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Wolf of NGX

@ngx_wolf

Lawyer, building a high-growth NGX portfolio from scratch. Documenting trades, breakdowns & insights. [email protected] #NFA #DYOR

Joined September 2025
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The Wolf of NGX is entering a new phase. We're doubling down on what we already do well: • Portfolio Updates; • Deep Dives, Explainers & Narratives; • Visuals and Infographics; • Videos and more All with a new logo and a new look.
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Wolf of NGX (@ngx_wolf) profile pictureWolf of NGX
@ngx_wolf27 Nov 2025
Hi, I'm the Wolf of NGX, building a high-growth portfolio brick by brick. You can expect transparent portfolio updates, deep dives, and real-time insights to help you navigate the market. #NFA #DYOR Follow to stay in the loop! Below are some of my major posts: 🧵
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Mudi (@MudiTheInvestor) profile picture
Mudi
@MudiTheInvestor1h
Replying to @ngx_wolf
The thesis is not broken yet for me. I'd wait for H1 2027 results before making any decisions. I’d also have to wait until the restructuring of the company is completed before making any final decision.
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Nobody can predict the future, least of all economists.
Nurseinvestor (@abalu_uthman) profile pictureNurseinvestor
@abalu_uthman21h
No investment guru should form “I saw Nvidia coming” here for me oo. You didn’t see nothing.
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Three small caps posted numbers this season that look great on page one. Then you turn the page. 🧵
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Its cash flow statement also shows ₦2.2bn of "lease payable" coming in and ₦2.2bn going out to subsidiaries, for what the notes describe as promissory notes.
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None of this means anyone did anything wrong. It means page one isn't the filing. My read: with small caps, read the balance sheet and the notes before the profit line. I hold none of these. Not financial advice — this is my diary. The game is the game. 🐺
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Wolf of NGX
@ngx_wolf7h
Most Nigerians plan to start investing once they have enough. ₦10,000 a month for ten years beats ₦0 a month until you feel ready. Just start.
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More than 4 images/videos per post? Expect more carousels.
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Wolf of NGX
@ngx_wolf21h
Seplat is an oil company. Most of its profit isn't oil. Gas was about 10% of its sales in the first nine months of 2026, and 62% of its profit. The report gives the reason: oil is taxed far more than gas.
Wolf of NGX (@ngx_wolf) profile pictureWolf of NGX
@ngx_wolfNov 8
The story of Seplat, is a story of Gas.
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Wolf of NGX
@ngx_wolfNov 12
I hold MTN Nigeria. Its nine-month results are out, so here's my check-in: what's working and the costs I'm watching. 🧵
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Most Nigerians plan to start investing once they have enough. ₦10,000 a month for ten years beats ₦0 a month until you feel ready. Just start.
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Wealth Algorithm 2026! In 26 days, there will be a convergence of knowledge, opportunities, captains of industry, leaders, entrepreneurs, professionals, human capital all in one room. Lagos, are you ready?
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Image from Wealth Coach Omiete (@wealthcoachomi)
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Wolf of NGX
@ngx_wolf19h
Seplat sells far more oil than gas. Gas was about 10% of its revenue in the first nine months of 2026. It made 62% of its profit from gas. 🧵
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Seplat sells far more oil than gas. Gas was about 10% of its revenue in the first nine months of 2026. It made 62% of its profit from gas. 🧵
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What could slow it: • The Oso–BRT repair and upgrade have to land on time • Gas sells for far less than oil: $3.18 per thousand cubic feet of dry gas this year • ANOH still has to run at full rate, not just test it
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My read: oil makes the headlines, but gas is now driving profits, and most of the pipes it needs are either built or nearly built. The next proof points are the Oso–BRT upgrade and ANOH at full rate. Unaudited. I don't hold Seplat. I hold Aradel, a peer. The game is the game. 🐺
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