Blunt By Nature

Retweets Not = Endorsements | Not SEBI Registered | No Onus about Stocks I Mention OR to Report Buys & Sells | Please Do UR own Research & Due Diligence

[Blunt By Nature @BugEquity]

Nothing I say should be taken as recommendation! Don’t intend to become Twitter Guru! If you act on my tweet, RISK is yours. Assume bias & vested interest in everything I write about. I am here only due to the urge of saying something (sometimes asking something as well😊) or 1/n

[Blunt By Nature @BugEquity]

@AshwinBadri2 Using AI is perfectly fine as long as thought process is original, but it shouldn't take away the clarity and lucidity with which information is communicated :-)

[Blunt By Nature @BugEquity]

@Rishikesh_ADX Kaunse INDEX main Bhai?
Nifty ya Smallcap?

[Blunt By Nature @BugEquity]

@darshanvmehta1 Should benefit #JGCHEM too due to inventory gains on Zinc Oxide!!

Q1 results were pretty good, Q2 should be further better!!

Guidance is very good as well with Mgmt. saying current margin expansion is sustainable and guiding for further margin expansion!!

[Blunt By Nature @BugEquity]

@swing_ka_sultan RBI hasn’t cancelled license of Suryodaya bank.
It’s a different bank Sarvodaya license of which has been cancelled!!!

[Blunt By Nature @BugEquity]

@Vedansh_Ag @HiteshRandhawa Not here to sell something on X and neither here for glory or recognition and more importantly not here for pretence or to make fool of others and most importantly myself!!!
The screenshot is the fact!!!
Now get lost and wander off into oblivion!!!

[Blunt By Nature @BugEquity]

@Vedansh_Ag @HiteshRandhawa Did you delete those tweets 'coz it would be evident what a dumb fool you are? OR did you delete 'coz folks here would realize that you are nothing but another wannabe????

I talk and invest basis facts and data!!!
Not here to sell something on X and neither here for glory or

[Blunt By Nature @BugEquity]

@itsnitinverma Sir, you are great.
Plz explain the rationale as well, would be good learning exercise 🙏

[Blunt By Nature @BugEquity]

@LearningEleven ACME Solar is an interesting one too PAT can go 3-4x in next 2-3 years!
PAT uptick should start from Q1FY27 if not Q4FY26 onwards.
Not a Solar Cell and Module player and IPP/FDRE/BESS story therefore may get attention due to theme based narrative too!

[Blunt By Nature @BugEquity]

@r_laroia Yes, mkts are made to go up only, and only when it goes down there is manipulation!!
Signs were there!!
Anybody with decent experience in mkts can see your recent timeline and gauge your desperation and positions being stuck!!
What a disgrace and disservice to your followers!!

[Whiplash347 @Whiplash437]

CANCER HAS BEEN CURED

Ivermectin & Fenbendazole cure cancer.

Pass it on.

BREAKING NEWS: First-in-the-World Ivermectin, Mebendazole and Fenbendazole Protocol in Cancer has been peer-reviewed and published on Sep.19, 2024!

The future of Cancer Treatment starts NOW.

My thanks to lead authors Ilyes Baghli and Pierrick Martinez for their incredible inspired work, FLCCC’s Dr.Paul Marik for his extensive work on repurposed drugs and every co-author who worked hard to bring this paper to life.

I hope that this peer-reviewed paper lays the groundwork for a brand new future for Cancer Treatment.

Many of you know that I have been helping thousands of Cancer patients with high dose Ivermectin, Mebendazole, and Fenbendazole

[Blunt By Nature @BugEquity]

@VRtrendfollower Bhai aur koi msg mat likhna plz 🙏🙏🙏

[Blunt By Nature @BugEquity]

@r_laroia Copy karne se acha, retweet hi kar dete 😏

[Ben Carlson @awealthofcs]

Oil prices won't peak until we start getting predictions from someone at Goldman Sachs that it's going to $200/barrel

Those are the rules

[Blunt By Nature @BugEquity]

@devAgamjot Hi Agamjot, looks like extension is not working, could you have a look please.
Thnx.

[Blunt By Nature @BugEquity]

@ShitMyChartSays Shouldn’t we consider 2005-2008 period the longest this divergence stretched?

[Blunt By Nature @BugEquity]

@InvesysCapital Silver holding from $28!
Gold since $1900-2000!
DSP Miners Gold Fund from Rs. 19!

Have just started trimming the first 2 to book some profits.

https://t.co/mPLdBncvBJ

[Blunt By Nature @BugEquity]

@InvesysCapital Proliferation of EV and Renewable energy have increased the use cases for silver!!

https://t.co/q1M0FhXgJd

[Blunt By Nature @BugEquity]

@investparampara #SYRMASGS SYRMASGS

[Hitesh Randhawa @HiteshRandhawa]

#SYRMASGS seems to be playing the long term sustainable game.

Promoter pedigree seems to be top notch.

PCB venture with Shinhyup Electronics if takes off then can be a game changer!

Mgmt. seems to be balanced in their guidance and are walking the talk.
#Syrma can surprise in next 2-3 yrs.

Business and Earnings Quality is improving de-risking it's business model (unlike Dixon, Amber and PGEL's of the world).
Everything they are doing seems to be a very well thought out strategy.

Putting below few links and screenshots that I used in my analysis and discussions, etc.,

Esimates I have posted are my view and are just rough back of the envelope calculations to get a directional view and not a detailed work, therefore please ignore it and come up with your own estimates.

1. Q1FY26 (July 24, 2025) Guidance Summary https://t.co/m6GwzkLJfO

2. AI generated information links to get overview on certain areas given below.

Syrma SGS: BUSINESS ANALYSIS REPORTS

Comprehensive Report on Syrma SGS Technology Limited Promoters
https://t.co/xhgWQZDV9x

Syrma SGS Acquisition History and Competitive Analysis
https://t.co/JQH8FD2WV1

Syrma SGS Technology Business Analysis
https://t.co/MU4k5TT1Vq

Syrma SGS vs Global EMS Leaders Evolution Journey
https://t.co/fsMzDqGFx4

Asian Electronics Firms' India Strategy
https://t.co/H10RKjGZUL

Shinhyup Electronics Business Risk Analysis
https://t.co/kBElECEnYi

Korea Circuit Business Risk Analysis (Amber's JV Partner)
https://t.co/Y5WJmfo2k8

Rexxam Business Risk Assessment (Dixon's JV Partner)
https://t.co/2u2tcTbWA3

P.S.
1. Take everything mentioned in the post and all the data and analysis with bucket of salt as AI generated (not all information maybe correct, objective is to get high level view of the business)
2. Invested, Assume Bias & Vested Interest
3. Read disclaimer/disclosure in Pinned message on the profile
4. Not a recommendation to Buy/Sell (ignore the investment or buy/sell thesis in the AI generated summary; it is not my view and AI generated automatically)
5. Do your own due diligence and consult your financial advisor

#Syrma

[Blunt By Nature @BugEquity]

@JDVance JDV, you bet India will never forget this!!!
Thanks for your attention to this matter!!!