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954 posts

$ü₹€$#
@funafair
#Googler #Waymo #Hyderabadi #Desi
Cupertino Katılım Eylül 2009
598 Takip Edilen116 Takipçiler

@swarubhadra @rdkriplani @manishURMATE @bworldph Trading at < 1 PE to their 2029-2030 story
Trading at 50% to cash currently available
Valued right now as if the probability of success is close to zero, very very unusual
Any updates on Financial closure ? Surprised its not done even with Equity being secured
#kiriindustries
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@rdkriplani @funafair @manishURMATE @bworldph Hoping the same bhai 🤞 mine to metal integrated co
Also this mine has the capacity to supply 1/3rd of concentrate req of 3.5 lacTn (5x of hind copper)
If everything goes fine, post 2030 this will be a 8x story from this price I guess
Any plans to increase weightage bhai??
English

MAHARLIKA Investment Corp. (MIC) said it has assigned its $10-million bridge loan to Makilala Mining Co., Inc. (MMCI) to a unit of India’s Kiri Industries Ltd., transferring its rights as lender. zurl.co/wxnke
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@manishURMATE @bworldph @rdkriplani Honestly don't know if its good or bad :)
I thought they were trying to get a stake, but this seems to be a different strategy.. not clear
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@goudsaab264 @SunRisers Samad, Shankar, Umran, Sundar.. all just scammed SRH...
Other than Bhuvi... no regrets
Svenska

Ee season top order isthunna stats ki Samad undunte easy ga 3 250+ scores kotttevallam,, next year ela ayna lagandra mana team ki @SunRisers 🤌🥹
Filipino

Are you ever doing this with 6-3 like David Coleman just did??? Wow.
Watch the U.S. Poker Open on PokerGO.com, live and on demand.
English

I called my shot and delivered! Title #4. I really do this. 🦍 2nd $1,000,000 score this trip! Another title coming in PLO! Thanks for the love and support. ❤️
Triton Poker@tritonpoker
🏆 FOURTH TRITON TITLE! Jesse Lonis wins Event #11 $50K Turbo Bounty Quattro for $474,000, topping a field of 46 entries. A dominant run, collecting nine bounties for an additional $540,000 along the way. Congratulations, @JesseLonis!
English

@unclekohli Likely fake..
Delhi Capitals name is more recent right.. It was Dare Devils when the likes of Dilshan and KP played..
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Almost a month into my sobriety journey and I’m feeling unstoppable. My mental clarity is on another level. I’ve tapped into my intuition in ways I never thought possible. Just secured another $1,000,000 win and I’m grateful for it. 4th place still feels like a victory. Everything is falling into place. Big things are on the horizon. Thanks for being part of the joirney. 🦍💪🏻



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@sachinyuvifan 1998 was gold.. I think he scored like ~2k runs in that year alone..
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Man pulled this off at just 27. The greatest there was, the greatest there is, and the greatest there’ll ever be.
. @ikamalhaasan 🛐
#MoondramPirai
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@RavinderR_ @SharePurana Business itself will not have much to show over the next 2 years
Will be interesting to watch promoter actions
#kiriindustries
If they are serious about future potential, they will try increase the promoter stake
For rest of us.. its like planting a seed and waiting
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I believe just based on the cash position the share should be proced around 730-740. May be traders are booking the profits. Even with some discounting due to a huge pivot in the direction of business it should be still 680-700.. with the current selling it seems market has no faith in their business model
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KIRI INDUSTRIES 📉
Stock down ~6% today, nearly 10% off the day’s high and the reason is clear.
Management commentary spooked the market:
• ₹5,200 Cr proceeds in hand
• >90% earmarked for capex
• Only ~10% for shareholders
• Capex planned in futuristic but unrelated businesses
Markets don’t hate capex.
They hate uncertain capital allocation.
When cash flows move away from the core business, valuations re-rate first and explanations come later.
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@RavinderR_ @SharePurana 90% cash invested is great, but result will be seen only in the progress they share over next 18-24 months
May be investors(Sellers) feel, it is dead investment for 2 years.. If story improves they can get in later.. not entirely wrong thinking
#kiriindustries
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@RavinderR_ @SharePurana Very difficult to value Cash...
A cash in hands of successful entrepreneur or Big corp house can be multi fold..
Cash in hands of a gambler is of not much value
With respect to #kiriindustries, promoters are neither
so we are in no mans land...
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@RavinderR_ @SharePurana 4000 crore in bank (after paying debts) itself has potential to generate 300 crore interest..
Can they generate 20-30% is the question..if they can, we are talking about possibility of ~800-1000 crore Net profit ; 4-5x potential with minimal downside risk
#kiriindustries
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@SharePurana @funafair Incidentally, the stock has retraced almost all the gains it made in the rally following the Funds news.
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@RavinderR_ @SharePurana True.. market trying to shake out and evaluate what will be new baseline.. However for someone who missed out can be a good time start adding.. if they believe company has good potential...
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