Global Consilient Research

🌏A Global Equity Research & Asset Management Firm | Educating Investors through our Intelligent Research

[Global Consilient Research @Gconsilient]

Mega Rare Earth Element Thematic Report

We at Global Consilient Research are proud & humbled to announce the release of our 3rd thematic report on REEs

This report will not only give you a macro to micro view, but will also teach you about the different companies involved in India, USA and China in REE space

Here’s a quick snapshot of the report👇🏻

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Watch our detailed video on how to analyse hospital sector here

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Today, morning, I posted one detailed Research Article on Vidya Wires

And by eve, it’s automatically published and mentioned on Tijori Finance!

Read our article below 👇🏻

[Global Consilient Research @Gconsilient]

Read

[Global Consilient Research @Gconsilient]

https://t.co/2SZ8brrUbq

[Global Consilient Research @Gconsilient]

Read our detailed thesis and breakdown of Business Model of Vidya Wires ltd

Read here👇🏻

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https://t.co/2SZ8brrUbq

[Global Consilient Research @Gconsilient]

Posting a detailed research article on a newly listed entities serving the Transformers and EV industry!

Stay tuned!

[Global Consilient Research @Gconsilient]

@MustafaCharts 7

[Global Consilient Research @Gconsilient]

What’s shocking is LIC increased its shareholding after Brickworks downgraded Rajesh Exports credit rating to a literal “D”

Uncover the entire scam here: https://t.co/K8BB8nxRCe

[Upamanyu Acharya @upamanyuacharya]

India will never produce an NVIDIA, and it has nothing to do with talent. R&D is the purest form of investment, and the central bank has spent decades making investment the dumbest thing you can do with a rupee.

I've been surfing the semiconductor wave for a while now, reading 10-Ks for fun. Spent last month in the Bay Area and the gap between India and the US is not a gap; it's a different universe. Conversations about agentic AI and the next decade of hardware, with my boomer relatives Waymo-ing around SF and self-driving home on Tesla FSD like it's normal. Nobody there thinks any of this is remarkable; they already live in the future.

NVIDIA spends nearly twice as much on R&D as every listed company in India combined. Silicon Motion, the world's leading maker of NAND flash controllers and around since 1995, ploughs 29.7% of revenue back into R&D. Micron runs 10.2%, NVIDIA 9.9%, on revenue bases that dwarf anything we have. India Inc? 0.85% of turnover, and half our listed companies report zero R&D at all.

The easy move is to lambast our promoters and the dhandomaxxing capitalist class, or the foreign MNCs running India as a glorified offshoring unit, or the babus who fund nothing useful. Satisfying. But Wrong. The reason no rational Indian founder pours money into frontier R&D is that there is genuinely no payoff at the end of it. Why?

1. R&D compounds, and compounding punishes laggards. At the edge of science a 1-2% gain is a moat; Intel spent 20+ years performing impossible physics every 24 months because Moore's Law was the business model, and that consistency makes them one of the goated companies of all time even after they got mogged recently. NVIDIA lives the same way today: invent at the limit or cease to exist. If you're 50% behind, no quantum of innovation closes that. You never touch the high end. You stay a mass-market producer of things that already exist. India is precisely there.

2. The supply side is the real thesis, and it's monetary. Two decades of high inflation, high money-printing, high nominal rates. That regime subsidises consumption and taxes patience. R&D is the longest-duration, highest-variance bet on the board; it is the first thing a 8% risk-free rate kills. Frontier R&D only ever gets funded two ways: a psychopathically risk-tolerant capitalist with cheap capital, or a state with Stalin-grade control. The USSR took agrarian peasants to the first man in space in 20 years; China built its own version. India has neither the state capacity, the political will, nor the balance sheet to do that. So nobody does it.

Talent was never the bottleneck. Capital structure was. If you want a SpaceX or a TSMC born here, you need an environment where a conglomerate can deploy $10B and sleep at night: a low-rate regime that makes long-duration investment rational, IP and patent courts that actually function, and policy that doesn't get rewritten every 2-3 years on a minister's whim. Stability is the input. Innovation is the output.

Bay Area versus Bombay, we are several universes apart, and you cannot print your way across that distance; you can only compound your way there, and we've spent years optimising for the opposite. The gap won't be bridged. With luck, it narrows.

[Global Consilient Research @Gconsilient]

Watch the video on Rajesh Exports scam here

https://t.co/K8BB8nxRCe

[Global Consilient Research @Gconsilient]

The biggest leading indicator of finding red flags in the statements of a company is always a “DELAY IN FILING 3 STATEMENTS” or any one of them!

Be watchful if a company delays cashflow statement specifically!

[Global Consilient Research @Gconsilient]

I have uploaded a detailed video on explaining Rajesh Exports scam, and have taught in simple terms how to identify such outright scams using simple ratios!

https://t.co/K8BB8nxRCe

[Global Consilient Research @Gconsilient]

@smcglobal Thank you for this!

[Jay Parmar @JayParmar184769]

@Gconsilient Connect revenue growth with fixed asset growth. Understand whether the business is manufacturing or trading.
If something looks odd, compare revenue growth with receivables growth, receivable days, and operating cash flow. Always connect the P&L, Balance Sheet, and CFS

[Global Consilient Research @Gconsilient]

@JayParmar184769 Yes!

[Global Consilient Research @Gconsilient]

Everybody talks about Rajesh Exports scam today!

But a single and a simple common sensical look at the balance sheet will tell you that every single revenue is fake!

Why? Because look at the net block, and then compare the net block with the revenue growth!

Any analyst with a common sense of how 3 statements are connected and how one ratio connect ya with other, would tell you that there’s something wrong with this company!

Revenues can’t rise for an export oriented business without a corresponding increase in the net block of the business!

Always connect 3 statements and see whether the growth in the business matches each statement or not!

That’s why balance sheet is superior than other 2 statements!

[Global Consilient Research @Gconsilient]

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Learn how to analyse a balance sheet here: https://t.co/Fcq62YeoYw