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P K
It's my view! What's yours?! Long term investor following Mr.SumitBansal. Traders, short, medium term investors, stay away. I have no investment advice to offer
Jan 27, 2023 10 tweets 3 min read
The malicious Hindenburg report on Adani Group is more or less a repetition of the claims made in June 21, by an Indian website, by adding some more speculative stories. The Group was totally exonerated of any wrongdoing, then. This report also will fade away…Thread 🧵/2 Image 2/ Adani Group companies have been raising millions of dollars in debt funding from more than 150 foreign institutions. In fact, 70% of debt is said to be funded by them. No foreign institution will dole out cash without extensive due diligence.
Dec 15, 2022 10 tweets 4 min read
RAMA STEEL: A POTENTIAL MULTIBAGGER. @niftygranmaster #SumitBansal announced his entry in Rama Steel Tubes on 13.12.2022 at Rs.175. The company is another infrastructure play, basking in the glory of large scale development happening in the country ....2/ #RamaSteel manufactures ERW Steel pipes (Black and Galvanized). It has a very large variety of pipe sizes to meet almost every demand in Water supply, Oil & Gas, Construction, Industries and Electrification ...3/
Oct 25, 2022 17 tweets 6 min read
I thought I should read @niftygranmaster concepts & prophesies again. 🧵for quick reference. Re-Education! #SumitBansal #Multibaggers #longterm #midcap #smallcap The first one talks of hypothetical situation of 50% picks not performing but portfolio succeeding 2. Reg allocation per stock. Assume maximum 35 Core stocks and 25 Smallcap ones. Take total long term budget as X for Core & Y for SmallCap. (Based on ones risk profile, Y can be lower or equal to X. Smallcap stocks have inherent higher risks) Read more:
Apr 30, 2022 16 tweets 4 min read
On 29th April, @niftygranmaster added #BetaDrugs to his portfolio. The first SME stock. He had posted on 24th about the potential of companies, working on cancer cure. Let’s now take a deeper look at Beta Drugs and review its growth potential 2/ The company’s growth has indeed taken off in FY22.

FY 2018 - Rs.50 Crores

FY 2019 - Rs.64 Crores

FY 2020 - Rs.90 Crores

FY 2021 - Rs.116 Crores

FY 2022 - Rs.183 Crores

Net profit in FY22 more than doubled to Rs.25Crore with EPS at Rs.26.
Apr 16, 2022 14 tweets 7 min read
On 13th April, @NiftyGranmaster entered #DYNACONS. What do we know about the naughty little animal that Sumitji unleashed on 14th April? It went berserk running up, 20% in a day! Dynacons Systems & Solutions Ltd. #DSSL Follow this thread...🧵 Image 2/ #DSSL is growing fast and is getting ready to fight the big guns as well as the fragmented local service providers, in the IT Infrastructure Industry. Founded in 1995, it has stuck it out and grown slowly but steadily and has reached a stage where it can win larger contracts
Feb 5, 2022 13 tweets 3 min read
Sadhana Nitro Chem - A Deep Dive. Let’s look deeper into the key products and the chemical process of @NiftyGranmaster's first FBB pick! Spotting upcoming industry winners is no mean task. And #SumitBansal ji is turning out to be a grand master at this! Time and again! 1/ Sadhana Nitro Chem is not a new kid on the block. It was established in 1973 and has been in the forefront of Nitrobenzene (NB) production in India. The company also has a wholly owned subsidiary in Belgium, catering to the European market. 2/
Jan 10, 2022 6 tweets 2 min read
Sadhana Nitro. Why is it an FBB stock as described by @NiftyGranmaster? Let's analyze! The company is a well established player in the chemical industry with strong presence in Nitrobenzine and it's derivatives. #Multibagger #SumitBansal
1/ It is venturing into production of Para AmminoPhenol (PAP) a highly sought after chemical in the global market, due to reduction of around 60000 TPA capacity in China. Sadhana is setting up a 36000 TPA plant to meet this shortfall.
2/