Gloria

CEO salvation

[Gloria @Gloriaro7c]

@GilbertLak86879 6 MOST EFFICIENT NGX STOCKS
IN 6 SECTORS ?

[Gloria @Gloriaro7c]

@GilbertLak86879 One thing I’ve learned from studying PZ is to separate recurring earnings from one-off gains.

[Gloria @Gloriaro7c]

@GilbertLak86879 how much came from the actual business and how much came from exceptional items?

[Gloria @Gloriaro7c]

@GilbertLak86879 Make the stock market your friend.

[Gloria @Gloriaro7c]

@GilbertLak86879 Yes ooo I resive it 🙏🙏

[Gloria @Gloriaro7c]

@GilbertLak86879 how much came from the actual business and how much came from exceptional items?

[Gloria @Gloriaro7c]

@GilbertLak86879 One thing I’ve learned from studying PZ is to separate recurring earnings from one-off gains.

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

Dangote just gave investors something important to watch.

100% of our income is in dollars… you will collect your dividends in dollars.

He also said investors will see the refinery’s 9-month figures before the IPO closes, noting that the refinery didn't operate much in January and February.

As investors, the 9-month numbers may tell us more about the refinery's true earning power.

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

A big PAT jump can look impressive, but as an investor I always ask: how much came from the actual business and how much came from exceptional items?

[Gloria @Gloriaro7c]

@GilbertLak86879 @olumidecapital Tony Elumelu’s positive energy on 🇳🇬 economy is addictive

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

+68

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

The 💯 correct. Mgt and ownership maters alot in any business.
There are informations that are not easily available to retail investors that they have asses to. So

Following the money bags is also a strategy

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

IF YOU ARE HEAVILY INVESTED IN PZ PLC
THIS IS FOR YOU

One thing I’ve learned from studying PZ is to separate recurring earnings from one-off gains.

FY2026 looked impressive: revenue grew 22% to ₦260.5bn, while PAT jumped 369% to ₦43.2bn.

But there’s an important detail u should not overlook:

the result included a ₦38.65bn profit from disposal of assets.

So I’m more interested in what the core FMCG business can consistently generate.

The latest Q1 result is interesting: revenue still grew 10% to ₦64.8bn and gross profit rose 24%, but PAT fell 66% to ₦4.63bn as FX gains and other income dropped sharply.

That tells me PZ needs time.

I’m watching recurring revenue, operating profit, margins and EPS—not just headline profit.

For me, PZ is a long-term thesis, not a quick-money trade.

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

No powerful surname?
No extraordinary connections?
No “superhuman” brain?

Then you can't afford to be financially ordinary.

I hear you, sir.

Make the stock market your friend.

The market doesn't care whether you were born rich or poor.

A rich man and a regular man can own the same shares.

Learn the market. Build your position. Let time work for you.

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

No powerful surname?
No extraordinary connections?
No “superhuman” brain?

Then you can't afford to be financially ordinary.

Make the stock market your friend.

The market doesn't care whether you were born rich or poor.

A rich man and a regular man can own the same shares.

Learn the market. Build your position. Let time work for you.

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

@olumidecapital Nigeria got great mind

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

If you follow Nigerian financial markets on X, you should know Olumide Adesina (@olumidecapital).

He has been in the financial markets space for over 15 years, covering Nigerian and global markets, equities, currencies, commodities, oil & gas and crypto.

He has contributed to platforms including Nairametrics, Yahoo Finance, Nasdaq, CoinDesk, TheCable, Africa Report and FXEmpire.

His background also includes training in Financial Markets (Yale University), Behavioral Finance (Duke University) and the CFA Institute Investment Foundations/Claritas programme.

What I find interesting is that his content is not limited to stock prices. He follows market behaviour, macroeconomics, currencies, commodities and global events and connects them to financial markets.

With about 87,500 followers, he has also built one of the more visible financial-market voices on Nigerian X.

For anyone serious about understanding how markets move, @olumidecapital is an account worth studying.
@olumidecapital

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

Have u ever ask urself why Tony has preferred to increase his stake in seplat and also go hard in ngx group over UBA?

The truth is these men understand were the money is flowing to .

Understanding sector rotation as an ngx investor give u and edge.

Don't sleep on oil sector and capital markets .

NFA
DYOR

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

He definitely sees what others are not seeing seplat

[Gilbert 📊💹NGX investor & reasearcher. @GilbertLak86879]

Wonder why he chooses to go in hard in seplat.
Oil sector is the place to be .

Riding with him in that boat ⛵🚢🚢🚢🚢🚢🚢⛵