₦airaland Forum

DexterousOne:
Securities Africa?

I'll check them out

Thank you


As for the wild oscillator

That's why it is called the FREE MARKET.


We all know that investor sentiment is one of the key drivers of pricing

That said; we also know that the share price of a company is the present value of expected cashflow/returns to the business


So if the investors believe that the future earning potentials is huge, then they go for it, and it will reflect in the pricing of the stock

150% rise means the investors believe the earning potentials of the business is gonna double over the future

That's just how it is sir

And we all know this


But in Nigeria

Everything scatter scatter

And it get get down to -150% red day next week trading. .....so what has changed?

DexterousOne:
You have a broker that helps you trade in south Africa?

US

emmanuelewumi:
What is percentage of the dot com businesses that are still existing, less than 10% and Investors lost huge funds

Thank God you said bubbles, I prefer the maximum daily 10% gain or loss in the Nigerian Stock Exchange compared over 100% daily gain and over 90% daily loss in the New York Stock Exchange

As we saw some weeks ago .....

DexterousOne:
I was talking of institutional investors In general.


Pension Funds are just one type of institutional investors.

If I were a fund manager
A good percentage of my allocation is going abroad chasing opportunities



It's out there for the taking

And as an African
I have to go get my own piece

Yes Sir.

I am an individual investor. .....I have Afolabi units outside the shores as you mentioned

I will do likewise if am in charge of a bigger financial institution

DexterousOne:
The American Tech space for example

Imagine financing a startup there that then grows in value overtime


For example
A share of Amazon is over $2600 plus

Imagine investing when they still had teething issues.

The tech space across the world is a good start

We could also crowdfund and enter the UAE market
Hotel/Apartments over there have potential
As tourists flock there Jan to December


There are chinese start ups looking for money too.


Opportunities abound

We dont have to be local champions

Yes Sir, but the Pension Funds are not targeted to such Opportunities. .....

DexterousOne:
Great returns could also be gotten abroad as well.

Investing in the america tech space for example has created billions of dollars in value for institutional investors
Much more than can ever be imagined to be made in Nigeria

Investing in hotel chains in say UAE is another money spinner

There are opportunities out there

Our Nigerian institutional investors have to go out there and have a slice of it.

That's my thought

How can FGN Pension Funds be used in investing Hotels in UAE, Space projects in US?

What happened to the untapped resources in Agricultural Sector in Nigeria that can easily employ millions of youthful Nigerians?

DexterousOne:
Great returns could also be gotten abroad as well.

Investing in the america tech space for example has created billions of dollars in value for institutional investors
Much more than can ever be imagined to be made in Nigeria

Investing in hotel chains in say UAE is another money spinner

There are opportunities out there

Our Nigerian institutional investors have to go out there and have a slice of it.

That's my thought

How can FGN Pension Funds be used in investing Hotels in UAE, Space projects in US?

What happened to the untapped resources in Agricultural Sector in Nigeria that can easily easily employ millions of youthful Nigerians?

DexterousOne:
Since the foreign investors are here

It's a no brainer that our own fund managers should dedicate a portion of their portfolio to foreign investments out of the country too

There are very big deals that can be struck abroad

They should look into that

Examples?

emmanuelewumi:
They are just intellectually lazy, our problem is short term thinking.

More wealth can be made by them and more people, when they Invest in enterprises or ventures that have the ability to create multiplier effects

Words of WISDOM

emmanuelewumi:
They don't need to invest outside Nigeria. Friesland Wamco makers of peak milk is a Dutch company, their company makes a minimum profit after tax of N10 billion from a revenue of over N100 billion every year, they are also empowering Nigeria farmers and cattle ranches.

Promasidor the makers of Cowbell is a South African company making billions of Naira and also empowering farmers.

Olams is also very big in Agriculture. UAC used to have investments in Agriculture but they are not getting it right.

Our institutional Investors need to identify opportunities and invest in such, they have the resources to carry out necessary feasibility studies and management of such opportunities

The ROI is in Nigeria

We just need to start and join the portfolio guys

Loooooool

RabbiDoracle:
Banks will breakout this June and July.

For 4 weeks, all banks have traded flat.

Even economies that are worst than Nigeria are having serious bullish stock market. It is imported liquidity that drives the market not fundamentals of the country. Though fundamentals of individual companies are taken into analysis.

Market will rise and rise fast.

Look at the fall of stocks:

In 4 weeks,

Zenith fell from 18.10 to 16.15.
GTB fell from 25.30 to 23.15
UBA fell from 7.25 to 6.40
FBN fell from 5.85 to 5.30

All in 4 weeks. This is too meagre to be call a bear. Bear ravages portfolios in only 1 week. When bear does 4 weeks, heat go don too much

This is a very strong bullish run loading after the unexpected consolidation.

Am with you Sir......


FUGAZ has nowhere to go, but Gas upwards

RabbiDoracle:
Just got released after a ban for explaining the meaning of a banking acronym (fugaz). I think the owners of this site needs to overhaul their system. Many members were banned for trying to explain something.

OGG was even banned yesterday for replying to Fxuser post.

Mmmmm

Same Sir. ....



Now afraid to response to things now

Banned after explaining the meaning of FUGAZ...


Hope I have not been banned for responding to you. ......


Lol

ahiboilandgas:
am talking for me self ....making money give me more pleasure...its make my soul happy ....if i buy zenith shares and it tripple am fulfilled....if i found an enterprise and employs people it makes me happy.....i have 12 drivers and 12 motor boys ....that 24 people add their wives and kids ...it keep me going and finding fulfillments ...

Very true Sir

Weldone

Your a stakeholder in the Nigerian Economy ....this has been my passion, but conditions made crayfish to bend

ahiboilandgas:
sure i was talking to investors not retires .....dangote,dangote still dey find money ...u dont expect me at under 40 to just fix money at 10 percent and be at home doing notting (God forbid)......hustlings for money is beyond money it self .....it keep the mind,soul and brians busy ........persons at over 60 can choose to retire with 10 percents ....but young men should not .......i can retire today at 11.3 and earn 1m monthly ..
But my soul will be dead ,am not living....this 3 months lock down taught me so.....

Very true Sir

We need to engage our brains active

rebekah2011:
http://www.nse.com.ng/Financial_NewsDocs/28844_HONEYWELL_FLOUR_MILL_PLC_FINANCIAL_STATEMENTS_JANUARY_2020.pdf
A company must make a profit for the tax waiver to make any sense.

So no WHT in their dividend payment this year?

DeRuggedProf:
Na so, let the guy target below N1. If you enter above 95kobo, no call my name later ooo...
Be prepared to sleep for the bus, so carry your mat along...

NB: I no dey buy these kind of stocks oo. No matter the potential returns. It's in my black book too...

This one Prof came out plain today

Loooooool

ojesymsym:
How do you mix all of this with your profession? Your DR. na Medical doctor or PhD.
You seem so well vasted in various investment instruments and take life a little easy. You cannot come and kill ursef gang.

Loooooool

We learn in the job with practice in investment world

I can't kill myself with FGN debts and management

NL1960:
So are you saying that all those that accounted for the 460% over subscription of the SUKUK 3 bond did not do any analysis?.

Loooooool

ahiboilandgas:
but danflour is a loss making entity...the tiger brands lost over 200m dollars ....cos they refuse to do over analysis ....Mrs brought taxaco for over 800m dollars....where is mr sayyu today ...indebted to amcon and mrs is a loss making entity.....what happen to our shares in phb.......i dont know how much you invest .....but if i invest 5m in bond i wouldnt need any analysis.....if i want to invest 50m in same i will even attend paid seminars on bonds

I lost heavily in bank PHB. ..I see it as school fees payments in NSE and am better now and making more profits now after paying school fees in my early days in NSE.

Some people ran away from NSE then and never came back, but I refused to back out from NSE and am happy now.

Also have equities and Bonds in NYSE via Trove App

DexterousOne:
Their incompetence na Im dey put Nigeria 4 tight corner

Exactly, one day we will get competent people like ogas like United4real, Ahinbingas
Sholapey, Emmanuelwumi etc to lead us, pay out debts so that FGN will come back to profitability like China

DexterousOne:
Sometimes listening to the "over analysts" is the right thing to do.

I remember when some were ringing bells about Skye
Many did not listen

How did it end?

Its good to listen to all the perspectives
Then make your decision accordingly

I invested heavily in skye bank then and bailouts when I saw their finances were on Red, though one guy in nsepa was marketing skye bank then....Until it ended in crises.

No serious investor invest and go to sleep.....

But for FGN investments, let it fall on all of us make we see

Loooooool

NL1960:
What is even the issue in paying Naira denominated bonds that people want to break their heads over?. If there is no Naira, will CBN not simply print more Naira to settle people?.

Loooooool


Na oga Ahinbingas de deal on imported Truk parts, so he needs to over analyse the FGN to avoid losses.

Am hoping make this FGN debt issues relate to NTB at 18%, FGN Bonds at discount prices

No be over analysis and headaches be my problem

PMB and other top government functionaries are sleeping well at home, na me go come de drink panadol for them....

DexterousOne:
This made me laugh

But truthfully

While the risk of upheavals are still present, I dont think that total collapse of the system is possible sha

There may be losses in future and all that
But not a collapse of the system kpata kpata

It's been herr for 100 years plus
And has stood the test of time
Two world wars
Depression
And all that

Just my thoughts

I have been in a stock (Dangflour) from N4 to N20....I refused to listen to their over analysis. I followed Alhaji Dangote until I offloaded at N20.

Same ogas here bought UBA at 2.5 when everyone was seeing danger ahead, within 11months, offloaded at N12.

Some ogas here bought 16.25% FGN BOND 2037 at discount prices of 18% and will be enjoyingthe coupons until they want to sell....even selling it today at premium price of 11% is still a good profit margin for them

Over analysis analysts said all kinds of negative things about Dang flour until they ate their words...

ahiboilandgas:
am not against them investing....but they should understand there is a reason why bonds in uk 2 percent and 12.5 percents in Nigeria ....2 they should understand that each nation has it credit rating some AA some junk status ...they should also know that investor dont just put money and sleep and wait 7 years like a retire.....no they keep an eye on it and that why bond are traded om secondary markets ...

Sir, no serious investor invest his or her hard earned money and go to sleep

DexterousOne:
A part of me is wishing this is not true

It is true, but what can we do

We need to be alive to survive na

We will be alright las las

ahiboilandgas:
please na so people in Greece think and Agentina .....u think if war break out any bonds will be honored or military take overs or if no revenue to fgn and no futher debt investors to do roll over

Na why I said PILLOWS are the best guaranteed

Loooooool

Theconglomerate:
And some people just buy sukuk abi cookies and some still dey plan to buy

This year fit funny ooo
"Ndi Investors"

Loooooool


Let me see 16.25% FGN Bond 2037 at discount price of 25% and I will not jump in

Let FGN collapse on all us make l see

Over analysis leads to paralysis

ahiboilandgas:
you are not an investor yet....

Sir I know all these you have said and refused to have headaches.....

No be today FGN will be paying debts.....

FGN will continue to acquire more debts even after these

Everyone should know how to be alright las las from your investment goals and risk appetites

Mcy56:
UBA: 32M bids Vs. 13M offers
MTN: 4. Bids Vs. 1.1M offers
Dangcem: 168k bids Vs. 2.7M offers

Thank you Ma

holysaint1:
Got something for you that's within your new revised budget that I would like you to see. It's in chevron, lekki.

If you don't mind, here's my what's app number: 080 eight 734 six987.

Simply message me your nl moniker for easy identification. Thanks.

Oga Philanthropist, watch your back oo

Egungun fit enter express oo

ahiboilandgas:
not really be very diversified......

That is what we are doing Sir....