Posted Best ever Results - It was a clear Bumper
An EPS of 35 in a Quarter with a Margin of 28% and Sales at 2400 crores
Trades at a P/E of 6 ... Yes you heard me right .. A P/E of 6 ..
A Thread on #GNFC and a Deep Dive into it's Business
Gujarat Narmada Valley Fertilizers and Chemicals
⚡️A Chemical Major in love with a Fertilizer Minor
Retweet and Like this Thread to have a wider Reach
( A small Effort from your side could make a big Impact )
Posted Best ever Results - It was a clear Bumper
An EPS of 35 in a Quarter with a Margin of 28% and Sales at 2400 crores
Trades at a P/E of 6 ... Yes you heard me right .. A P/E of 6 ..
I question valuations a lot and always trust my charts and price more . More often i think market values stocks better than me ..
Reserves of 7200 Crores on Books with almost Zero Debt . ( I'm not Kidding)
The Public Stake is Decreasing . A Killer combination for a stock to start it's Upward Journey .
Yes GNFC is a cyclical .. But the Antidumping duty makes it a Partial Cyclical Story and infact more of a Structural
When one product dominates a business ( That too in a Cyclical ) it's not a great place to put your feet in ..
Chalo .. Let's dive into some Technicals ..
A Power Earnings Gap up on Results and holding the Gap well even in this Poor Markets
Strong Relative strength
Excellent Price action breaking the 2018 High .
It was clearly a cyclical business . Still it is but not so cyclical like the past . The FII know this and is jumping in Quickly
Selling everything around the market but Buying GNFC .. Looks unique and cool
Price is exactly where it was in 2018 peak ..
Wow . The market is unfair at times but with fertilizer prices going over the moon and Fertilizer stocks doing crazy moves in US . GNFC could soon pick up and do a great show with Momentum
According to me the Stock is ready for a Blasting move with regards to technicals if the PEG is held .
If the stock doesnot fall back into the Earnings Gap , it's all set for a Blast .
So my Stop Loss is the Power Earnings Gap ( 490 SL)
Let's move on
Dont fret because i'm too optimistic about valuations
I have mentioned this name at 400 as a great investment and invested too . Do read my Tweet about GNFC
GNFC is a chemical major in love with a Fertilizer Minor
Aniline is the next engine in GNFC
The other engines for GNFC are as follows
Formic Acid
Technical Grade Urea
Acetic Acid
Ethyl acetate
Now how does being diversified help?
Lets look
If you deal in more chemicals if the spread of one chemicals is down 5-10Rs the other could gain the same and compensate the net EBIDTA
Dependence on single chem is Bad
Give them an applause
Best Result among peers and least valued company
Things will change . The volume Charts and RS say that as of now ..
This is a question i frequently get
For me Risk first Reward later . All this research is done to find the reward .
But Risk first . @markminervini
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The entire discussion around Facebook’s disclosures of what happened in 2016 is very frustrating. No exec stopped any investigations, but there were a lot of heated discussions about what to publish and when.
In the spring and summer of 2016, as reported by the Times, activity we traced to GRU was reported to the FBI. This was the standard model of interaction companies used for nation-state attacks against likely US targeted.
In the Spring of 2017, after a deep dive into the Fake News phenomena, the security team wanted to publish an update that covered what we had learned. At this point, we didn’t have any advertising content or the big IRA cluster, but we did know about the GRU model.
This report when through dozens of edits as different equities were represented. I did not have any meetings with Sheryl on the paper, but I can’t speak to whether she was in the loop with my higher-ups.
In the end, the difficult question of attribution was settled by us pointing to the DNI report instead of saying Russia or GRU directly. In my pre-briefs with members of Congress, I made it clear that we believed this action was GRU.
The story doesn\u2019t say you were told not to... it says you did so without approval and they tried to obfuscate what you found. Is that true?
— Sarah Frier (@sarahfrier) November 15, 2018
In the spring and summer of 2016, as reported by the Times, activity we traced to GRU was reported to the FBI. This was the standard model of interaction companies used for nation-state attacks against likely US targeted.
In the Spring of 2017, after a deep dive into the Fake News phenomena, the security team wanted to publish an update that covered what we had learned. At this point, we didn’t have any advertising content or the big IRA cluster, but we did know about the GRU model.
This report when through dozens of edits as different equities were represented. I did not have any meetings with Sheryl on the paper, but I can’t speak to whether she was in the loop with my higher-ups.
In the end, the difficult question of attribution was settled by us pointing to the DNI report instead of saying Russia or GRU directly. In my pre-briefs with members of Congress, I made it clear that we believed this action was GRU.
Keep dwelling on this:
Further Examination of the Motif near PRRA Reveals Close Structural Similarity to the SEB Superantigen as well as Sequence Similarities to Neurotoxins and a Viral SAg.
The insertion PRRA together with 7 sequentially preceding residues & succeeding R685 (conserved in β-CoVs) form a motif, Y674QTQTNSPRRAR685, homologous to those of neurotoxins from Ophiophagus (cobra) and Bungarus genera, as well as neurotoxin-like regions from three RABV strains
(20) (Fig. 2D). We further noticed that the same segment bears close similarity to the HIV-1 glycoprotein gp120 SAg motif F164 to V174.
https://t.co/EwwJOSa8RK
In (B), the segment S680PPRAR685 including the PRRA insert and highly conserved cleavage site *R685* is shown in van der Waals representation (black labels) and nearby CDR residues of the TCRVβ domain are labeled in blue/white
https://t.co/BsY8BAIzDa
Sequence Identity %
https://t.co/BsY8BAIzDa
Y674 - QTQTNSPRRA - R685
Similar to neurotoxins from Ophiophagus (cobra) & Bungarus genera & neurotoxin-like regions from three RABV strains
T678 - NSPRRA- R685
Superantigenic core, consistently aligned against bacterial or viral SAgs
Further Examination of the Motif near PRRA Reveals Close Structural Similarity to the SEB Superantigen as well as Sequence Similarities to Neurotoxins and a Viral SAg.
The insertion PRRA together with 7 sequentially preceding residues & succeeding R685 (conserved in β-CoVs) form a motif, Y674QTQTNSPRRAR685, homologous to those of neurotoxins from Ophiophagus (cobra) and Bungarus genera, as well as neurotoxin-like regions from three RABV strains
(20) (Fig. 2D). We further noticed that the same segment bears close similarity to the HIV-1 glycoprotein gp120 SAg motif F164 to V174.
https://t.co/EwwJOSa8RK
In (B), the segment S680PPRAR685 including the PRRA insert and highly conserved cleavage site *R685* is shown in van der Waals representation (black labels) and nearby CDR residues of the TCRVβ domain are labeled in blue/white
https://t.co/BsY8BAIzDa
Sequence Identity %
https://t.co/BsY8BAIzDa
Y674 - QTQTNSPRRA - R685
Similar to neurotoxins from Ophiophagus (cobra) & Bungarus genera & neurotoxin-like regions from three RABV strains
T678 - NSPRRA- R685
Superantigenic core, consistently aligned against bacterial or viral SAgs
