Agbalowomeri:


The way lotto is to you is the same way stock market is to some who don't understand the basics. So, everything depends on knowledge and experience; there are some people who engage in betting like a profession.

No mind them, them go dey disturb cyberspace with wetin dem no know. Go to most of the churches, they'll tell you that borrowing is bad. Those who lent money to you will borrow from you is a prayer point.

bigjay01:


don't know why i keep thinking it will be HF

Spiritual aka Xtal ball analysts wey una

If we can get it at 40kobo

robobo:


to help why dont we ask the question " what could motivate otudeko to want to sell what looks like a flagship"

possible answer

HF is becoming a very marginal player as consolidation in d industry is throwing up a clear two major (Flour mills and Olam) who both would control about 80% of flour market while the remaining 20% would only be available for other fragment players (more than 10 of which HF is only 1)


could he need funds to consolidate his hold in some other industry or venture into new ones (like Alhaji) e.g. a consolidated hold in his bank or saw tit bits of some foray into power generation of recent

does HF has any strategic asset (like access to port for DF) that wld warrant some outsize payment from a suitor?

answer to some of this question cld help validate / or reject your gut feeling

Aliko only sold DF because he has higher goals to achieve. The same way Ote$ sold FO to focus on power. In Oba's case, he has a complete hold of FBN and doesn't need money to increase his stake there. He wouldn't sell HF for any reason.

He has plenty cash at the moment but no where to invest. He recently bought the smallest PF by AUM after posting a higher bid than AIg.

Northeastern:


What if I short-sell? You don't know what you are saying and you don't want to budge.

How does playing lotto and pool amount to greed?

For the last time, believe it or not stocks are investments, while playing lotto, pools, betnaija, etc is GREED

You can buy or sell your investment, while ...

veecovee:


For the last time, believe it or not stocks are investments, while playing lotto, pools, betnaija, etc is GREED

You can stake or not stake on investments, while ...you can stake or not stake on lotto, pools, betnaija

Fixed. And stop the narrative of those avenues being greed, you can become greedy investing in stocks too. And that is the most important thing you should understand.

Finally, everything should be done in moderation.

phemmie06:

meristem. Thanks I will do that

Did you do it ? Phemmie
Selling few units

Northeastern:


Aliko only sold DF because he has higher goals to achieve. The same way Ote$ sold FO to focus on power. In Oba's case, he has a complete hold of FBN and doesn't need money to increase his stake there. He wouldn't sell HF for any reason.

He has plenty cash at the moment but no where to invest. He recently bought the smallest PF by AUM after posting a higher bid than AIg.

exactly my tot also that is why i referred to it as flagship. though i wasnt aware of the PF angle u just brought in.

i pose the scenario / question to oga bigjay so he cld look at those scenario versus his gut feeling. Also i wanted to be sure i am not being blindsided

thanks appr8, so oga bigjay we go to the next one since HF is out of it

where lies the next outsize movement oin NSE?

onegentleguy:


The maneuverers have caped in that house(UACN)... looking to push down the price to accumulate more prior to more official announcements.
...so anyone that falls for their trap does so at their own peril.

They also played out a similar prank with DF prior to the high rallies with more good news(I raised the alarm at the time), and a few other coys in the past, so am not surprised.

UPDC is on full bid, while UACN with far more VALUE and even more benefit with the planned unbundling is on offer. ...I laugh in Spanish !!

They should continue... we are earnestly waiting to load like never before @ the appropriate time !!

Northeastern:


Oga, if they push down price, go and buy na. Does that no make for good entry for you?

You folks forget that the market has been on a long lull and brokers would realize any profit that comes their way. Gone are the days, of easy profit, maybe when you guys get a market-centric regime. But under this man, no.

Ur revert was basically a repetition of what I already said I intend to do,(read thru the part in bold) so u do not need to remind me of it my dear.

With Devine on my side, I can manage my way around the market.

Between, it will do u some good if u could desist from ur usual line of telling people "they don't know what they are saying".
I have observed that part about u, and its not too good.
...It smacks off a thrasonical disposition.
No one can attest to knowing it all !!

Someone's argument or thinking(odd as they may seem) might well be right when viewed from a different perspective.
What u should do, is to try to align ur own perspective to basics, and allow the thing about logical reasoning to take care of the rest.(that's how to argue objectively and how common sense thrives) ...that way, a person with opposing or conflicting view can understand ur line of thought.
Now, whether or not they decide to take it is left for the matter of having disernment.
...This is exactly what Agba had sought to do(which was good), reading through the conversation btw him, u and Veecovee.
It'd be nice for u to learn from Agba.

Just a candid piece of advise. ...so it'd wise for u to consider it without resentment.

Regards.

Agbalowomeri:


Can the money sustain the index at 27k for the whole of Sept? Hopefully

At this point in time, no harm in living in Hopeville Boulevard bro.

onegentleguy:



Ur revert was basically a repetition of what I already said I intend to do,(read thru the part in bold) so u do not need to remind me of it my dear.

With Devine on my side, I can manage my way around the market.

Between, it will do u some good if u could desist from telling people 'they don't know what they are saying'. I have observed that part about u, and its not too good.
...It's smacks of a thrasonical disposition.
No one can attest to knowing it all !!

Someone's argument or thinking(odd as they may appear) might well be right when viewed from a different perspective.
What u should do, is to try to align ur own perspective to basics, and allow the thing about logical reasoning to take care of the rest.(that's how to argue objectively and how common sense strives) ...that way, a person of opposing or conflicting view can understand ur line of thought.
Now, whether or not they decide to take it is left for the matter of having disernment.
...This is exactly what Agba had sought to do(which was good), reading through the conversation btw him, u and Veecovee.

Just a candid piece of advise. ...so it'd wise for u to consider it without resentment.

Regards.

Thank you, advice well taken.

On UACN, just pray your appropriate time is not when a mad fellow wants to exit fast. The experience will like that of those that bought FCMB at 1.7 levels and the seller went down to 1.50 levels.

Again, thanks for the advice. I am sorry for every 'you don't know what you are saying' posted here.

robobo:


to help why dont we ask the question " what could motivate otudeko to want to sell what looks like a flagship"

possible answer

HF is becoming a very marginal player as consolidation in d industry is throwing up a clear two major (Flour mills and Olam) who both would control about 80% of flour market while the remaining 20% would only be available for other fragment players (more than 10 of which HF is only 1)


could he need funds to consolidate his hold in some other industry or venture into new ones (like Alhaji) e.g. a consolidated hold in his bank or saw tit bits of some foray into power generation of recent

does HF has any strategic asset (like access to port for DF) that wld warrant some outsize payment from a suitor?

answer to some of this question cld help validate / or reject your gut feeling

Now this is what I call good critical thinking.
...U are indeed a person of disernment.

Good one my dear !!

Northeastern:


Oga, na you bring the money?

The session is coasting to a close with about 2.3bn transaction, that amount is about the daily average done. Where is the odour of the unusual money coming from?

I say na smell I smell the money, I no bring am oh.
But na from the smell of mess shit dey come out fa.
And some mess go just smell finish, shit no dey follow them come out.
Over sir.

Northeastern:


Thank you, advice well taken.

On UACN, just pray your appropriate time is not when a mad fellow wants to exit fast. The experience will like that of those that bought FCMB at 1.7 levels and the seller went down to 1.50 levels.

Again, thanks for the advice. I am sorry for every 'you don't know what you are saying' posted here.

1st off, let me appreciate u for the show of understanding and humility with accepting my advise.
It shows u are a mature fellow !!
On this day, u have gained my respect. ...and I will gladly be ur pal with sharing common goals.

Now on UACN, I trust u read my several analysis on the stock(inherent value in view) and why I believe its an asset of high driven value potential. ...which the planned unbundling exercise has only aided to.
With what I already know of that stock(analytical commutations), I will gladly load so much more(as price drops) and sleep very well !!
But all the same, thanks for ur concern.

Cheers.

OakPearl:

I say na smell I smell the money, I no bring am oh. But na from the smell of mess shit dey come out fa. And some mess go just smell finish, shit no dey follow them come out. Over sir.

ohhhh,put graphics na.

MTNN will win the most defensive stock this year. The float seems to be helping it, I had expected it to be illiquid like Airtel but was wrong. If you are in for the long haul, that stock is a better alternative to investing in the TBills or MMFs.

STNWAUME:


Well to some BARGAIN HUNTERS that sighted it @t circa N4:40k last Friday and today it's trading @t circa N5:10k that's a DECENT PAPER PROFIT within 2days . So to some of us it's already gas somewhere

Peterichy bursted!

Northeastern:


Aliko only sold DF because he has higher goals to achieve. The same way Ote$ sold FO to focus on power. In Oba's case, he has a complete hold of FBN and doesn't need money to increase his stake there. He wouldn't sell HF for any reason.

He has plenty cash at the moment but no where to invest. He recently bought the smallest PF by AUM after posting a higher bid than AIg.

Pls could u be kind enough to expanciate a bit more on the part in bold?

Thank u.

Northeastern:
MTNN will win the most defensive stock this year. The float seems to be helping it, I had expected it to be illiquid like Airtel but was wrong. If you are in for the long haul, that stock is a better alternative to investing in the TBills or MMFs.

Can't agree more !!
...good one.

onegentleguy:


1st off, let me appreciate u for the show of understanding and humility with accepting my advise.
It shows u are a mature fellow !!
On this day, u have gained my respect. ...and I will gladly be ur pal with sharing common goals.

He he, the truth is always the truth and it appeals to the conscience of those that seek it. So what you posted was the absolute truth, I'll be deceiving myself to think otherwise.

onegentleguy:



Now on UACN, I trust u read my several analysis on the stock(inherent value in view) and why I believe its an asset of high driven value potential. ...which the planned unbundling exercise has only aided to.
With what I already know of that stock(analytical commutations), I will gladly load so much more(as price drops) and sleep very well !!
But all the same, thanks for ur concern.

Cheers.

Why I don't stress about buying anything now is that they materially trading at a discount, it is just the human nature of wanting to totally avoid regret to makes us cautious. Everyone will be alright. It is just a matter of time.

onegentleguy:


Pls could u be kind enough to expanciate a bit more on the part in bold?

Thank u.

He took over the second (alphabetically) company on the list, https://www.pencom.gov.ng/pension-fund-administrators/#

When we talk of cash cows, PFAs come first. Just hustle for RSAs and you'll be swimming in money.

Northeastern:


He he, the truth is always the truth and it appeals to the conscience of those that seek it. So what you posted was the absolute truth, I'll be deceiving myself to think otherwise.



Why I don't stress about buying anything now is that they materially trading at a discount, it is just the human nature of wanting to totally avoid regret to makes us cautious. Everyone will be alright. It is just a matter of time.

Alright dear !!
...time, they say, puts things in their right perspective.

Regards.

OakPearl:


Peterichy bursted!

That one no be Peter o, na different person.

Northeastern:


He took over the second (alphabetically) company on the list, https://www.pencom.gov.ng/pension-fund-administrators/#

When we talk of cash cows, PFAs come first. Just hustle for RSAs and you'll be swimming in money.

...I agree with u !!
Thank u @ Northeastern.

DON'T COVET. COVETOUSNESS HAS LANDED MANY INTO DESTRUCTION. STEER CLEAR
FROM LOTO, NAIRA BET, NAIJABET, ...

https://www.nairaland.com/3560501/holineness-righteousness-revival-messages-bible/25#82090297

veecovee:
DON'T COVET. COVETOUSNESS HAS LANDED MANY INTO DESTRUCTION. STEER CLEAR
FROM LOTO, NAIRA BET, NAIJABET, ...

https://www.nairaland.com/3560501/holineness-righteousness-revival-messages-bible/25#82090297

How does Lotto, pool, betnaija result in inordinate or excessive desire for material things or another person's possessions? Please clarify how it leads to greed and how investing in shares does not. In explaining your points, you are free to use tables, graphs, charts, and examples, where necessary to drive your points home.

Northeastern:

How does Lotto, pool, betnaija result in inordinate or excessive desire for material things or another person's possessions? Please clarify how it leads to greed and how investing in shares does not. In explaining your points, you are free to use tables, graphs, charts, and examples, where necessary to drive your points home.

I have told pastor to stop doing night vigil everyday
I had to check my dictionary for covetousness to be sure my weekend hangover has cleared

Agbalowomeri:


I have told pastor to stop doing night vigil everyday
I had to check my dictionary for covetousness to be sure my weekend hangover has cleared

I used to believe everything before, until one brother criticized Gbile after a program that he teaches marriage while most of the sisters in peace house are unmarried.

I reason the thing, first I thought the brother to be a backslider. After many years, I now developed my own sense of reasoning. Religion matter get as e be.

onegentleguy:
Yet another perspective to the VALUE proposition in UACN(weighted against its subset, UPDC and UPDC REITS)

Aside the thing about comparing their ALTMAN Z-SCORE(which I highted in the past), there's a bit more.

...a brief;

1st off; according to the proposed unbundling, the shareholders of UACN are to get stakes in UPDC and UPDC REITS post rights issuance to updc shareholders, which is expected to raise near N16B to offset the bridge loan taken from UACN.

3 benefits;

1) Given that the allotment of shares comes post rights issue by UPDC, the shareholders of UACN are totally exempt from any impact of a likely equity dilution.

2) UACN will get a good boost from the leverage(approx N16B) accrued from the rights.
Again, UACN will also indirectly benefit from all the restructuring initiative of the unbundling, including an asset allocation with a current mkt value of near N9B to UPDC(plus an interest payment of over N20B accrued to updc in the reits)

3) The unbundling and 'gifting' to current shareholders of UACN also means they'll immediately partake of accrual gains and future EV(enterprise values) of the subsets, updc and updc-reits.

Using the sum of all parts(SOTP) valuation technique(an indicative tool used to guage the likely value of the subsidiaries/constituents that form a holding company when been sold/spun off or divested from), we can further look in on the inherent VALUE passable to the group.(UACN)
...The idea is to break up the holding coy/conglomerate into the 2 subsets and try to value them seperately.

Using this technique(adjudged from the benefits with the subsets updc and updc-reits EV, RoIC, EV to EBIT, OS, PEG and P/B) as well as its current financial status in view, and adjusting for risk, I have a re-adjusted FVE of approx N14.25 for UACN.
...this is assuming zero% growth to YE.(Assuming that UACN makes zero earning in H2, 2019)

Away from the proposed unbundling, the group is also looking to spun off from its hotel business arm, updc hotel(UHL) to aide more leverage.(assets classified as held for sale/distribution to owners in view)
...and a total revamp of its quick service restaurant arm(UAC restaurant) to further boost earnings.

VERDICT: UACN remains a strong BUY for us !!
While short term price prospect is uncertain(due mainly to the current volatility in the mkt), medium term prospect is STRONG and with a lot of drive.

My advice: Just follow ur instinct.

No further comment on UACN !!

many thanks

Stocks with new 52 week lows
Dangote cement #155.00k
FO #14.00k
M&B #1.90k
Nestle #1,080.00k
Upl #1.05k
Stocks with new 52 week highs
Dangote flour #22.25k

Intendy:
Stocks with new 52 week lows

Dangote cement #155.00k

FO #14.00k

M&B #1.90k

Nestle #1,080.00k

Upl #1.05k

Stocks with new 52 week highs

Dangote flour #22.25k

Alright, our list is increasing
Well done Baba Intendy

When are we going to get it right after every resources given to us by Almighty God? Just wish this country can get it right. Let’s see what the tribunal will say tomorrow. May God help us

FMN N1.40k dividends