JohnVents Industries: Nigeria’s giant cocoa play with a cleaner equity story
We typically do not look at private companies, but having previously looked at SunBeth, we entered a rabbit hole trying...
Bin that strategy document for 2026, it is already stale
If you still have those elaborate “Strategy 2026” slides from your year-end retreats, do yourself a favor: throw them in the bin. They...
CSCS, T+1 settlement is nice to have, but is it what the market actually needs?
There is an old leadership maxim worth revisiting: activity is not the same thing as progress. Busy hands and meaningful...
Subsidy, that toxic girlfriend that must never come back even at $200 dollar oil
If subsidy ever pokes its head back up, regardless of who is in power, regardless of what oil is trading...
Nigeria’s National Single Window: A historic opportunity at the crossroads
After three failed attempts, the March 27 launch offers a chance to get trade facilitation right, but only if the...
Dear Union Dicon Salt Plc, have you tried looking under the couch?
This is the single largest block of shares in the company. The majority shareholder and Union Dicon, with all its...
Sunbeth – a very fast car with interesting brakes, a deeper dive into its numbers
Revenue: The numbers are not shy Revenue went from ₦40.3bn in FY2022 to ₦119.6bn in FY2023 to ₦510bn in FY2024. To put that in...
