Charles

UBA AFS 25 delay now looks ominous. Board mtg to approve Q1 26 financials is today. I suspect both will be released after close tomorrow (Friday). Weekend allows time for sentiments to settle.

Dangote Sugar Q1 26 Results should be out tomorrow latest I fully expect a profitable Q1 that will drive a bull run to N100 N60 rights issue announced. Negative Q1 results may take current N72 price below N60. I don’t see why management would take that risk. All in 🤞

All UBA needed to do was: - Show senior executives are buying more stock. - Get proper NGX influencers to talk about why it’s a great buying opportunity. But they went and started paying cut and join influencers! They have really underestimated the sophistication of market players! This isn’t Big Brother, o! Massive goof!

I know this newfound love for Nigerian stock will not end well. Most of those pushing you on X to invest your money are paid influencers. How did we suddenly start seeing stock discussion on the timeline every day

Current focus : DANGSUGAR Board mtg Tuesday, Q1 26 should be out Wednesday latest. A loss is still possible depending on their financing structure. Ready to buy the 10% dip Haven’t been more confident about a strong recovery since MTNN Let’s go 💪

People decision making funny as hell. Who thought it was good damage control to engage influencers to control company stock narrative. I think we can all benefit from a bit more intentionality in our doings. No disrespect to Pooja and the Lobistars guy, but I’ve never seen a more glaring mismatch. It’s not their area at all. Searched Pooja’s handle with NGX and it returned no results.