Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Barath Mukhi Profile picture
Barath Mukhi
@barathmukhi
Growth stock investor & Mentor YouTube Channel - https://t.co/4zR54ZJZT6… Telegram Channel - https://t.co/cG1DytTtOB
Aug 16, 2023 • 23 tweets • 8 min read
In our previous discussions, we discussed the next gen promoters' plans to unlock value in Sandur Manganese.

These plans include:

1. Increasing iron ore production.
2. Implementing beneficiation techniques.
3. Introducing pelletization processes.

Lets move to other aspects of this business now.

In 2017, the co. also had set up a 4 Lac tonne Coke oven plant, in order to use Coke as a raw material to manufacture steel. Image
Aug 14, 2023 • 25 tweets • 9 min read
In our thread on #Dreamfolks, we highlighted the vulnerability of the company's dependency on banks as the weakest link in the chain.

The following thread presents our interpretation of the current situation, which may change suddenly / over time.

Our goal: provide unbiased coverage of both bullish & bearish viewpoints on #Dreamfolks

Investing situations are rarely clear-cut, so we explore different mental models & vantage points.

On vantage points - Must read brilliant blog post by Prof. Bakshi: fundooprofessor.wordpress.com/2011/04/24/van…
Aug 10, 2023 • 18 tweets • 6 min read
In the 1st thread on #SandurManganese we covered

1. Mining and Iron ore export bans in India
2. Ethical culture at the co.
3. Next gen management driving growth
4. Iron Ore Expansion approval status
5. High return ratios in mining
6. Founders

For the last 3 years, Sandur has been maxing out its 16 Lac Ton (1.6 MTPA) iron ore capacity.

And now, they have obtained an approval for expansion. Image
Aug 8, 2023 • 25 tweets • 9 min read
Thread on #SandurManganese Image We heard you!

In our recent poll, some of you folks disclosed your concerns about investing in mining companies.

Top concerns were:

Unpredictability/volatility

Excessive government interference

Low return ratios. Image
Jul 18, 2023 • 19 tweets • 6 min read
Thread on Neodymium Magnets

#PermanentMagnets

On the 10th of May, Permanent Magnets entered into a non-binding MoU with Quadrant International for a project to manufacture Neodymium Magnets and Assemblies in India #PermanentMagnets #ElectricVehicles #SmartMeters #EV Permanent Magnets Electric Vehicles EV Smart Meters Neodymium Magnets Rare Earth Tesla What are Neodymium Magnets?

Neodymium magnets (NdFeB) primarily use rare earth element neodymium, along with other elements such as iron and boron, to create their strong magnetic properties. #PermanentMagnets #ElectricVehicles #SmartMeters #EV Permanent Magnets Electric Vehicles EV Smart Meters Neodymium Magnets Rare Earth Tesla
Jul 17, 2023 • 20 tweets • 7 min read
Thread 6/n on #PermanentMagnets

Before scrolling down, you may want to read thread 1 @

Thread 2 @ https://t.co/phRR1MrkQd

Thread 3 @ https://t.co/ROCyRRyhZm

Thread 4 @ https://t.co/yT41eQ3ETO

Thread 5 @ https://t.co/J9vLsrcnbb



We ended thread 5 with Permanent Magnets' inventories causing cash flows to be much lower than reported profits.

So what inventories did PML stock?

Special Steels & Nickel Alloys #PermanentMagnets #ElectricVehicles #SmartMeters #EV Permanent Magnets Electric Vehicles EV Smart Meters
Jul 16, 2023 • 27 tweets • 8 min read
Thread 5/n on #PermanentMagnets

Before scrolling down, you may want to read thread 1 @

Thread 2 @ https://t.co/phRR1MqN0F

Thread 3 @ https://t.co/ROCyRRxK9O

Thread 4 @ https://t.co/yT41eQ374g


Continuing with PML's competitive advantages.

Interoperability is another potential factor limiting or perhaps delaying competition for suppliers like Permanent Magnets. Image
Jul 13, 2023 • 25 tweets • 7 min read
Thread 2/n on #PermanentMagnets

Before scrolling below, you may want to re-read thread 1 that we posted @ In thread 1, we covered:

1. How the next gen promoter turned around Permanent Magnets by focusing on R&D.

2. No debt. No dilution.

3. Some of the components that PML for makes Smart Meters and Electric Vehicles.

4. Maglab collaboration. #PermanentMagnets #ElectricVehicles #SmartMeters #EV Permanent Magnets Electric Vehicles EV Smart Meters
Jun 20, 2023 • 90 tweets • 24 min read
Thread on #HBLPower

Recall this thrilling scene in the movie, "Uri" with those jaw-dropping night vision goggles, leaving you on the edge of your seat.
Introducing India's Tony Stark / Iron Man, Arvind Lakshmikumar, the CEO of Tonbo Imaging, who's making our armed forces cooler and powerful.
Jun 18, 2023 • 12 tweets • 3 min read
Can't agree more.

Studying what happened in past cycles prepares one for future cycles, like nothing else. Here's a link to the Ajanta Pharma Valuepickr thread from 2011.

The stock went up a massive 45 times from 2011 to 2016. Image
Jun 2, 2023 • 51 tweets • 14 min read
#DreamFolks is a co that creates and manages cozy airport lounges. Image These lounges are comfortable waiting areas at airports where people can relax, have some snacks, and enjoy special services before their flights. Image
Jun 2, 2023 • 19 tweets • 5 min read
More on PFAS free Fluoropolymers, which Gujarat Fluorochemicals are currently shipping. One of the fluoropolymers containing PFAS is PTFE sometimes also called Teflon.

Imagine the consequences of having to live without these everyday use items.

Non-stick cookware
May 31, 2023 • 4 tweets • 2 min read
Staying away from the internet is vital to understanding something that requires deep learning, such as investing.

Before the internet, people used to line up outside the BSE to collect annual reports of co's and having information was an advantage.

Today it is the opposite.

Disconnecting from the info for a few hours everyday has become a critical factor for having an edge in investing.

One of the smartest investors I know for a few years now, uses the airplane mode on their laptop almost every day. Airplane mode
May 30, 2023 • 7 tweets • 3 min read
Learnt this the hard way.

This pharma co's Fixed assets + CWIP doubled in just 2 yrs because they were doing capex and getting approvals for new drugs Alembicpharma Unfortunately for the promoters and their shareholders, anything times zero is zero.

Their 20000000000 (2k Crs 😃) was multiplied by a zero (at least temporarily) that was handed over to them by the US FDA, who declined an approval for their F3 facility. Alembicpharma
May 28, 2023 • 21 tweets • 7 min read
Thread on #UshaMartin 's turnaround story.

After 14 years, in Dec 2022, the steel company's stock finally crossed it's previous all time high of 147 it had hit in 2008, along with unusually high volumes. Usha Martin ATH All Time High Let's roll back a bit.

In 2018, things weren't looking rosy for Usha Martin. They had made a loss for 4 consecutive years. Usha Martin
May 27, 2023 • 4 tweets • 2 min read
What if smart money is discounting deteriorating fundamentals ahead of you?

The price falls first and the bad news usually comes much later.

Besides it isn't always clear whether the deterioration in fundamentals is temporary or permanent. Markets could be discounting the future.

@markminervini has covered this in his wonderful book.

The price falls first and bad news often follows 2-3 quarters later or more and this is while fundamentals are still looking good.
May 14, 2023 • 16 tweets • 5 min read
In Feb 2023, #GujaratFluorochemicals management stated their products are PFAS free PFAS So what are PFAS and why are these important to the co?

PFAS stands for Per- and Polyfluoroalkyl Substances, a big long word that scientists use to talk about a group of chemicals that can be found in some things like food packaging, non-stick pans, and some types of clothing.