@rajuidesai Thanks sir for input.nano cap company is able to tie up with world's best warehousing company and value so less.hope it will be valued right.#repono
@Nuvama_Wealth how can I access the research articles which was earlier present in the url https://t.co/Rc8VFX7uf5 the url is not working after site https://t.co/bV0PSPHz03 it behind paywall and can we access with payment?
Mediassist TPA having 40% market share ie another small cap leader now in reasonable valuations of 2200 cr mcap.its already discovered stock so don't expect jump.only normal compounding
After listening to Siddharth bhaiya videos and acutaas investment principle,finally got a mental model which reduces anxiety and impatience.May God bless his soul. I used to focus on cagr of investments but that should not be driving force it's just a outcome
If price goes up based on the seemingly good Fy26 q3 results,sitting on the sidelines we thinking "haven't they read the investor presentation"? #3bblackbio
Target addressable market is a worry. Domestic market is worth 300-400 cr. They have alrwady 10-15 % mkt https://t.co/rHLqrrLQRt get to 500 eps, revenue needs to be 1000 crores. Only way is through exports.
@alphaaffairsf2f I am not sure what justifies the high valuation for kmew.I am invested for 1.5 years but I am not complaining.results are not coming as the hype is made about.
@AnshO2O2 If we go with human logic, longshenq should not have dishonored court ruling 4-5 years back.they don't go with human logic. In my right mind,I would have settled long back just to save interest cost
@valuewala What if senda fails and kiri puts in a bid of 10k crores and kiri wins. Kiri will have a debt of 11k crores. The value appreciation or multi bagger return
will again take years.hope that it closes with senda
@ChanderBhatia01 Agree sir.holding and waiting is the most painful.if price didn't increase this quarter, again wait for next quarter. Each day checking the price, news, views ->swing emotion from, hope, frustration etc.
#kiriindustries bad news.Sanjay Sarkar has resigned. Reasons he has stated is not good and I am sure market will react sharply and negativelyto. I think the stock is jinxed.good things can never happen.
#kiriindustries.from the concall: WOS indo asian copper to have in 5 years 3K cr profit and 40K cr rev.retail can take risk and invest now. 1st trigger: before Dec 25 when claim money is received.2nd trigger: copper plant starts prod.3rd trigger: copper capacity increment
@KYourhope57689@AnandPr22793@manishURMATE Chemical business will get around 30 pe once debt is taken off books, increase in profitability due to no legal costs and revenue increase to 1500cr. From the current price, it will double but the path after that I am doubtful