Discover and read the best of Twitter Threads about #ARC

Most recents (7)

Excellent #Budget2021 by @narendramodi govt

16.5 lakh Cr Agri Credit allocation&Rs 1.18 lakh Cr for roads

Massive 34.5% rise Capital Spending at 5.54 lakh Cr

137% rise in Health budget

Income Tax scrutiny reduced from 6 to 3 yrs;No Double taxation of NRIs

#Growth,the focus
Hike in Insurance #FDI from 49% to 74%,pro #Reforms💪

#Dividend income invested In InvITs &REITs,tax free

No advance tax liability on Dividend income

#LIC IPO--BIG

#Disinvestment of BPCL,Pawan Hans,Air India,Concor,IDBI,Beml, Shipping Corp--BIG

64180Cr #Healthcare budget-BIG
5 Mega #Fishing harbours

7 Mega #Textile Parks

Agri Infra Fund to be available to #APMCs

Voluntary #VehicleScrapping policy

20000Cr #Recapitalisation of PSBs

#ARC to take over stressed assets

7 Port projects to be developed via PPP

18000Cr for Bus Transport
#Modinomics💪
Read 9 tweets
MESSIE se prononce de la même façon que MAIS SI.

MAIS : Conjonction qui permet d’indiquer une différence, une opposition, une précision, une objection ou une transition.

SI : Marque l’affirmation en réponse à une négation.

Tel est le "Secret du Mais Si", qui s’oppose à l’Exil. Image
Il faut avoir un But et chacun et chacune d’entre-nous peut devenir un(e) Mais Si.

Le Mais Si, se démarque par sa différence, s’oppose et objecte, précise la Torah sur tous ses points, détruit les forces négatives et marque la transition vers un monde qui fait Un avec le Divin. Image
"Mais" se dit "But" en anglais. Car le but, le "Goal", est de sortir de la "Galout" ("Exil") bet d’accueillir la "Gueoula" ("Délivrance"). Celui qui marque le but, c’est le GOEL (Délivreur).
Read 17 tweets
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

@darshanvmehta1
𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

#AMC
#Aspire
#Broking
#WealthManagement
𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬

𝟏.𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

#AssetManagement
#PMS
#SIP
#AMCYield
Read 9 tweets
Attention subducters! 12 part THREAD on our new @VoiLA_NERC paper in @Nature, led by @Cooper_geo. TL;DR? Not all #subduction zones recycle water the same way & #LesserAntilles recycling changes in time and space [1/12]
rdcu.be/b49wQ
So how did the @VoiLA_NERC team, funded by @NERCScience, use boron isotopes to show that water subducted by the #Atlantic Plate is directly linked to volcanic and earthquake activity in the #Antilles? [2/12] Title and abstract of Cooper et al (2020) paper in Nature
@VoiLA_NERC is tracking #water right through the #Antilles subduction zone. We chose this site because it contrasts with the much better studied Pacific margins [3/12]
doi.org/10.1029/2019EO… Block schematic diagram of Antilles subduction zone
Read 12 tweets
Bioventix #BVXP and Arcontech #ARC

1% to 2% and 1% to ~0% respectively Image
Drawn out sales cycles are one feature of the Arcontech #ARC business but here is another: increases operating margins from 32% to 37% despite a depreciation charge almost 9x higher and with cash required for investment running to about the cost of a 10 year old Mercedes.
Tracsis #TRCS update today and it's beyond a stretch to say they're in the BVXP / ARC club but for a few years in the early 2010s when rail tech was the entire company, it wasn't too far off.

These figures are from 12/13 but from 2008-10 their capex was £3000, £6000 and £9000 Image
Read 3 tweets
Arcontech #ARC seems popular today.
Last two years Arcontech charged £500k to income for R&D

Let's assume it's the same this year: clean profit would be £1.5M (or you could capitalise and ignore the A in EBITDA, same thing except, of course, it ain't)

On a revenue base of £3M, which grew 23% in H2.
Plus cash of £4M and nil debt. So I'll give them £1M or £2M credit there.

Their profits turn to cash - without stock comp legerdemain.

And how much investment to get these numbers?

..This year £13K, up 6x from £2K last year, £8K the year before.

Yes: that's K, with a.. K
Read 3 tweets
Sería muy interesante armar el maratón de #MCU alrededor de #Avengers, pero acomodando todas las escenas de todas las películas en una sola línea temporal. No incluyo las series por que sería sumamente largo y complicado.

Abro #hilo y me explico.
#AvengersElHilo
Actualmente hay dos formas (bueno hay un chingo) en que puedes ver todas las películas del Universo Cinematográfico de Marvel:
1.- En el orden cronológico de lanzamiento, es decir comenzar con #IronMan (2008), hasta llegar a #AvengersEndgame (2019).
2.- Viéndolas en orden cronológico de tiempo de los eventos, es decir, comenzar con lo que sucedió primero con #CaptainAmerica: The First Avenger y terminando con #AvengersEndgame. Esto sin contar los "flashbacks" con los que comienzan algunas como #GuardiansOfTheGalaxy
Read 56 tweets

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