the_Good

Welcome to my thoughts, views, interests & likes | Truth seeker | Reposts are for awareness not endorsements ●

[the_Good @gddot]

You can't steal from a rich man!

[ỌMỌ9JA @OMO_9JA_]

Why can't Peter Obi's son openly and proudly campaign for his father like Seyi Tinubu does for the president?

This is a genuine question that many Nigerians have asked. When those closest to a public figure are not visibly involved in supporting them, it naturally raises questions in people's minds.

Public perception is often shaped not only by what a leader says, but also by the confidence and support of those who know them best.

[Rufybaba @Rufyb]

I would not call BUA Cement a "good buy" at 275.

Yes, it is a good company, and the growth trend is super strong. For context, revenue and profit used to be ₦176bn and ₦43bn, respectively in 2019.

As of 2025, revenue and profit were ₦1.2trn and ₦322bn, respectively. That is revenue growth of 7x and profit growth of 8x. So they are up there.

However, BUA Cement's market cap is ₦9.3trn, and they are expected to generate ₦470bn in 2026. That's 20x P/E.

Dangote Cement, the market leader, with almost the same growth trend (5x revenue and 6x profit growth since 2019), and a stronger moat, trades at 16x P/E.

Lafarge Africa (oh sorry, HBM Nigeria) did 5x revenue growth and more than 10x profit growth since 2019, and it's P/E is 17x.

On the surface, you can argue that BUA Cement's growth profile may justify its multiple premium. But it may not entirely be valid because in business, the focus is not just the return, you have to also consider the "invested capital" (i.e., capex, and working capital dynamics).

You also need to consider earnings quality (related -party transactions) and leverage (financial risk).

When you pair all of these together, BUA Cement may not exactly be that attractive.

Ultimately, three companies will "definitely" grow (revenue, profit, and market value/share price), BUA Cement may not be the:

1. Best investment out of the three peers
2. Best investment among the options on the Nigerian Exchange

[𝕊𝕀𝕊𝕋𝔸𝕃𝕀𝔸ℕ𝕆 🇳🇬💐 @Sistaliano]

Monkeys dey work, baboon dey chop.

Oga's dogs are all over social media with borrowed data shouting "Obi or Nothing", but oga's madam is busy enjoying oga's wealth in peace and comfort.

Whenever Margaret Obi makes the news, it is always for social outings and parties, not for empowering people or actively mobilising support for her husband's political ambition. Yet some irredeemable fools will be crying whenever we say Peter Obi will never become President.

[Iyalaya @lollylarry1]

See some of the wicked souls who abducted Orire Children.

I honestly don't know why they still have their two eyes intact.

[36kinniun media👑 🦁 🕊 @fattylincorn_01]

This man bought an APC governorship ticket and was still jailed for his offence for 75 years!

Why are you defending Malami na?😂

[THINK YORUBA FIRST @ThinkYoruba_1st]

The Yorùbás of 21st century is beyond Nigeria and Benin Republic

Below are Yorùbás if Trinidad and Tobago doing it the ways of their ancestors

#YorubaGreatness

[Chukwuma Charles SOLUDO, CFR @CCSoludo]

PRESIDENT TINUBU IS INTENTIONALLY REBUILDING THE SOUTH EAST

I can’t contain my joy and that of my people regarding the great news from DIKESIMBA Anambra; DIKESIMBA NDIGBO, President Bola Ahmed Tinubu, GCFR!

Certainly, President Tinubu has a date with history, and even more so with the Southeast. He continues to demonstrate his avowed commitment to orchestrating the reconstruction of the Southeast, thereby finally healing the wounds of the Civil War. There are several unprecedented, foundational infrastructural rebirths going on in the Southeast at the moment. We will celebrate the full list later….

But the news from him today is history in itself. I met the President on Wednesday, July 1. The next day, the Hon. Minister for Works and Infrastructure (our own ever-productive and beloved Sen. Dave Umahi) contacted me to send him the details of the roads we had repeatedly discussed. On Friday, July 3rd, I sent him the following two roads:

1. Otuocha–Anam–Abaji (Kogi), about 108km to be dualized; and
2. Oba–Nnewi–Uga–Ihube (Okigwe Junction), connecting Anambra/Imo to the Enugu–PH Road, which also passes through Abia, about 150km to be dualized.

Today, 15th July, I received a message from the Min. of Works that the President has graciously approved both roads for “design and procurement”! What can I say? These two roads constitute critical game-changers for the Southeast, South-South and North Central. The man who tamed the Atlantic Ocean in Lagos is certainly redefining politics, and the Southeast won’t be the same again! For me personally, this is why politics makes sense to me: working collaboratively and building alliances to achieve concrete results that improve the lives of the people.

Thank you, ASIWAJU! History will be kind to you!!

[the_Good @gddot]

@fattylincorn_01 @tokunbo_wahab All of them don't know their job!

[the_Good @gddot]

@JohnFanimokun Well, APGA is just a letter short of APC.

[TallJohn🌍 @JohnFanimokun]

"In the cabinet of President Bola Ahmed Tinubu, we have a serving BOT member of APGA as a minister—Ambassador Bianca Ojukwu. We also have a serving member of APGA as the pioneer MD/CEO of the Southeast Development Commission, a commission established for the economic development of the Southeast. He is a man who understands that politics is above partisan interests." — APGA National Chairman, Barrister Sylvester (Sly)

[Senior Pastor Okezie James Atañi @Onsogbu]

To tell you that other regions can produce a president without the South Eastern region.

Only a person with enough oil in the head can see wisdom in this man's speech.
If a person can be president without the contribution of Igbo people, then our people must know how to start dismantling barriers and building bridges to put themselves in the Nigerian mainstream politics.

Great advice from an eloquent and well-learned Uncle Ben.

[A͟B͟U͟J͟A͟ ͟P͟L͟U͟G͟ 🔌💯🇳🇬🇳🇬 @ABUJAPLUG]

Don’t try this. This is for educational purposes only. 🚨🚨

Part 2 is below 👇 👇

[Bayomi @SemudaraAbayomi]

The Origin Story of Opay: The Birth, Struggles and Success…

[HCI-MCI @drhcimci]

Aigbogun: Where did you find the strength to do this? Where did you find the courage to stay the course?

Cardoso: 👇🏾

[Iyalaya @lollylarry1]

This weekend na for Isaac Fayose and Obidients

The drama on IG is so hilarious 😂

[Michael Chibuzo® @chibuzo_mikel]

Cardoso the "Headmaster" is one of Tinubu's cabinet members from his days as Lagos State Governor.

Cardoso saved Tinubu the headache of looking for a capable CBN Governor.

Imagine that Tinubu has the luxury of doing without Fashola in his government during this first term.

That tells you a lot about the kind of leader Tinubu is. He is not a one-man showman. He's a team person who delegates responsibilities.

One of his allies, Yemi Cardoso has undoubtedly performed.

If Atiku Abubakar or Mr. Peter Obi were to be President who would they have made CBN Governor? Dino Melaye? Pat Utomi? Aisha Yesufu? Abi Mama Pee?

To be president is not by cho cho cho...

[Aakash Gupta @aakashgupta]

Elon just personally bought a $1 billion gas turbine company, and no one announced it. No press release, no tweet. The deal only surfaced because a firm holding a 5% stake had to disclose its $50.4 million payout in an SEC filing. What he bought tells you where the real bottleneck in AI is.

APR Energy operates a fleet of mobile gas and diesel turbines totaling over 1 gigawatt. Their units arrive on trucks and can be delivered, installed, and commissioned in as little as a month. The fleet was built for blackout zones and disaster response in countries with unreliable grids.

Here's the constraint that makes it worth $1B to one man: Nvidia can deliver 100,000 GPUs in months. A new grid connection for a power plant spends a median of roughly 5 years in the interconnection queue. The chips depreciate while the paperwork sits.

Elon already lived this. xAI's first Memphis cluster ran 100,000 GPUs on about 150 megawatts, much of it from roughly 35 leased mobile turbines while grid power was pending. Environmental groups sued. The DOJ intervened to keep the turbines running. He was renting the most important input to his most important company.

So he bought the landlord. At $1B for 1+ gigawatts, he paid roughly $1 per watt of dispatchable power he can park anywhere. A gigawatt runs on the order of 600,000 H100-class GPUs.

Every AI lab can buy the same chips. Only one of them now owns a power plant fleet that ships by truck.

[Massimo @Rainmaker1973]

A mother asked her children to recreate how the three of them ended up on top of the wardrobe

[the_Good @gddot]

@TheYorubaTimes Avater: The Last Air Bender fan will not see anything mysterious about this.

[The Yoruba Times @TheYorubaTimes]

WATCH: Residents of an Ondo coastal community express amazement after a fully standing palm tree, with its roots intact, was seen drifting across a body of water, leaving many describing the incident as mysterious.