𝔸𝕪𝕦𝕤𝕙 𝔾𝕠𝕪𝕒𝕝

@croreclub Appreciate the group . The learning and interaction is commendable Specially the regulations

Welcome to The Billionaire's Club 🥂

RT @CorporateNaukar: ⭐️ Cosmic CRF’s Double Trouble: Cosmos Seems Unhappy ⭐️ 1⃣ Cosmic CRF tried to acquire bankrupt rail wagon maker Amz…

Sugs Lloyd Ltd- SME

Two kind of people sleep hungry at night in India- 1) Pretty rich (for Intermittent fasting) 2) Pretty Poor That's life!

#KDAIL #KrishnaDefence The target addressable market image for the key spaces Krishna Defence operates in, according to Perplexity Pro. P.S. treat the chart with a pinch of salt, since some of the bigger buckets won't materialize. On a serious note, looking at the competitive advantages and competition for some of the key segments, the market cap growth potential for KDAIL could actually be huge over next 5-7 years The note below mentions in short, the thesis I have for Krishna Defence, broadly. Not sure how the CAGR/multiplier game will play out, but it is well placed on multiple fronts The TAM mentioned below for 5 year and 10 year phase is my thought on cumulative TAM for the segment overall, basis current visibility / plans. 1. Naval Shipbuilding Components (e.g., Steel Sections, Bulb Bars, Ballast Bricks) - Bulb bars / structural sections: Only Indian vendor with DNV/ABS certifications - Import substitute - Ballast Bricks & specialized steel alloys: Primary/sole supplier cumulative TAM: 6-8k cr (5 yr) /~15k cr (10 year) ^5-6% of costs / order size 2. Defense Composites (e.g., Doors, Hatches via VABO JV) - Only Indian player; VABO JV advantage cumulative TAM: ~3k cr (5 yr) /~6k cr (10 year) ^estimated basis broader demand / exports, hence may be off 3. Naval Weld Consumables (Welding Wire, Electrodes, Fused Flux) - One of 2-3 qualified suppliers; DNV/ABS certified cumulative TAM: ~1.5k cr (5 yr) /~3-5k cr (10 year) ^ weld consumables ~5–8% of fabrication costs in shipbuilding orders 4. Autonomous Underwater Vehicles - Sole Builder in India / partnership with Indian Navy TAM unavailable objectively - but KDAIL could tap a significant share here 5. Defence Electronics (Waveoptix RF/Fiber Optics) - 40% stake TAM unavailable, but could be a dark horse 6. Misc segments in defense / navy space 7. Coast Guard & OPV Vessels ? KDAIL as an approved supplier to Cochin Shipyard ? Cochin Shipyard's Next Generation Missile Vessels (NGMV) project To add, KDAIL is a supply partner to all 6 major Indian shipyards (#cochinship , #GRSEL , #Mazagon, #HSL, L&T, Goa Shipyard) ​Long story short, the best of news for KDAIL is probably yet to come, with the potential it holds given the industry tailwinds. Held for 3-5-7 years, could this be a high growth compounder? multiplying its market cap by at least 10-12 times!! Potential from ~1.15k cr to 12-15cr MCap? Critical review welcome... @xvi_harley , looking for your expert opinion @AdityaMittal795 , any study you have related to this, that can help pin-point this further? Interesting times for #naval #Shipbuilding tier 3 players Holding #RappidValves, #KDAIL, #ApolloMicroSystems from the space. with couple of others on radar for the right valuation and timing. Discl. Sharing for study purposes. DYDD #SME #investing

@vipinku55455414 he says 200 jayega 1 mahine me

@equityayush +91 70428 79794 promoter se baat karlo !!!!!!!

Reversal

@CorporateNaukar @dwivedmanish EEPEL TGL Same same sound

@dwivedmanish Pre Ipo Investors have clearly directed promoters to be tight lipped and not communicate with public investors. All depends on Voldemort 😊

Promoters seem determined that no one should make money from their stock .. no updates, no announcements, no new orders..jst silence while the price keeps falling. Why list the company in the first place if you had no intention to create value or communicate with shareholders?

Who raised allegations against KCEIL ( Kay Cee Energy & Infra ) 😛 Kon tha kon tha?

youtube.com/watch?v=l55EJC… Had A Management Interaction with the Company Surely Go Through 👍 The management has accepted our request of posting Quarterly Results 😀 Also have asked for the clarification on the rumors of technical rejection

🌟🌟 Ganda Hain Par, Dhanda Hain Ye 🌟🌟 I've been writing threads for quite some time now, and by the grace of God, I've been fortunate to gather a solid community of followers who’ve found value in them. So, let's not beat around the bush and get straight to the point. 🔸 ( एक हिंदी संस्करण भी ChatGPT की मदद से साझा किया है, जो इंग्लिश वर्जन के खत्म होने के बाद शुरू होता है।) 1⃣ Over the past couple of years, threads about stocks have exploded in popularity. Why? Because they cut through the noise. No fluff, just crisp, concise information that’s easy to digest. For investors and traders alike, these bite-sized insights have made decision-making faster and more efficient. Read. Learn. Maybe even punt. I’ve personally written about numerous companies, some I invested in, others I found promising but couldn’t allocate capital to at the time. And that was fairly common among many of us on Twitter. Most of these threads came after the company got listed. Meanwhile, there was another group of creators, those who shared IPO opinions. They didn’t go deep into a single company but gave broader takes across multiple IPOs. Neutral. Informative. Consistent. So broadly, these were the two categories of thread writers on Twitter. 2⃣ But now… something’s changed. We’re witnessing a curious new trend. A new type of thread writer has emerged - ones who suddenly appear 1-2 days before a company’s listing. And their tone? Either loud praise and over-the-top hype… or brutal, absolute takedowns. There’s no middle ground. Why such extremes? Are they doing Class-A Samaj Seva out of love for retail investors? Or is there something murkier beneath the surface? Turns out, this has less to do with public service and more to do with private profit. Specifically, the Grey Market. Yes, the same unofficial, unregulated place where people bet on IPO listing prices. While the grey market’s been around for years, some folks have started playing it with a new, aggressive twist. 3⃣ Here’s what they do: They load up positions in the grey market, then drop threads timed perfectly to manipulate sentiment, either pumping excitement or spreading doubt. These threads get amplified like wildfire, shaping the narrative right before listing. And since grey market bets settle on listing day, they don’t care what happens to the stock in the long run. The real victim? Retail investors. Many looks at the price screen, see the initial reaction, and make moves based on that illusion, often leading to losses. Remember: every stock has pros and cons. No company is flawless. But the next time you see a thread that’s either all sunshine or all doom, be warned – Daal mein bahut kuch GREY hain. --------------------------------------------------------- काफ़ी समय से मैं थ्रेड्स लिख रहा हूँ, और ईश्वर की कृपा से इतने वर्षों में एक अच्छा-खासा फॉलोअर्स का समूह बन पाया है—ऐसे लोग जो मानते हैं कि मेरी थ्रेड्स ने उन्हें वाकई कुछ मदद की। अब ज़्यादा वक्त बर्बाद नहीं करते, सीधे मुद्दे पर आते हैं। 1⃣ पिछले 2 सालों में स्टॉक्स पर थ्रेड्स लिखने का चलन जबरदस्त रूप से बढ़ा है। वजह भी साफ़ है—संक्षिप्त, सटीक और काम की जानकारी। इन थ्रेड्स ने निवेशकों और ट्रेडर्स की ज़िंदगी आसान कर दी है—झटपट पढ़ो, सीखो और शायद कोई दांव भी लगा लो। मैंने भी कई कंपनियों पर थ्रेड्स लिखे—कुछ में खुद निवेश किया, कुछ में दिलचस्पी थी लेकिन समय या पूंजी नहीं थी, सोच था कि आगे चलकर पैसे लगाऊँगा। ऐसा ट्रेंड उस वक्त ज़्यादातर ट्विटर पर लिखने वालों में आम था। ध्यान रहे, ये थ्रेड्स तब लिखे जाते थे जब कंपनी लिस्ट हो चुकी होती थी। इसके अलावा, कुछ ट्विटर हैंडल ऐसे भी थे जो हर नए IPO पर सामान्य राय देते थे—एक ही कंपनी नहीं, बल्कि कई कंपनियों पर एक साथ और वो भी निष्पक्ष तरीके से। तो कुल मिलाकर ट्विटर पर दो तरह के लोग हुआ करते थे जो स्टॉक्स पर थ्रेड लिखते थे। 2⃣ लेकिन अब... चीजें बदल गई हैं। अब एक नया ट्रेंड देखने को मिल रहा है। एक नया तबका सामने आया है जो कंपनी के लिस्टिंग से ठीक 1-2 दिन पहले अचानक थ्रेड लिखता है। और उनकी थ्रेड्स की टोन? या तो खूब तारीफ़ें और ज़बरदस्त प्रचार, या फिर पूरी तरह से नेगेटिव और बर्बादी की भविष्यवाणी। बीच का कोई रास्ता ही नहीं है। क्यों? क्या ये लोग Class-A समाज सेवा कर रहे हैं, खुद को खुदा मानकर रिटेल इनवेस्टर्स की मदद में लगे हैं? या फिर कुछ और चल रहा है, जो काफी गहरा और चालाक है? असल में ये सब पब्लिक सर्विस नहीं, बल्कि प्राइवेट प्रॉफिट का खेल है—GREY MARKET का खेल। हाँ, वही ग़ैर-सरकारी और अनऑफिशियल मार्केट, जहाँ लोग IPO के लिस्टिंग प्राइस पर सट्टा लगाते हैं। ये बाजार तो पहले भी था, लेकिन अब कुछ लोगों ने इसमें एक नया, आक्रामक रास्ता पकड़ लिया है। 3⃣ अब ये करते क्या हैं? ये लोग पहले से ही ग्रे मार्केट में अपनी पोजीशन बना लेते हैं। फिर एकदम समय से पहले थ्रेड्स लिखते हैं—या तो माहौल बना देते हैं या फिर डर फैलाते हैं। फिर इन थ्रेड्स को सोशल मीडिया पर भयंकर तरीके से शेयर किया जाता है। इससे या तो स्टॉक में कृत्रिम डिमांड बनती है, या फिर प्रेशर। और चूंकि ग्रे मार्केट की डील्स लिस्टिंग के दिन खत्म हो जाती हैं, इसलिए उन्हें इस बात से कोई फर्क नहीं पड़ता कि स्टॉक आगे जाकर कैसा प्रदर्शन करता है। खामियाजा किसे भुगतना पड़ता है? रिटेल निवेशकों को। वे स्क्रीन पर स्टॉक का प्राइस देखते हैं, उसकी चाल पर भरोसा कर लेते हैं, और इस भ्रम में फँसकर नुकसान उठा बैठते हैं। हर स्टॉक में अच्छाइयाँ भी होती हैं और कमियाँ भी। कोई भी कंपनी परफेक्ट नहीं होती। लेकिन अगली बार जब आप कोई थ्रेड पढ़ें—जो या तो सिर्फ़ अच्छी बातें कर रही हो या सिर्फ़ बुराइयाँ—तो समझ जाइए: "दाल में बहुत कुछ GREY है।"

@RajStockWatch This is exactly biodiesel and other mafia has been working since decades This isnt new Just the right licenser , right set of officers(gst and ed) and the amount distributed to all . The case is vanished and business starts again till new set of officers come in .

Feel these are all money sucking tactics. They wont allow companies to operate if management is not "liberal" with their wallets. Once cash reaches right places..every complaint will vanish! #EaseofDoingBusiness

KOTYARK INDUSTRIES. Rajasthan minister inspects UNIT at Sirohi and alleges 360Cr revenue loss due to illegal operation.(NDTV) But company had reported receipt of Consent to Establish in 2023 itself. May be some thing missing? Consent to Operate? BRIBE demand in this also, apart from bribe to IOC etc for Letter of Indents? Whatever it is, working with Govt on Biodiesel, Ethanol and even Bio Fuel Pellets etc are very difficult game.

Wonderful read, added some today.

Mainboard me PEAD SME me PEAT(पीट) 😄

#SME #SJLOGISTIC #SJLOGISTICS SJ Logistics India FY25 Concall Highlights: 👉FY 2026 & Future Outlook : ▫️ No specific top-line projections provided for FY26 (as only 2 months into new FY) but expressed confidence in growth, citing past performance (Increased participation in NVOCC; Air freight vertical showing early traction; Expansion into new regions, notably South India and global markets like Germany) ▫️Focus on sustaining & improving gross margins and PAT in FY26 💠NVOCC margins expected to range from 10% to 15%, depending on trade lanes (e.g., higher margins to Libya vs. lower to Gulf regions) 💠No compromise on top-line growth re-iterated, but primary focus is on margin expansion through high-value verticals like NVOCC and project cargo 👉Current projects and pipeline: ▫️Project Cargo: Especially power transmission equipment for Latin America and Africa 💠Projects typically span 2-3 years, with clients committing for 1-3 years, ensuring steady business 💠Each consignment involves 40-50 containers, with duty-free or concessional rates based on country treaties 💠Continued emphasis on power transmission and second-hand machinery exports ▫️Other Commodities: Active in textiles, agro products, pharmaceuticals, chemicals, and earthmoving equipment (Caterpillar, JCB) to Middle East, Gulf, and Africa 💠Client Base: 10-15 clients in earthmoving equipment/second-hand machinery exports, with 1 new client added monthly ▫️Pipeline: 💠Geographic Expansion: Plans to tap South India, to source additional cargo. Globally, focus on increasing participation, with teams currently in Germany for the American Airlines network conference to secure new business 💠NVOCC Growth: Recently launched, with 2,000+ containers currently; plan to add another 2,000 in FY26, targeting 4,000 total. Utilization goal: 90-95%. Revenue varies (e.g., $100 to Jebel Ali, $2,000 to Libya) 💠Acquiring or leasing new containers (to reach 4,000) is a slow process (5 cycles a year per container) due to supply chain constraints, & other costs. Reinforced to adopt a steady approach than scaling too fast as it could lead to idle containers and financial inefficiency 💠Air Freight: Launched mid-FY25, contributed 14cr; significant growth expected in FY26 👉 Others : ▫️ Receivables Context: High shipment volume in late March FY25 contributed to 190cr in receivables, with 20-25% already recovered by Jun'25 💠Credit period: 90 days for most commodities, 135-160 days for project cargo due to 75-90 day transit, 7-15 day clearance, and 30-day post-discharge credit 💠Policy: No clean credit; payments secured before cargo release, no bad debts historically ▫️ Fixed assets increased due to lease-purchased containers for NVOCC, capitalized per accounting standards, with corresponding liabilities ▫️ Q3 FY25 was exceptionally strong, exceeding expectations. Q4 still good, but growth appears muted in comparison ▫️Lease terms: 5-10 years, ownership transfers post-lease. No major future Capex planned; investments funded by NVOCC cash flows ▫️U.S. tariffs have minimal impact (U.S. business <10% of revenue); focus on Latin America and Africa. ▫️Red Sea issue: Impact diluted compared to six months ago. Additional costs (e.g., insurance) absorbed by shippers/consignees. Vessel diversions in place, and market has adjusted. No margin pressure; higher rates could even boost margins ▫️No cash flow pressure or debt needed; working capital sufficient for growth ▫️Standalone tax rate estimated at 25%

#SJ LOGISTICS RESULTS. H2, FY25 ANNUAL RESULTS. Rs.518 was at 17.5p/e. Now 15 x 👍 SJ has been growing consistently. Only issue is Logistics Segment valuation which is totally down in SME segment affecting SJ also. Quarterly reporting takes fizz away since incremental revenue increase gets reported . H2 Vs.H1 FY25 REV: 278Vs 225 Cr 👍 PAT: 29Vs 23.5Cr 👍 FY25 Vs FY24 REV: 503Vs 273Cr 👍👍👍 PAT: 52.5Vs 23Cr 👍👍👍 #SJ LOGISTICS #RESULTS2025

SJ Logistics Good set of numbers 👍 Solid YOY growth & Flat QOQ In line with management guidance (walk on talk) and market expectations Company growing well with Margins expansion 👍 Considering 30% growth for 2026 estimates could be - Top-line of 650 Cr and PAT around 65 to 70 Cr and forward EPS of 45 to 48. The trailing multiple could be around 15 to 20 - which is attractive valuations #SJLogistics

SJ Logistics : Good set of result, in line with management guidance and market expectations.