Ankit Prakash

@vandit_jain1994 There's a huge tailwind in renewable energy sectors and companies like Oriana Power, Waaree will get benefits out of it. Yes, sentiment is poor and it doesn't take time to shift also. The consolidation won't be longer, rotation will happen. You don't always jump around.

Understanding sectoral tailwinds and sentiments is the most rewarding attribute in investing. It differentiates the best from the rest. Estimating forward earnings is not that difficult. Many people can do that. Many have estimated correct forward earnings for Oriana, SJ Logistics, Waaree and many other solar EPC, transmission EPC companies etc. And those companies delivered on those estimates. Still, the stock hasn't moved. The problem is not with estimating - the problem is in understanding sentiments. Those who can gauge sentiments properly create massive wealth.

@RAJENDRABASALA @HarveyGirish Same feeling. I've 2 lots at 2450rs. Never have a thought of selling it. Will keep it for the next 10 years at least.

@HarveyGirish (2/2) Asset recycling close to ₹1,100 cr isn’t a small feat. Main board migration in pipeline and still beleive it would be mid to large cap someday. Very capable management.

This is greaat but still kinda pissed at setting aggressive guidance and missing it. Disc: Biased and invested. Oriana Power

@abdulgafarkhan @SunitXing It's just like how all cables companies are going off the roof, even chindi companies are going crazy.

@ankit24fps @SunitXing But even if they had committed a certain figure was market valuing them accordingly as well??? Not at all.... It's already down a good 35+ % from top. I feel this miss is being over exaggerated!

🔆Oriana Power Ltd- good set of numbers. - Revenue: ₹1,813cr vs ₹987cr, up 84% PAT: ₹252 cr vs ₹158cr, up 59% PAT margin: 13.9% vs 16.1% EPS: ₹124 vs ₹79, up 57% - 💰Huge cash flow: 337+cr. - PE dropped from 17 to 15.5. - Mainboard migration to happen in coming months. - Dis: invested and biased.

@abdulgafarkhan @SunitXing But that's mostly because of the market cycle. All EPC companies are down from their ATH and terrible PE re-rating happened. It's just a patience game, all EPC companies will move together irrespective of their promises and results.

@MareOfVideos @SunitXing If we ignore these obnoxious commitments, the numbers look great tbh. People are disappointed because of their promises vs delivery. I'm sure we would have been celebrating now if they had guided 50-60% PAT growth.

@ankit24fps @SunitXing Absolutely agree. That is the point. They are over committing, while in first 5 years of IPO, they should not.

Oriana Power's promoters should not commit in euphoria. Committing PAT growth 2x where it's hardly half of that is something we didn't expect. Tough questions should be asked in concall.

@SidssPT @Mehra2290 Okay. In their guidance they said they will do 2000cr topline growth which they missed by some 15%. PAT number is definitely disappointing. Cashflow looks great. So, yes it's good growth. Disastrous by no means.

@ankit24fps @Mehra2290 Blockbuster? Haha. It's an OK result and going by what everyone was expecting, it is a disastrous result.

Waiting for Oriana Power result.

@Mehra2290 Aa gaya. Blockbuster result.lag raha mere tweet ka wait kar rahe the. #OrianaPower

@ankit24fps Inka helicopter crash na hua ho bas🙏🏼

@Mehra2290 Lag nhi raha aaj ayega btw.

मोदी-प्रधान की जोड़ी ने एक और संस्था को धांधली का प्रतीक बना दिया। दशकों में पहली बार CBSE बोर्ड परीक्षा पर इतने गंभीर सवाल उठे हैं। 18.5 लाख बच्चों ने परीक्षा दी - और एक हफ़्ते से OSM, ग़लत मार्किंग और जाँच की गड़बड़ी की शिकायतें अनसुनी पड़ी हैं और शिक्षा मंत्री अपनी कुर्सी से चिपके हुए हैं। एक 17 साल का बच्चा, जिसकी कॉपी ग़लत जाँची गई, न्याय की उम्मीद में सोशल मीडिया पर आया। मगर, उसे मदद नहीं, गालियाँ मिलीं - BJP के IT cell ने उसे “Anti-National” कहा, “Soros का एजेंट” कहा, “Deep State” का हिस्सा कहा। एक 17 साल का बच्चा अपने भविष्य के लिए आवाज़ उठाता है और यह BJP उसे देशद्रोही बना देती है। सच यह है - मोदी सरकार युवाओं और Gen Z से डरती है, क्योंकि वो अब सवाल पूछ रहे हैं। और जो सवाल पूछे, उसे यह सरकार बदनाम करती है, डराती है, कुचलती है। पर सुन लीजिए, मोदी जी - यही युवा, यही Gen-Z आपका अहंकार तोड़ेगा।

@Ankittskedia Even Nepal. I was surprised at how beautiful and clean Nepal looks. India has a lot to do.

Once you visit small countries like Sri Lanka, Thailand, or Vietnam, or cities like Dubai for the first time and then come back to Indian streets, you realize how much you’ve been scammed by your municipality, local MLA, MP, and the whole system.

@CNBCTV18Live @latha_venkatesh Sare paise Modiji ke jeb mein

#BreakingNews | #RBI to pay ₹2.87 lk cr dividend to Govt

@PKOfficialOne @abhijeet_dipke You think the police have free hands to arrest these Gundas? Bro, they won't even file FIR, forget about taking any action against them.

@abhijeet_dipke No, you have to go your nearest police station and give written complaint.

Video. Will the authorities act against these threats?

@AvishkarNagrath A major resistance of 400 has been crossed. On the way to make ATH.

Purple united crossed 400, another 5% up, seeing a good rally

UFO Moviez posted an excellent YoY result. PE is just 11 now. With so many positive developments, UFO looks a great bet from here.

Strong revenue by PVR INOX signalling that UFO Moviez will also post bumber revenue and available at much cheaper price. Good time to invest.

@anonyinvest The long term for like 1-2 years, it should double. For the short term, 20% gain we should expect post result.

@ankit24fps What can be the target

@sudheep8531 Langra is the best.

Ordered 24 alphonso Ratnagiri and devgad mangoes plus 12 kesar. Costed 6500rs All naturally ripened. Not very impressed with the taste.. Local mangoes are equally or better tasting. Will try langra and chausa now

@ks_arian Haha. Yes.. SRFTI. 17th batch. Cinema for me is 50% commerce as well. I'm invested in UFO Moviez. So you know.

@ankit24fps Hi Ankit... Cinema and stocks together.. That's a deadly combo. Are you from SRFTI KOL?

Correction brings incentives to invest. Tracking these SME opportunities closely: 1.Yash Highvoltage 2.Taurian MPS 3.CFF Fluid 4.Freshara Agro 5.LT Elevator 6.Systematic Industries / Prime Cable 7.OBSC Perfection 8.Airfloa Rail Technology 9.Purple United 10.OSEL Devices 11.VOEPL 12.Cosmic CRF 13.Suba Hotels 14.Aimtron Electronics 15.Afcom Holdings …and many more.