More from Tar ⚡
250: Electricity in India won't grow
300: It just makes 4paise per trade
350: MBED will erode it's profitablilty
500: Maybe what @itsTarH said about IEX = NSE + Zerodha was right
570: Buys IEX
#JourneyOfAPessimist
Zerodha + NSE = IEX \U0001f4a1\u26a1\ufe0f
— Tar \u26a1 (@itsTarH) June 20, 2021
ROCE 1 Yr: 32.7%
ROCE 3 Yr: 24.8%
ROE: 27.4%
ROE 3 Yr: 19%
Op Margin: 28.4%
Reserves: 32% of Current Market Cap
Debt: Nil
Profit CAGR 3Yrs: 54%
Debtor Days: 15
Inventory Turnover > 5
CFO YoY Increase : 160%
Some of you got it correct. Its Anjali Portland.
The company just acquired another cement company that will double the total sales immediately.
https://t.co/2xVnpJapPy
The acquisition was financed by adding debt, so interest costs from next quarter will go up but still great!
For a company that operates in a cyclical sector like cement!
What I liked is that the company was able to maintain the balance sheet and margins even in a down cycle.
With real estate sector reviving, this can be a great bet from here.
No recommendations, just an observation.
Market started re-rating the stock as soon as they announced acquisition.
Someone did some work on details of acquisition, sharing the thread
@drprashantmish6 @Investor_Mohit
— Arun Choudhary FCA (@YOUNGBRUJ) July 9, 2021
1) Information on cement sector in India
India at 550 MTPA is the 2nd largest cement producer globally. Expected to move to 650 MTPA by 2025E pic.twitter.com/GqtcSk03TU
More from Iex
although a must-have portfolio stock. Faced resistance right at the upper channel boundary. Volumes high. Any retracement back to the lower boundary will be an opportunity to accumulate. https://t.co/5uDsUXsbPP
IEX - the resistance turning support. Kindly review, please. @nishkumar1977 @suru27 @rohanshah619 @indian_stockss @sanstocktrader @BissaGauravB @RajarshitaS @PAVLeader @Rishikesh_ADX @VijayThk @Investor_Mohit @TrendTrader85 pic.twitter.com/7CCzmee5If
— Steve Nison (@nison_steve) December 18, 2020
With near term base Cass 346.
Upside probability increase..
#Perception
#IEX
— MaRkET WaVES (DINESH PATEL ) (@idineshptl) April 20, 2021
On sustain rise above 347 upside shown in chart up to 4.618%(521)
And 6.857%(718).
View valid till 233 not violated. @UdayJad39389920 pic.twitter.com/I2MoPlwXRW
Objective is to move higher towards
3.618% - 4.236% and 4.618%
#Probability
#IEX
— MaRkET WaVES (DINESH PATEL ) Stock Market FARMER (@idineshptl) April 20, 2021
On sustain rise above 347 upside shown in chart up to 4.618%(521)
And 6.857%(718).
View valid till 233 not violated. @UdayJad39389920 pic.twitter.com/I2MoPlwXRW
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RT-PCR corona (test) scam
Symptomatic people are tested for one and only one respiratory virus. This means that other acute respiratory infections are reclassified as
4/10
— Dr. Thomas Binder, MD (@Thomas_Binder) October 22, 2020
...indication, first of all that testing for a (single) respiratory virus is done outside of surveillance systems or need for specific therapy, but even so the lack of consideration of Ct, symptoms and clinical findings when interpreting its result. https://t.co/gHH6kwRdZG
2/12
It is tested exquisitely with a hypersensitive non-specific RT-PCR test / Ct >35 (>30 is nonsense, >35 is madness), without considering Ct and clinical context. This means that more acute respiratory infections are reclassified as
6/10
— Dr. Thomas Binder, MD (@Thomas_Binder) October 22, 2020
The neither validated nor standardised hypersensitive RT-PCR test / Ct 35-45 for SARS-CoV-2 is abused to mislabel (also) other diseases, especially influenza, as COVID-19.https://t.co/AkFIfTCTkS
3/12
The Drosten RT-PCR test is fabricated in a way that each country and laboratory perform it differently at too high Ct and that the high rate of false positives increases massively due to cross-reaction with other (corona) viruses in the "flu
External peer review of the RTPCR test to detect SARS-CoV-2 reveals 10 major scientific flaws at the molecular and methodological level: consequences for false positive results.https://t.co/mbNY8bdw1p pic.twitter.com/OQBD4grMth
— Dr. Thomas Binder, MD (@Thomas_Binder) November 29, 2020
4/12
Even asymptomatic, previously called healthy, people are tested (en masse) in this way, although there is no epidemiologically relevant asymptomatic transmission. This means that even healthy people are declared as COVID
Thread web\u2b06\ufe0f\u2b07\ufe0f
— Dr. Thomas Binder, MD (@Thomas_Binder) December 16, 2020
The fabrication of the "asymptomatic (super) spreader" is the coronation of the total nons(ci)ense in the belief system of #CoronasWitnesses.
Asymptomatic transmission 0.7%; 95% CI 0%-4.9% - could well be 0%!https://t.co/VeZTzxXfvT
5/12
Deaths within 28 days after a positive RT-PCR test from whatever cause are designated as deaths WITH COVID. This means that other causes of death are reclassified as
8/8
— Dr. Thomas Binder, MD (@Thomas_Binder) March 24, 2020
By the way, who the f*** created this obviously (almost) worldwide definition of #CoronaDeath?
This is not only medical malpractice, this is utterly insane!https://t.co/FFsTx4L2mw