UAC Nigeria with Tim Staermose

January 27, 2025 By Sophocles Sophocleous Leave a Comment

My guest is Tim Staermose, manager of the ⁠African Lions Fund⁠. The African Lions Fund is one of the top-performing frontier funds. We discussed Nigeria’s macro and politics, and UAC Nigeria (UACN) which is listed on the Nigerian Stock Exchange. Click here for the stock chart.

UAC Nigeria holds positions in 7 companies across 6 sectors with their Paints division and Packaged Foods & Beverages being very interesting due to the brand recognition, stability, and potential. There are levers to unleash value via corporate actions, while an expected easing of inflation will likely bring investors back into the market. Check out the episode below.

You can read more about Tim at ⁠africanlionsfund.com⁠ and ⁠globalvaluehunter.com⁠

Subscribe so that you don’t miss any future interviews or interesting ideas.

The YouTube video is below or if you prefer you can listen/watch on Spotify (video/audio) and Apple Podcasts (audio).

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

fatalpha.com is not operated by a broker, a dealer, a registered investment adviser, or a regulated entity. Under no circumstances does any information posted represent a recommendation to buy or sell a security. In no event shall fatalpha.com, Sophocles Sophocleous, FATALPHA LTD, or any affiliates or associates be liable to any member or guest for any damages of any kind arising out of the use of any content available on the website. Past performance is a poor indicator of future performance. All the information on this site and any related materials is not intended to be, nor does it constitute investment advice or recommendations. All materials and information you obtain here are exclusively for informational purposes and does not constitute an offer or solicitation to provide any investment services to investors based in the U.S. or elsewhere.

fatalpha.com is not operated by a broker, a dealer, a registered investment adviser, or a regulated entity. Under no circumstances does any information posted represent a recommendation to buy or sell a security. In no event shall fatalpha.com, Sophocles Sophocleous, FATALPHA LTD, or any affiliates or associates be liable to any member or guest for any damages of any kind arising out of the use of any content available on the website. Past performance is a poor indicator of future performance. All the information on this site and any related materials is not intended to be, nor does it constitute investment advice or recommendations. All materials and information you obtain here are exclusively for informational purposes and does not constitute an offer or solicitation to provide any investment services to investors based in the U.S. or elsewhere.