Kanzah (hidden treasure 🌙)

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@khan_sanie With higher earnings, I could go fully off grid and dodge any extra burdens they throw at me. So whats the point ? No of consumers will go down if they raise prices for HNI, because they can afford to go off grid. Poor will have to pay the burdon.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@ZubairKhanPK Lets say they put extra burdon on HNI, in return HNI can completely go off grid, this will again put extra burdon on the poor consumer.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@qaisarnadeeem Both decisions were equally high quality.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@StockCompounder Does a buyback increase ownership percentage of remaining shareholders ?

[Rupee Rider @PSXInFocus]

Absolutely, making high returns is essential in Pakistan given the risks involved

A company only creates value when

ROE > Ke.

If ROE < Ke, it’s destroying value.

The real edge comes from finding companies where roe is expanding and beating Ke, we have very few of these
#PSX

[Rupee Rider @PSXInFocus]

Categories of investors in PSX

1 Strong Hands 💎
2 Weak Hands
3 Very Weak Hands
4 Ultra Weak Hands

Market stress triggers a chain reaction,

↓ Ultra Weak Hands❌
↓ V Weak Hands❌
↓ Weak❌
➝ Strong Hands hold the line 💎

Your category decides your outcome.
#PSX #KSE100

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@nawalahmad301 NATF is a mature company; BBFL is in the growth phase.
in one year, BBFL scaled cap utilization from 19% to 40%.
Inventory buildup in Q4 and Q1 is seasonal, positioning for stronger demand in Q2 and Q3. Cash flow will be normalize and turn positive by Q3.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

1/ Big Bird Foods Limited Cash is negative because they’re pushing sales fast

Biological Assets ↑
Inventory ↑
Receivables ↑
> That’s scaling.

Receivables ↑
Yes, McDonald’s & KFC operate on 90 day terms.
That’s normal B2B

This is a classic growth story

#BBFL #KSE100 #PSX

[Faran Shahid @FaranShahid3]

@Ladyofpsx Growth is alright but you should also pay attention to cash flow. Most of the growth is coming from credit sales and cash flow conversion remains weak. Most likely a strategy to capture market share.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@nawalahmad301 Stock will hit 90 by then and you wont have a chance, you think Mc D and KFC will default on their payements ? That can never happen.

If WC is build with high revenue growth = Classic growth story

If WC is build with flat revenue = Red flag.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

2/ This working capital build is necessary to move utilization from 40% → 70–80%.

You can’t double plant output without first funding birds, feed, and stock.

Cash isn’t disappearing It’s sitting in revenue generating assets

That’s expansion phase behavior not distress
#BBFL

[Rupee Rider @PSXInFocus]

Since 2000, every “fast 10% decline” statistically favored patient Investor.

• 1Y avg return: 25%+
• 5Y avg return: 189%
• 5Y positive probability: 93%

History says fast drawdowns in PSX have been accumulation zones
#KSE100 #PSX

[Rupee Rider @PSXInFocus]

Pakistan has an ultra high Equity Risk Premium for a reason.

Accounts opened during euphoria often go dormant once volatility strikes.

Frontier markets are not beginner friendly, You need lots of experience.
#PSX #KSE100

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

Retail investors in Pakistan Stock Exchange:

“Main long term investor hoon.”

Market -10% 🔥

“Bhai sell kar do kya” 📉 😂

#PSX #KSE100 #stockmarketcrash

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

Big Bird Foods Limited is expanding its retail sales teams across major cities🛒

Retail sales → stronger cash flow 📦

Capacity already up 19% ➝ 40% 📈

Fixed costs covered ✅

From here, every extra sale adds mostly to the bottom line 📈

PAT ↑ → EPS 🚀

#BBFL #KSE100 #PSX

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

🚀 MANAGEMENT CONFIDENCE MATTERS

Dr. Muhammad Mustafa Kamal, CEO Big Bird Foods Limited, said:

“In the coming days, #BBFL will leave significant footprints on the stock exchange 📊

We expect the business to grow many-fold in the coming years 📈🔥”
#BBFL #PSX #KSE100 #BUY

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

Low chicken prices? That’s normal market dynamics:

QD > QS → Shortage → Prices Rise ↑

QS > QD → Surplus → Prices Fall ↓

QD = QS → Equilibrium → Stable Price (P*)

Big Birds Food Limited has the pricing power to pass on costs, keeping margins intact. #BBFL #PSX #KSE100

[Shaikh Sahab @ShaikhSahaab]

@Ladyofpsx Poultry prices are all time low

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

🚀 BBFL looks READY TO EXPLODE 🚀
Higher-lows tightening, sellers exhausted 🔥
🐔 Poultry demand = structural
📈 Volatility contraction = fuel
⏳ Time is running out for cheap shares
Smart money accumulates when nobody’s talking.
#BBFL #PSX #KSE100

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

Not my words Big Birds Food Limited own territory manager sharing this on LinkedIn 👇

Highest-ever monthly sales achieved in Jan 2026.

Internal teams don’t celebrate cakes unless numbers are real.

This is how growth shows up before financials.
#BBFL #PSX #KSE100 #Stocks #Buy

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@qaisarnadeeem it is just a matter of inventory swelling due to floods last year. why are you dragging it ? they had to offer discounts to sell more in less time and it is pretty normal.

[Kanzah (hidden treasure 🌙) @Ladyofpsx]

@StockCompounder It make lot of sense to offer Discounts & Lower effective price for buyers this has shifted demand curve to the right means more quantity demanded at each price.