Discover and read the best of Twitter Threads about #Neuland

Most recents (5)

What a fantastic company & Mgmt. Growing without taking debt, Stock 10 yr CAGR 46%, No equity dilution for a decade. Uninterrupted dividend-paying since 1952, 1300 Acre integrated manufacturing campus. Serves diverse products/sector/geographies/customers (1/1)
Broadly presence in Dye, Agrochemicals, Pharma API intermediates, Polymer, Fragrance, Bulk & specialty chemicals. World leader in date Palm tissue culture plants.
Agrochemicals: 3 fungicides, 10 herbicides, 1 insecticide, and their intermediates (2/2)
Pharma segment: Through subsidiary Atul Biosciences

World’s largest manufacturers of Dapsone, an API with USFDA approval

➤ API intermediates (21 products)
➤ Peptide API intermediates (10 products)
➤ Phosgene based bulk chemicals (34 products)
(3/3)
Read 5 tweets
Der Live-Ticker startet pünktlich... mit einer Verzögerung, da der Hauptausschuss noch tagt 💪
Zeit sich noch schnell mit ausreichend Snacks und Flüssignahrung zu versorgen. Es wird ein langer Abend, 48 Punkte stehen auf der Tagesordnung.
Die Klingel des Stadtpräsidenten ertönt. Es geht los. Das Wichtigste zuerst: es werden Blumensträuße verteilt und die Beschlussfähigkeit festgestellt.
Read 52 tweets
Ein deutscher #Weltraumbahnhof:
- Natürlich unterirdisch, hat ja in Stuttgart 21 so toll geklappt.
- Terminal 1 wird so klein geplant das schon bei Eröffnung keine Rakete rein passt
- Verbrennungsabgase werden nach unten abgesaugt, damit haben wir Erfahrung
1/x
- Die Raketen fliegen mit Diesel!
- Auf die abgebrannten Raketenstufen ist Pfand
- Die Astronauten müssen bis 69,4 Jahre arbeiten
- Satelliten der CDU fliegen jeweils in einer eigenen Rakete
- Die Toiletten der Raketen sind dreckig und kaputt
2/x
- Das Klimapaket mach Raketenstarts 59,43EUR teurer, ist ja schliesslich Langstrecke!
- Die Rakete steht auch mal mit umgekehrter Stufenfolge am Bahnhof
- Die Klimaanlage der Rakete funktioniert nicht im All
- Die Raketenmotoren haben illegale Abschalteinrichtungen
3/x
Read 14 tweets
I have a 'wall-of-shame' built in an agonising manner over 25Y.

Those who know me personally or been with me here, have seen the tweets tagged as #uv_lessons which are basically my own bruises and cuts.

'Why I Failed' thread on this experience should help us all (me included).
#IPO craze of mid-90s made me experience the 80:20 rule

> 80% IPOs were 'lipstick on the pig' (bad businesses, numbers were window dressed)🚨
< 20% IPOs were good businesses at a fair price (#HDFCBank)

Sold good ones to "book profit", but kept hugging the junk ones #uv_lessons
Been tracking this biz for long, and fully exited in 2017 (purely valuation call in a volatile space); re-entered last year after 66% drop, as risk/reward was favourable; stock slipped another 15% and I added some more! (my thesis: same biz getting cheaper and I had cash).

[A]
Read 13 tweets
Heads or Tails ! 💰💰
Scenario#1 or Scenario#2 ! 💰💰
#crams #cro #cdmo

Across Animal, Agro / Crop and Human Pharma, Biotech
#ActecLifesciences
#DishmanCarbogen
#DivisLabs
#Hikal
#JubilantLifesciences
#LaurusLabs
#Neuland
#PIIndustries
#PiramalPharma
#SuvenLifesciences
#Syngene
#CRAMS is like an ‘auto ancillary’ partnering with OEMs (life sciences innovators) and helping customer’s science and intellectual property via their cross-customer learnings and scale.

Extending this thread to spell out few key differentiators for high quality #CDMO #CMO #CSM
1.Partnership mindset – best lab-to-market innovations are those that are developed via global partnerships where innovator and supplier teams collaborate. Innovator gets the necessary knowledge and commercial-scale production from #CDMO #CSM #CMO #CRAMS #CRO
Read 11 tweets

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