BE AND MAKE

Micro cap Investor.Tweets are meant for knowledgeable study & doesnot constitute a recommendation to buy or sell. Please consult an SEC/CFA/ SEBI regd Advisor.

[BE AND MAKE @Be_and_Make]

Company has been in transformation phase.
It's electronics division (higher margins) may be key trigger for its success in the upcoming years.
1. Train collision Avoidance system (Used in railways) Only two players had the approved technology & it is a big MOAT.
Cont.....

[BE AND MAKE @Be_and_Make]

@_nxtbillionaire @dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @RaviRavs78 @pratbrat 📌 Main Board migration is expected around June-end/July as per recent concall.

Agar migration hota hai, liquidity, visibility aur institutional participation improve ho sakte hain.

Circuit structure bhi exchange norms ke hisaab se change ho sakta hai.
DYOR | NFA
#cosmiccrf

[BE AND MAKE @Be_and_Make]

✳️Legal Challenges for #cosmiccrf:
Proving eligibility under four sections of 29A:
Section 29A(a)
Section 29A(c)
Section 29A(h)
Section 29A(j)
Addressing all legal aspects simultaneously Meeting the burden of proof requirements.
4/n...

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 @pratbrat 🔰I invest based on conviction, not daily price movements

⏹️If you're looking for short-term trading calls, my posts aren't for you.

🎯I only monitor one thing: 👉 Is management walking the talk?

💠If conviction breaks, I reassess

DYOR | NFA
#Cosmic crf
#COSMICCRF
#CosmicCRF

[BE AND MAKE @Be_and_Make]

@chakuchuri @sachprat07 @nileshkurhade @Sanskar82394057 @dkumar_sinha @pratbrat @Som07189600 @ZenNivesh @nkumar3010 @AVBirla @equitreecapital @ShridhantS @nid_rockz @AimInvestments @TheAlpha10X @Gautam__Baid @dhavalmodi007 @RamK132 @SathyeshBhat @SpangleAdvisors #Kalyanicast isn't just building capacity at the right time;

#Nareshkumar building the capacity exactly where policy is converging. ⚓

🚅DFC is the engine,
⛽Kandla is the fuel,
⚙️GCT is the transmission, and the Gujarat policy is the turbocharger.🔌

https://t.co/UniBMyyGHt

[Sanskar Bangani @Sanskar82394057]

India imports nearly every shipping container it uses.

Gujarat’s Industrial Policy 2026 just changed the game…container manufacturing is now a designated Thrust Sector with capital subsidies, interest support & power tariff benefits.

Our team at Kalyani Cast Tech’s Gujarat plant near Kandla is ready for this moment. We are looking forward to reap all the benefits in coming time and deliver the best for nation building.

#KALYANICAST #ContainerManufacturing #ViksitGujarat2026 #AtmanirbharBharat

[BE AND MAKE @Be_and_Make]

#KalyaniCast-Tech: Ambitious Leap into Rail & Cargo Manufacturing – Strong Performance, Mega Expansion and Future Potential
Kalyani Cast-Tech has established a commendable track record over the years, demonstrating consistent performance and reliability in its operations.
1/n

[BE AND MAKE @Be_and_Make]

@chakuchuri @sachprat07 @nileshkurhade @Sanskar82394057 @dkumar_sinha @pratbrat @Som07189600 @ZenNivesh @nkumar3010 @AVBirla @equitreecapital @ShridhantS @nid_rockz @AimInvestments @TheAlpha10X @Gautam__Baid @dhavalmodi007 @RamK132 @SathyeshBhat @SpangleAdvisors @LuckyInvest_ARK Market values Kalyani as a container company.

Management is building:
📦 Containers
🚃 Wagons
🏗️ GCT Terminal
🚄 Rail-connected Gujarat hub

The opportunity is in the business model shift. Execution will decide the outcome.

#Kalyanicast
#Kalyani cast

https://t.co/dgY61YTKJR

[BE AND MAKE @Be_and_Make]

#KalyaniCast-Tech: Ambitious Leap into Rail & Cargo Manufacturing – Strong Performance, Mega Expansion and Future Potential
Kalyani Cast-Tech has established a commendable track record over the years, demonstrating consistent performance and reliability in its operations.
1/n

[BE AND MAKE @Be_and_Make]

@adi93087 @nkumar3010 @AshwiniVaishnaw @PMOIndia Fair point. Vision alone isn't enough—regular communication is equally important.

When a company is undertaking large capex and transformation projects, transparency helps investors track execution and maintain conviction through temporary weak quarters.

[BE AND MAKE @Be_and_Make]

@adi93087 @nkumar3010 @AshwiniVaishnaw @PMOIndia I agree that a concall would help clear doubts.

But for me the bigger question isn't the latest HY numbers—it's whether #Kalyanicast executes on the announced expansion plans.

If those projects are delivered, today's results will matter far less than the FY27–FY30 trajectory.

[Naresh Kumar @nkumar3010]

Our factory in Gujarat is connected with IR network having two lines of 720 each for cargo handling and wagon/container dispatch this is one of it’s facility where logistics and Logitics equipment wagon and containers in same premises

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 @pratbrat ���Marquee investors and promoters were invested in preferential at 1600+

💠What promoters and other big investors are seeing?

🔷They are not seeing the price but they are with conviction, what AMZEN can do in FY28.

Aim for FY28!

#COSMICCRF
#cosmiccrf

https://t.co/1GJXELq2zg

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush 🔰 #CosmicCRF converting 18,600 promoter warrants at ₹1,614 (CMP ₹650)

🌀Why would promoters willingly “overpay”?
👉 This is about conviction + capital infusion + future visibility

🎯Small move, Big signal.

🏆Are they seeing what the market isn’t? 🤔

https://t.co/nbZQGPSy2x

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 @alphaaInvestor @pratbrat My expected #CosmicCRF catalyst sequence 👇

1️⃣ Main Board Migration
2️⃣ RDSO Approval for Cosmic Springs
3️⃣ Amzen Acquisition Completion

🏭 New products nearing commercialization
🚂 Amzen now moves toward implementation
The next 3-6 months could be transformational.

DYOR | NFA

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 🔰Promoter confidence speaks louder than words.

🔷AVB adds 3,700 more #CosmicCRF shares via open market purchase.

🏆 Not a big quantity.

🔥But insider conviction is often measured by direction, not size.

🔹DYOR. NFA.

#cosmic crf

https://t.co/RAtPzE21fu

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush 🔰 #CosmicCRF promoters converted warrants at ₹1,614 when stock was near ₹650

Today after the Supreme Court verdict, stock trades near ₹959 & the biggest overhang is gone ⚖️

🧠 Smart money watches conviction before price.

DYOR NFA
#Cosmic
Cosmic crf

https://t.co/1GJXELq2zg

[BE AND MAKE @Be_and_Make]

@Parivesh_Shukla @SathyeshBhat @dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @AVBirla @equityayush @RaviRavs78 @nid_rockz @muralitwit @gaze_observer 🔰Two years of allegations, Countless narratives against AVB?

💡A simple question:
While counting cases against AVB, have you also disclosed the number of cases pending against yourself?

✅Transparency works best when applied both ways.

🎯Facts > Narratives.

#CosmicCRF

[BE AND MAKE @Be_and_Make]

@Parivesh_Shukla @SathyeshBhat @dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @AVBirla @equityayush @RaviRavs78 @nid_rockz @muralitwit @gaze_observer A simple question to Mr. Parivesh Shukla:
If your allegations are backed by evidence, why not publish the complete set of relevant documents for public scrutiny?

Selective excerpts create more noise than clarity.

Let investors review the facts and form their own conclusions.

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 For months, some claimed Cosmic CRF was never made ineligible.

Having conviction is one thing. Having an unbiased mind is another.

When facts become inconvenient, resorting to personal attacks and abusive language doesn't strengthen the argument—it weakens it.

Who is SOME?

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 🔰#CosmicCRF down 5% Yesterday!

💠Promoters are converting warrants at ₹1,615 & Big investors subscribed Pref. at ₹1,600+

🛤️They are committing fresh capital based on long-term conviction

🎯Smart money looks at value, growth and execution

DYOR | NFA
https://t.co/1GJXELq2zg

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush 🔰 #CosmicCRF converting 18,600 promoter warrants at ₹1,614 (CMP ₹650)

🌀Why would promoters willingly “overpay”?
👉 This is about conviction + capital infusion + future visibility

🎯Small move, Big signal.

🏆Are they seeing what the market isn’t? 🤔

https://t.co/nbZQGPSy2x

[BE AND MAKE @Be_and_Make]

@chakuchuri @sachprat07 @nileshkurhade @Sanskar82394057 @dkumar_sinha @pratbrat @Som07189600 @ZenNivesh @nkumar3010 @AVBirla @equitreecapital @ShridhantS @nid_rockz @AimInvestments @TheAlpha10X @Gautam__Baid In the management commentary after FY25 results, they have outlined these revenue targets.

🚀 Of course, 7–8 years is a long horizon but Kalyani Cast is building a ROCK SOLID model:
Gati Shakti terminals 💪,
wagon mfg 🛤️,
Container mfg🚛,
axle/wheel units ⚙️

#KalyaniCast

[BE AND MAKE @Be_and_Make]

@dhavalmodi007 @Kailash69847156 @ImNiveshak @RamK132 @AdityaMittal795 @ManishK46113331 @AimInvestments @sachprat07 @ShridhantS @hanurao @CAAshishFinCap @vorarajan @investor_1421 @kamathvinayak @SwarnashishC @Chirag68158004 @HanuRaoG @SpangleAdvisors @ZenNivesh @SathyeshBhat @AVBirla @equityayush @Gautam__Baid @nid_rockz @nileshkurhade @_nxtbillionaire @RaviRavs78 🔰I have been tracking #CosmicCRF since 2023.

🎯I highlight positives, question negatives, and challenge misinformation!

✅Facts and filings matter more than social media professors.

🚀Markets reward research, not social media noise.

DYOR. NFA.

https://t.co/73f69ZA6rB

[BE AND MAKE @Be_and_Make]

Cosmic CRF
The company was incorporated on Dec 2021 as cosmic crf
👉 subsequently the company executed a business transfer agreement with cosmic Ferro alloys limited on Jan 22( NCLT company)
👉company acquired the CRF unit of cosmic Ferro alloy
1/n

[BE AND MAKE @Be_and_Make]

🔰 Big Order update🏆

🔷Chittaranjan Locomotive Works (CLW) has issued Letter of Acceptance to #HBLEngineering for Supply,
installation, testing and commissioning of On-board KAVACH Loco equipment (Ver.4.0) worth Rs.1,714 Crores (Excluding 18% GST).

#HBLEngg
#Kavach
#HBL

[BE AND MAKE @Be_and_Make]

Company has been in transformation phase.
It's electronics division (higher margins) may be key trigger for its success in the upcoming years.
1. Train collision Avoidance system (Used in railways) Only two players had the approved technology & it is a big MOAT.
Cont.....

[BE AND MAKE @Be_and_Make]

@equitreecapital @equityayush @sachprat07 @pkgupta001 @EyeOn_Trade @Rajkulheri @ashish_munjal @faltooinvestor 🔰#HBLEngineering is a key private player in India’s defence sector, leading the way with 100% indigenous electronic fuzes for grenades and guns.

🔷While PSUs like BEL also supply them, HBL stands out for its in-house technology, reducing reliance on imports. 🇮🇳🛡️

#Defence