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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:18am On Dec 07, 2023 |
Pesuzok: The bold is the key. that is where the difference between Oando (as presently is) and Seplat lies Oando is presently not an operator (although is an upstream player) But Seplat is an operator meaning Seplat can ramp up production (if need be and financial wherewithal is available), which is exactly what they did upon becoming an operator while Oando would only be contended with whatever the present operator produce (as a portfolio investor) but the bigger question is would Wale allow the minority shareholder benefit from this largese whenever it materialises? 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:08pm On Dec 02, 2023 |
aj8:. Thank you 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 5:03pm On Dec 01, 2023 |
aj8:. Hello Chief what would you term a good dividend payment history? is it only in term of amount? or it is in terms of % of EPS or in terms of comparision to peers in same industry? or in term of years of unbroken payments? or in term of growth to the dividend being paid? would appreciate if you share 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 9:55am On Nov 25, 2023 |
emmanuelewumi:. The recapitalisation is long due. 25 billion in usd as at 2005/2006 when the last recapitalisation was effected was 200 million dollars which at today rate should be 130 billion naira so i expect a recapitalisation requirement between 150 - 250 billion naira. That said the fugaz and a couple of others should be in safe zone. It can be expected that there would be flight to safety for both deposit and shares from those below this range to those comfortably above it. Selah 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:15pm On Nov 10, 2023 |
essentialone: Sarcasm or insider tip? |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:19pm On Nov 06, 2023 |
BabsO2: Dont be too optimistic if Wale meant well why was the issue not on agenda? since it is not on the AGM agenda, it mean that another EGM to solely consider the issue would have to hold but what is the possibility of that holding from today and before November 28 (barely three weeks away) if you also put into consideration that the AGM/EGM guideline mandates AT LEAST 2 weeks notice. then it is certain that no EGM would hold before Nov 28 hence there would be no definite action from the court case by Nov 28 at best what you would have is another adjournment People should tread carefully |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:45pm On Nov 03, 2023 |
robobo: Above was just after release of half year result when the price was struggling to hold on to the 15-17 price range If Tony pay anything btw 3-4 in final dividend (which is very conservative at EPS already at 12.94) then be rest assured UBA would definitely go to high 20s / low 30s 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:42pm On Nov 03, 2023 |
BabsO2: i dont see it as mobbing, the total units bought is still under 40-million (for a coy with 34.2b outstanding shares). i see it more as a signal that the owners of the company see more value in the company going forward at this present price (despite the fact that the price has had a run from 8 to 21 recently)\. hence it is more of a signalling technique by TOE |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 2:06pm On Oct 31, 2023 |
hisexcellency34: Hello Boss Kindly enlighten me on this. Was Wapco linked to terror funding? |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:56pm On Oct 20, 2023 |
BabsO2: UBA is finding a twin to pair |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:00am On Oct 17, 2023 |
robobo:. .. |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:48pm On Oct 11, 2023 |
Phlinx: Oga if na that one den na wrong figure u catch. the 58% was when the buyout offer was announced and oando was trading around 4.5-5 |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:38pm On Oct 11, 2023 |
Mpeace: i no kuku dey underestimate ooooo i just wan use style send am back to dem wey give am the inside info say Street no go accept that amount at allllllllllllllllllllllllllllllllllllllll 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 4:01pm On Oct 11, 2023 |
Phlinx: no where in the write up is the new offer of N12.15 mentioned is this an inside information or personal speculations? 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:52pm On Oct 11, 2023 |
Zagee: There is no eye on judiciary The court is not a father christmas that gift what is not asked for by litigants so it was what was asked for by the 14 minority that the court granted the question is doesn't the 14 minority know what the NGX /SEC rules says before they shortchanged themselves I said it several months ago that the only thing that can stop Wale from this shananigan is a counter court directives / injunction 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:10pm On Oct 11, 2023 |
mikeapollo: Oga dont count on it. check my previous post when the buyout first broke several moons back for insight. but i would be happy if you can PERSONALLY implement the litigation on behalf of other shareholders. Selah |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:32pm On Oct 11, 2023 |
megawealth01: Wale na lawyer oooooo and i doubt if he can be beaten in this game. una go soon see one part of the constitution wey dem go take counter una nowwww |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:12pm On Oct 11, 2023 |
Tpharell: the operative sentence is " six (6) months immediately preceding the date on which the notice of the AGM/EGM" has the date of the AGM/EGM been decided yet? if so count 6 months before then if not then wait till date is notified and count 6 months before that date 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:18am On Oct 11, 2023 |
kolaish: Let me also add that the 6 months H1 2023 would also be significant because of revaluations (for a glimpse, the only reason it declared profit in 2021 is revaluations gain). The coy is an upstream player that hold quite a number of its assets (fixed and variables) in USD, and if what happened to the banks is an indicator then that could be substantial. Although, the caveat in this case would be that whatever gain from this would not be cashflow backed because the asset being revalued would be physical (and not liquid cash like banks), nonetheless it should help repair its damaged balance sheet. But would Wale release the result? i sincerely doubt if his intention is to delist. Selah 3 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 3:31pm On Oct 10, 2023 |
BabsO2: If Wale release 2022 FY and half year 2023 result before the delisting price is discussed at agm/egm that means he is not interested in the delisting 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:55pm On Oct 10, 2023 |
BabsO2: i say Wale go give some people hypertension. them neva know who dem dey follow deal Shege pro max 2 3 Likes 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:10am On Oct 10, 2023 |
Tpharell: which compliance are they reporting on? They have offered something (7.07) but not called a meeting for the minority to accept or reject, so where is the compliance? |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 1:55pm On Oct 06, 2023 |
1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 2:39pm On Oct 04, 2023 |
Payunsin: Oga i beg no let me fight you oooooo what is N25 ? After 10 years in Wale dungeon i beg na N65 we dey look as advised by Oga Zageee 1 Like 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:21pm On Oct 04, 2023 |
Zagee: I don buy multi pronged spear + plus multi dimensional bludgeon this time around, we must kill the bear at that junction because if you have been in Oando prison for a decade (a full ten year faa) then the only thing that could appease one’s soul is that 65 junction. 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:11am On Oct 04, 2023 |
Streetinvestor2: Na we wey don dey locked up for about a decade now dey ask that kind question Oando go show people shege for this Second Era (First Era na Conocophillips) of NAOC SECOND ERA Act 1 Scene 2 just started yesterday Oando na season film una no go wait watch am finish |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:34am On Oct 04, 2023 |
essentialone: The second missionary journey I beg TA people where should we be expecting deep pull back this time? Is it 40 or 50 or 100 lollllllllllllllllllllllllllll |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 10:36am On Oct 03, 2023 |
i beg ooooo make dem dis Oando people stop messing with people mind with this topsy turvy movement ooooo mental health is crucial ooooooo lollllllllllllll 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 11:32am On Sep 29, 2023 |
Ta lo laya kowa wo OOOOO Who get mind make hin come enter OOOOO |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:46pm On Sep 18, 2023 |
BabsO2: it might not immediately reflect in Q3 2023 but i would rather be patience to see the impact (of the addition to asset from revaluation) from q4/2023 to q1 2024, hence my statement that my view goes beyond 2023. |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by robobo: 12:28pm On Sep 18, 2023 |
BabsO2: really i dont understand how anyone that is holding this stock would sell it for less than 25 (half PBV) Although it might look like the current performance would not be sustainable given that the major component ( revaluation) is one off but i beg to differ. On a back of the envelope basis, my take is that UBA EPS going forward would sustain the upward of N8 per share going forward even without revaluation. The revaluation alone add over N800b to the bank asset which if invested in TB at average of 13% is over N100bn profit per year (without any cost) to the bank bottom line i.e. about 3.50 per share which if added to the normalised EPS (before revaluation) of about 4.5 per share would give about N8 per share going forward even without revaluation. Please note that this view goes beyond 2023 to as much as 3-4 years ahead (bar any major mishap from the management) if 35% of the N8 per share is paid as dividend one would expect a dividend of at least N2.50 (both interim and final) which at N25 per share is a yield of at least 10%. so i dont understand how any one would want to sell below N25, but to each mallam his kettle. Selah 7 Likes |
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