September Bullion Room

Bamboo Research has spent the past month inside the filed accounts of Nigeria's largest listed companies, asking a simple question of each one: is this profit growth coming from the business, or from something that won't repeat? The answers vary sharply by sector, and the gap between the index and the Nigerian economy underneath it is the story most investors are missing. Join us at the Bamboo Lagos office for a closed-door session with our research team, where we'll walk through: Why the market rallied while the average Nigerian household saw no relief, and what that gap means for where the earnings actually come from. Which sectors and companies pass a genuine operating test, and which ones are being carried by interest rates that are about to move. What the Dangote Refinery listing and the broader listing programme mean for liquidity at the top of the market, and why a bigger index isn't always a more investable one. What would have to go right, and what would break the thesis, heading into the September rate decision. This is not a sales event. It's a working session for clients who want to see the market the way our analysts do, with the assumptions, the sources, and the caveats intact. You'll leave with a clearer view of where the opportunity in the NGX actually sits, and where it doesn't. Space is limited to preserve the intimacy of the conversation. 💚