N Kumar Mamidi

[N Kumar Mamidi @mamidi_n]

@AdityaD_Shah I vote for ICICI bank. NIM would improve after HDFC loans gets paid off. I think it would take long time. LDR reduction would also take time as well …

[N Kumar Mamidi @mamidi_n]

@vishan_29 What about debt ?

[N Kumar Mamidi @mamidi_n]

@jeevanpatwa Most reviewers at that time said “ customer concentration risk”.core sales are focused on ice which has finite life/zero terminal value. both of these are real and current. Just because price movement, one can’t ignore these risks. Disclosure: invested

[N Kumar Mamidi @mamidi_n]

@dhiraj80 This is marketing company which deals with agrochemicals . it predominantly exports from china to Europe. It does not deal with rubbers parts.

[N Kumar Mamidi @mamidi_n]

@ShivrattanDhil1 @SriLankaTweet @SriLanka I have same experience … it is a lot more cleaner than any place in India …

[N Kumar Mamidi @mamidi_n]

Nifty 50 results so far
No of results : 6
By weightage : 26.66/100

——— YOY ——-QOQ
Sales%: 2.55——1.33
EBITD%: 5.03—-16.17
Profit%: 9.56—-9.85
Eps%: 9.42 —16.30

ICICI bank and TCS contributed to better qoq performance.
ICICI bank, TCS and HDFC bank for better YOY performance

[N Kumar Mamidi @mamidi_n]

@FalakKalyani They are investing in drilling and increasing production on going basis. Disappointed with outcome of Assam drilling … it is taking a lot of time and output is below their expectation … disc: invested

[N Kumar Mamidi @mamidi_n]

@Iamkplm @connectgurmeet Absolute numbers of Airtel are really large, Karan Ji. However, business is proportionally large. It appears that Airtel
wants to become net debt free in next 1.5 years so. they are generating a lot of
Cash( post capex) and clearing a lot of loans. We can defer on magnitude

[N Kumar Mamidi @mamidi_n]

@abhymurarka Please do not waste your time with PR sundar’s analysis of results any company which is below par. 😀His competence/expertise is in trading in F&O which is extraordinary.

[N Kumar Mamidi @mamidi_n]

@deepakshenoy Does this include agri loans with gold backing as well , Deepak Ji ?

[N Kumar Mamidi @mamidi_n]

@abhymurarka Fed chair selection seems to be immediate reason for deflation of silver and gold which are experiencing hyper momentum. I think it is over reaction to possible QT, which would happen after one year if at all. How would Trump fund all his programs without QE and support QT ?

[N Kumar Mamidi @mamidi_n]

@FinanceBrewRT @soicfinance Great buy … post split price, I suppose …

[N Kumar Mamidi @mamidi_n]

@momentum_stock c. Duarmara seems to be taking a lot of time. Can it get into production by Q1FY27 ? I wonder …
D. Unless all these start adding at least 2000 BOEP, what is the point of merger …
D. There is no update on capex for this quarter. I hope they are not borrowing money …

[N Kumar Mamidi @mamidi_n]

@momentum_stock I have invested in selan for long time, Sumit Ji. Here are my notes on investor ppt
A. Substantial hike in BOEP from new wells in old holdings.
B. Dangeru BOEP is disappointment( 2q presentation gave much bigger impression).

[N Kumar Mamidi @mamidi_n]

@WeekendInvestng It could be that others doing it quietly without talking ….

[N Kumar Mamidi @mamidi_n]

@soicfinance Solution this problem is pump storage capacity addition quickly and battery storage immediately, sir

[N Kumar Mamidi @mamidi_n]

@CaVivekkhatri 5

[N Kumar Mamidi @mamidi_n]

@CaVivekkhatri Agreed … borrow to pay dividends as Anil Ji has lots of debt at holding company level ….

[N Kumar Mamidi @mamidi_n]

@CaVivekkhatri Free cash flow is low because of Aggarwal’s decision to invest for growth. he could have simply squared off loans instead of capex. It would have been wonderful if he had postponed capex by 2/3 years but Anil Ji has grown based on leverage in his entire life 😀

[N Kumar Mamidi @mamidi_n]

@CaVivekkhatri Currently aluminium, zinc and silver up cycle is on & oil down cycle is also underway. In any case, it is not right to stay with Anil Aggarwal for long which is bigger problem than commodity cycle.