Discover and read the best of Twitter Threads about #chemicals

Most recents (24)

1/12 Our government, since when @PMOIndia @narendramodi took office, is
devoted to the welfare of the poor.We’ve taken a number of steps to help the poor and middle class. As a result, the average inflation during our tenure has remained lower than during previous governments.
2/12 Today, the world is passing through difficult times. Even as the world is recovering from Covid-19 pandemic, the Ukraine conflict has brought in supply chain problems and shortages of various goods. This is resulting in inflation & economic distress in a lot of countries.
3/12 Even during the pandemic, our government set a paradigm of welfare, especially with PM Garib Kalyan Anna Yojana. This is now acknowledged and appreciated the world over. #PMGKAY
Read 12 tweets
A 3rd 🧵(and probably final) on the #Dmitrievsky #chemicalplant explosion and fire. I spoke with two former team members who have worked at plants like this in the US, and was introduced to a new friend who did a site visit/QC/Process Inspection at this plant in 2012.
All three are not twitter people. All three work in the industry. One at F100 firm, the others at smaller chem-firms. All have read my summary and agree it is fair. They also, like me, are sort of surprised at the level of interest here on this subject. Nice for folks to care.
First - this is very large facility and looking at @Maxar images together we agree it is badly damaged, but not destroyed. The shipment, storage and blending facilities seem intact, but the fire has clearly destroyed one of - perhaps the - most important part of the plant.
Read 12 tweets
It's good to be back! Follow this thread for the video stream & live coverage of tonight's first SFI Community Lecture at @TheLensic in two years, featuring @Sara_Imari on the #physics of living #systems.
And stay tuned for an extraordinary lineup of additional talks this year...
Live stream starts in one minute!
SFI's @ChrisKempes introduces tonight's speaker @Sara_Imari (@sfiscience, @beyond_asu) by quoting #HaroldMorowitz about how, to find life beyond Earth, we must understand the *origins* of life...
Read 28 tweets
#lithium carbonate breaks $510k yuan/ton which is $80k USD - almost a $10k increase in the last fortnight. A small thread on why this matters below for #electricvehicles and #lithium #mining stocks. Happy punting all.
#Spot #lithium traded as above is usually representative of tiny volumes at different districts in China. Could probably spend a whole thread describing lithium prices in different areas but that'd be a waste of time. Take away point is the volume is tiny but it's a trend.
The head price you see here is representative of what traders/chemical producers are getting for product sold typically to #cathode #producers who use the chemicals to create lithium batteries.
Read 13 tweets
#Mixtures matter! Check out our new study in @ScienceMagazine where we show the impact of real-life chemical exposure during pregnancy on language development, integrating epidemiology and experimental neurobiology (1/14) science.org/doi/10.1126/sc…
on the same issue, do not miss also the insightful perspective by @liew_zeyan and Pengfei Guo (2/10) science.org/doi/10.1126/sc… (2/14)
and here an animated summary of the story () by @secret_molecule (3/14)
Read 14 tweets
Le twitter-graph de @genefutures ! #GrapheEcologie

C'est une tentative d'analyse d'un compte Twitter sous forme spatiale et graphique, via ces followers.

Je ne connais pas de quoi le compte parle, mais les followers me le diront.

HD, explications et analyse dans le thread⬇️
Si vous êtes pressés et que vous voulez allez vous même fouiller dans la version HD du graphe, il est dispo sur ce lien:
easyzoom.com/imageaccess/03…

Sinon, on va l'expliquer et le regarder ensemble en dessous
L'analyse de ce graphe a été fait en partie grace aux indications de @Florielvm, qui a pu me faire une breve présentation de "qui est qui", connaissant bien le milieu "Ecologisme associatif et politique".
Read 53 tweets
Monthly updates for all 3 portfolios for the month of Nov- 2021:

No recommendations, just sharing my journey!!

#MostlyMomentum #stockmarkets #StockMarket #stocks #investing #trading

⬇️ ⬇️ ⬇️ ⬇️ ⬇️ ⬇️
1/

#MOSTLYMOMENTUM- FLEXI CAP (DAILY RECONSTITUTION) MONTHLY UPDATE: NOV-21

Starting NAV (12-03-2021): 100.00

Current NAV (30-11-2021): 150.49

Compounded Annualised Returns: 90.23%

Annualised Standard Deviation (Based on daily closing): 24.76%

Maximum Drawdown: -12.80%
Trailing Returns:

Since Inception:
#MostlyMomentum (Daily Reconstitution) Portfolio: 50.49%
#NIFTY100: 12.99%
#NIFTYMidcap100: 22.42%
#NIFTYSmallcap100: 26.32%
Read 22 tweets
#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
1. #Travel #Holidays #CabinAirQuality #Flights

For many years I have been commenting abt the air we breathe on #aircraft and have been and continue to be politically active on this very important issue for #Passengers & #Aircrew. Image
2. #Travel #Holidays #CabinAirQuality #Flights

This continuous thread will be added to as & when I discover new issues that #Consumers should be aware of. At this stage I will simply point you to my new book: Gaspers; a potential source of information! amazon.co.uk/Gaspers-passen…
3. #Travel #Holidays #CabinAirQuality #Flights

To give you a flavour of the issues at stake, read this #BBC report of a diverted transatlantic flight and its affect on the occupants of the aircraft, their findings and the #airline's response

bbc.co.uk/news/business-…
Read 18 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

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!