Pharma are doing capex in different products at the same time - it probably signals the start of a New Era" 🇮🇳🇮🇳

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#SeQuent_2 was my 3rd and final warning ⚠️

Long story short :: If you follow someone - make sure you do actually 'follow' ...

When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏

Stock traded at 336.50 on 29 June. #Oversmart money was looking at limit-up closing followed by a next day gap up opening to make an annualized CAGR of 5000%

Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
— Conviction | Patience (@unseenvalue) June 30, 2021

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

From failing to qualify for a major world event to winning a major world event. Unseen transformation in just 3Y 🇮🇹 ⚽️

From an unseen retail owned micro/small cap to institutional darling large cap. Magical transformation unfolding in just 3Y from late 2019 to late 2022 🇮🇳 ⭕️

Sajal Kapoor
@unseenvalue

@harindersnanda @ishmohit1 @soicfinance @punitbansal14 @nison_steve Both should do well. Prefer Zoetis for leadership, best in class margins and management's execution. Elanco should improve with Bayer Animal boosting companion proportion in its overall mix.

#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)

Conviction | Patience
@unseenvalue

1. Listen to various competitors
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL

How to augment your Sector knowledge? Follow these 5 points \U0001f447

1. The Five Rules For Successful Stock Investing by Pat Dorsey
2. Con Calls - as many as you can in that sector
3. Annual Reports - as many as you can in that sector
4. Interact with trade/channel partners
5. AGMs pic.twitter.com/2ZOx3nkC4i
— Conviction | Patience (@unseenvalue) May 18, 2019

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Conviction | Patience
@unseenvalue

Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.

#Fermentation #Biotechnology

Sajal Kapoor
@unseenvalue

Context ::

https://t.co/jKwBEs81CB

Listen from around 2:21:00

#CDMO

Sajal Kapoor
@unseenvalue

If cash flow is not growing / compounding - why do you expect the share price to make newer ATHs ?

Ultimately, the stock price is a function of underlying business and the quality of cash flows

"Quality vs Quantity" of cash matters. Small and Mid Pharma have outperformed Large!

Sajal Kapoor
@unseenvalue

Bolo Jaikara Bicara 🇮🇳🇺🇸

#Bicara presented clinical data from the lead immunotherapy program, BCA101, at ASCO 2021 - June 2021

Title: First-in-human phase I study of the bifunctional EGFR/TGF\u03b2 fusion protein BCA101 in patients with EGFR-driven advanced solid cancers

Unseen Bicara Pipeline\U0001f9ec https://t.co/bMhtUEnw0C pic.twitter.com/cz6V5BLeuc
— Punit (@punitbansal14) June 17, 2021

Sajal Kapoor
@unseenvalue

Mr. Rakesh Jhunjhunwala asked great questions on CDMO. Made me Jubilant on Zooming😉

What does Gold- Backed mean?
The Chinese Elders have been accumulating gold for hundreds of years. They are gold-rich. Some of their gold was loaned to the Central Banking System so that it could fund the rebuilding of Europe after the many war-torn years from World Wars I and II

BTW they never returned it but used it to start their financial empire to enslave humanity. This is the Central Bank Banking System./2

Maybe this is why one of the conditions to use their gold for the QFS is the demise and full disclosure of the Central Bank banking system before the RV can take place./3

The Elders have caves of hidden gold and are now using it to gold-back the currencies in the QFS for every country in the world. It is important to understand that the QFS and the money it is about to release is all brand-new currency./4

It was designed by the Alliance to fund the new financial system that will reset all Currencies of the world to Gold-Backed currency./5

$(\u3063\u25d4\u25e1\u25d4)\u3063 \U0001f499 \U0001d440\U0001d4b6rymo Belfast \U0001f499\U0001f331\U0001f340 \u24cb\U0001f397\ufe0f$

(っ◔◡◔)っ 💙 𝑀𝒶rymo Belfa...
@MarymoBelfast

THREAD PART 1.

On Sunday 21st June, 14 year old Noah Donohoe left his home to meet his friends at Cave Hill Belfast to study for school. #RememberMyNoah💙

He was on his black Apollo mountain bike, fully dressed, wearing a helmet and carrying a backpack containing his laptop and 2 books with his name on them. He also had his mobile phone with him.

On the 27th of June. Noah's naked body was sadly discovered 950m inside a storm drain, between access points. This storm drain was accessible through an area completely unfamiliar to him, behind houses at Northwood Road. https://t.co/bpz3Rmc0wq

"Noah's body was found by specially trained police officers between two drain access points within a section of the tunnel running under the Translink access road," said Mr McCrisken."

Noah's bike was also found near a house, behind a car, in the same area. It had been there for more than 24 hours before a member of public who lived in the street said she read reports of a missing child and checked the bike and phoned the police.

Paraphrasing @tusharbohra on @IIC_Conference today ::"If 10 commodity companies are doing capex at the same time, it signals a peak. If 10 companies in Chemicals/API/Pharma are doing capex in different products at the same time - it probably signals the start of a New Era" 🇮🇳🇮🇳

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Paraphrasing @tusharbohra on @IIC_Conference today ::

"If 10 commodity companies are doing capex at the same time, it signals a peak. If 10 companies in Chemicals/API/Pharma are doing capex in different products at the same time - it probably signals the start of a New Era" 🇮🇳🇮🇳