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1 Sep, 17 tweets, 4 min read
Framework on Buyback covered till now.

This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.

{Thread of Threads}
🧵👇
Basic of Buyback

Just Dial buyback experience & Notable Learning

Past Case Studies with different learning:

1. TCS Buyback

2. Gandhi Special tubes Buyback

3. E-Clerx Buyback

4. Start Cement Buyback

5. Balrampur Chini & Amrit Corp Buyback

thetycoonmindset.com/special-situat…
6. Quick Heal Technologies Buyback

7. Tips Industries Buyback

thetycoonmindset.com/special-situat…
8. Tanla solutions Buyback

9. Securities Intelligence Service (SIS) Buyback

10. Aarti Drugs Buyback

11. NTPC Buyback

12. Bharat Rasayan Buyback

13. Dhanuka Agritech Buyback

thetycoonmindset.com/special-situat…
14. Indian Toner Buyback

thetycoonmindset.com/special-situat…

• • •

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More from @tycoonmindset05

The Tycoon Mindset Profile picture
31 Aug
BASICS OF Buyback:

This thread is important for every investor who invest in Equity Market

Topics Covered:
1. What is Buyback?
2. Why buyback is important for every investor?
3. How to invest & participate in Buyback?
4. What not to do to avoid Buyback failure?

🧵👇
What is Buyback?

When a company repurchases its outstanding share from the market it is a case of Buyback.

Buyback reduces the number of shares from the market, and automatically increases the value of remaining shares. However, the cash of the company gets deployed.
Why is Buyback important?

1. Always be interested when your portfolio company is coming up with buyback

Buyback is a mechanism used by a company to reward its shareholders apart from dividend.
Read 21 tweets
The Tycoon Mindset Profile picture
23 Aug
Miyamoto Musashi, a legendary samurai, was known for his undefeated streak of 61 duels.

He wrote 21 Timeless Principles named 'Dokkodo' which has inspired millions of people to walk their journey of life with Unwavering Focus.

Thread 👇
1. Accept everything just the way it is.

2. Do not seek pleasure for its own sake.

3. Do not, under any circumstances, depend on a partial feeling.
4. Think lightly of yourself and deeply of the world.

5. Be detached from desire your whole life long.

6. Do not regret what you have done.

7. Never be jealous.
Read 7 tweets
The Tycoon Mindset Profile picture
16 Aug
Eclerx Services Buyback: Understanding whether buyback is favorable or not?

Buyback Price: Rs 3,200
CMP: Rs 2,170
Buyback Amount: Rs 303 cr
Buyback Spread: 42%
Buyback Route: Tender Route
Theoretical Acceptance Ratio: 6%

Thread (🧵👇)
Buyback Calculation:

In order to participate in retail category one can apply for less than 90 number of shares.

As per AR 2020, number of shares in hand of retailers is around 22 Lacs (Assuming nos. in conservative manner).
Scenario Analysis:

However not all the people participate in buyback.
With 3 different scenario of 50%, 70% & 90% retail shareholders applying in buyback, the tender acceptance ratio would turn out to be 13%, 9% and 7% respectively. Image
Read 16 tweets
The Tycoon Mindset Profile picture
5 Aug
Interesting Facts about Tyre Industry and, where JK Tyre is Positioned.

"Indian tyre Industry poised to grow at early double digit for the coming few year"

Source: From Business Indian Magazine

Do like and retweet to spread knowledge with maximum 🧵👇
India has prominent place in Tyre industry.

Out of top 25 global tyre business, India has 4 prominent players
- Apollo tyre: Ranks 14
- MRF rRanks 15
- JK Tyre Ranks 24
- Ceat Tyre Ranks 25

In India, 41 tyre companies operate in India with 66 tyre plants spread across country.
Production:

• Avg growth rate over a decade is close to 9%. First half had high growth of 15%, which fell to 4% in the 2nd half.
• From 2014-20, tyre production shot up from 146.1Mil units to 176.7Mil units.
• Peak production happened in 2019. Total output touched 192mil unit
Read 19 tweets
The Tycoon Mindset Profile picture
4 Jul
Roadmap for Ethanol blending In India 2020-25:

Decoding the opportunities in Ethanol Blending in India and how certain sector can benefit out of it.

Retweet for maximum reach to spread knowledge. 🙏🙏

🧵👇
Data-facts:
• 98% of India fuel requirement in road transportation is met through fossil fuel.
• Bio fuels only consist about 2% of use for road transportation.
• Ethanol is the important part of biofuel. It is naturally produced from fermentation of sugar by years or via petrochemical process such as ethylene hydration.
• Combined ethanol distillation capacity of India is 684 crore litres
Read 36 tweets
The Tycoon Mindset Profile picture
1 Jul
Sequent scientific concall was today at 9:00 am

" Sequent 2.0 will be changing the company from branded generic animal company to specialty pharma. "

Here are the key highlights 😀
Overview

- This year has been a landmark year for sequent

- The better days are ahead as animal industry

- Globally animal health industry got distinctly got separated.

- Company was partly insulated against the effect of covid
- Company reached out to experts for next pahse of growth; sequent 2.0

- Total filings have now been 23 in total

- First formulation development from Indian R&D business was Commercialized before the

- First phase of vizag project is complete, a CDMO unit will be created
Read 11 tweets

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