Thread by @MadAboutStocks_

I am revealing the MESSI of my Portfolio. #FMF10 is #CCLProducts . It has 4% of my Portfolio allocation, so I am BIASed.

If you are here for the NAME, you can skip the 🧵. But if you want to know the THESIS, stay on. It will be a LONG Thread, as it's my 2 Years of Research!
1/

What's fuelling the insane 4X Stock Price growth in under 3 Years? ( From COVID Lows)

That's almost a 69% CAGR🤔 Let's Explore.

https://twitter.com/madaboutstocks_/status/1655139659436167169?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

2/

In JUNE 2021 I wrote this first & small thread on #CCLProducts. It was at 300 Levels.

https://twitter.com/madaboutstocks_/status/1405728053938966530?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

Have touched upon why I sensed it was a STRONG re-rating Candidate.

I started NIBBLING in "APRIL 2021" ( I ALWAYS FAIL to catch the BOTTOM and that's OK😅)
3/

MAY 2021 :
Must admit the PRICE POINT of the CCL Product attracted me to TRY the Coffee :) I was in PUNE then. Farmers & Grocers was the ONLY place it was available then.

https://twitter.com/madaboutstocks_/status/1399205199932116995?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

#BuyWhereYouAreInvested + I do PROMOTE my Co. Products shamelessly :)

4/

SEP 2021: Had just moved to a New Place in PUNE. This was the first thing i had on my mind after the HOUSE SHIFTING. Tried the SPECIALE for the First time, and Loved it !

https://twitter.com/MadAboutStocks_/status/1433750053542252544?s=20

5/

Little Highs of a Retail Investor :) Wanted the Dividend to PAY me my Annual Coffee Bill.
Now in 2023, it's HAPPENING! Must Admit, Position Sizing it BIG did help.
#StockGamesIPlay #AverageUP

https://twitter.com/MadAboutStocks_/status/1415034295840772099?s=20

6/

6K Cr. co in 2022 , the world is now starting to smell their COFFEE 😅

https://twitter.com/madaboutstocks_/status/1585925694592544769?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

7/

CRISIS Globally & CCL Triumphs

EUROPE & RUSSIA 🚀

https://twitter.com/madaboutstocks_/status/1592665734383300610?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

https://twitter.com/madaboutstocks_/status/1587428581193678848?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

https://twitter.com/madaboutstocks_/status/1543747053485887488?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

8/

Look at the MARKET SHARE 🎯

https://twitter.com/madaboutstocks_/status/1490515629434372096?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

This must be making you wonder, BUT WHY?
Let me know to introduce you to their UNPARALLED MOAT !

9/

MOAT 1: INNOVATION + R&D + CUSTOMIZATION as per clients that makes them VERY STICKY!

https://twitter.com/madaboutstocks_/status/1588515648933859332?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

MOAT 2 : 1000+Blends & SUPPLY to 9/10 Global Top 10!

https://twitter.com/madaboutstocks_/status/1615950840757649409?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

https://twitter.com/madaboutstocks_/status/1593618063949148161?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

10/

MOAT 3: Lets increase the PIE TOGETHER! Hello B2B.

Starbucks is reducing their Price, WHY? Because a host of NEXT GEN Coffee shops are offering amazing Value for Money. They ALL buy their COFFEE from CCL :)

#BlueTokai #Rage #Reliance #BigBazaar

https://twitter.com/madaboutstocks_/status/1655554304135274498?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

11/

I recall this visit to #BlueTokai at the new AERO Mall of PUNE.

Coincidentally CCL had touched a new Life Time High that day :)

https://twitter.com/MadAboutStocks_/status/1633902580765016065?s=20

12/

MOAT 4 : NO it's NOT a COMMODITY Business!

See the NUMBERS - EPS of last 12 years :)

https://twitter.com/MadAboutStocks_/status/1552886386402816001?s=20

FY23 :

https://twitter.com/madaboutstocks_/status/1658484867020238860?s=46&t=qKpx2RIimxoNt8hGHLYUNQ

13/

Let's explore MANAGEMENT, ohh my favorite point !!

Where can I start with the CHALLAs?

Humility Meets Aggression

https://twitter.com/MadAboutStocks_/status/1547635437686050816?s=20

Visionary: Latin America & Africa NEXT on the plate.

https://twitter.com/MadAboutStocks_/status/1658633326310326272?s=20

14/

This Management SPEAKS to the small RETAIL shareholder, Proof :

STAR Bazaar, Blr :

https://twitter.com/continentalkofi/status/1660549268867022850?s=20

Vijetha, Hyd:

https://twitter.com/MadAboutStocks_/status/1653922089689300993?s=20

15/

I also believe speaking to them CONSISTENTLY has given me the MINDSET of an OWNER, as you feel both their PAIN & JOY. Not just haplessly looking at the Share Price.

I have revisited & attended CON CALLS LIVE over the last 2 yrs. It was one of my RESOLUTIONS.

16/

2 years and 21 Tranches later: I have met my QUANTITY GOAL for #CCLProducts and it's the BIGGEST ALLOCATION of any of my FMFs.

Yes I AVERAGED UP

I am BIASED and the STOCK has RALLIED a lot, so don't look at this thread as a BUY Recommendation.🙏

https://twitter.com/MadAboutStocks_/status/1628983224423657472?s=20

17/

A promise is a PROMISE. The Stock hit the 4% Allocation & also a $1 Bn. Co. now and hence the DISCLOSURE.

I still believe the TWO names I mentioned will CHECK IN one day! #Marcellus #Stallion

https://twitter.com/MadAboutStocks_/status/1641805657195315202?s=20

18/

Some crystal Ball Gazing & i have all the Rights to be WRONG . #SENisms #CCLProducts

1. Acquisition in FY24

https://twitter.com/MadAboutStocks_/status/1639657404852994050?s=20

2. FY25

https://twitter.com/MadAboutStocks_/status/1607977102460227584?s=20

3. A peekaboo into 2030

https://twitter.com/MadAboutStocks_/status/1658633322048933888?s=20

4. 2032 : HIGH on COFFEE while tweeting😅:

https://twitter.com/MadAboutStocks_/status/1621347303956312064?s=20

ANTI THESIS: People STOP Drinking COFFEE 😂

I am ending the 🧵, as don't want to sound like a LUNATIC HIGH on COFFEE :)

Strictly NO RECOMMENDATION. Just Sharing my RESEARCH on #CCLProducts #FMF10

BIASED as holding from lower levels.If you liked the THREAD, do RETWEET.

20/

There are other areas that this co. is venturing into, which I haven't covered: KIOSKS, MOCK MEAT, etc.

A bigger FMCG giant in the making?

There is some amazing content on CCL by:
@SmartSyncServ @soicfinance & @_nirajshah .Do check

#PortfolioDisclosureTweet #CCLProducts
/21