Aarti Drugs conducted their earnings con-call today at 4:00 PM

"Target of 4500+ cr topiline till 2025"

@unseenvalue @darshanvmehta1 @sonalbhutra @Milind4profits

Here are the key highlights 😀👇

Business Updates:
• 66.87% of revenue came from Export Market.
• Around 66% of the growth is driven by volume.
• Formulation segment grow at 5%.
• Ramping up R&D facility both for API and formulation.
• CAPEX previously planned has been in inline.

Price in API:
• In September price has gone and has stabilize and after that the price is stable.
• As per current market scenario, mgmt expects 19-20% is doable, but its still not a new normal.

CAPEX:
• Current API capacity revenue of additional 25%.
• Brown Facility and new green facility will be the main growth driver for the next 3-5 years, in order to achieve revenue target of 4,500+ cr in next 4-5 year.
• 40cr will go in this Q.
• Green field start in next year

PLI:
• Company have applied for few products, and company expects one molecule to get but this will be announced in April. This product is for capital consumption (of around 60-65 cr), and 60-65 cr will external sales.
• This will have CAPEX of 120 crores.

Constructivism is perhaps the most important idea that will shape the future of humanity. The ills of society are a consequence of the willful ignorance of constructivism.

There are two important definitions of constructivism, one comes from mathematics and the other from psychology. The mathematical definition leads rejects the law of excluded middle. It's relevant in understanding causation.

The psychological definition: "Humans actively construct their own knowledge, and that reality is determined by our experiences as a learner."

The models of causality that our brains invent to navigate the world is a consequence of our progressive development in the world we live in. Robert Kegan calls his theory constructive developmental theory to emphasize two important aspects of cognitive growth.

Cognitive growth is constructive as explained above. It is also developmental in the sense that our mental models of the world make abrupt changes as we grow in maturity. The symmetries in our models break and lead to new symmetries.

THE EVOLUTION OF OUR NATIONAL FLAG (1857-1947)

The INDIAN NATIONAL FLAG is not just a flag! It's a testimony of patriotism and seamless sacrifice. A symbol representing one of the oldest civilizations on this planet.

Let's hope what happened yesterday never repeats!

(Thread)

After the revolt of 1857, the first Indian flag was designed. The design was based on western heraldic standards with "Union Jack" in the upper-left quadrant and a "Star of India" enclosed in the royal crown in the middle of the right half.(1)

The flag was a symbol of the direct imperial rule in India.(2)

In 1904 the first Indian flag which stood for India's independence from the British was devised. The design was provided by sister Nivedita, an Irish disciple of Swami Vivekananda.(3)

The flag was red and yellow with an image 'Vajra' (weapon of god Indra). The phrase 'Vande Mataram' was written in Bengali on it. The red colour and the yellow colour signified freedom and victory while the symbol of vajra stood for strength.(4)

The December 12th, 2020 - "DC Rallies To Support Trump" (Jericho + Stop the Steal + MAGA million march).

The prelude to the January 6th insurrection.

Thread.

I love the smell of a leaked legal service opinion in the morning

The conclusion: the EU Council legal service says that it's OK for the Brexit deal to be concluded with the UK by the EU only, not needing Member States' participation

The reasoning: the legal service distinguishes between competences reserved to Member States, and competences shared with the EU. For the latter, the EU has the choice of concluding an EU-only treaty.

The legal service summarises the prior case law backing up its interpretation.

It refers to the Weddell case, concerning competence to conclude a treaty on the Antarctic environment, where Member States *could* be involved. But that was based on the particular legal features of the Antarctic treaty; and the UK is not Antarctica.

Greenpanel Industries conducted their earnings con-call today at 4:00 pm

"One of the major MDF player in India"

Here are the key highlights of the call 😀👇

@varinder_bansal @nid_rockz

- MDF segment has margin of 24% during the quarter. There was price hike during the quarter as some raw material prices also went up. Company is planning 200 bps improvement in margins

- The current quarter looks good so the company is planning for 100 percent to 110 percent capacity utilization for both plants.

- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.

- Company have sold out some assets of subsidiaries and also faced operational loss which can be experienced again.

- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.

- Capex of 55 crore. One part of the capex is for increasing capacity by adding additional machinery at the existing plants. The second part of the capex is for reducing the cost of operation.

Today I am ASHAMED of my people. The BACKBITING, BLATANT THEFT OF INTELLECTUAL PROPERTY, APPLAUSE AND SUPPORT GIVEN TO SAID THIEVES, THE CRABS IN THE BARREL MENTALITY AND BEHAVIORS... ALL OF IT!!!!!!! WHEN & WHERE do ETHICS & MORALITY come in? I’m also seeing A LOT OF SELF 1️⃣▶️

HATRED. Because YOU CAN’T love yourself, and LACK INTEGRITY. You CAN’T love yourself, and ALLOW yourselves to be used and swayed by DISINGENUOUS, FRAUDULENT, CALCULATING, MANIPULATIVE, THIEVING people. You WOULDN’T just stand by, or take part in UNSCRUPULOUS behavior. 2️⃣▶️

ESPECIALLY against people who THOUGHT ENOUGH OF YOU AND YOURS, who would CREATE something to BENEFIT YOU AND YOURS at THEIR EXPENSE. What WRONGS YOU are willing to do or allow to be done to others, is a DIRECT REFLECTION of how LITTLE YOU THINK OF YOURSELVES. It DOESN’T 3️⃣▶️

matter if you disagree with those people. It DOESN’T matter if YOU have decided for PERSONAL reasons that YOU no longer want to support or applaud those people. But, RIGHT IS RIGHT...and WRONG IS WRONG. And, YOU have to have enough SELF RESPECT to STAND ON THE SIDE OF RIGHT 4️⃣▶️

and CALL OUT THE WRONG. This is NOT about *liking* people, and joining *cliques*, or clubs. YOUR individual behavior AFFECTS THE ENTIRE COLLECTIVE. The MORE people who VALIDATE, PARTICIPATE, CONTRIBUTE, and PROMOTE the UNPRINCIPLED, IMMORAL, UNETHICAL, CALLOW BEHAVIORS of 5️⃣▶️

This is the field where my grandmother’s family was murdered in April 1943. I met one of the witnesses, a neighbor, several years ago. She said she saw them being marched away, was told by a Nazi to get back inside or risk joining them... 1/#InternationalHolocaustRemembranceDay

My grandmother and her kid sister ran for their lives into the woods. One detail that sticks out from my great aunt’s testimony many yrs later: the sunflower stalks in Grodzisko were so tall you could lay down and hide among them. Presuming the Nazis didn’t bring the dogs. 2/

My grandmother paid a farmer to hide them in the attic of his barn. This was a perilous act. After the war, my grandmother would send the farmer care packages until he died, as a token of her gratitude.

Most of my grandmother’s family were killed in those awful days in 1943.

In testimony my great aunt recorded—amazing to listen to, truly—she remembers being perpetually hungry and freezing. She recalls seeing a cherry tree outside the window of the attic and fainting. She also remembers my her sister’s nightmares, the screams for Eli...

Before they ran for their lives, my grandmother had given away her 3yo son Eli for safekeeping while she hid. After the war, she returned for him, but he was gone. Vanished. No one could say what happened to him.

I have been searching for Eli, my uncle, for two decades.

1] Family handcuffed at gunpoint by police sues Aurora, Colorado. Terrible images in the complaint. These cases are filed all the time. This time it's different: Colorado has a new law.

2] According to the complaint, APD relied on license plate scanner that indicated plt's license plate matched
that of a stolen vehicle. But it was a motorcycle with Montana plates, not an SUV with Colorado plates, which was what plt was driving.

3] This would be a challenge to win in Federal Court. Police "can rely on information obtained from a police computer database in order to establish probable cause." Hughes v. McWilliams, (SDNY 2009).

4] Police reliance on cpu information is "reasonable even if the information is incorrect, provided the police officer did not know or have reason to know that the information was false or unreliable." Arizona v. Evans, 514 U.S. 1, 15-16 (1995).

5] But it seems from the Complaint that the police knew that the vehicles didn't match and possibly that the states were wrong (and aren't motorcycle plates a different size?).

1. Military Intelligence Contact Update:

. .. Our military intel contact is confirming Mr. X’s sources, Bruce’s sources, and MarkZ’s sources saying that the preparation for the shotgun start has still been going strong today Tue 26 Jan; he said there were orders from DoD...

1/ It's hard to find words that don't cheapen, belittle, glorify or dismiss what happened during the Holocaust (Shoah). It's also hard to find words that make sense of the numbers involved. 6 million Jewish people, murdered. Entire families, gone.
#HolocaustMemorialDay #Holocaust

2/ Their property, land, art, culture & achievements stolen and erased. Many are still fighting, 75 years later, to regain what was taken from them - physically and mentally. It is almost incomprehensible, yet it happened. But it didn't start or end

3/ Another 11 million people were murdered throughout the Holocaust era. Others targeted included the disabled, the LGBTQ+ community, Black people, Roma, Poles & other Slavic peoples, Jehovah’s Witnesses, prisoners of war & members of political opposition groups.
#genocide

4/ If we held a minute of silence for every known victim of the Nazis we would be silent for over 32 years.

5/ Sadly humanity didn't learn & there have been further genocides by a variety of groups claiming purity, religion or territory as their reasoning. So how do we respond to this? How do we try to be better?
#Darfur #Cambodia #Serbia #Rwanda #Rohingya

1. Tues. 26 Jan. Mossad, CIA, M16 Operatives Get Training at Tavistock: Continue reading "Tavistock – nothing is ever what it seems"

The majority of CIA and MI6 operatives get their training via the Tavistock philosphy. They learn Metaphysics, Mind Control, Behavior...

When we call @medialens "Our Friends" we do so collectively for they are the friends of anyone engaged in a struggle to save the planet from rampant kleptocracy and the excesses of Billionaire media control.
This thread draws on their 2009 work "Newspeak in the 21st Century"

In it they have created a list of Key issues that should have been debated by Politicians, Academics and the media, concerning Climate change issues. All three groups have not only failed to debate it, but have actively tried to blot them out of the discussion. List as follows:-

1 A capitalist system that places Corporate Shareholder Profits above ALL else, represents an inherently biocidal, indeed psychopathic logic. How does this corporate immorality dodge any discussion that is relevant to the industrial destruction of global life-support systems?

2 Corporations have consistently worked to deliver short-term profits over human and animal welfare. Look how they fought links between smoking/cancer; junk food/obesity; fossil fuel use/climate change; factory farming/animal suffering, high salt/Sugar diets and illness.

3 A relentless corporate lobbying campaign of elected governments to introduce, shape and strengthen policies to promote and protect unelected private power.
Still largely unchallenged by the corporate media a decade after this book was published

We're standing by in the virtual courtroom for @CraigMurrayOrg's trial to begin. Our tweets will be on this thread. More info on the case can be found at

Presiding are Lord Turnbull, Lord Menzies and Lady Dorian. Court its now in session.

#CraigMurray

Jyothy Labs conducted their earnings con-call today at 3:00 PM

Here are the key highlights 😀👇

@drprashantmish6 @unseenvalue @proxy_investor @deepakshenoy

#concall

Sector Trend:
• Strong demand in Homecare and healthcare
• Institutional business has gradual comeback and now near to pre-covid level
• New launches: Exo All Surface Cleaner launched in South of India
• Media spent increased for more growth
• Market share has been improved

Business: Updates:
• A&P spend increased with growth in business segment.
• Segmental performance in image.
• Due to lower other expenses the EBIDA margins have seen growth insipte of increase in adv. cost.

Business segment:
• Mainwash segment has started doing better.
• Postwash segment is still constrain as school and office are closed. However there is gradual growth.
• Dishwash segment remain robust and company continuous to see good growth over diswash.

Sales Growth:
• Higher utlization has been helping in decreasing the cost.
• Sales force with higher utlization reduces per cost, hence increase in margin.
• Increase in price has very little part.
• Company has current guidance of same margins of around 14-15%.

Holyrood Elections 2021 – SNP Record on Devolved Areas
A THREAD

HEALTH
- The new sick kids hospital has had many issues including the ventilation and has been pushed back numerous times. Imagine if it had been opened on time and we had been able to treat more covid patienst there reducing strain on our NHS?

- The drug related detahs in Scotland are the highest simce records began. After the SNP govt. cut drug rehabilitation services after being told in doing so would have such consequences. They set up a task force which didn’t meet for the first time until months after being set up

- The SNP keep saying that they need Drug Powers devolved to treat this as a health problem, not criminal. If it’s a health problem use the powers of health? Just a thought. However. As soon as they came into power numbers have increased. Funny that eh?

We don’t need more powers we just need to use the powers we have properly and fund rehab services properly to tackle this.
- The treatment time guarantee was enshrined in law at 100% of patients would recive treatment within 12 weeks. In 2019 it was only at 72%