Samhi is looking at cumulative free cash flow post interest of Rs 3000 Crores in next 5 years
Disc: Own in self and client portfolios. Not a buy or sell recommendation.
China cut tungsten powder exports to Japan by 70% since February 2025 and two of Japan biggest WF6 producers, Kanto Denka and Central Glass, will permanently stop making it by July 2026
WF6 is gas used to deposit tungsten inside every advanced chip below 7nm and in 3D NAND with 200 plus layers.
Without it, Samsung and SK Hynix cannot run fabs, Chinese memory makers CXMT and YMTC have no supply problem because tungsten stays domestic, WF6 prices are already up 70 to 90% this year.
Apple and Google are now evaluating Chinese memory chips from CXMT and YMTC. Tim Cook said restrictions on Chinese suppliers should be reconsidered because memory shortage is real and getting worse.
This is same country US spent years trying to cut off from advanced chip equipment.
Now because Samsung, SK Hynix, and Micron are sending most capacity to AI servers, consumer chip supply has dried up and Chinese makers are only ones with spare volume. YMTC already holds 13% of global NAND market in Q1 2026.
China tungsten trade data for Jan to Apr 2026 shows pattern that is hard to miss. Ore imports went up by 6,400 tons while exports of unwrought tungsten, powder, and APT all dropped by hundreds of tons.
Only exports going up are highest value finished products like tungsten carbide. Production of tungsten powder rose but exports fell.
China is doing with tungsten what it did with rare earths years ago, moving from raw material seller to keeping processed goods at home and controlling who gets them
High-purity 6N/7N is harder to achieve for any nation, especially 7N, it will take years perhaps I not know the timeframe - Only Expect can Answer this :)
250,000+ British girls.
What's included in this report is fucking harrowing:
- A baby was abused and had cigarettes stubbed out on it while the mother was forced to watch; the baby was then killed.
- Girls were set on fire.
- Girls were sent to “red rooms” to be tortured, some of them killed, some of it livestreamed.
- One girl was raped by a dog while men bet on whether it would vaginally or anally rape her.
- Girls were forced to have abortions with knitting needles.
- Glass bottles, keys, baseball bats, and other objects were forced inside them, some shattering.
- Girls were gang-raped by dozens of men at a time in “party houses.”
- Girls were whipped, hung upside down, suffocated, and urinated on.
- Girls as young as 5 or 6 were tied up and abused.
- Girls were locked in dog cages.
- Girls were branded with an “M” for Muhammad.
- Girls were threatened with being killed and fed to pigs.
- Girls were mocked for wearing a crucifix during the rapes.
All of this was carried out by predominantly South Asian, Pakistani men, with smaller numbers from Somali, Iranian, Syrian, Turkish, Bangladeshi, and Iraqi men.
And yet perpetrators were let off, authorities turned a blind eye, and it continues to this day because people are scared of being called racist.
Anyone who covered for this needs to face the death penalty alongside all of those who hurt these girls.
I'm glad Rupert Lowe and everyone else behind this put this together; it needs to be seen by everyone.
@arc1471 How naive!! Defense fridge ha?🤦🤦Bhai zara sambhalke...Kacholia kab "Khisakliya" ho jayega iss se you wont even come to know..then u wl end up holding from top his lemon 🍋in the navy refrigerator 😂😂
@immasiddx Yeah you ignore people like Raj so that "nature" should prevail and BUBBLES should form😂 History doesntrepeat but it rhymes😇
BTW, his word "worst" might have many perspectvies.Who knows wat was his at that time. AI is worst for "humanity" for sure.
@EquityValueIn Good thought proces n decision. Better wait for lucrative entry point or sit outside till numbers grow favorable for valuation to justify! Yday saw many guys expecting UCs in this today! Was sure then nothing is gonna happn! May be todays entrants may bcome LT investors in it.