Vinothkumar

[RedboxGlobal India @REDBOXINDIA]

HEG ADVANCED: CO. UNIT TACC LIMITED SIGNS MOU WITH GLOBAL LITHIUM-ION CELL MANUFACTURE FOR POTENTIAL SUPPLY OF UP TO 40,000 TONNES OF SYNTHETIC GRAPHITE ANODE MATERIAL TO GLOBAL CELL MANUFACTURER

[Vinothkumar @KumarVinot2033]

@stocksbyrishabh Had same thought for GI to exit. But Graphite India capex around 16% commercialization from Q4FY27. So sticking with it for now. Also holding HEGAM, HEG Ltd after listing ll definitely hold.

[TheAlpha10X @TheAlpha10X]

MY DIWALI PICKS 🪔🪔

14 High-Potential Stocks

2X–3X Potential in 2–3 Years 🔥

1. Ind-Swift
2. Fredun Pharmaceuticals
3. Diamond Power
4. Xtranet Technologies
5. JG Chemicals
6. KMEW
7. Sudeep Pharma
8. PNGS Reva
9. Sejal Glass
10. Cyient DLM
11. Unimech Aerospace
12. Krishna Defence
13. Divgi TorqTransfer
14. Macpower CNC

REPOST & SHARE

Which of the stocks do you like the most❓

For Detailed Analysis of these stocks, see comment section below 👇👇

[Vinothkumar @KumarVinot2033]

@GingerInvest44 UI. I like Groww than Angel one or Zerodha. Maybe Im used to Groww and biased 😄

[Vinothkumar @KumarVinot2033]

@MithunSarkari Makes sense, sir. Thanks for sharing your perspective.

[Vinothkumar @KumarVinot2033]

@MithunSarkari My exposure relatively limited, so able to stay somewhat comfortable. I'm not seeking investment advice, but genuinely curious to understand how experienced investors handle such situations psychologically. Is it conviction, patience, or ability to stay calm through uncertainty?

[Vinothkumar @KumarVinot2033]

@MithunSarkari Sir, how do you stay calm with 30–40% exposure to AI/DC/proxies? Don't you feel like exiting and re-entering once things settle? Is it conviction in your investments or patience through volatility? How do you avoid thinking whether u should have exited when you had opportunity?

[Vinothkumar @KumarVinot2033]

@sreedharvaidya I estimate their combined value at around 15L in a conservative scenario, 24L in base case, and 34L in optimistic scenario. Over the longer term, if both businesses execute well, I see potential for considerably higher value, particularly by FY30.

[Vinothkumar @KumarVinot2033]

@GPInvestmentSol HEGAM - Good results and capex plan based on demand expectation. But pushed Anode commissioning date again. Phase 2 announced even before P1 commercialization - additional investment. No contracts publicly confirmed yet. Im concerned about Execution risk. Will look for cc on 5th.

[Vinothkumar @KumarVinot2033]

@disguisedtrader Thanks bro 🙏🏻

[Vinothkumar @KumarVinot2033]

@SANJAYElegant @TejaswiPalam Hi Sir, Even after margin drop and similar expectation in Q3? Your views on levels or time frame for reversal? @SANJAYElegant

[Vinothkumar @KumarVinot2033]

@ThanksDeepest Hi Sir, These are the results of HEG Limited (demerged graphite electrode business, formerly HEG Graphite Limited), not HEG Advanced Materials (HEGAM).

[Vinothkumar @KumarVinot2033]

@MithunSarkari Thank You for all ur efforts Sir. I read all ur business analyses every night, they add tremendous value. After my own analysis of any stock, yours the one I look forward reading first. It gives clearer understanding of business.

And please don't call me Sir. That belong to U 🙏

[Vinothkumar @KumarVinot2033]

@GPInvestmentSol 🙌🏻🙌🏻

[Vinothkumar @KumarVinot2033]

@TheAlpha10X "Run away from Banking Stocks" - Reading this and I know who posted it. You have been telling for last 2 years 😄

[Vinothkumar @KumarVinot2033]

@knifebully Graphite electrode business. Prices improving, EAF steelmaking is a long-term demand driver, and EU CBAM is now in its definitive phase. Final CVD/AD, shipments to Middle east and raw materials are key concerns to track.

[Vinothkumar @KumarVinot2033]

@SureshKBN Hi sir, Good Morning. what’s your current view on the GE business? With prices improving, EAF growth, EU CBAM and US AD/CVD duties favouring Indian suppliers over China, can HEG and GIL benefit meaningfully? Are raw material costs and supplying to Middle East still key concerns?