
Managing my own personal investment portfolio.
No link addedCWG is turning long-term contracts with major banks, telecoms, and governments into faster-growing profits as more of Africa’s day-to-day services move online. The catch is whether the business can turn those wins into real cash while expanding into new markets and fending off tougher competition.Read more

BUA Cement is betting big on new plants and bigger output in Nigeria, but that same focus leaves it exposed if local building activity slows or politics and the economy turn. See how rising costs, currency swings, and tighter environmental rules could clash with the company’s growth plans—and what might still help it keep moving forward.Read more

Transcorp Power stays profitable even as electricity sales soften, thanks to tighter costs and lower interest bills. The bigger story is cash strain from slow customer payments and rising borrowing, and whether sector reforms can unlock faster collections.Read more

Transcorp grows profit even as sales dip, helped by steadier costs, stronger income from its cash, and the mix of power and hospitality businesses. The big question is whether its power operations can rebound enough to lift growth without rising costs and currency swings getting in the way.Read more

Dangote Cement is pushing beyond Nigeria with new plants, tighter control of its supply chain, and cheaper ways to move materials, aiming to become the go-to cement supplier across fast-growing African cities. But the same bet faces big unknowns, from stricter climate rules and a shift toward greener building materials to currency swings and heavy dependence on one home market.Read more

Aradel is suddenly much bigger after folding in newly bought energy assets, with oil and especially gas sales jumping and cash coming in strongly. The catch is that heavier debt, currency swings, and cleanup obligations could eat into what shareholders actually take home.Read more
