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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 3:57pm On Oct 03 |
ositadima1: At the rate we are going Oando might not need to release any result again Me i don permutate equity value (or na shareholder funds sef i no know) Osita don do P&L e remain who go do cashflow oooooooo God is watching all of us it is actually looking like signalling 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:44pm On Oct 03 |
Sunrisepebble: Hmmmm the percentage gain of Aradel is 4 times more than Oando. its okkkk |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 3:36pm On Oct 02 |
yMcy56: "It has a Certified Professional Reserves Report (CPR) from D&M, the second largest in the world, which has also been auditing ENI/NAOC, Chevron, Shell and other oil Majors for decades. With the CPR indicating Gross Recoverable 2p reserves on original 20 per cent Certificate of Proficiency (CoP) stake and new NAOC 20 per cent stake Net Present Value (NPV), (10 per cent is $2 billion respectively), total value of the company has now hit $4 billion, that is, before deduction of acquisition debt of the newly acquired company plus legacy debt. When appropriate discounts are applied, including working capital, Actual Net Asset Value (NAV) of company, less all long term debt, equity value is about $3 billion." so Oando don dey release result without releasing result hmmm na wa ooo Net equity value of $3b (after deducting all debt/ liabilities) hmmmmm which equals N4.8 trillion meaning at 12b outstanding shares equity value is N400/share God is watching all of us on 5D Is this signalling? 3 Likes 2 Shares |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 9:51am On Oct 02 |
Choiceguy: it takes more than N2 dividend to trade at N57 4 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 9:28am On Oct 02 |
Omooloriredade: you nailed it perfectly. Seems Wale had forgotten/ never learnt anything per his misadventure on Conoco (buying at the height of the market cycle/price with no operatorship included in the buy) which nearly sent him to oblivion, safe for the asset stripping he had to do to get some breather, all in a bid to feed personal EGO which was then (during conococ) Czar of African intergrated energy company which is now czar of African international IOC. May unneccessary ego never sent us to oblivion. 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:30am On Sep 30 |
[quote author=Sunrisepebble post=132222700][/quote] Thank you 1 Like 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:05am On Sep 30 |
Sunrisepebble: Hello Chief, Please point me to where the derivatives losses are, i can only see the net trading and foreign exchange gain of 98,179 |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:22pm On Sep 17 |
BabsO2: lolllllllllllllllllllllllllllllllllllll I am loving this comic relief to the serious business of company valuation 4 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:09am On Sep 17 |
mikeapollo: meaning its not cash outflow yet? (please correct me if i am wrong). Hence it just an accounting treating like depreciation, which is only expended (becomes an outflow) when the actual event (decommissioning) happened, but it is yearly charged against profit? |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 7:07pm On Sep 13 |
BabsO2:Too ambitious |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 2:10pm On Sep 13 |
Yemy3m: Income as in PAT or Revenue? Debt did it reduced or increase? 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:12pm On Sep 04 |
ololufemi:Third time touching full offer in a single day would it survive it?? |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:05am On Sep 03 |
KarlTom: i think it is moving towards a price when some VERY HEAVY CROSS DEAL would be done what that Price is, is what i dont know (someone mentioned 94 as magic number here about a week ago when it was around 70ish) |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:32pm On Aug 30 |
mikeapollo: i mean real price / value could have been $900-$1b and the 783 paid was net of the pending judgement debt of >$200m. $900-$1b looks more near to real price/ value if you consider what other oil major divestment figures were (including oando/ conoco) |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:17pm On Aug 30 |
Raider76: hmmmmm Jite (Notore) that used to be the 3rd leg of the famous Ocean and Oil three musketeers just collected (within last 2-3 weeks) $150m for sell of 60% stake in Notore with management of Notore also relinquished in that sale. could he be teaming up back with the remaining two musketeers? hmmm $150m = N225b |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:08pm On Aug 30 |
KarlTom: You dont need to go too far. check the notes to the last FY report published by oando and you would see that oando and naoc were already in arbitration for a judgement debt of over >$200m which is heavily tilted in favour of oando (such that naoc had to quickly get an appeal against enforcement) the Oando-Naoc deal is subsequent to that judgement. the deal was to be settled net of the judgement debt (this is also in the notes in the same financial report). 5 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 2:46pm On Aug 28 |
MARKETJJC: correction in bold |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 2:45pm On Aug 28 |
MARKETJJC: correction in bold |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:20am On Aug 27 |
Pesuzok: Grateful if you can share the presentation (the bolded) |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 3:44pm On Jul 24 |
Streetinvestor2: No mind Oga Hog he is just trying to rationalise a clear wrong decision/ policy from the govt for reason best known to him. He even said the gain is from "forex sharp practices" and i wonder if the industry has any regulator and if so, what was the regulator doing by condoning sharp practices that yielded in excess of 3 trillion, yet no licence was revoked for the sharp practices. if it stand and is fully implemented then it is clearly an expropriation (which is a good euphemism for collecting something with force) and not a taxation. Because with taxation you know before you do the business and not after, i guess that is why finance / appropriation bill comes at the start of a fiscal cycle and not at the end of it. 5 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:08am On Jul 24 |
KarlTom: why he no go Red. when una want collect 70% reward from wetin una no work for / put in any risk for 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 8:54am On Jul 24 |
emmanuelewumi: it has flew. The Act is passed. Should we await Bankers Committee instituting an action in court? 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:47am On Jul 23 |
BullBearMkt: There is a Yoruba saying which goes : to ba fe le omo baba jinna mu omo iya ko lu pa" if you want to pursue your step brother far from you , then take your full brother (same mother and same father) and beat him to death. 1 Like 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 2:28pm On Jul 04 |
bovali: Hello Bovali. would you be kind to enumerate/educate on what the process looks like. you never can say when a worthwhile arbitrage would come up on any of the dual listed companies (Seplat/Airtel or Oando). 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:03pm On Jun 21 |
Agbalowomeri: Oga Agba let me play the devil advocate on the fundamental part of your above thesis (i would leave the technical side to the in house expert like BullBearMarket and others) Considering that the FX gain are baked in this year (just like last year also, i.e. two year running now) and that the regulator is not allowing distribution from it, do you think those gains would be idle in the books / operations of the banks. E.g would the about a trillion FX gain by UBA (2023&2024 inclusive) be lying down idle (considering its not allowed to be distributed) or it would be employed for further gain like all other capital in its arsenal. if employed for further gain wont that be impacting the bottomline going forward? let assume at current risk free rate of at least 20% as is currently isn't that an extra 200billion impacting the bottom-line going forward for UBA as an example (it would be practically the same for all other banks)?. 7 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:34am On Apr 16 |
Omooloriredade: Thanks |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:32am On Apr 16 |
Omooloriredade: Ok. Thanks |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:45am On Apr 16 |
Omooloriredade: Hello Chief, can you please explain / expatiate on the bolded. |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 9:53am On Apr 16 |
aj8: Thank you |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 9:28am On Apr 16 |
aj8: Hello Chief. Please can you share the document you are referring to in your write up? the document cannot be found in the link. Appr8 |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:25am On Apr 12 |
thebargainhunte: "I think he needed the drama to tidy the results up" == in hindisght (20/20), this is looking more like the intention. "You might not be far from the truth, he wanted to turn a new leave now"== i would not bet on this, i would rather say my goals are aligned with his. the day that goals does not align again you would really understand that he has not turn any new leave (or tree) WT like most (if not all) Nigeria big man are driven by ego (forbes thing e.t.c.) so you can be rest assured since they are in government that would be on his top radar also. so Oando might not be going anywhere, might even witness a lot of pumping once the AFS are sound enough i.e. post release of AFS for 2022 and 2023 FY ( i am seeing/dreaming something like the AP / Otedola saga from sub 10 to over 300) 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 3:54pm On Mar 15 |
chillykelly86: for me the bolded is the key, imagine 500bn revaluation gain from UBA being invested in TB at current rate of over 20%, that is an assured 100bn profit for 2024 FY without any cost involve (no depositor to pay interest on the capital because it is part of equity) 7 Likes |
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