Discover and read the best of Twitter Threads about #chemicals

Most recents (24)

#Clean Science - A Thread about the Biz

Why the business deserves such valuations is very clear. There are almost no other business which ever sector having such gross margins . Ignore Chemical sector etc. Any business you take this Margins is exceptional and can do magic
With such increase in the Raw material price they have maintained the margins to a great extend without passing the raw material prices .. Exceptional Work
Strong and Biggest Capex is underway for Clean Science and this will definitely increase the sales and margins will be kept near these 50-60 odd percent which will take the PAT exponentially ( Compounding )
Read 10 tweets
"I am convinced that immunizing young #children [] will lead to a tsunami of #autoimmune diseases." - Dr Geert Vanden Bossche, virologist

Don't think for 1 sec. that the #pharmaceutical industry is unaware of the implications as outlined by V. Bossche.

#Immunity-As-A-Service
"We cannot, we should not, under NO condition, vaccinate any child." - Dr Geert Vanden Bossche, #virologist

COVID-19 Vaccine Risks in #children - Geert Vanden Bossche speaks

Full presentation:

April 10, 2019: "Why Are #Autoimmune Diseases on the Rise?"

"It’s not so much our cleanliness but our increasingly #industrial lifestyle that is blocking the intake of these important #microorganisms."

elemental.medium.com/autoimmunity-i…
Read 7 tweets
I was asked recently to provide some examples of health and fitness marketing that makes false claims and/or exploits human biases. I came up with a billion examples. Here are just 6:

#science #skepticism #criticalthinking #exercise #health
1/6. All-natural #wheyprotein. It exploits the irrational cognitive bias towards natural products.
2/6. L-carnitine sold for decades as a ‘fat burner’ despite research which failed to show consistent and reliable outcomes.
Read 8 tweets
A Detailed Thread on #JubilantIngrevia as Promised

Let's start with the #Technicals to time the Entry

A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout

For Investment I use the Weekly Chart with 10EMA ImageImage
Let's Deep Dive into the Fundamentals of #JubilantIngrevia

Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany

They are into Speciality Chemicals ,nutraceuticals and Life Sciences

Revenue Split and Region wise Revenue in the Below Presentation Image
Who are its Competitors ?

Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene

Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that

Its a competitor to other Speciality Chemicals like Balaji Amines also in some
Read 14 tweets
#stocks

#chemicals

Have been repeatedly posting how the strong chemical earnings can continue and rerating in some names can occur

Holding everything Except Tatva and Vinyl from this List

And getting the Highest Allocation to Balaji amines Deepak and Jubilant Image
Fairchem Fluorochem are trading names

Even NOCIL is on fire !

Get the sector Right Sit tiight

#Chemicals #stocks
#Thirumalai Chemicals

HTF started ! Image
Read 4 tweets
#Didyouknow

Globally, India is the third-largest consumer of polymers, fourth-largest producer of agrochemicals and sixth-largest producer of chemicals?

Follow a thread on the Chemical sector overview in India.

#chemicals #sectoranalysis
1)Covering more than 80,000 commercial products, India’s chemical industry is extremely diversified and can be broadly classified into bulk chemicals, specialty chemicals, agrochemicals, petrochemicals, polymers and fertilisers.
2)The Indian chemicals industry stood at $ 178 bn in 2019 and is expected to reach $ 304 bn by 2025 registering a CAGR of 9.3%. The demand for chemicals is expected to expand by 9% p.a. by 2025. The chemical industry is expected to contribute $ 300 bn to India’s GDP by 2025.
Read 11 tweets
Daily Bookmarks to GAVNet 06/24/2021 greeneracresvaluenetwork.wordpress.com/2021/06/24/dai…
Changes in farming practices could reduce greenhouse gas emissions by 70% by 2036

phys.org/news/2021-06-f…

#FarmingPractices #greenhouse #GasEmissions #reduction
Mindat: The Wikipedia for Minerologists, Miners, and “Rock Hounds” (Except Not)

nakedcapitalism.com/2021/06/mindat…

#minerals #database
Read 10 tweets
On May 26th @StateBank_Pak released #Pakistan's disaggregated #trade statistics for April '21. We now have 10 months of the FY21. Some analysis in #thread below. 👇👇👇
#Pakistan #exports of #goods & #services grew by 6.2%., surpassing the US$25 billion mark. (2/n) Pakistan exports of goods and services, first 10 months of F
By #destination: substantial increases of shipments to #China and the #USA. Stability with #Afghanistan, and contractions in shipments to #UAE.

[#export growth to China and USA is confirmed by mirror data analysis] (3/n) Pakistan exports by destination, in million USD. (source SBP
Read 10 tweets
A thread on #Chemicals Sector in India:
When I did a 'lazy Sunday' data crunch in Sep 2020 (), of all the sectors that performed well over the last 29 yrs, broken down in to three decades, there were some interesting insights.

Barring the period between...
1991-2000, the next 2 decades saw stocks from chemical sector perform very well. Of the 973 stocks that gave >100% returns (simple returns: no div. reinvestments) between 2000-2010, 101 were from the chemical sector.
Likewise, between 2010-2020, 82 chemical stocks topped charts.
Just yesterday, I checked for all BSE Companies with 10 Yr CAGR >25% & found 189 stocks, of which 41 stocks were from Chemical sector. A quick glance through the list brings a smile to my face, as many of these were good quality stocks with decent credentials - Portfolio worthy.
Read 9 tweets
9 causes of low sperm count/quality you should know

1. Infections
2. Varicocele
3. Heat & Stress
4. Drugs
5. Being too fat
6. Hormones
7. Other medical issues
8. Alcohol & smoking
9. Chemicals

A thread 🧵

Please RT for awareness
Low sperm count or #oligospermia means the semen a man ejaculates during an orgasm contains fewer sperm than normal. Medically, it means having less than 15 million sperm in 1ml of your semen.

If there's no sperm at all in your semen, it is called #azoospermia.
Having low sperm count significantly lowers your chances of being able to impregnate a woman.

Many families have been torn apart because of the resulting infertility.

Unfortunately, in some cases, people erroneously think the cause of the infertility is the woman.
Read 16 tweets
Daily Bookmarks to GAVNet 01/10/2021 greeneracresvaluenetwork.wordpress.com/2021/01/10/dai…
How Biden Can Break the Stranglehold of Amazon and Other Monopolies | The Nation

thenation.com/article/econom…

#amazon #biden
Chinese quantum computer completes 2.5-billion-year task in minutes

newatlas.com/computers/jiuz…

#quantum #computer #chinese
Read 8 tweets
1/x I am logging off for 2020 including from Twitter. Reflecting on a great year for the #EV industry:

1. A global pandemic and economic shutdown couldn't stop the industry. Final numbers TBD but I bet on another year of EV #growth and #ICE decline. Will be watching @rhomotion
2/x The make-up of ownership in the #supplychain continues to change. In lithium, Pilbara/Altura and Tianqi/IGO foreshadow that there is potential for more deals across the full supply chain before prices rise. Will be watching @amiller_bmi for more

reuters.com/article/tianqi…
3/x Yes, the #battery #chemicals price spikes will happen - my personal prediction is within the next 18 months. See point #1 - another year of not-enough-investment-in-supply isnt going to make demand easier to meet. Will be watching @CDMRawles for more
Read 14 tweets
SO grateful to @erikvance for the chance to craft a series on #toxic #chemicals and kids for @NYTParenting. First, we looked at #phthalates' effects on #fertility, with the help of @KaciAitchison, @drlorashahine, @TraceyJWoodruff, Jodi Flaws, Pat Hunt nyti.ms/3m5ifD1 1/4
Next, we looked at how #PFAS harm children in the womb, with the help of Philippe Grandjean, @BrucePLanphear, @leotrasande, @aynumazi and tireless community activists @pfoaprojectny1 and @mleleigh nyti.ms/3fCdiiM 2/4
Finally, we looked at how we're exposing young kids to flame retardants, even though they aren't even needed in many products, featuring the groundbreaking work of @DukeEnvironment's Heather Stapleton and @ArleneBlum1 nyti.ms/39fKPOF 3/4
Read 4 tweets
#Navinfluorine investor presentation Q2fy21

Revenue 512 cr
High value business
H1FY20/H1FY21 - 253/332 ,increase 32%
Ebidta - 146 cr
Operating PBT - 125cr

H1FY21 revenue contribution from high value business - 65%

#Nifty #sensex #StockMarket #stocks
Q2FY21
Revenue 308 cr
High value business Q2Fy20/Q2Fy21- 141/201 ,increase 42%
Ebidta 93cr
PBT 83cr

H1Fy20/H1Fy21

Legacy business 253/180 ,decrease 29%

High value business
253/332 ,increase 32%

Total revenue 506/512 ,increase 1%

Operating Ebidta 128/146

#chemicals
Speciality chemicals well balanced growth driven by life sciences & crop science segments

CRAMS Strong customer traction augurs well

H1FY20/H1FY21

Speciality business
180/199 ,increase 11%
CRAMS 72/133, increase 84%
High value business units 253/332,increase 32%
#crams #cdmo
Read 6 tweets
#Germany #chemicals

Pepper spray is not exactly the toughest chemical weapon, but still - according to a report, Germany exports substances that can be harmful to health to authoritarian states.
According to the report, German companies delivered 50 kilograms of irritant gas mixture to China in 2018, and in 2019 it was even 100 kilograms. Chile, where the police cracked down on demonstrators with great severity in 2019,
repeatedly received pepper spray equipment from Germany. 125 kilos of the irritant oleoresin capsicum went to Ukraine in 2017. According to SZ, the United Arab Emirates, Tunisia, Somalia, Russia, Egypt, Singapore and Qatar received further irritants.
Read 3 tweets
highly toxic heavy metals and chemicals from these illegal programs are supersaturating our breathable air column and thus contaminating every breath we take. So, when specific individuals have made a career out of helping to cover up the criminal geoengineering programs by their
Read 3 tweets
#DeepakNitrite manufactures Basic #Chemicals, Fine & Speciality Chemicals and Performance Products.
Major products of the company are #Phenol #Acetone #Cumene #DASDA #Inorganic Salts #Xylidines #Toluidines
#Revenue Mix and #Location details as below:
Company’s turnover entails from the Domestic Revenues which stood at 58% of Total Revenues and the rest 42% came from Exports
Recently company has started commercial production of #Isopropyl Alcohol #IPA.
Isopropyl alcohol is mixed with water for use as a rubbing-alcohol antiseptic. It is also used in aftershave lotions, hand lotions, and other cosmetics.
Read 26 tweets
Mind boggling case
13-year old girl
5 - 6 years on #ayurvedic treatment (shown below) for #Epilepsy. #Ayurveda promised no more #seizure.
Now jaundice, fluid in abdomen, dark pigmentation
#livertwitter #MedTwitter #MedEd #Science #ScienceMatters #pathology #MedicalStudent
1/4
#liver #biopsy
Diagnosis: severe #alcohol #hepatitis and underlying #incomplete septal #cirrhosis (rare, #hepatoportal sclerosis) - 2 diseases in one liver! #radiology
WHY DID THIS HAPPEN?
See retrieved #Ayurveda #drugs analysis results.
#pseudocience
2/4
#Chemicals & #Toxicology analysis
#alcohol content - total 26.17 % v/v
#Arsenic content - total 2461.367 mg/kg
Single highest #Herbal #medicine - Arsenic was 1982.44 mg/kg
Two #ayurvedic drugs also contained #CLONAZEPAM - a modern medicine with anti seizure property😞
#ayush
3/4
Read 4 tweets
Special Report
Exporting banned #chemicals is already illegal under #InternationalLaw. “Failing to address this longstanding #exploitation is #discrimination, pure and simple.”
by @AlanRMacLeod
mintpressnews.com/exporting-toxi… #toxicwaste #toxic #Africa #Asia #LatinAmerica #law
10,000 workers shift through electronic waste that pollutes the air, land and water for miles around, burning plastics and melting metals, hoping to find small amounts of valuable minerals, reducing their own life expectancy
#Ghana #Africa #capitalism
"#Vietnam has suffered tremendous consequences from the #war, especially with regard to the lasting and devastating effects of toxic chemicals, including #AgentOrange."
mintpressnews.com/as-monsanto-fa… #Monsanto
Read 3 tweets
Hello Traders, Below is our trade plan for upcoming week #NIFTY #BANKNIFTY #RELIANCE #INDIANCHEMICALS #TRADING #FNO #SENSEX #relianceagms2020 #FMCG Image
The list of stocks mentioned in the above list have recently crossed their All Time High #ATH #Momentum #Chemicals #Agrochem #FMCG #Telecom
Below is the link to chart where we have tried explaining the idea behind buy on Tata Consumer #Tataglobal #Tataconsumer #FMCG #Breakout #Momentum

tradingview.com/chart/TATACONS…
Read 8 tweets
#Shree Pushkar Chemicals & Fertilizers
Shree Pushkar #Chemicals & #Fertilizers Ltd is engaged in the business of manufacturing and trading of chemicals, #dyes and dyes intermediate, cattle feeds, fertilizers and soil conditioner.
Let’s have a look at the company’s business as well how well they have diversified. They have a well diversified business which is growing on all fronts.
Here is a breakdown of their #Fertilizer products as well.
Read 19 tweets
#US #IndustrialProduction numbers were released yesterday for Apr-end. The picture isn't pretty. Showing below how bad it was in the last 2 months in actual numbers. (comparing Feb-end with Apr-end; Grey areas show previous recessions). The index itself declined 15.3% (1)
PART1: Industries underperforming the IP Index

1. #MotorVehicles & Parts - down 80% in 2 months. It's the LOWEST since 1972. (2)
2. #DurableConsumerGoods - down 47% in 2 months (3)
Read 17 tweets
My colleague @ISOcertified & I recently wrote in @Diplomat_APAC on diversifying supply chains in the wake of #COVID19. A few commentators have brought in some skepticism on India’s ability to cash. We're fact-checking some commonly pointed concerns (1)..
thediplomat.com/2020/04/after-…
Skeptics commonly point to restrictive trade regime, labor, land, tax uncertainties & lack of investment strategy. GOI has overcome some of these problems. Due to this reform trajectory, we believe #India is more closer to attracting manufacturing investments than ever before (2)
Some major reforms for which govt doesn’t get enough credit: bridging production cost difference between #India & SE Asia. GOI is bridging through some sector-specific policies. Ex: MeitY's trilogy of manufacturing schemes to provide production, capital & land/infra incentives(3)
Read 13 tweets

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