Alert Investor

@vipuls1979 @InvestInMicro Also, it will be helpful if you use actual company in discussion as a reference. Random laptops as an example wont serve the purpose because we don’t know if laptop seller is a - retailer, OEM, refurbisher, manufacturer.. every business is different and cash will flow differently

@vipuls1979 @InvestInMicro Inventory is not always unsold laptops. In EMS, it’s often raw material/WIP for ongoing orders. In EMS-inventory will rise before revenue is booked. Receivables then follow due to credit cycles. Astra Microwave operates similarly with defence projects

93 Cr → 301 Cr in just 2 years Profit almost 3x. EPS doubled. Now targeting 1000 Cr Revenue by FY29✅

@vipuls1979 @InvestInMicro This is a textbook gyaan. Simple google can give what you wrote. Can you help us understand specific in the context of this business,please? Company growing at 80% CAGR how will the inventory be lower? Are all growth aggressive WC heavy business fraud? What about Astra Microwave?

@Alert_Investor @InvestInMicro Look at Accounts Receivable and Inventory in the Cashflow Accounts Receivable r increasing i.e profit is trapped in unpaid invoices. If Inventory is ballooning i e cash is tied up in unsold goods.

@vipuls1979 @InvestInMicro Can you help us understand why is it cash flow negative, like the one person above mentioned? What do you think is happening here? I see worse pattern in Astra Microwave, is that a potential fraud too?

@InvestInMicro The scrip is Aimtron , Cashflow from last 3 Yrs is -ve inspite repeated profits. Receivable days from 60 to 200 to 162 in 24,25,26 , these patterns are generally for fraud companies. Baki aapka Paisa aapki pasand

@vinayak_kh56506 @MayankKapur16 Big Opportunity. Aimtron one of the beneficiary. Already got about 100cr order to manufacture end-to-end UPS for data centres including designing.

A big opportunity in Data Center no one is talking about- India has 1.5 GW of DC which will exceed 5GW in 2030 Problem- AI load can cause power usage to spike 10X in Milliseconds. But the grid can't cater to this surge Solution- UPS + DG Set + BESS 1. UPS - acts as the shock absorber that catches millisecond spikes instantly to keep servers from crashing - provides backup for 1 -10 mins 2. BESS - Provides battery backup - Setup Cost = Rs. 3 Cr. / MWh 3. DG Set (Diesel Generator) - For backup during longer power outages - Setup Cost = Rs. 1.1 Cr. / MWh All the 3 together to provide stability and cost effective power backup at times of downtime. A 100 MW Data Center will require - 150 to 200 MW UPS - 200 MWh BESS - 110 MW of generating capacity DG Sets Want us to do a deep dive on this space?

@RajStockWatch I mean they can do 8 to 10cr only for H2.

@Alert_Investor 8 to 10 will be flat. Needs 12Cr and above.

Tomorrow, everyone's focus will be on results of a NON CRYOGENIC company 🤣 Naam bahut jabardasth hai. Results be?! Others : Sudrashan Pharma, Rajputana Industries, Gayatri Rubber, Kasturi Metal, BioPol and poor man's lender IBL Finance.

@chopra_sumit Yes, it does include ICS. It’s under Texas.

@Alert_Investor Does this result include numbers from ICS. Pls check what is included in consolidated financials.

Aimtron management guided 270-280 Sales beat management guidance at 300 cr Mgt guided pat margin of 15-16% Achieved little lower pat margin of 14.3% in H2 However achieved 15% margin on Full year basis. x.com/i/status/20266…

@chopra_sumit Mgmt said in 2-3 yrs they will get AIC margins to AE level. Also, how can margins be the same at consolidated level, if acquired company is performing at lower teens ebidta? It’s quite obvious the acquired company will drag margins of aimtron electronics for 1-2 yrs.

@Alert_Investor Mgt guided sales and pat margin at company level. Didnt say only for atandalone. Having said that 1% here and there is not an issue. I am not taking away any credit from the mgt. It is definitely walk the talk by the mgt.

@logical_traderr Everybody wants to sound intellectual and thinks they know better than everyone else. Why invest in funds when you can generate such return. Fact is - they don’t. In an attempt to gain followers bullshitting is taking a new high.

@BeatTheStreet10 Ohh the famous Leena Shetty and Sachin Shetty were here too. 😂 That itself is a big red flag.

The 30 pre-investors got shares at INR 12 per share, which was pumped to INR 10,000+ in just two years

RRP Semiconductor - The Massive Pump Dump 725x in 19 months Here is what SEBI found, which you might have missed in the headlines The Three Famous Algo Firms were also part of the scheme A Thread

@iamadi_m No, they haven’t reallocated at least in March. FIIs have been net seller across EM markets- including Taiwan and S.Korea. In fact since the war started most of the asian markets have seen fund outflow.

FIIs didn’t just “exit”… they reallocated. Money that moved out of India is chasing where the next big cycle is ; semiconductors, AI infra, advanced manufacturing. Taiwan, South Korea, China → deep into chips India → still early in that game As long as global AI capex keeps rising, flows will follow capability… not narratives. Until India builds real depth in AI + semis, expecting FII money to come back aggressively might be wishful thinking.. @SureshKBN

@RajStockWatch Which are the companies they are referring to?

Quite surprising! Have seen the referred handles in the report making IPO related posts, which are quite normal (highlighting certain IPOs which everyone else also do). Didn't find anything extraordinary. Similar posts are there from so many handles. Both handles were quite active and as reported in the VCCircle article, have stopped posting since 20th Jan. There has to be something much more deeper for SEBI to get involved. Otherwise, just for posting Great Business, Potential Multibagger etc will people get investigated??????

This is what ‘let the cycle play out’ looks like.

China GPU players: <$2Bn revenue, up to 139x P/S. Some serious optimism on China’s AI ambition is priced in. India isn’t even on this table yet, but let’s benchmark ourselves against Pakistan so we can feel better.

Mirae Asset on Dee Development Engineers Ltd. Target Price - Rs. 340.

@yashwantmodi22 Kaunsi kahani? Who will decide fair value? What numbers are you expecting in FY 27 and FY 28 to be called a fair value?

@Alert_Investor @Alert_Investor Bas kar bhai. Kitna pump karta rahega. This stock is already at fair value. Baki sab kahani hai.

Great efforts. Those who are new to the Aimtron can get an introductory idea about the business. Just one issue with the video- estimates are way way off.

@SAnalyst135 I doubt if he or anyone on X is influential enough to pump a 2k cr Mcap stock. Anyway, @sudheep8531 bro why delete, man. It’s alright if it didn’t perform as per your thesis and went in the direction most of your stocks go.

Epack Durable pumped yesterday, dumped today, tweets deleted..☺️

@som20523 @samantchinmay61 Abey kaun Aditya Joshi? Kaunsey stocks pump kiye? Followers hai mere pass pump karne ke liye?

@Alert_Investor @samantchinmay61 Maine bhi dekha hai tumhare purane messages when you used to pump all stocks from Aditya Joshi time. You must have lost big. Now trying to get something back from the market by pumping focussed stocks