Sharad Anuragi

[Sharad Anuragi @AnuragiSharad]

@EquityInsightss Mas’s valuations are way below it’s pre covid and covid era’s valuations. Growth has been robust, business model teated on difficult times as well but still….

[Sharad Anuragi @AnuragiSharad]

@sandipsabharwal Sir why do you think these fund managers fund these companies when it is so evident that the issue is absurd? What is the incentive for them?
I’m sure they are not stupid enough to not see this through…

[Sharad Anuragi @AnuragiSharad]

If PNGS Gargi’s management is to be believed they should be doing at least 70cr+ in Q3’27, good results would be 80+. 10 days of festive sales should be at least 15cr. Let’s see if we get an update.

[Sharad Anuragi @AnuragiSharad]

@EquityInsightss What’s scary is that the market is falling on very low volumes.

[Sharad Anuragi @AnuragiSharad]

@DigantHaria True, the nature of gold loan demand is as such that it is sought as the last option by the loan seeker. That’s why you have such an easy to be auctioned item as collateral.

[Sharad Anuragi @AnuragiSharad]

@EquityInsightss 💀💀

[Sharad Anuragi @AnuragiSharad]

@SureshKBN Should be, good growth, NPAs - told not to be worried about by mgmt. Q3 onwards growth should come in the LAP business as well.
Books cleaned, in expansion mode, have maintained good tonnage growth. Management has been very transparent and sounds confident for future.

[Sharad Anuragi @AnuragiSharad]

@InvestWithJoshi Yes, very average volume as well as price action.
From the pack, only P N Gadgil is left to run.

[Sharad Anuragi @AnuragiSharad]

@RajStockWatch It’s not gonna happen.

[Sharad Anuragi @AnuragiSharad]

@BMTheEquityDesk Sir you forgot the 100 smart cities, this was the need of that and the current hour.

[Sharad Anuragi @AnuragiSharad]

@Tejasvi_Surya @vbomkara Hmmm… After being in power for more than 10 years, it still requires him to be in power, more than ever, then he definitely didn���t do a good job so far.
Way bigger challenges have been handled by India in past without making a single person some kind of deity

[Sharad Anuragi @AnuragiSharad]

@nid_rockz Q3 might not be that good for these Maharashtra focused companies due to drought and heatwave.

[Sharad Anuragi @AnuragiSharad]

@_KiranRajput He’s a total nutcase, unfollowed him long back.
The argument: “if people are able to make money by investing in established business without getting taxed, nobody in the economy will work”. How did anyone in economy worked when taxes were zero?

[Sharad Anuragi @AnuragiSharad]

@harshmadhusudan If you do a back calculation - to earn 1 lac per month post deductions, expense, and travel you’d come to know either this 1L number is fake or this is just one in mil case. Most UC workers I’ve spoken to earn 30-65k and these are the highly skilled ones.

[Sharad Anuragi @AnuragiSharad]

1.2% beat on my expectations by PNGS Gargi

[Sharad Anuragi @AnuragiSharad]

@maheshsobale @samisosa1234 I don’t think so they’ll get to 35% this qrtr.
15% max.

[Sharad Anuragi @AnuragiSharad]

@shiladitya4u I think the impact won’t be as much as it is being made. Most customers have a fixed budget for gold jewellery purchase. At the same time the industry is going through a shift towards studded jewellery. Exchanging of gold jewellery for studded effect is very real on ground.

[Sharad Anuragi @AnuragiSharad]

@shiladitya4u What to expect from a government that says “don’t ask what government is doing for the country ask as a citizen what you are doing for your country”?

[Sharad Anuragi @AnuragiSharad]

@ndtv @AdityaRajKaul Indeed. Special shoutout to relations with the US, never been better.

[Sharad Anuragi @AnuragiSharad]

@InvestWithJoshi Update coming in a couple of days. Expecting at least 30% rev growth.

[Sharad Anuragi @AnuragiSharad]

@DhawalDoshi5 @RohanTResearch @Vismaya9999 @Aman81407075 @tsatwork @iamsutanudas @InvestWithJoshi @prateek_madaan1 @manavbshah2004 The problem with PNGS companies (Gargi and Reva) is that their all results come with so many * and # notes. One or the other type of adjustment needs to be made to analyse the results every other quarter.