₦airaland Forum

NNPCL is now clearly just an SPV for the BAT presidency.
Oando is now what NNPCL could be for the time being.
NNPCL would be less competitive as all that is now for Oando to drive.
Oando is now NNPCL

Remember the Saudi's investment hint in the oil sector earlier?

The only thing left for Oando now is to float private investment(fresh funding/recapitalization). I'm critically looking at 2MMbpd production output for that decision to look more likely.

Just my sentimental oil sector analysis ✌
(It is what it is )

I don't follow the market again. You people have given me 75% paper profit in RT . What's going on here

Oando is now giving me sugar daddy vibes🤣.
Circa 50. Strategic level. 🚀

For good reads

https://www.premiumtimesng.com/business/business-news/725854-amidst-fuel-crisis-nnpc-retail-cedes-total-control-to-ovh.html

You will be wowed I promise you.🤣

Just tell me how many times you shouted "wow".

emmanuelewumi:
The property was sold to release cash and enhance liquidity, reason why I respect his ingenuity.


Just like someone who sold his apartment for N20 million, then invested the fund in fixed income to get N4 million per annum. Whereas his rent N1 million per annum.

Then used the fixed income investment as a collateral for a loan of N12 million in order to enhance other money making opportunities. Was lucky to turn the loan to N40 million within 30 months

Ahh!! Oga Emma, you're the reason I see money differently. 😌🙌🏽🙌🏽

Streetinvestor2:
Another question just crossed my mind on this oando matter .why is agip leaving if those oil wells are full of real wonderful dollar value. I hope they have not bought another expensive shell like in the first deal oh.I hope the management shine eyes well in this second oil company buy.As per power company attached that wan na super story.

Any expert in that field what do you think on agip oil wells performance .Make e no be say dey don go buy beautiful nonsense again...lol

If you have been following up on the sectoral investment in the country, you would notice that the O&G sector has had almost a zero investment from FDIs. Invariably, multinationals are swinging heavily into renewable energies. It will be a fools charade(for Nigetia) to start chasing industrialisation with renewable energies when we know we must forge our own development on existing realities(black gold).

The security has also hampered onshore investment for most multinationals. Hence, the seemly activiness of security apparatus on bunkering of late(because the local hawks are now in for onshore operations) while the multinationals head out to the deep waters(offshore)

emmanuelewumi:
The worst part be say I got a loan of N2 million buy both the public offer and the right offer.

When Oga Emma speaks, Na assignment be that. Twalé Sir!!
I would be doing my findings on the dynamics of recapitalization.

SonofElElyonRet:
Only God knows tomorrow bro..
I had a long term approach to Oando shares which was why i didnt sell. My stockbroker actually called me to notify me that bids were thinning out when it reached the peak (was N49 i think) and advised i sell but i didn't listen. I bought at N18.50 so I'm still in the green... Wale can release positive news to help price action but i don't think the guy considers shoring up price a priority for now.. Oando still has prospects long term.. i think

You entered at such high, will be safe to lock in your capital at 100% and allow the rest do the journey. I get it long term, but caution. I have locked a 100 and another 200% increase since running from 9. Whether Oando takes me to 400 or whatever, I am satisfied. Locked Capital already chasing 3 years bonds.

No ifs, no hope with my capital. That can be done with bonuses. Selah!

Caveman?? 👀👀

Small 50 naira all of you cannot be calm.

Raider76:
I am developing what I will call NSEMPA Sentiment Index. Over the weekend I will go through all posts and count the number of times a stock is mentioned, and whether a buy or sell if indicated. Other parameters can be added later in further development.

I will add that I do have a bit of free time since I am not working for anyone right now.

I like the initiative. I think Osita does something like this, but with that his <can't remember> technique he uses.😁

I'm guessing you'd be running a sentimental analysis on the forum? If yes, me I just want to see your code block. Please....

KarlTom:
...

A clear sabotage of Dangote Industries. Man should just find willing Africa producers to meet his quota. Damn Nigeria and supply to the rest of Africa. But again, they will still frustrate him if he takes that route.

But again, our sweet crude delight is something you can't overlook.
The low-sulphur content of our crude is really an eye catcher vis-a-vis the operating efficiency of the plant

Does he even realise the dead capital ensued in our current geopolitical formation?
Do you know how much economic value you'd unlock from this unwholesome contraption?

Our lengthy convo is paying off. Project 10bagger in site.

They have succeeded in taking part of the national cake. NSEMPA is not left out.
They should start sending some to common man oo. We are protesting oo!! 🍃

yMcy56:
Exactly.....
...and if he still wants, he can wait for pullback or, jump in at highest price tomorrow...with the hope of averaging it down should it pullback.

Ahh!! This one is not gambling oo. This one is called Park at owners risk

If you're not sure on merger no merger situation, stick to Diabetes. The more the fall, they better o.

Corp over Power. Oliver twisting is not entirely a bad idea

Long term.

Say no to gambling

thebargainhunte:
https://www.thecable.ng/breaking-tinubu-directs-nnpc-to-sell-crude-oil-to-dangote-refinery-in-naira/amp/

Good move by fg

Alhaji don get deal.😭.

Moral lesson: In this life "try dey shout small"


*Of the 15 tankers he needs in a year, NNPCL agreed to supply 4.*

All is well oo.
.
.
.
Somebody say; "I got the power!!!"

Mind you everybody is already doing shares dilution in whatever guise.


Minimum wage is a disguise not born out of interest for the people, but to propagate his workings.

Streetinvestor2:
I hope they are not intimidated to fall in line.I read whr they are considering to make it a criminal offence if the ceo of banks refuse to pay within a stipulated time.And which after they stand the risk of jail.....this government is really becoming something else. I had really believe this government could offer something better than Buhari believing nothing could be as worst as his government even as I am obedient

Man moves around with an ♾️ signage. The difference between him and bubu is that he's more intelligent.

I'm just going to sit back and see how to keep my piping skill going(laying pipes is my full-time job).

Without sounding callous, I pray for the common man if they don't act! I pray we're all safe.

ositadima1:
Simplifying

5. Fixed Income Instruments (FII):
Simplified: Interest rates for savings and bonds will probably stay high for a while. Banks, the Central Bank, and the government all need money, so they're willing to pay higher interest.

6. Equity market outlook:
Simplified: More people might start buying stocks to protect their money from losing value. This could keep the stock market from falling, especially for certain strong companies.

The equities gymnastics is already getting tiring for me. Might just stick to 5 than opting for 6. The supposed good picks in equities(scratches head)
Where would fresh cash come from for the supposed businesses? See the image over Alhaji(ALHAJI OO).

Are we about to see a full blown cart£l operation?

Thank you ogg, you will not win us.

SonofElElyonRet:
he's also been in the corridors of power long enough to know how to play the "game of thrones"... he'll overcome.

No doubt he will, but at what cost?

Nigeria is a nasty country.

SonofElElyonRet:
You'd be surprised at the different power blocs and cabals grappling for dominance in the government... let's see how this plays out

Just one in this case. Nigeria's street-hustling has no room for a finesse touch.

SonofElElyonRet:
I want a piece of both pies

You might be good with just one. It all depends on the details of the fine print.

SonofElElyonRet:
Tinubu will step in and hopefully sack loud mouthed farouk

And you think the president has no idea of what's happening in a game-changing project within the DIL??
"Loud-mouthed Farouk" had no backing?

Everybody wants somebody to "bend the knee". "The Cabal" vs Dangote Refinery.


Between NNPCL and Dangote Refinery who is listing first?

"Na power struggle for the pie", but done in a very tactless way.

It was Landmark, now Dangote. Lagos breeze is different oo.

🚀🚀🚀🚀

megawealth01:
First Bank follow for stingy?

I no know oo. They should just merge and form super banks. Give existing shareholders some level of worth. All this gymnastics for RI marketing. Everybody wants to keep hold of major holding, no wahala.
They have a 2026 deadline right. Let them keep marketing. Let us see why we should buy these shares at CP at the end of FY24. H2 results awaiting observation.


CBN Oleee!

The banks should stop disturbing us especially "stingy" banks. They deserve no sympathy. Just merge and allow us rest . Make una feel the heat too.

KarlTom:
We're getting there...

DANGREFINE
DANGFERT

https://nairametrics.com/2024/07/14/breaking-dangote-refinery-to-list-on-the-exchange-first-quarter-2025/

What a start to business. Sabotage, intrigue and all. Tony better get that his oilfield rolling to service Dangote oo. Oando is up, Aradel is running. I expect more investment(whenever we get them) in marginal field/operators to gear up production towards Dangote.

To think he's shopping for crude in the Americas is wild.

Generally, market is in a buy and hold position for economically sensible stocks.

This people wan carry PR whyne common man..
It's not supposed to be funny, but omo!!
🤣🤣🤣