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Briefings on the Margin
All that glitters is state property
Accra has decided that large-scale mining companies must hand over 30 per cent of their gold production from July. The State-owned Gold Board will pay for these doré gold bars in local cedis, kindly offering a tiny discount of less than one per cent again...
Hek
Seplat’s post-Exxon payout and the yield of ambition
Seplat Energy’s decision in April to nearly double its quarterly dividend to 9 cents per share, backed by robust free cash flow and a supportive oil price environment, has left a footprint in the sands of Nigerian energy investment....
Editor | May 06, 2026
YSoT
The Age of Institutional Lag: When systems no longer keep pace with the societies they govern
…Thought-provoking voices on solutions to Nigeria's developmental challenges!...
Editor | May 02, 2026
YSoT
Systems without outcomes: Nigeria’s crisis of conversion
This week’s edition of the YSOT Newsletter returns to a central question: why do Nigeria’s systems keep improving on paper while failing in practice? Across banking, security, education, technology, governance, and political participation, the pattern is ...
Editor | Apr 17, 2026
Hek
Nigeria’s gas: Transitioning from flames to people’s power
Nigeria is sitting on 215 trillion cubic feet of proven natural gas reserves. This is the largest in Africa. This is sufficient to meet domestic needs for generations....
Editor | Apr 17, 2026
Hek
Transcorp’s power surge powers dividend surprise 
When Transnational Corporation Plc (Transcorp) increased its payout, it it did not just reward shareholders; it issued a signal that markets must decide whether to believe or ignore....
Editor | Apr 17, 2026
Hek
Nova Bank’s IPO signal: Lighting the path for tier-1 challenge
NOVA Commercial Bank’s quiet flirtation with a 2028 initial public offering (IPO) on the Nigerian Exchange (NGX) is not just a capital-markets footnote; it is a strategic story...
Editor | Apr 17, 2026
YSoT
Nigeria’s Crisis of Broken Translation: Systems That Exist, But Do Not Deliver
…Thought-provoking voices on solutions to Nigeria's developmental challenges! Yaba School of Thought Weekly Digest (Monday - Friday; April 06 – 10, 2026)...
Editor | Apr 10, 2026
Hek
Dangote refinery: Afreximbank’s vote of confidence reshapes future
The African Export-Import Bank (Afreximbank) has underwritten about 63 per cent of a US$4 billion senior syndicated term loan for the Dangote Petroleum Refinery and Petrochemicals FZE. Afrexim will furnish $2.5 billion in the syndication deal that will st...
Editor | Apr 08, 2026
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