Wolf of NGX (@ngx_wolf) header
Wolf of NGX (@ngx_wolf) profile picture

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
  • Tweets8.8K
  • Following135
  • Followers20.2K
937Media
Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)Photo by Wolf of NGX (@ngx_wolf)
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.
Image from Wolf of NGX (@ngx_wolf)
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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Jideonwo Kamsi (@JK85613) profile picture
Jideonwo Kamsi
@JK856134h
Replying to @ngx_wolf
I really agree with this. Now that oil revenues are high, their taking on this burden. Cause it's basically widen fall from the war. Their not paying outrageous dividends now, but instead their sowing seeds now that it's raining season.
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Wolf of NGX (@ngx_wolf) profile picture
Wolf of NGX
@ngx_wolf23h
A whopping One Billion, Six Hundred Million Naira.
Mek$ (@MekaOjukwu) profile pictureMek$@MekaOjukwuNov 3
Today I met with an elderly client who bought 100,000 units of Seplat at ₦500 each His only regret was not buying more then
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It was a pleasure having a conversation with you. Learnt a lot.
sensiblefolk (@michaelanyi) profile picturesensiblefolk
@michaelanyi8h
If you want to hear me ramble. I did something here with @ngx_wolf and @nombahq. Go watch the video and tell me what you think
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nomba (@nombahq) profile picture
nomba
@nombahq8h
You’ve heard the crypto success stories. You’ve heard the stock market advice. Which one actually works for you? @ngx_wolf , lawyer and finance communicator, and @michaelanyi , co-founder of Stabylcoin, go head to head on the question every young Nigerian investor is asking. Watch the full episode here : youtu.be/bQKeRnwW2JY
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I got to argue in favour of the NGX as the more realistic way for a young Nigerian to build wealth. @michaelanyi likewise came with a different perspective which made the conversation a rich one. Watch it here: youtu.be/bQKeRnwW2JY?si=umxa…
nomba (@nombahq) profile picturenomba
@nombahq8h
You’ve heard the crypto success stories. You’ve heard the stock market advice. Which one actually works for you? @ngx_wolf , lawyer and finance communicator, and @michaelanyi , co-founder of Stabylcoin, go head to head on the question every young Nigerian investor is asking. Watch the full episode here : youtu.be/bQKeRnwW2JY
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Fakay FCA. (@kunlekay2002) profile picture
Fakay FCA.
@kunlekay200212h
Replying to @ngx_wolf
Looking ahead, the key catalyst for the broader banking sector and NGX is successful completion of the forbearance exit, restoration of dividend capacity, and continued moderation in impairment charges (already visible in some 9M 2026 results). Until then, banking stocks are likely to remain more sensitive to regulatory headlines and individual bank results than the wider market.
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Takes me back to what u said about Aradel yesterday. They couldn't have picked a better year to shoulder the acquisition burdens, the oil revenue has been so juicy this year. Let's see what becomes of the earnout. Fingers crossed.
Javier Blas (@JavierBlas) profile pictureJavier Blas
@JavierBlasOct 30
BIG OIL 3Q EARNINGS: BP reports its highest profit in 18 years on the back of sky-high refining margins. The company reduces debt sharply (nearly $10 billion in a single quarter), and says it plans to use excess cash to accelerate payments linked to the US Gulf of Mexico spill.
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The clientele effect of corporate decisions. The investors a company attracts depend on what they do.
Nigerian Stocks on Bamboo (@ngnstx) profile pictureNigerian Stocks on Bamboo
@ngnstxNov 3
It’s better to publish a poor performance and attract long-term, high-conviction investors than to cook the books.
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Purrrrrr.
Olúwatósìn Olaseinde (@tosinolaseinde) profile pictureOlúwatósìn Olaseinde
@tosinolaseindeNov 3
Nigeria is the second largest importer of wigs behind America.
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Hello, YouTube. youtube.com/post/UgkxBpBwS3d…
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Wolf of NGX (@ngx_wolf) profile pictureWolf of NGX
@ngx_wolfNov 2
The Wolf of NGX is entering a new phase. We're doubling down on what we already do well: • Portfolio Updates; • Deep Dives, Explainers & Narratives; • Visuals and Infographics; • Videos and more All with a new logo and a new look.
Image from Wolf of NGX (@ngx_wolf)
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A whopping One Billion, Six Hundred Million Naira.
Mek$ (@MekaOjukwu) profile pictureMek$@MekaOjukwuNov 3
Today I met with an elderly client who bought 100,000 units of Seplat at ₦500 each His only regret was not buying more then
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I'll believe it when I see it.
Tuchel (@Officially_Kriz) profile pictureTuchel
@Officially_KrizNov 3
According to Bashir Ojulari, CEO of NNPC, ​at least one of NNPC's smaller refineries will start producing again within a maximum of three years.
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The Wolf of NGX is now live on Tiktok. First post here: vt.tiktok.com/ZSpRfxL7c/
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Wolf of NGX (@ngx_wolf) profile pictureWolf of NGX
@ngx_wolfNov 2
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.
Image from Wolf of NGX (@ngx_wolf)
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The Wolf of NGX is now active on Instagram. Check the first post out here: instagram.com/p/DfSnJQHgqtd/…
Image from Wolf of NGX (@ngx_wolf)
Image from Wolf of NGX (@ngx_wolf)
Wolf of NGX (@ngx_wolf) profile pictureWolf of NGX
@ngx_wolfNov 2
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.
Image from Wolf of NGX (@ngx_wolf)
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Access Holdings says nine-month profit rose 8.3%. Note 9 of the filing says the bank earned 21% less before deducting bad loans. Pre-tax profit: ₦667.4bn, vs ₦616.2bn. Unaudited. 🧵
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Wolf of NGX (@ngx_wolf) profile pictureWolf of NGX
@ngx_wolfSep 17
Still reserving judgment till the numbers drop next month or so. We know Access has been undervalued. The question now is whether they are ready to rerate closer to fair value.
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more replies
My read: This is a bad-loan story wearing a profit headline. I want to see full year pre-provision profit before I believe the turn. When a bank's profit rises because it set aside less for bad loans, is that a better bank or a better year?
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Watch in Q4: the impairment charge, whether the hedge loss repeats, and the full-year dividend. Figures: Access's unaudited filing, notes 9, 11, 12. Derived figures are my arithmetic. I don't hold Access. Financial gist, not advice. This is my diary. The game is the game. 🐺
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