A Thread on #Laurus Labs as Promised
#Technicals - To time the entry and Price
Laurus Labs Currently near Support zones .
620 in my view is a strong support
Showing Buying Volumes since yesterday ! Image

Laurus labs is into API , Formulations , Bio Synthesis and CDMO Bussiness

API Bussiness leader #Divis Labs - Only API . No formulations - PE Rating 66
Lowest Cost producer

#Laurus Labs - Into API and formulations . One among the lowest cost producer
Current PE - 33 Price 662 .

#Syngene - CRAMS and CDMO - Means mostly does work for other Multinational Companies . PE Rating 62

#Sun Pharma - Formulation Major - PE 33

Now looking at the others and #Laurus Labs there are some outstanding Numbers to see
ROCE - 40% ROE- 45%
OPM% - 32%

None other than this have such high Numbers . Also expansion is going on and sales growth is certain . Why ?

#DivisLabs - API Major guides 3X sales in coming years for such high Base then definitely a low base company will also increase
Infact at a faster rate than #Divis

CDMO bussiness major - #Syngene also guides strong revenue growth .

When #Laurus Does all the above a median PE Rating of 45-50 is Expected to Kick in .
With Sales growth that will grow like a Bazooka . Both Combined should do a Killing
What seems Extended is often not extended ! - Major Trends in Industry happen for Years not Months

So for Such a High Quality Company and Doing a right Entry Close to support adds more Value .

Last quarter Average Number gives me more Confidence for a good Jump Next Quarter
Market loves change a 25% QOQ Jump will we well taken in.

Same Happened after other #Chemical Major gave Excellent Result Jump after a Average Quarter
OPM% is at a constant Increase . This is called Operating Margin Expansion . With sales also Increasing This is a killer Combination

Hope you saw how Margin Expansion with Sales Expansion made #BalajiAmines Fire to Skies ..
After doing so much if I go wrong what happens .

Nothing Much Currently 6% allocation will Push to 10% Soon .

7% SL on 10% Allocation kicks my PF down by 0.7%

No Harm giving a try for such small Risk . Upside is Blue Skies No boundary looking at the Aspects
I would be overwhelmed if you could share and Retweet this as it would encourage me to write more .

A feeling of satisfaction that someone is reading what i wrote sitting for some of my time !
#LaurusBio Update ..

Cultured Meat recombinant proteins are made at the right cost not at pharma grade cost ..

Should reflect in the Numbers Image

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More from @VolVolatTrader

22 Sep
#BSoft #BirlaSoft

🏅Multiple Attempts to breakout of the tight Range

Breakout when done should be very powerful considering that it has to catch up with the Index Outperformance during this phase

Will add some more position once all the resistance is crossed on CB Image
#BSOFT #BirlaSoft

Moving as per morning Expectations

A decisive break of 435 near EOD and I will add some more quantity

For now it's just a wait and watch

Dont Jump now is my idea ! as it faces strong resistance her e Image

Clears allskies Image
Read 4 tweets
21 Sep
#Long in #Laurus Labs at 610 ( 3% ) of PF
A near Reversal near Support ImageImage
Stop at 600 Initially ! Now moved to 606
Read 5 tweets

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