Author: Gilbert Ayoola

Transcorp Power Hits All-Time High as Q3 Earnings Renew Investors Confidence Transcorp Power Plc commenced its debut trading week on a strong bullish note, closing at N342 on Monday, October 13, 2025, marking a significant N28 gain from its opening price of N314. The power utility stock hit an all-time high, supported by investor optimism following the release of its Q3 financial results, which underscored improved earnings and strengthened market positioning. Trading volume stood at 1,830,724 units across 178 trades, reflecting heightened investor interest. The current price hovers near its 52-week high of N364.90 and significantly outpaces its 50-day moving…

Seplat’s $3 Billion Investment Strategic Bet on Nigeria’s Energy Future In a bold and calculated strategic pivot, Seplat Energy Plc, Nigeria’s foremost indigenous oil and gas company, has unveiled a five-year investment roadmap that underscores its commitment to expanding domestic energy production and deepening its upstream and midstream footprint. The company’s plan, estimated to require up to $3 billion in capital investment, is a reflection of both rising investor confidence and Nigeria’s shifting energy landscape where indigenous players are becoming dominant amid the gradual retreat of international oil companies (IOCs). The Seplat 5-Year roadmap blueprint is anchored on three major…

Geregu: A Resilient Climb Amidst Power Sector’s Headwinds Geregu Power Plc’s unaudited Q3 2025 results for the period ended September 30 reveal a resilient and promising financial performance that strengthens the company’s foothold within Nigeria’s increasingly strategic power generation sector. Despite navigating the traditional challenges endemic to the energy space – currency volatility, infrastructure pressure, gas supply inconsistencies, and regulatory overhang – the company has demonstrated revenue growth and earnings stability that speak to both operational discipline and market positioning. The results come at a critical juncture, as Nigeria’s federal government proposes a N4 trillion debt refinancing package for the…

Fiscal Shockwave: Tinubu Reclaiming Every Kobo for Nigerians In a bold and transformative fiscal pivot, President Bola Ahmed Tinubu has triggered what many are calling a “fiscal bombshell”, a sweeping reform that bars key federal revenue-generating agencies from retaining a share of the funds they collect. From now on, every kobo generated by the Federal Inland Revenue Service (FIRS), Nigeria Customs Service (NCS), and the Nigerian Upstream Petroleum Regulatory Commission (NUPRC) must be remitted in full to the Federation Account. This reform, announced by the Minister of Finance and Coordinating Minister of the Economy, Mr. Wale Edun, effectively abolishes the…

Navigating Opportunities in Q4 – A Strategic Guide to Investing As we approach the last phase of Q4 2025, investors, both seasoned and new, face a pivotal moment in the financial calendar, a time ripe with opportunities yet fraught with uncertainties. The closing quarter traditionally signals companies’ final earnings pushes, portfolio rebalancing, and strategic positioning ahead of the New Year. For those looking to build lasting wealth, this period demands not hurried speculation but disciplined, strategic investing. The foundation of any successful investment journey is consistency. Investing should become a monthly priority, just like paying your essential bills non-negotiable and…

Nigerian Treasury Bills- A Flight to Safety in Volatile Equities Market The latest Primary Market Auction (PMA) for Nigerian Treasury Bills (NT-Bills) held on October 8, 2025, has once again underscored investors’ sustained appetite for low-risk, fixed-income securities amid increasing volatility in the equities market. The auction saw a total subscription of over N1.06 trillion, almost double the N570 billion on offer, an oversubscription rate that reflects heightened risk aversion and a clear shift toward capital preservation. Despite the avalanche of demand, the stop rates moderated across most tenors, signaling improved market liquidity and a less urgent need for government…

SFSREIT: The Market’s Unstoppable Climber in October Monday, October 6, 2025, marked another exhilarating day for SFS Real Estate Investment Trust Fund (SFSREIT), a true market sensation and the undeniable hot climber rider of the Nigerian stock market. Investors, analysts, and market watchers alike are buzzing as SFSREIT continues to rocket higher, propelled by robust fundamentals, rising market demand, and investor confidence. Kicking off the year at a strong price of N197.35, SFSREIT has refused to relent, riding a wave of bullish momentum that has captivated market players seeking solid, fundamentally sound investments in a sea of volatility. The stock’s…

Chams Riding a Wave of Positive Market Momentum Post-Rights Issue Chams Holding Company Plc has been steadily capturing investor attention and market enthusiasm, with its stock price exhibiting remarkable upward momentum in recent trading sessions. This surge can be closely linked to the successful closure of the company’s rights issue, which concluded on September 26, and has subsequently ignited a wave of positive sentiment among market participants. The rights issue, priced at N1.70 per share, offered a significant discount relative to the prevailing market prices at the time. This strategic pricing not only incentivised existing shareholders to increase their stakes…

Capital Gains Tax: Will 25% Compromise Calm Nigeria’s Capital Market? The recent call by operators in the Nigerian capital market to review the proposed 30% capital gains tax on share disposals underscores a critical juncture for the country’s equity market. As the government, through the Presidential Committee on Fiscal Policy and Tax Reforms (FPTR) chaired by Mr. Taiwo Oyedele, moves to implement this tax from January 2026, market participants have raised serious concerns about the potential impact on investor confidence and overall market dynamics. In an open letter dated October 2, 2025, capital market stakeholders appealed for a reduction of…

Ellah Lakes Ignites Market Frenzy with Bold ARPN Acquisition Ellah Lakes Plc has once again signaled its commitment to becoming a dominant player in Nigeria’s agribusiness and agro-industrial landscape with its recent intent to acquire 100% equity stake in Agro-Allied Resources Processing Nigeria Limited (ARPN) through a definitive Share Purchase Agreement. This transaction, which includes a vast portfolio of arable land and mature plantations, underscores Ellah Lakes’ strategic ambition to consolidate its vertically integrated agricultural model, deepen its asset base, and aggressively drive long-term value creation for its shareholders. The acquisition, poised to close by December 2025, pending regulatory approvals,…