Learn The Unlearn

Finding businesses and opportunity to invest money 🤘

[Learn The Unlearn @LearntheUnlearn]

Sometimes undervaluation and clean mgmt also gives you decent stock picks.

#IIL shooted to 38 today sweet 100% return in just 3.5 months

[Learn The Unlearn @LearntheUnlearn]

Writing a Short Note on Integrated Industries Limited.
Mcap: Rs 432crs
PE: 6.8

Seems Interesting.

[Learn The Unlearn @LearntheUnlearn]

At 5850-6000crs it should have 1x Book value.

If promoter literally does great work in short time frame these 3500crs of investment in copper business should have more than 1x of Book value, but this is on longer term view.

Ideal case we might see 9k+crs of mcap in 2027.

[Learn The Unlearn @LearntheUnlearn]

Kiri Industries
- They have received Rs 6200crs. Post Tax 5400crs (12.5% tax rate expected)
- They will clear debt of copper plant. With interest cost accumulation total payment pending is Rs 1300crs

What lies at worst case valuation
- Std business 750crs crs

[Learn The Unlearn @LearntheUnlearn]

- Copper business: 1000crs
- Pending Cash Balance- 4100

Worst Case Valuation- considering no money siphoning off should be atleast 5850-6000crs.

In ideal case when you deploy in any asset class like starting copper business, market tend to give it more than 1 Book Value.

[Learn The Unlearn @LearntheUnlearn]

Writing a Short Note on Integrated Industries Limited.
Mcap: Rs 432crs
PE: 6.8

Seems Interesting.

[Learn The Unlearn @LearntheUnlearn]

Not watched India Pakistan match
.
.
.
.
.
.
.
.
.
Sony Liv ka subscription nahi tha😅😅

[Learn The Unlearn @LearntheUnlearn]

Writing a Short Note on Integrated Industries Limited.
Mcap: Rs 432crs
PE: 6.8

Seems Interesting.

[Learn The Unlearn @LearntheUnlearn]

· Expecting inventory days to come to par to industry level
· Net asset turn is 6.3

Other:
· ED on Shareholder (1.7%): One shareholder had some legal issues and that particular investor shares have been attached by the ED
· Semiconductors or data centers market already on table

[Learn The Unlearn @LearntheUnlearn]

Paramount Q3 FY25CC Summary
Guidance:
· Grow topline at a CAGR of 30% over next 5 years & exceed Rs. 5,000crs in revenues by FY30. Improve EBIDTA margin by 100bps.
· Expecting CFO and FCF to be positive in FY26.

[Learn The Unlearn @LearntheUnlearn]

Financials
· Decline in PAT margin is due to the income tax.
· CAPEX of Rs 43crs in 9M FY25.
· FY24, metal was 63% of total RM consumption.- Aluminum was 38%; Copper was 25%; PVC was 9%. Polyethylene was 11%; plastics was 20%; Steel was 6% and other raw materials were 10%.

[Vijay Patel @vijaygajera]

Extremely Important Thread.

The person in the red circle is one of the most powerful in Indian politics, but I bet very few people know who he is!

This Investigative thread is going to be the biggest expose of this year.

1. Read this Explosive thread now.👇

[Arka Bhattacharjee @niveyshak]

Market Cap: ~1000 cr range

Promoter Buying Data in November 2024✍️

A Mega Thread 🧵

[8Sapience @8Sapience]

Adani Group lost Rs. 3,000,000,000,000 (3 lakhs Cr) Market cap today.

Here is a simple explanation of what happened, based on available facts!

The New York Federal Court charges Gautam Adani and 7 others in a $250 million bribery case!

But,if the fraud is committed in India then why is a US court passing the judgement?

[Learn The Unlearn @LearntheUnlearn]

· Additionally Rs 37crs was spend in Q2FY25. Total spend in H1 was Rs 79crs and Rs 143crs will be spend in H2.

[Learn The Unlearn @LearntheUnlearn]

Meghmani Finechem Q2 FY25 Result Update:

Result:
· Sales Volume grew by 6% YoY which mainly grew from Derivatives and Specialty business
· YoY realizations dropped for all the products in range of 1% to 7%, except for Chloromethanes
QoQ Caustic Soda realization dropped by 9%.

[Learn The Unlearn @LearntheUnlearn]

CAPEX Update:
· Additionally announce expected commissioning date of CPVC Resin & Epichlorohydrin. Both are expected to be commercial in H1 FY25
· Total projected capex for FY25 has reduced from Rs 258crs to RS 221crs.