PO recent interview was underwhelming ofhis own standards but more critically I see a man who is just tired of explaining himself when the average Nigerian doesn’t care much about detailed plans but rather be ruled by a master strategist who churns more people into poverty
Expecting mid-year bonus next month, substantive dry power.
I really hope all the bonus I am seeing in the market right now remains that way or gets better
Would hit target shares held in Nahco, MTN, Zenith, TIP and Custodian 5 months early.
Yup
Their gas business is a major cash flow. With NNPC crossing the River Niger, that’s about 200mscf of stranded gas from AGPC into the domestic market and considering that gas is already on an interruptible basis to NLNG currently
Samson predicts 30,000 naira per share for SEPLAT.
Says it is at least 50% undervalued, even at 11,000.
In this Drinks & Mics edition, he argues that SEPLAT's gas story is more robust than its oil story and that it's one of the most transformative companies on the NGX over the next 5 years.
March Month Buy: Aradel, MTN and Presco
VFD right issue allocated, still waiting for TIP
5M target by December achieved 7 months ahead.
Time to build dry powder