Thread by @rlnarayanan

#AdaniGroup #adaniports #ADANIENT #ambuja
The real story
Every one in the media is taking about #Adani and it’s valuation, damage done by #HindenbergResearch Having headed Institutional broking business and being on board of think tanks puts several different questions

Now this is what we have seen, complete damage now let me try to break it up in simple language as I perceive, the RL perspective
Let me start with a quote
"The shooter is someone different from the arrow." - RL
#HindenbergResearch #Hindenburg is an arrow no point in talking

About the arrow, except for the fact
According to the report of the Financial Times, Hindenburg Research was founded by Nathan Anderson. He is from Jerusalem. He has studied International Business Management from the Connecticut University of America so let’s start with Israel

“Adani report should be a part of larger strategy to break the back of the group and stop the infrastructure growth happening In India”
Who is going to benefit maximum if #Adani suffers and it takes few more years to rebuild and come, it was clear to me ITS #CHINA because single

Handed #GautamAdani was taking the might of $15 trillion economy and its ability to control infrastructure assets across #Asia
Let us remember the fact that for over 60 years we were kept underdeveloped due to the vested interest of people ruling us, even the first major road

It took more than 55 years for us to even think about proper roads so we had weakest political leadership without a vision for infrastructure and development of the country, “changes in 1991 were forced external events from the point of no return” it wa not as per the plan GV

So with the past baggage we were no where in the global picture for the last 65 years especially no where near china but things stated to change after Adani entered the post business especially at Gujarat which is most strategic entry point to India we have a 7500 lm coast line

For 75 years we are yet to use it optimally we already missed being port of choice for the transit passengers for air traffic which could have boosted our tourism industry by 10x now with this backdrop India is rebuilding its port story across Asia with Adani as leader

How Adani was taking on #China #BRI
It’s not about Israel it’s an alternative to Dubai port operator DP world if Adani becomes big it will certainly affect the big crocodiles in that part of the world it’s an entry for India to #Europe and can be gateway for #Europe to #asia

Adani’s company operates 13 sea terminals in India, controls 24 per cent of India’s maritime commerce.
It has no holdings in the West – so entry into Israel is a signal for increased traffic between Asia & Europe, the major Asian players’ need for a hub in the Mediterranean,

Now the same thing is happening in India in Kerala the port is located in proximity to major international shipping routes and will boost India's economy. It is also strategically important since it will challenge Colombo, Singapore and Dubai for a portion of the shipment traffic

Deep state and a dictator country which doesn’t fit into rules based order,
#China cracked the US capitalist code long back, the lobby group in US operates by one rule you give dollar they will speak for you, the same way #Hollywood and stars, papers operate you through the meat

They will bark for you that’s it no more, no less #China keeps throwing that meet enough and more infact to the best of universities in US so next time you see a research report from #Harvard #Mit #Yale just remember that it can be funded republicans understood the game first now

The Democratic Party has also understood this that they are not fighting the rules based game, #China has no rules absolutely nil, no rule of law, no patents, no democracy nothing so they have unique advantage of 18th century slavery and 21st century capitalism there lobby is big

That being the case in USA, India is small playground for them they had a smooth sail upto 2015-16 post that the trouble started because of a determined leadership but Kerala was too easy for them, the port project In Kerala and it’s too easy for #China to stop it with this

Development model, #China has very big advantage? Can anyone do this thing in #China they challenged Vatican infact #India should ask for the same deal with #Vatican that it gave to #China that should be the next move with this fight in Kerala and the same model was found

In Tamilnadu the same model was followed, every development step that govt takes its easily stoped by a dictator state #sterlite #vedanta
We all know which political party & sellout people who lobbied for prizes vaccine
Dangerous political groups working to harm the country

In collaboration with #China and other foreign donors, now this is the scenario to weaken the roots of the company in the very country it operates to destroy the competition to slow death, the think tanks advising the corporate group & the country also the country men should

Understand the evil design, our port grows Internationally it's big boost for India infrastructure. Now coming to easy question on #Adani valuations and the report
Too much scope for conspiracy,
Just Connect the dots.
There is nothing new about the questions raised

in the #HindenburgReport but the timing puzzles me more to destroy the story at the very roots, to poison it's shareholders now timing is everything and I don't want to debate on the PE of the Adani companies or the balance sheet but I can say that the growth potential it offers

To long term investors is safe #Amazon was trading at 180 PE in 2018-19 so the story is not about the current valuation if #India becomes #50 trillion economy by 2050 #Adani group market cap will be above $1 trillion that’s the potential we are talking about the question

One should ask weather you can trust #GautamAdani the answer is absolute yes, is he a nationalist the answer is yes, are the valuations high the answer is yes but the fall gives an opportunity to accumulate for long term especially #Adaniports #AMBUJACEM don’t look at PE

It’s a long term India infrastructure story if you believe and you can take risk you can invest if you are risk averse stay with #TCS
But there are few costly mistakes on part of #adani who ever has advised the group for an #FPO should be sacked immediately they have done it

Without applying brain, in markets in short term everything is about timing promoters have little control once the damage is done in F&O mostly it’s leveraged and about margins same thing on pledged stock margin calls can destroy wealth like nuclear bomb so first to come with

Just before the budget was a very bad idea, they should have done it when markets were at all time high or waited for the budget to get over, #India government should take necessary steps as a policy to protect strategically important companies from activist movement especially

By religious bodies entering to destroy wealth of the country or infrastructure development which can generate employment opportunities directly or indirectly for a million Indian youth and help our country grow @PMOIndia an enquiry should be conducted and published on the same

How #Chinese influence or select countries can inflict heavy damage for the country and its citizens, @nsitharaman should include capital gains free returns and tax free dividends for investments upto ₹10 lakh PA into BSE 200 companies by retail investors this will unleash a

$100 billion plus investments into Indian markets and we become less dependent on Fii, Indian banks and assets should be owned more by the Indian public.
Government should facilitate the same #UK has a similar policy we should follow.
Conclusion :
I am surprised that no body in

The media has talked about the real culprits who worked and planned to destroy Indian wealth and Indian corporates planning to go global and take on a mighty dictator, #adani having global ambitions should have a meticulous plan and think tanks to take on conspiracy creators.

Indian corporates should become global & play the games what people play at the same time keep the interest of the nation and it’s long term retail investors in mind with such a situation I would suggest #adani to come out with an exclusive letter to its retail investors about

It’s vision for itself and the country and how it will protect there cause in long term.
Tough times creates tough people and great leaders & tougher companies.
For #Adani it’s an opportunity
For long term investors it’s an opportunity.
As a nationalist my prayers and wishes.

Note on investigations:
Big guys always do small mistakes, Now it’s easy to trap the guys who have gone short in #Adani big time more than 50-100 lots before 23rd Feb & post that #sebi, #ED should investigate thoroughly these jokers because nothing new so a #URI type counter must