BC SEQUENT

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Sajal Kapoor
@unseenvalue 4 years, 11 months ago 719 views

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If your salary / incentives are not dependent on the next quarter earnings, just relax!

No one has any idea where the stock is going in the short term. Your paid advisors definitely haven't got any idea. They're just making it up, so you stay with them.

Key word :: quarter

More from Sajal Kapoor

Sajal Kapoor
@unseenvalue

Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …

Sajal Kapoor
@unseenvalue

S1 : Majority NBE/NCE R&D projects fail. CDMO partner to that innovator "makes money in all failed" cases.

S2 : CDMO "may make larger money" in those lucky, successful (thin minority) cases, if the same #CDMO is retained as the manufacturing partner.

Extract from 2018 tweet 👇

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Sajal Kapoor
@unseenvalue

Monishaaa, ‘Bio-refineries’ bolo beta…
This ‘Sugar Mills’ is just too middle class!

Sajal Kapoor
@unseenvalue

@harindersnanda @FortuneIndia https://t.co/64WUswITen

Listen to this one (timestamp 2:35)
#KRAS mutation

Conviction | Patience
@unseenvalue

Top 5

The Almanack of Naval Ravikant
The Psychology of Money
The Wealth of common sense
Masterclass with super investors
100 Baggers

Which are the books in your re-read list?

Mine as Follows \U0001f447

The Psychology of Money
The Wealth of common sense
100 Baggers
Once upon a wall street
Masterclass with super investors
Atomic Habits
Richer, Wiser, Happier
— Investment Books (@InvestmentBook1) October 8, 2021

More from Sequent

$Tar \u26a1$

Tar ⚡
@itsTarH

Cause everyone wanted to buy it at 300+ and no one wants to buy it at 200

Market is short sighted and loves to buy high and sell low

Sequent is a long gestation stock, it won't deliver it's real earnings until FY23-25

Not suitable investment for those who want 100% return/yr

@itsTarH hey Tariq, any idea why is Sequent falling?
— Vivek (@pa_stock) September 27, 2021

https://t.co/7ytUeSd7gg

Don't expect the earnings to go anywhere till FY23.
Real growth will only come post FY24.

I expect the stock to either correct or stay muted till then. https://t.co/lUQfzxojTO
— Tar \u26a1 (@itsTarH) August 10, 2021

$The Man Who Never Shorts \U0001f31f$

The Man Who Never Shor...
@wizard_untamed

#sequent

Positional trade

Stock is back in the Triangle

Breakout above 285 levels

We may see 320/340 levels

Positional targets are for 500+ in next 6 months

@drprashantmish6
@unseenvalue
@soicfinance

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Meyyappan PL
@MeyyappanPl1

Global Animal pharma market($ 50.89 billion) is expected to grow much faster than human pharma. CAGR 8.8% in 7 to 8 years

API account for 20% market

Innovators are going Asset light
It's a huge opportunity for the first mover in CDMO (Hikal)

And in formulation & API(sequent)

Intrinsic Compounding
@soicfinance

Sequent will teach many people about what Hyperbolic Discounting and Myopic Loss aversion means. 2 Mental models which an equity investor has to understand about. No other way. Disc: invested, not a reco

Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction
\U0001f436\U0001f431\U0001f434\U0001f42e\U0001f437\U0001f411 @unseenvalue @soicfinance
— Harinder S Nanda (@harindersnanda) July 14, 2021

priceNpedia
@priceNpedia

SEQUENT SCIENTIFIC :
++++++++++++++++

Price moving in a upward channel. Gets halted
by the coflunce and moves in a trading range.
Price at key weekly support with narrow spread
and falling volumes.

Upside of 20 - 30 %

#pricenpedia #stockmarket

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Anu Satheesh
@AnuSatheesh5

Krishna and the False Vasudeva
#story

Paundraka Vasudeva was a King mentioned in Bhagavatha Purana. He was friend of Jarasandha, the king of Magadha. He believed that he is Vasudeva Krishna.
Once Paundraka Vasudeva received a letter from Shishupala, stating that he wanted

protection from Krishna, because it was Rukmini's wedding and Shishupala thought Krishna would take away Rukmini.

Paundraka Vasudeva agreed and went to Vidarbha, the Kingdom of Shishupala, but failed to provide protection as Krishna took Rukmini away. Paundraka Vasudeva was

feeling sad. His Minister's cheered him.
They said that Paundraka Vasudeva was the real Vasudeva and Krishna is a cheater. Everyone started to believe this and soon Paundraka Vasudeva soon started to taunt Krishna by saying that Krishna was a cheater.
Paundraka Vasudeva then

challenged Krishna to a war and Krishna said that he would give Paundraka his Chakra and Gadha. Paundraka suspected some foul play and went to King of Kashi for his protection. In battlefield, Krishna came in front of Paundraka, and said that he would throw his Chakra and Gadha

to him. But, Krishna's throw was perfect that the Gadha hurled him to the Ground and the Chakra killed him.
Krishna soon killed king of Kashi with an arrow and his head went flying to Kashi.
Thus Victorious Krishna was recieved by people of Dwaraka.
Hare Krishna 🙏🕉🙏

Vigilant AFA
@AfaVigilant

One fascist to watch in 2021 is Joseph Charles "Oakman" Golinske of SE MI. He's been a Proud Boy for a couple years, but took a break recently from the group and promotes himself through the "Oak Nation" channel on Telegram.

Most people may be familiar with him as the tall guy in the Proud Boys bridge shot, from their August 17, 2019 attack on Portland, which featured an American Guard bus trying (and failing) to bludgeon antifascists with hammers.

He was also with his g/f at the time (Dominique Tota, left of Tarrio), and that's definitely a twitter account folks will want to block/report because he posts on it.

He's been plenty active at the pro-Covid/anti-mask/ReOpen protests in Lansing MI, seen here with Jerry Wayne and an effigy of Gretchen Whitmer, who his militia friends tried to kidnap and publicly execute.

Outside of the Proud Boys, his solo "career" with Oak Nation features the same misogyny, classism and gateway to far-right domestic terrorism the Proud Boys themselves feature. Here's him peddling oxychlorinque and bragging about harassing service workers.

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Aron Hyman
@aron_hyman

THREAD: The following tweets are for the purposes of stories that will appear in Sunday Times Daily. The videos and images depicted may be upsetting but are deemed to be in the public interest. This is the story of the Ayanda "Borhey" Mtila as far as we were able to verify it.

On 13 October Mtila as defacto overlord of the Boko Harram gang, allegedly carried out his penultimate cash-in-transit robbery. Sources say he sustained a head wound in a shootout with security guards. Some friends believe he was killed by a fellow

He died two days later, on 15 October, after allegedly being in a coma for more than a day. His funeral was a spectacle, held on Nyanga Sports fields on 24 October and attended by hundreds of people. Sources say it was made possible by Paarl businessman Lukhanyo "Spur" Mangena.

Rich Energy
@rich_energy

Great seeing one of the fastest natural drivers of the last decade Robert Kubica today with @WilliamsRacing at @COTA #USGP #f1 #robertkubica #Poland #richenergy

foone
@Foone

I got a Toshiba T1200, which has a bad screen, and a dead CMOS battery, and I thought the hard drive was broken too...

but I rebooted it and heard a KTHUNK and a really loud spin-up noise and holy shit, the hard drive works!

and it still has files on it. the newest date is January 1994.

It's a 21mb hard drive, with ~37k of bad sectors.

This fucker is never going to spin up again, so I better go find some serial cables and copy shit off now.

The backlight is fucked so I'm shining a flashlight on it.
without it, it looks like this.