look back after seeing nvdia with their 5 trillion dollar value today i just shake my head.. Then i wasnt heavy on stocks after the 2008 beating. If not such were pointers for future performance of a company. The signs will always be there for a company with potential, just that the Thomas in us will always prop up. Because nothing is absolute and there are no guarantees in life.

In the next 5 to 10 years, new names will be on the list. Is there possibility of having this same names come up again, very unlikely, except presco and okomu will get to 15k price.. like they say: The best predictor of future behaviour is past behaviour.. what are some of the potential names you think can make it to this in the next 5 to 10 years. Cetris paribus.

emmanuelewumi:
Top 10 stocks with the highest return in 10 years.


Transcorp should not be in the list, they had a share reconstruction.


United Capital should be in the list, they had a 2 for 1 bonus

The pro rata basis is in the offer details and prospectus. So i am sure na marketing stunt him de do.

nosa2:
Then they could allocate on a pro rata basis.

This market is too cheap for me to be making plays where all the ducks do not line up. There are stocks with audited results and yields of about 10% trading at earnings multiples of less than 3. For me to ignore those and put my money elsewhere I will need that elsewhere not to have any potential red flags.

P.S I am shamelessly pumping Zenith Bank

I think that comment might be a matketing stinct. Would you want to subscribe for the PO and have your money returned to you after about 2 months due to not meeting your purchase. Would you want him to state that your funds will be returned to you... lol. The prospectus already states the number of units and amount required. Anything contrary will amount to a difference from what approval was gotten from both board and SEC.

nosa2:
I was listening to the Green ticker interview on TIP and the thing was getting me super excited. To be fair I looked at the company's last result and it was GOOD!!! In fact after seeing the result I called my broker that I wanted to buy the offer (I don't usually like buying public offers)

However, as I was listening to the interview the CEO now said that if there is over subscription they will adsorb all of it. At that point my excitement just died. More money is always good for a business however, they already knew how much they needed, now why would he be so excited to dilute his holdings by adsorbing more shares than necessary. Basically I still like the business, I like their expansion plans BUT I am not buying till I start to see more clarity from future results

There is resistance for DS at 62.9... for Jijo's only. I jumped out at 62. Waiting for it again at 55~56.. i might be wrong too...

unite4real:
closed N60

PO extended. I thought as much.

https://x.com/Theinitiatesplc/status/1999489169291190293

The Initiates Plc has extended its Public Offer of 932,022,138 ordinary shares at ₦9.50 from Dec 12, 2025 to Jan 12, 2026, following strong investor demand and SEC approval.

Dangote is a smart man with high business acumen. He understands the game. Investors and returns are like ants and sugar. He just de water the ground with apetizers.

Raider76:
Dangote offers dollar dividends to lure investors to refinery IPO

https://businessday.ng/news/article/dangote-offers-dollar-dividends-to-lure-investors-to-refinery-ipo/

I spotted the build up in sugar i quickly jumped in around 54.4 before the pressure became more. The push on sugar will be massive. MTN is another with great build up. Japaul de do me like magic, now you see me now you dont. I am still trying to decode it..

But Loco make you never go yet.

crownprince2017:
Sugar will surprise us very soon.
Finger crossed.

Meanwhile biodiesel will shape a serious demand for palm oil companies.

I think it is already public. I remember reading some where that no CGT on REITs. The following days i was watching for activity there but did not see any for 2 days i put my money somewhere else. Now the money no de free again...

jonnysessy:
I wish i had some cash, i would have just jump in. When you see all stocks in a sector trading in large volumes and also having price appreciation, it means something is cooking. One may really not have the news yet, but it will later become public knowledge. Maybe, by then a lot of investors had already taking positions,

It is a huge one. But i am really hoping they do because if they do, there wont be any stopping ellah o with that kind of capital. And they be competing very well with presco and okomu. My only concern will be the outstanding shares. Well this may not matter so much if the results starts showing. They already have the publicity. Once i confirm they achieved the capital raise i will take partial long term position until the results become good then i scale up.

zendi:
Any expo on the progress of Ellah PO ?

I enquired from Google, out of curiosity as to their possibility of achieving the target amount, and was updated thro the AI as follows :

"The Ellah Lakes public offer for N235 billion is still open, as it closes on December 5, 2025, so the target amount has not yet been achieved. The offer is intended to fund the acquisition of Agro-Allied Resources & Processing Nigeria Ltd (ARPN) and has seen positive market momentum, with the company's share price climbing since the offer opened on November 10, 2025.
Target amount: N235 billion
Number of shares: 18.8 billion
Offer price: N12.50 per share
Opening date: November 10, 2025
Closing date: December 5, 2025
Purpose: To acquire Agro-Allied Resources & Processing Nigeria Ltd (ARPN) and upgrade processing facilities to accelerate growth and integrate the acquired assets..........."

Plz do you think they will be able to raise this money ?

NCR no get time to de follow una do market noise.. as day dreak early morning by 10am e go just come do him 100k units get 10 percent de go house. I am not surprised. with only about 40 million shares of free float what do you expect. We will all see how and where it ends..

So first registrars can be this active and vibrant. Them won use SMS finish me on top presco rights issue.. . I have gotten over 10 SMS from them. Make them chill small. I was seeing them as one of the worst registrars..

But if ellah succeeds with this capital raise. The sky will be their limit. With that kind of capital any business will do exploit. Make we de watch sha.

emmanuelewumi:
I learnt they already have stand by investors, nothing sarcastic in my statement na

True.. as sad as it is. That is why the government cared less about this until Trump decided to shake them up.

nosa2:
As sad as this sounds, the fact is that so far the insecurity is affecting only the economically irrelevant population of Nigeria and as such I don't see it having much of an impact on the earnings of companies on the NGX

Sorry 6 i mean. Na 60 i write... Lol

chimex38:
Todays trade is 2.88million units.
Total units traded for Tip for the past one week is less than 45million.
Where you get 60m units

You fit wait tire o. Better to be scaling up and down gradually. Na so chams do rights issue some de wait make e come down yet it did almost 100% from circa 2 to 4. Not to talk of TIP that has small outstanding shares. I see it getting to 15 before the closing date. I might be wrong though. A director bought about 60 million units at market price. Why didnt the guy go for the public offer. Just wondering..

deathwing:
Still hoping for TIP Plc to fall below PO price of N9.5 but be like that won't happen

I can bet my 2 cent that this CGT will not be implemented. There was a reason the last one was not. One, we dont have the infrastructure, two, the market is very dynamic and complex. Only the JIJO guys that swing though several stocks in a year will confuse the system.

Another example if dangote fertiliser/refinery list by say 2nd quarter next year and an investor enters into the stock by 3rd quarter and makes gain above 10m, will this be taxed too, considering the reset date of 31 Dec 2025.
This market go burst the tax guys head no worry.

The banks do oo. The problem is with the government agencies that sit on it and dont act, except when it is in favour of their pay masters.

With the complexity if this CGT and the flip flop I see it going the way of the previous one which was not inplemented.

Streetinvestor2:
All these na super story for naija
No broker will want to do that unless something serious happens like court order
In banks u see it placed on notice. That all transactions above so amount will be reported to regulatory body for money laundering. How many times have u see any bank do such thing
Infact all looting and scamming pass through banks.How many have they reported freely. U think they want to lose the customer and future money. Leave na naija nothing dey happen

Hahahaha... Una no go kill person for here with laugh. I have missed two days of laughter..🤣🤣🤣

Agbalowomeri:
Na Loco disciple

Royalex
Japaul
Caverton
Ati bebelo

🤣🤣🤣🤣 This has to be the funniest statement i have seen this year on this forum...

tagonn077:
You buy a stock for a quick scalp then it dumps 50%… cos you can’t sell for a loss, you’re become a long-term investor attending AGMs and asking management about their corporate vision.

And their business model is threatened with pos agents scattered all over. Except they have other areas but the one i know is ATMachines for banks..do you know of any other areas they are into..

essentialone:
Please, why are people rushing to buy the shares of NCR Plc? I see it as a Toxic company and a Time Bomb waiting to explode badly... Their Books is in a mess. Fine they made profit after series of losses, but they are not yet out of the woods. Also, it is worrying that their Current Liabilities is higher than even their Total Assets. Take a 2nd look at it and tell us what we are missing in it...

I think say na only me. Real confusion... If market won bear make e bear if e won bull make e bull. Make person for fit plan. This is the real you cant time/predict the market in full throttle..

yMcy56:
I don't know if it's only me.....
I saw quite a lot of accumulations despite the red in the market......

In the past, if there's downturn in the market, there used to be very low volumes and transactions.....but it seems different this time around......billions still exchanging

Some investors still buying......
Some defence also.....in some big caps & few others .....MTN, ARADEL, etc

* What type of market can we say we are in now?

When them no be banks or breweries (NB/IB).

Mpeace:
That should be 18billiin ordinary shares at N13 per share.

When bear come, banks go quick enter especially access with full speed. Then when bull comes their gear go spoil only gear one go de work... 😀 Yawa banks..

pluto09:
Not there yet but it is looking more and more likely .
One major index that has not recovered from the August sell off. Not looking good.

🤣🤣🤣

Fredfrankhussle:
With what I read from the financial report today, I don’t see any good news coming from this company.
There’s no section on the financial report on mining, I thought he said he had moved from offshore business to mining, but no activity on mining. Na even 1million dem use buy land
I don enter one chance. The earlier I alight from this train the safer for me.

Agba Agba, funny guy... Make mtn sha come down to like 300 ish which is likely impossible .na to load life savings. Cos no matter what situation people go use their product.

N.B i averaged up on mtn taking my entry price up.

Agbalowomeri:
Recalibration don finish

Una go average down tire

3 things to note ahead of 2026

1. The CGT, for me this is of no much concern. Sell buy another stock and resell at no or little profit. Give up 2% commission to the broker than 30% to our yawa government. Or sell in piecemeal below the threshold. Easy peasy...

2. The coup attempt🤔🤔

3. Trump speaking about Nigeria as a country of concern. Infact this is now to me the big elephant in the room. Tinubu should better strike a mineral deal with this man. I fear this man pass the first two. If you understand psychology and the man's temperament and erratic nature you will know why.

True market cannot be timed. But certainly october cant possibly be better than Nov/dec if you observe the market, even with some good results yet price de drop. Meanwhile if you pick good stocks, by january when investors will be coming back in order to enter with the CGT they will be buying from you. I have like 3 stocks i was eyeing which didnt enter my radar in october but are gradually getting close to my range. Na to de pick am 50k, 100k naira de go small small.

kintus:
You'll be shocked to see that the best time to pick was in October......can anyone TIME the market?

This is a good time to have cash. I think i will go for a loan to do some picking this November.