As a value investor in the parent company, I would want management to do their best in recovering a good slice of the market share.

Mr Bigg’s revamps operation, introduces contemporary restaurants.

https://nairametrics.com/2019/09/09/mr-biggs-revamps-operation-introduces-contemporary-restaurants/

robobo:


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?

Is his investment in HF performing optimally? Honeywell is a conglomerate, are there other businesses in the group that can do better with more cash?
Will the competition and choke hold of Crown and FM in the flourmillig space be suffocating?

#RandomThoughts

Godisfaithful:
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

What’s going on in the tribunal ?

bigjay01:


Is his investment in HF performing optimally? Honeywell is a conglomerate, are there other businesses in the group that can do better with more cash?
Will the competition and choke hold of Crown and FM in the flourmillig space be suffocating?

#RandomThoughts

...good thinking !!
I am inclined to answer to the affirmative(a yes) with both question.

These sort of critical thought process are requisites that can quite plausibly give rise to an asset sale, spun off and /or divestiture.
An aquisation by one of the 2 chief competitors u mentioned(FM and OLAM) or another entity can not also by ruled out.

Maybe not for monetary reasons(in view of the counter-position by @ northeastern), but because HF may likely never match the competition. So struggling to breakthrough with margins might make them concede to a sale.
...especially when u consider that:

1) HF has a relatively low market share.

2) The current spate of contracting margins in the flour business space have marjorly(over 80% shift) been the result of lower volumes(even with increasing prices) ...for which HF has had the most hit.

3) Unknown(unquoted coys) brands are gaining more momentum given the pursuit for lower price points brought about by a decreasing average purchasing power.
Price points are mainly driven by the purchasing power of the lower class. ...with the middle class almost wiped out and the upper class seeking for cost management relief.

4) The current board and management of HF does'nt appear to have the technical-know-how that's required to match the competition in that business segment.

So who knows !! @ Sir otudeku may decide to leave that space for good. maybe. ...just maybe.

On the flip side, the recent wave of expansion drive by the coy is one of the factors I think might cast doubt on the possibility of touring that line. ...particularly in the short term.

Only TIME will tell !!

@Peter, come see where FBNH compares to UBA. Assuming the numbers are tell future price path, UBA is stronger.

What is the reason behind the melt down that is currently going on on the nse?

Most of the companies are not doing badly in terms of results.

TraDeRR:


What’s going on in the tribunal ?

Presidential Election Petition verdict (APC vs. PDP)

onegentleguy:


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

So it means you disagree completely with him.
It's well then.

Jejebabaa:


So it means you disagree completely with him.
It's well then.

Oh !! ...thanks for bringing that to my attention.
It should be 'I can't agree more'.(in this instance) ...I've just edited the post.

It's an error in transmission.

Regards.

Northeastern:
@Peter, come see where FBNH compares to UBA. Assuming the numbers are tell future price path, UBA is stronger.

Monkey no fine but him mama like am.
FBNH already gave us 15% profit within 2days to make up for September School fees.

What did your UBA give

Its clear that among the tier 1 banks, FBN(and by extension FBNH) is the least efficient. From the scrutiny on this thread recently, I have derived the relationship between that and the current management. The only time I attended their AGM, I observed a one-man-centric atmosphere that lends credence to all that.

However, I also like to look at the potentials of companies. We see the potentials in FBNH from their top lines. No doubt, FBNH bottom line is being negatively impacted by NPL issues. I believe the inherent potential in FBNH is the reason the market prices it at a PE that is at a premium to UBA/ACCESS.

Can we try to derive the actual material potential in FBNH, maybe using their efficiency ratios(ROAA, ROAE) before their NPL crisis?

On Access, its important to note that there are yet more benefits/synergies to be unlocked from this merger. I suggest we scrutinize the stock further to stay steps ahead of the market.

If we wait till results surface, we will be acting like every other person. But if we dig deeper and are still not certain the direction we should go, then we can wait for results for more clarity.

Godisfaithful:


Presidential Election Petition verdict (APC vs. PDP)

After inauguration ? Omo the run way I go run follow my foreign portfolio brothers after selling my transcorp, no go get part 2.. what kind of system is this..
Anyway let the winner remain in office..

TraDeRR:


After inauguration ? Omo the run way I go run follow my foreign portfolio brothers after selling my transcorp, no go get part 2.. what kind of system is this..
Anyway let the winner remain in office..

Which inauguration again? You think the courts will remove buhari?

Mpeace:
Which inauguration again? You think the courts will remove buhari?

My brother we are saying the same thing..
After Buhari don start his next level with his ministers, na now curt won rule ? Jokers

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.

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.

I love the UACN stuff. But my problem with it is that I cannot place a particular price to the unbundling of a thing. It's so hard to place a value, more so that there is no monetary consideration. Given the current state of the market wherein most stocks are hugely undervalued, more confusion is created as we cannot determine the rate at which the end product of the unbundling will be "undervalued" by the market. That is why I prefer not to do more than just watch and see.

Where everybody go this morning.

Don't be caught sleeping on judgment day?

onegentleguy:


Oh !! ...thanks for bringing that to my attention.
It should be 'I can't agree more'.(in this instance) ...I've just edited the post.

It's an error in transmission.

Regards.

You welcome boss.

Mpeace:
Where everybody go this morning.

Don't be caught sleeping on judgment day?

They are assimilating the GTBank alert which came in this morning.

TraDeRR:


Did you do it ? Phemmie
Selling few units

Thanks for the followup. The response I got was that I don't have such unit (I tried to sell more than my current holding which has no reflection of the conversion) while the second account says I don't have access in my portfolio.
I will revisit them once more. Thanks once more

Jejebabaa:

You welcome boss.

Imagine this my Chairman calling his boy boss !!
...My Oga don't say it in public oo.
I remain loyal as always !!

Regards.

ON THIS JOURNEY OF PERFECTION, YOU MUST ...

https://www.nairaland.com/3560501/holineness-righteousness-revival-messages-bible/25#82128387

Mpeace:
Where everybody go this morning.

Don't be caught sleeping on judgment day?

After all the long readings and story... It may soon be established that 'not going to school or having a certificate is the fastest route to the top'

swilo:


After all the long readings and story... It may soon be established that 'not going to school or having a certificate is the fastest route to the top'

It is not sustainable
We are gradually getting there.
For example, how many Nigerian governors today are not graduates?

Agbalowomeri:


It is not sustainable
We are gradually getting there.
For example, how many Nigerian governors today are not graduates?

it's sustainability is relative.

What this ruling will afford those without certificates but with money or willpower is far reaching except we acknowledge this as a rare exception.

I know the question regarding the governors is rhetoric but with proper assessment, one begins to ponder if these educated governors really are educated. There is really no difference between someone that buys a certificate and one that doesn't have the certificate when it comes to knowledge or competence display in most cases.

I also believe in hope. So we are getting there but we need to remove as much clogs from the wheel.

E kuu market oooo.

Could it be that CBN is already considering paying the Discos or it's the normal IGG?
Well, we keep observing.

https://thenationonlineng.net/cbn-makes-discos-remittance-condition-for-n600b-disbursement/?utm_medium=Email&utm_source=Zenter-System&utm_campaign=%2318658+%3D%3E+MORNING+NEWS+HEADLINES&utm_content=91703c13d2a63a3ec463db5ebbebfe405601c186

OBAGADAFFI:
FMN N1.40k dividends

Think its 1.20 and the payment date has passed.

Mcy56:

Think its 1.20 and the payment date has passed.

Yes it is N1.20k paid on 6th September 2019.

UAC Nigeria’s Mr Bigg’s Remodels Operations to Recapture Market
https://businesspost.ng/2019/09/11/uac-nigerias-mr-biggs-remodels-operations-to-recapture-market/

Airtel Africa Picks Ian Ferrao as Regional Director East Africa Region
**As Mathen Becomes Airtel Tanzania PLC MD
https://businesspost.ng/2019/09/11/airtel-africa-picks-ian-ferrao-as-regional-director-east-africa-region/

Analysis of Capital Market in Buhari’s 100 Days in Office
https://businesspost.ng/2019/09/11/analysis-of-capital-market-in-buharis-100-days-in-office/

Good day house.

Please how can I reclaim my Gtb bonus shares? I sold my shares 2010, I didn't know the bonus shares that I received before selling my shares is still valid so I misplaced the bonus shares certificate.

Thanks

Rejoice04:
Good day house.

Please how can I reclaim my Gtb bonus shares? I sold my shares 2010, I didn't know the bonus shares that I received before selling my shares is still valid so I misplaced the bonus shares certificate.

Thanks

Go to data max registrar for gtb, they will attend to all your concerns

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