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Most recents (13)

India’s pvt sector is going gangbusters on coal mining, breaking all records ⛏️⛏️

A 5yr old #ModiGovt reform has set India’s captive coal economy on a big growth path.

Here’s all you should know! 👇 Image
India’s coal is primarily produced by 2 sets of entities.

⛏️ PSUs: #CoalIndia & #SCCL

⛏️ Captives: Pvt sector entities or PSUs like #NTPC or #SAIL which mine coal to meet in-house power demand

Here is how their production (million tonnes/MT) has fared over the last 10yrs 👇
Brackets show share of captives in overall production.

(Total | Coal India | SCCL | Captives)

FY14: 566 | 462 | 51 | 53 (9.3%)
FY15: 609 | 494 | 53 | 62 (10.2%)
FY16: 639 | 539 | 60 | 40 (6.2%)
FY17: 658 | 554 | 61 | 42 (6.4%)
FY18: 675 | 567 | 62 | 46 (6.8%)
Read 13 tweets
I forgive, But I Will Never Forget .

The Joker movie, when the joker goes in the talk show—[They] thought I would never forgive & play the stupid games [THEY] needed me playing … twitter.com/i/web/status/1… Image
.@slipknot —I Remember …

Where is Clown .@MShawnCrahan ? ..
Where Is #ZERO .@sidthe3rd? …

6 & 0
1 6 —Joey Was Number 1 …
1:45/ 1 9 —Time
16/19
1:43/17
5/19/19
5/22/19
(3) Day #GAP
(2) Minute Dif
Paul Gray was Number 2 ..

(4) Winds TCP 9744 #B (16)
Mirror Ball ImageImageImageImage
ALL OUT LIFE !!!

#LetsLive !

Forgiveness allows all of you to be here with me!

I forgive what [THEY] did!

Love you Clown !
Never let go. ImageImageImageImage
Read 6 tweets
SAIL said it clocked its best ever production and sales during FY22. The sales have been the highest ever at 16.15 million tonnes as compared to 14.94 million tonnes in FY21. For the first time in history of SAIL, the company crossed revenues from operation of INR1 lakh crores.
Q&A Insights: Amit Dixit of @EdelweissFin asked about coking coal cost in 4Q22 in dollar terms and how it’s expected to change in 1Q23. Anil Tulsiani ED said it is likely to go up substantially. In Q4 it was in range of INR28,000-29,000 and it is expected to be up 10-12% in 1Q23.
Read 10 tweets
Finally, the #GoldacreReview is published! (During Parliamentary Easter holidays, mid-ping-pong on the #HealthAndCareBill...)

It's 221 pages - each PDF page is a double page spread - so this could be a lo-o-o-ong [Thread].

Here goes...
First point to note, in the Terms of Reference (p5), is that this is about "access to #NHSdata by #researchers, #commissioners, and #innovators" - i.e. #Planning and #CommercialReUse - so it is directly relevant to the operation of millions of people's #NationalDataOptOuts... Terms of reference for the review  1. How do we facilitate a
"185 wide-ranging recommendations for us to explore", says @sajidjavid (p6). Gulp! Time for some coffee...

"systems that ensure #underrepresented groups are well represented" may (partly) refer to this "landmark review", which got off to a slow start:

gov.uk/government/new… The far-reaching independent review into potential ethnic bi
Read 159 tweets
#Thread
Stocks from Different Sectors
#StockToWatch
EVs :-
#Kabra - Battery play
#JBM - EV Bus Play
#Rattanindia - Revolt EV bike
#WARDWIZARD- Joy EV bike
#TataPower- Charging Station
#TataChem- Raw Material
1/8
▶️Retweet to Reach max people
#NotRecommending
#DoYourResearch
#StockToWatch
Green energy:-
#BorosilR- Solar Glass player
#Swelect- Solar Panel
#TataPower- Largest Player
#Websol- Solar System Installation

2/8
#JustSharing #NotRecommending
#DoYourOwnResearch #Startup
#StockToWatch
IT Play:-
#Kpit - EVs IT solution
#HappiestMind- Management
#Saksoft- AI play
#KPIT- AI play
#AurionPro- Emerging Businesses
#Cyient- Undervalued
#HGS- Demerger Story
3/8

#JustSharing #NotRecommending
#DoYourOwnResearch #Stocks #Startup
Read 8 tweets
🌟Looking forward to #MuhuratTrading?

🙌Check out this thread to see what #Trinkerr Experts chose as their top #DIWALIPICKS! ✨

#StockMarket #stocks
@MoneyMystery's #DIWALIPICKS for #MuhuratTrading🎁

🌟#InoxLeisure

💫Checkout his complete #Trinkerr portfolio: trin.kr/RwuX
@MarketScientist's #DIWALIPICKS for #MuhuratTrading🎁

🌟#ACE
🌟#Borosil
🌟#JBMGroup
🌟#GNFC
🌟#westlife
🌟#AssociatedBreweries

💫Checkout his complete #Trinkerr portfolio: trin.kr/pwiC
Read 18 tweets
Absolutely stunning numbers from #SAIL.

Q2'22 net profit jumped by 10x to 4.3k crore🔥

SAIL is available at a very attractive valuation, Price/Sale 0.5 & EV/EBIDTA 3.2

Strong re-rating candidate

Time for a thread covering key points from the earnings call 👇👇 @nishkumar1977
* SAIL has clocked best ever turnover in any Qtr.
* Company has given best ever quarterly EBIDTA, PBT, and PAT
* Debt reduction from 51k to 22k crore. That's phenomenal 👌 D/E is down to 0.44
* Mgmt target to be net debt free by Jun'22 👌
* Demand is going to be strong in H2 as the effect of monsoon subsidize and construction activity picks up in H2.
* Mgmt expects strong demand in foreseeable future driven by govt infrastructure push & growth in the construction/real estate, the biggest consumer of SAIL products
Read 6 tweets
#Didyouknow

Steel Authority of India (SAIL) is the largest steel-making company in India and one of the seven Maharatna’s of the country’s Central Public Sector Enterprises?

The co. has posted excellent Q2 FY22 figures, follow a thread on the same.
#sail #fundamentalanalysis
1)Global Steel Scenario
Global steel demand is expected to increase by 4.5% in 2021 and 2.2% in 2022. China is set to see a negative growth in 2021
at -1% and no growth/deceleration in 2022.
The global growth rate excluding China is expected to be 11.5% in 2021 and 4.7% in 2022.
2)In the Emerging and Developing Economies excluding China, steel demand is expected to grow by 11% in 2021 and 5% in 2022. The developed economies are expected to see
growth in steel consumption at 12.2% in 2021
and 4.3% in 2022.
(Short Range Outlook Oct'21)
Read 10 tweets
#Sail Q1FY22 profits were 94% of full Fy21 profits. Would have easily surpassed but for lower volumes of 3.3. MT (oxygen related shutdowns) compared to 4.35 MT in Q4fy21. Two numbers to focus are Rs 20,250/ tonne Ebidta and a 5063 cr debt reduction. Now how to value a cyclical:
Sail traded at an Enterprise value/ Ebidta of 6x during the pandemic. Market cap was 10k cr in March 2020, while debt was 54k cr total Enterprise value came to 64k cr. Assume that Sail trades at the same EV and debt is reduced to 15k Cr at the end of fy 22. Then …..
… at a 17 MT output in FY 22 and a conservative 21k per tonne Ebidta, Sail generates a Ebidta of Rs (17 mn x 20,250) = 34,425 cr for fy22.
Read 4 tweets
1 new chart everyday, it could be from any space ~ equities / commodities / crypto / forex / bonds , etc

Will try to do it daily 🙏💪

Here's the first one 👇

SBI vs BankNifty

Ratio chart has given monthly breakout implying SBI could outperform BN in coming months.

#PB365 Image
(2) #DLF monthly chart

#PB365 Image
(3) #VodafoneIdea weekly chart

#PB365 Image
Read 160 tweets
PSU giant #SAIL reported 1468Cr profit in Dec'20 qtr Vs loss of 344Cr in Dec'19 qtr,showcasing strength of #EconomicRecovery,in Construction, Infra,Autos,Manufacturing

Hot Steel&Saleable Steel production rose by 12%&6% YoY,respectively

Ebitda rose by massive 346%,to Rs 5294Cr💪
#Larsen&Toubro's 76% YoY rise in Order Book in Dec'20 qtr,vindicates speed with which Infra projects are scaling up,under @narendramodi govt

Order book of L&T at Rs 3.31 lakh Cr in Dec'20 qtr,is up 9%,Vs March'20 qtr,which means Infra space is doing better than pre-#COVID levels
Despite a global #pandemic, L&T,which is a proxy to how #Infra space in India is doing,saw new order inflows of a massive 73233Cr, in just a single qtr of Dec'20💪

Segment-wise,Infra secured #Orders of 45574Cr,rise of 80% YoY, with receipt of two marquee orders of #HighSpeedRail
Read 5 tweets
#Bollingerbands (Threads to understand & It's actual use)

( Practical use)

*We all know that #BB is give us volatility of stock.
* It works on standard deviation principle
* Price always wave between Upper and Lower band.
* It is always said that use #volatility contraction .
*After Volatility contraction price , move in quicker way.
* To identify this #volatility contraction, we use #BB

Examples show that round is volatility contraction. Price stuck in range and volatility is cooled off.
but , how to identify that volatility is really contracted?
many false signal will be generated.

So here is the secret.
Dont just trap in just #Bollingerbands

I am sharing secret to use it with #ketlner Channel
Read 10 tweets

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