M.O.D

@asapnoble @DapoAbiodunCON Don't forget MM2 under BiCoutney management use Airbridges to board. Ok

@asapnoble @DapoAbiodunCON Air Peace shows interest in operating the Heathrow and Gatwick routes from Ogun, using the 777 aircraft. Will passengers be using the boarding stairs in the absence of Airbridges or be transported by bus to Lagos? Take a look at the new Victor Atta International Airport.

Cargo operations are steadily taking shape at the Gateway International Airport as we continue to position Ogun State as a major aviation, logistics, and industrial hub. With Allied Air already on ground and discussions progressing with Ethiopian Airlines and another European cargo operator expected to commence operations soon, we are opening up new pathways for trade, agro-exports, industrial logistics, and economic growth in Ogun State. #BuildingOurFutureTogether #OgunState #DapoAbiodun #GatewayInternationalAirport #CargoOperations

@olumidecapital Are you holding Access?

Access Bank is more systemic than GTBank because it lends more to the real sector and has a wider reach in 🇳🇬. GT acts more like Goldman Sachs, it focuses more on Return on Equity and cost efficiency

@toluogunlesi @ruffydfire A half-literate person is a danger to society especially one with an audience.

I can’t resist the urge to weigh in here, given my vow before God and man to always be there to save my dear brother @ruffydfire from his self-inflicted journalistic shortcomings. What I’m about to explain is publicly available material on Google: These are not different approvals. It’s merely different stages of the same process/program. The FGN has always made it very clear that the 4 Trillion Naira approval was not final. See this news, from July 2025: ‘The figure remains subject to downward revision, pending final validation. “While there is an anticipatory approval of this ₦4 trillion bond programme, it is subject to negotiations and final settlement of agreements. Only the amounts that the federal government validly owes are the things that will make it into the [bond] issuance…”’ Link here, via @vanguardngrnews: vanguardngr.com/2025/07/tinubu… What’s different now / what has changed since then is that, according to @NigeriaGov, those audits and negotiations have now been done and a final settlement of 3.3 trillion reached. And GenCos have started signing settlement agreements. And that’s not all, a first bond has been raised (see @ARISEtv reporting from January 2026), and payments have now finally started to Gencos and Gascos—which is what yesterday’s @NGRPresident statement was all about. Will never tire of telling my dear Rufai that social media energy shouldn’t just be for commenting/trolling, it should also be for research, otherwise one risks descending from journalism to jejune-alism. You have a right to disagree with any policy, and critique it, but this right shouldn’t be based on or fueled by ignorance or by an unwillingness to do basic research. PS. And you should take time to read AriseTV news from time to time. Thank you for your attention to this matter.

@Midatlblog Isaac John Ikeja

I know Lagos, I know Lagos. Which City of Lagos is this? 🤔 Hint: 📍The Mainland

@jidesanwoolu Awesome, great stuff Mr Gov.

Focusing on the first E in our THEMES+ agenda, which is Education and Technology, the Tolu Schools Complex in Ajegunle sits on nearly 12 hectares and serves about 20,000 students across 36 schools, both primary and secondary. Before the upgrade, many of the buildings were in poor condition. Today, the entire complex has been rebuilt and expanded, marking its most significant transformation since it was established over 40 years ago. New classroom blocks have been added to reduce overcrowding. The facilities now include a football pitch, sports courts, a health centre, a fire station, and essential services like solar power and improved water systems. There is also a clear focus on inclusion. Dedicated buildings for students with disabilities have been introduced, along with lifts to make movement easier within the complex. A vocational centre is now in place, offering training in practical skills such as tailoring, plumbing, and masonry. With an ICT hub and a central laboratory, students are better positioned to engage with science and technology in a more hands-on way. Overall, the project creates a more supportive and functional learning environment for a densely populated community.

@MudiTheInvestor @TNIPodcaster How it be reclaimed. Thank you

CAP Plc transferred ₦1.15bn unclaimed dividends to the FG. What happens next? It goes into a government trust fund… and is used like a loan to the government. You can still claim it anytime. But until you do, you’re basically lending the government money for free. 👀

@DapoAbiodunCON Great stuff Your Excly.

Yesterday’s commissioning of landmark projects in Ogun State was not only historic, but also deeply symbolic of the progress we are making together in building a stronger, more prosperous, and forward-looking state. We extend our profound appreciation to His Excellency, President @officialABAT, GCFR, for honouring us with his presence and for his unwavering support for the continued growth and development of Ogun State. Mr. President’s visit and participation in the commissioning of these transformative projects further underscore the strong partnership between the Federal Government and our state in delivering meaningful progress to the people. We are equally grateful to our distinguished guests, stakeholders, dignitaries, traditional rulers, party leaders, captains of industry, development partners, and well-wishers who came from across the country to share in this remarkable occasion. Your presence, encouragement, and belief in our vision added great value to the success of the event and strengthened our collective resolve to keep pushing the boundaries of development. To the good people of Ogun State, we say thank you for your continued support, trust, and partnership. Yesterday’s success belongs to all of us, and we remain committed to justifying the confidence you have placed in us by continuing to deliver impactful projects and people-centred governance across every part of our dear state. Together, we will continue to build a future of shared prosperity and lasting progress for Ogun State. #ABATinOgunState #BuildingOurFutureTogether #DapoAbiodun #OgunState

@MudiTheInvestor Tell us, what are you buying

If you had enough dry powder, what would you be buying on Tuesday when the market opens? Let’s compare notes.

@ProfitableMan1 Great stuff, thank you.

INSURANCE OR ATM MACHINE? THIS ONE IS PRINTING MONEY AIICO Insurance Plc FY 2025 shows strong momentum. Revenue ₦137.0B (+26%) | Net Profit ₦22.7B (+49%) Cash Flow ₦63.5B | ROE 23% Key insight: Massive cash generation with strong profit growth. Assets ₦584B (+40%) | Equity ₦98.7B (+46%) | Zero dilution. Takeaway: Growing profits, huge cash flow, and strict discipline make this a very solid performer. Learn how to spot stocks like this early → The Naija Investor.

@anthonyuzum @Feezyleon Custodian or MBN or Lasaco

@Feezyleon I’m increasing mine today 😁

Need to reduce my NGXINS exposure

@anthonyuzum @ngx_wolf Wow!! great stuff

GT’s dividend payout of ₦430bn is mind boggling. The government will take 10%, ₦43bn, and is more than the market cap of Beta Glass ₦300bn, Mutual Benefits ₦90bn, and TIP ₦20bn combined 🤯.

@Rufyb Great stuff.

NAHCO's forward P/E is 17x (trailing P/E is 23x). It is expensive. Quite expensive. And that means that the market is clearly pricing in something. The monopolisitc nature of ground handling at Nigerian airports and the recurring visibility that comes with it is the allure. A return on invested capital (ROIC) of 130% is super impressive for an aviation services company. I mean, ground handling and cargo logistics require physical infrastructure (equipment, warehouses, handling facilities), but the capital deployed is relatively modest compared to the revenue it generates. This tells you the business is inherently capital-efficient. Profit margin is 28%. ROA is 37% (even higher than MTNN's), and ROE is 71%... a very clean profitability metric that tells me there is no disconnect and no capital structure gimmicks. Debt-to-equity is virtually zero, and financial leverage is 2x. Again, the competitive moat is the duopoly market it operates in with SAHCO at Nigerian airports. Switching costs for airlines are high (you need licensed, accredited handlers, equipment, and trained staff), and the regulatory barriers to entry are high. This means that NAHCO can fairly sustain its 130% ROIC and 37% ROA. A new competitor can not just waltz in and erode those returns. Bottomline, NAHCO is a high-quality, capital-light, cash-generative business with a defensible market position. The fundamentals are elite on almost every measure... ... And the market knows this and has thus priced it at 17x levels. If you are the type of investor who's willing to pay up for quality and durability, NAHCO is structurally sound. Strict value investors may want to look elsewhere.

@greentickertale At this junction, there is an urgent need to set an advocacy or pressure group to take on the anormalies of the industry.

@MudiTheInvestor @Afrinvest Meristem trading platform has been down third day running. Manual trade only. I hope the middle east war is not causing system glitch, Iran is threatening to destroy submarine cables carrying billions of data transfers across the globe, sounds absurd.

@Afrinvest response to this situation is deeply concerning. A system glitch on their platform executed multiple unsolicited trades on investors’ accounts… and now they’re asking those same investors to bear the financial consequences? Let’s be clear: These were not user-initiated transactions. No investor placed those orders. This was a broker-side failure. Yet the resolution being offered is: “Fund your wallet or sell the shares.” So investors are now forced to: • Inject fresh cash to fix a problem they didn’t create, or • Sell positions they never intended to hold And here’s an even bigger question nobody is answering: Who pays for the transaction costs? Because every trade comes with: • CSCS charges • Broker commissions • SEC/NGX fees • VAT and other taxes If these trades were triggered by a system glitch, why should investors also bear: the cost of execution… and the cost of reversing it? That means investors could lose money even if they immediately sell, simply because of fees tied to trades they never authorized. How is that acceptable? Ownership of the shares is being used as justification, but let’s not ignore the core issue: Consent. These trades were executed without investor authorization. In any fair and properly regulated market: • Unauthorized trades should be reversed, or • The institution at fault should absorb all associated costs Not pass everything onto the customer. This is bigger than Afrinvest. It’s about market integrity, investor protection, and accountability. Because if this becomes the standard, then every retail investor is exposed to system risks they cannot control… …and still forced to pay for. That should worry all of us

@adamugarba Cease the tanker, clandestine ops. Now, the entire marine ecosystem far and near will be polluted by the leaking synthetic product killing marine lives with far reaching implications to coastal nations. This people will never be allowed to have nuclear wpns Irrational thinking.

Another oil tanker who refused to pay Iranian bills while attempting to cross the strait of Hormuz get destroyed. Some people can be stubborn.

@Femzydr1 Great stuff First Bank is our bank, it's time to consolidate on holdings.

Femi Otedola is teaming up with a Singapore Private Refining Company, To build a sustainable Fuel refinery company in Delta State, that can supply fuel to all parts of Nigeria at a very affordable rate, In Meeting with the Singapore Company, Femi Otedola Said he has acquired licenses from NUPRC, & has also met all the Standards requirements from the authorities, The Singapore refinery company is still reviewing the partnership, Once they agreed, The project will commence immediately.

@adamugarba AI

Iran bombed another vessel taking risk to move through the strait of Hormuz without settling their bills.

@olumidecapital NGX is becoming increasingly opaque, like NNPC. When politicians and the untouchables get in control. Industry practice takes flight. We must begin to speak up within our sphere of influence.

The integrity of the market has been compromised from the highest levels, trust is broken