H1 results will b a revelation 4 lazy P&L st analysts making YoY compare bt discounting cash flow/EPS

& H2 is seasonally better

Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
And the proof is here:

#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :

Result: bseindia.com/xml-data/corpf…

Presentation: bseindia.com/xml-data/corpf…

PressRelease: bseindia.com/xml-data/corpf… ImageImageImageImage
Thanks much DC - amazing analysis.

#TanlaPlatforms #Tanla is the leader in the industry & deserves much better valuations (current PE 13) as compared to the smaller peer that is #RouteMobile which is trading at 43 PE.

#Q2FY21 #H1FY21

MSCI has added #TanlaPlatforms to its INDIA SMALL CAP INDEX in review of 10Nov (effective on 30Nov)

MSCI weblink: app2.msci.com/eqb/gimi/small…

Massive endorsement coming from Global Index like MSCI #Tanla is officially an investment scrip 🚀🚀

#CPaaS #A2P #Telecom Image
#Tanla #TanlaPlatforms

Massive bulkdeal of 1.5 Cr shares(> 10% of total shares)

Blackstone(GSO Capital)seems to have exited partly & kept remaining 70lacs shares (may sell also later)

Given deal size & hot sector, big solid hands has bought in it seems

Strategic development
#Tanla #TanlaPlatforms is getting the much deserving screen space finally

Thanks @_anujsinghal @CNBCTV18Live
*Good surprise* in today's share transactions is that besides the big institution(s) (names 2b confirmed), promoters have also acquired 17.1 lakhs shares at 392.2 Rs/share.

This is a massive boost for all shareholders.

#Tanla #TanlaPlatforms

block deals details r out-includes very reputable names & promoter

Capital Group(American Funds Insurance Series Intl Fund) 86 lac
Amansa 40.84 lac
MobileTechsol(Promoter) 17.1 lac
Dalal-Broacha 3.5 lac
Sapni Reddy 2.56 lac

#Tanla #TanlaPlatforms

#Tanla #TanlaPlatforms

Among these, Capital group is a massive name with over 2 trillion USD AUM, under which American Fund Insurance Series is managing 150+ billion USD in assets.

Here is ET gushing praises on #Tanla after entry of big names (Capital group, Amansa, Dalal-Broacha) incl promoters by buying in 1.5 Cr shares from Blackstone

After selling, Blackstone still holds 70 lakhs shares (> 5% of total shares)


Rahul Khanna (Partner/Portfolio Manager at Habrok Capital Mgmt) who is a director in #TanlaPlatforms since July 2020 has further increased his holdings in #Tanla -bought 20,000 shares at ~441 Rs/share - his total holdings now are 70,000 shares.

This is getting better n better. ImageImage
Sidhant Sachdeva, Senior Vice President, also increased his stake yesterday by 5K shares bought at 439 Rs/share - his total holding post recent acquisition is 13,51,076 shares (~1% of total equity).

#Tanla #TanlaPlatforms Image
Another bulk deal in #TanlaPlatforms for 16.7 lacs in pre-open at high point of today 555.9 Rs/share

Due to the arrangement it seems that shares changed hands from Blackstone (GSO Capital-Banyan) to some other fund house.

Details awaited...

#TanlaPlatforms #Tanla

Details of today’s bulk deals are out - again top foreign institutions entered the stock @ 524.3Rs/share

Massachusetts Institute of Technology 🚀
Vantage Equity Funds🚀

Cherry on the top, Tanla’s MarketCap touched 1 BUSD (7,563 Cr) - amazing turnaround. Image
Another 5% Upper Circuit in #TanlaPlatforms - incredible run by #Tanla and what is more incredible it is still undervalued given the future growth prospects and presence in sunrise sector of #CloudCommunication #CPaaS ImageImage

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More from @AmitMis93532571

3 Nov
Thought of developing a bit more on comparisons being made between Route and Tanla

Both are in an undeniably hot sector and therefore attracting lot of attention

One needs to b careful while making any loose comparisons of Tanla & Route

#TanlaPlatform #Tanla #RouteMobile
When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front

Will list some of the reasons here below for everyone's consideration.

#TanlaPlatform #Tanla #RouteMobile
While reading this, please take your eyes off the share prices and price action because that doesn't represent value - price largely just represent sentiments.

(1) Route is a recently listed company post IPO in September 2020...(contd..)

#TanlaPlatform #Tanla #RouteMobile
Read 15 tweets
24 Oct
@LltTomar Lalit,thanks for doing this poll.

Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.

Below tweets briefly captures few key events during this journey.
@LltTomar Turnaround of #Subex started in 2016 when all FCCBs were converted into equity, therefore wiping of the debt from the books.

Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
@LltTomar Subex3.0 subex.com/press_release/…

In same year,Aug2017, #Subex did a major restructuring of business

Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP

Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
Read 14 tweets

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