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954 posts

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@funafair

#Googler #Waymo #Hyderabadi #Desi

Cupertino Katılım Eylül 2009
598 Takip Edilen116 Takipçiler
Mountain Rats
Mountain Rats@mountain_rats·
Absolute accurate? Or will you change anything?
Mountain Rats tweet media
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$ü₹€$#@funafair·
@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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swaroop bv
swaroop bv@swarubhadra·
@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??
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BusinessWorld
BusinessWorld@bworldph·
MAHARLIKA Investment Corp. (MIC) said it has assigned its $10-million bridge loan to Makilala Mining Co., Inc. (MMCI) to a unit of India’s Kiri Industries Ltd., transferring its rights as lender. zurl.co/wxnke
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$ü₹€$#@funafair·
@PokerGO Isnt that a call with only few BB left ? If you lose to FH, you accept.. I know she received flak for folding KK pre-flop recently, but this one seems an unreasonable fold..
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PokerGO
PokerGO@PokerGO·
Are you ever doing this with 6-3 like David Coleman just did??? Wow. Watch the U.S. Poker Open on PokerGO.com, live and on demand.
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$ü₹€$#@funafair·
@swaasthi Your life and free world.. do what makes you happy...Need validation? appreciation?
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$ü₹€$#@funafair·
@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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Jesse Lonis
Jesse Lonis@JesseLonis·
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 $1,000,000 win and I’m grateful for it. 4th place still feels like a victory. Everything is falling into place. Big things are on the horizon. Thanks for being part of the joirney. 🦍💪🏻
Jesse Lonis tweet mediaJesse Lonis tweet mediaJesse Lonis tweet media
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Moments & memories
Moments & memories@momentmemori·
Happy 56th birthday to the legendary cricketer Inzamam-ul-Haq. Who is Inzi ? Listen to Sachin Tendulkar and Sehwag.
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$ü₹€$#@funafair·
@sachinyuvifan 1998 was gold.. I think he scored like ~2k runs in that year alone..
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SK
SK@Djoko_UTD·
Just brilliant impressions of the Big 4 👏
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$ü₹€$#@funafair·
@RavinderR_ @SharePurana Business itself will not have much to show over the next 2 years Will be interesting to watch promoter actions #kiriindustries If they are serious about future potential, they will try increase the promoter stake For rest of us.. its like planting a seed and waiting
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Ravi
Ravi@RavinderR_·
I believe just based on the cash position the share should be proced around 730-740. May be traders are booking the profits. Even with some discounting due to a huge pivot in the direction of business it should be still 680-700.. with the current selling it seems market has no faith in their business model
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SHARE PURANA
SHARE PURANA@SharePurana·
KIRI INDUSTRIES 📉 Stock down ~6% today, nearly 10% off the day’s high and the reason is clear. Management commentary spooked the market: • ₹5,200 Cr proceeds in hand • >90% earmarked for capex • Only ~10% for shareholders • Capex planned in futuristic but unrelated businesses Markets don’t hate capex. They hate uncertain capital allocation. When cash flows move away from the core business, valuations re-rate first and explanations come later.
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$ü₹€$#@funafair·
@RavinderR_ @SharePurana 90% cash invested is great, but result will be seen only in the progress they share over next 18-24 months May be investors(Sellers) feel, it is dead investment for 2 years.. If story improves they can get in later.. not entirely wrong thinking #kiriindustries
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$ü₹€$#@funafair·
@RavinderR_ @SharePurana Very difficult to value Cash... A cash in hands of successful entrepreneur or Big corp house can be multi fold.. Cash in hands of a gambler is of not much value With respect to #kiriindustries, promoters are neither so we are in no mans land...
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$ü₹€$#@funafair·
@RavinderR_ @SharePurana 4000 crore in bank (after paying debts) itself has potential to generate 300 crore interest.. Can they generate 20-30% is the question..if they can, we are talking about possibility of ~800-1000 crore Net profit ; 4-5x potential with minimal downside risk #kiriindustries
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Ravi
Ravi@RavinderR_·
@SharePurana @funafair Incidentally, the stock has retraced almost all the gains it made in the rally following the Funds news.
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$ü₹€$#@funafair·
@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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