Discover and read the best of Twitter Threads about #itc

Most recents (8)

1/N A thread on #ITC.Last 10 year EPS is up from 2.5 to 12.2. Almost 5x. PE peaked out around 50 n now at 14. A 3L Cr market cap company with 0 promoter holding where ESG funds dumped more than 6% which is more than 20k crores. Who has capacity to consume it. CFOs as good as
2/N as good as accounting profit. Low debt , decent ROE, not a great capital allocator still 2 businesses apart from civvies ve respectable ROE on relative basis, growth for last 3 years high single to low double digit. Has business not performed or 1. Had investors set to high
3/N expectation at 50 PE ? 2. Text books only tells u that valuation is driven only by cash flows but text books do not tell u that high float becomes a risk when an existing investor wants to exit for reasons beyond cash flow 3. Text books do not tell you what kind of valuation
Read 11 tweets
Lots of talk about ITC.. people comparing ITC margins with HUL and other FMCG cos.. here are my thoughts.. thread #1/n
First lets look at ITC 10 year fundamentals.. No way its anything less any other good performing co.. It has continually generated good cash..
This is HUL

Compounded Sales Growth
10 Years:6.75%
5 Years:6.10%
3 Years:6.89%

Compounded Profit Growth
10 Years:9.64%
5 Years:11.54%
3 Years:14.11%
Read 11 tweets
Given where Indian small caps are today, this book is a very reasonable investment. Go for it 👍🏻
Best time to look for a multi-bagger is around the time when masses start to find the word 'multi-bagger' as disgusting. This masterpiece from @chriswmayer is inspired by Thomas Phelps's "100 to 1 in the Stock Market" and is an addition to that with more recent data. #100BAGGERS
“Bear market smoke gets in one’s eyes,” he said, and it blinds us to buying opportunities if we are too intent on market timing. [1]
Read 14 tweets

I have posted few graphs of fake paradise trades happened in recent past below.

If anyone has still any doubts can ask on the same thread once i post few recent charts of fake paradise (only some standard stocks which i follow).

Read 8 tweets
Leticia: @airallianceHOU has their own purple air monitors for #ITCDisaster. @HarvardU also has monitors. #ITCfire is why we cannot afford rollbacks. Study by @EnvironmentTex show companies like ITC don't incur problems from air quality violations. EPA & TCEQ not protecting us
.@HighTechAztec @SierraClub: Experiencing symptoms of exposure and high levels of distress.

I care because I live here, too. My mom lives in Deer Park. Friends who are pregnant & vulnerable. Concerned about cumulative impact. Scares me

#ITCDisasterTownHall #ITCfire #UTCDisaster
Read 34 tweets
#ITC #ITCfire @kfdmnews
Since I do air quality consulting for a living, I have been following this incident at the ITC site in Deer Park for the last few days. Before I state why I think this is a really big story that isn’t getting nearly enough press
#ITC #ITCfire
(yes, I know there’s been a lot already), let me give a little bit of background about my expertise. I am a meteorologist who specializes in analyzing the dispersion of air pollutants in the atmosphere via analysis of air quality monitoring data and air quality
#ITC #ITCfire
modeling data. I have over a decade of experience doing this kind of work and have worked for the Texas Commission on Environmental Quality (TCEQ) and for private sector consulting firms.
Read 16 tweets
Hi guys, so here is the first episode. Let me know your thoughts or questions. 😊


On the 1st day of July 2016, 21-year old Kadiri Musa signed a five-year contract with #NPFL team, Kedike United FC of Rivers State. He joined from 1/18
Lagos-based club, Ayangalu Warriors FC for a transfer fee of N3 Million Naira.

In Kadiri’s first season (2016/2017), he scored 25 goals in 28 games; and scored a further 30 goals in 27 games in his second season (2017/2018). His performances over the two seasons attracted 2/18
various interest from high profile clubs in Africa in the summer of 2018.

A South African #AbsaPremiership club, Kuluzula FC were the most interested in him, and it was reported they offered Kedike United about $25,000 USD. Despite the fact that Kadiri Musa wanted the 3/18
Read 19 tweets

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