Deepak Pandey
2.7K posts

Deepak Pandey
@fyiitsdeepak
Equity Analyst @ Sagun Capital | Astrophysics Buff | Superhero's Journalist | Cricket
Uttarakhand, India Katılım Ocak 2020
667 Takip Edilen299 Takipçiler

So this is how people have gone mad for KOHLI smashing mallinga in hobart 2012
Mufaddal Vohra@mufaddal_vohra
HE IS HIM MOMENT FOR VAIBHAV. 🥶🔥 - 15 year old Vaibhav Suryavanshi smashed Jasprit Bumrah for two sixes in 3 balls. 🤯
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JTL Industries +20% today!
Volumes were massive
Disclosures on BSE
-Abakkus Asset Manager Private limited bought 97 lakh shares (roughly 2.5% stake)
-Price between Rs.54-54.5/sh
#stockmarket
@CNBCTV18Live @CNBCTV18News
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Deepak Pandey retweetledi

It is the dream of our Prime Minister to produce 300 million tonnes of steel in India. For this, we need 800 million tonnes of Iron Ore. At our current production level, we will have to import 75% of our iron ore requirement.
Globally, just 4 or 5 companies like Vale, BHP, Rio Tinto and Fortescue produce 70%-80% of the world’s iron ore. We also have no option but to have 3 or 4 companies which can each make 200-300 million tonnes. This sector requires a very big expenditure on infrastructure. In my estimate, it will take an investment of $20 billion - $25 billion or more.
If we go about it in a simple manner, we can achieve our Prime Minister’s goal of atmanirbharta. India’s geology and quality of ore are same or even better than where/what the companies above are producing.
The world is moving very fast to make simple production of minerals and hydrocarbons. Because it is the need of the hour. You may have seen the US Government has just announced that clearances are self-certified for increasing oil and gas production.
Below-the-ground requires a big vision, like our PM's. Globally, we have also seen massive job creation in this sector and the well-being of people goes up where companies go for voluminous production.
#DeshKiZarooratonKeLiye

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Deepak Pandey retweetledi

Sambhv steel tubes VS APL Apollo tubes
1. Sambhv steel tubes
👉 Trades around 14x EV/EBITDA
👉Trades around 30x Price to earnings
👉Trades around 1.5X Price to sale
👉 EBITDA/ton about Rs6,800/ton
👉Volume growth about = 35%
2. APL Apollo
👉 Trades around 30x EV/EBITDA
👉Trades around 50x Price to earnings
👉Trades around 2.5X Price to sale
👉 EBITDA/ton about Rs5500/ton
👉Volume growth about = 20%
Who is the winner ???🥇
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@rdkriplani They closed at 250, but Padikkal as well has improved his game.
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Deepak Pandey retweetledi

Ganesha big time beneficiary!!
Yatin Mota@yatinmota
Govt notifies 40% recycled content mandatory in food packaging effective April 1 The mandate is expected to accelerate the adoption of recycled PET (rPET) across the food and beverage sector, creating robust demand for high-quality recycled materials while strengthening the domestic recycling ecosystem.
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