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Rohit D Kriplani Profile picture
Rohit D Kriplani
@rdkriplani
Not an expert nor a certified analyst...I share my equity journey mixing fundamentals with technicals to make sense of the beast we call stock markets.
Sep 30, 2022 • 16 tweets • 7 min read
Feels good to survive a brutal week with a minor bruising thanks to cash on hand. RPG made a nice move to save the week, if it can follow thru would love it.
On the fence for now, want to see how next week starts playing out before committing further.
Views/Suggestions welcome. Image Good week but underperformed slightly. Went from 40-30% cash and might deploy more. Lets see. Surely Guj Alk is getting in this week imo. Could announce a new capex cycle for the next 3-5 years.
Markets remain week so we stay cautious. (Might sell JMC)
Views/Suggestions welcome. Image
Feb 21, 2021 • 6 tweets • 2 min read
Rain Industries
1) Their vertical shaft plant should be online anytime which will make them lowest cost producer by a margin
2) Their chemical division is now working in full swing
3) With AL prices above $2100 US Smelters are now profitable and demand for CPC will be up #RKideas 4)They had a laggard in cement which too is now doing very well.
5) Their capex cycle is complete, now this company will become a cash producing machine with favourable tailwinds
6) See their operating cashflow numbers they are insane.
Nov 6, 2020 • 9 tweets • 2 min read
Guys technically Laurus looks weak...it’s also almost every Broker’s too recommended stock so don’t be surprised if it falls even further.

Like I had told you when it was 330, 280-250 was v possible and likely. Looks like I stirred the hornets..so many DM's and so much panic. 😆 So im going to explain this and the thread might be long.
If you can take something away from it good luck, if you cant then also good luck.
Jun 12, 2020 • 14 tweets • 4 min read
Force Motors

Market Cap: 1100cr
P/B 0.6

Market leader in the mini van segment with 68% market share. They also produce jeeps and LCV's.

Company is also a contract manufacturer for Mercedes and BMW. They supply engines and Axles. Almost 40% revenue comes from this segment. They have formed a JV with Rolls Royce Global (51:49) to contract manufacture for them. Factory should start sometime in H2 2020. RR is shifting its entire manufacturing line from germany to India to supply particular engines globally from India
Approx cost 300cr.