Nirjhar Gupta

Engineer, MBA with first love cricket and second stocks

[Nirjhar Gupta @nirjhar_gupta]

@nsitharamanoffc @nsitharaman @FinMinIndia @pfclindia @ltd_rec @FinSec_com

Do buybacks - REC to lead

Well the merger is on though I cannot see a positive except PFC could make it to Nifty. That is a big possibility but the govt should not invest 35000cr for that.

[Nirjhar Gupta @nirjhar_gupta]

@nsitharaman @nsitharamanoffc @pfclindia @FinMinIndia

Can someone explain why the Govt should waste 35-40000 crores of tax payer money merging REC and PFC?

What is the benefit? What is the cost savings?

To stop them competing for funds just have a single treasury.

[Nirjhar Gupta @nirjhar_gupta]

@MavenVest Mumbai was to beat Shanghai and Beijing about 25 years ago but now BJP has forgotten such statements

[Nirjhar Gupta @nirjhar_gupta]

@IndianGems_ Mumbai was to become better than Beijing and Shanghai about 25 years ago when BJP was at the centre.

Conveniently forgotten as Mumbai still boasts of the second largest slum in Asia - Dharavi.

Pipe dreams are rubbish and just marketing. Perform in 2026 and 2027.

[Nirjhar Gupta @nirjhar_gupta]

@nsitharamanoffc @nsitharaman @FinMinIndia @pfclindia @ltd_rec @FinSec_com This reduces the number of PFC shares to be issued from 1097.6 to 656.7m shares.

Then the merged equity is 3300+657.6=3957.6

Now, Govt has 1844.7m and needs to buy 811.4m shares worth 35000 cr for 51%, govt will have to buy 353.7m shares for 16000 cr.

REC pays zero dividend

[Nirjhar Gupta @nirjhar_gupta]

@nsitharamanoffc @nsitharaman @FinMinIndia @pfclindia @ltd_rec @FinSec_com

Do buybacks - REC to lead

Well the merger is on though I cannot see a positive except PFC could make it to Nifty. That is a big possibility but the govt should not invest 35000cr for that.

[Nirjhar Gupta @nirjhar_gupta]

@nsitharaman @nsitharamanoffc @pfclindia @FinMinIndia

Can someone explain why the Govt should waste 35-40000 crores of tax payer money merging REC and PFC?

What is the benefit? What is the cost savings?

To stop them competing for funds just have a single treasury.

[Nirjhar Gupta @nirjhar_gupta]

@nsitharamanoffc @nsitharaman @FinMinIndia @pfclindia @ltd_rec @FinSec_com REC can do a large buyback and reduce the free float for merger as the merger ratio is already decided. Use up the profits and buy say 20% of REC or 500m shares worth Rs20000cr Rs400 per share. Skip the dividend for the year and use some reserves as well.

[Nirjhar Gupta @nirjhar_gupta]

@icelandcricket In ODIs no one like Virat. His ability to chase scores and play under pressure was amazing. Viv didn't face his own bowlers.

[Nirjhar Gupta @nirjhar_gupta]

@RoshanKrRaii 4 AQI in Europe can be multiplied by 29 to make it 116.

Typically London AQI should be 100, it's a misnomer to believe the scale is the same.

They have also escaped constant media attention and Paparazzi.

[Mufaddal Vohra @mufaddal_vohra]

HAPPY BIRTHDAY, CAPTAIN RAJAT PATIDAR.

- A perfect day to celebrate the birthday and IPL win. 🏆

[Nirjhar Gupta @nirjhar_gupta]

@talk2anuradha It's clearly a non performing govt that's only a specialist in winning elections.

Performance is ignored. General category is kicked.

[Shashi Tharoor @ShashiTharoor]

I welcome the pushback to my post and interview on the #CockroachJantaParty phenomenon. Many users dismissed it as a Pakistani-manufactured conspiracy, but that is too simplistic: there are also counter-claims by @abhijeet_dipke that 94% of his followers are based in India. Whatever be the truth (and perhaps @Instagram should put the record straight), my point is that suppressing it is foolish in a democracy. Democracy’s great virtue is the outlets it provides for public sentiment, frustration and grievances. Letting these be aired on a satirical site IS in the national interest.

Whatever be the founders’ motivations, there is no denying that they have tapped into an important strain of national sentiment among our youth. As custodians of our democracy, both Government and Opposition need to sit up, listen and tackle the underlying discontent. Ignoring it, denying it and worst of all, suppressing it would be disastrous.

Such movements serve like the valves on a pressure-cooker, letting off steam. If the valves were closed, the cooker would explode under the pressure. I prefer satire to chaos, anarchy or revolution. I also feel it is our job to identify and deliver solutions to the problems of Young India. Let’s lift the ban and tune in!

https://t.co/ASpCV6nBje

[Shashi Tharoor @ShashiTharoor]

My thoughts on the #CockroachJantaParty and related issues:

[Shashi Tharoor @ShashiTharoor]

I’m incredibly intrigued by the rise of #CockroachJantaParty, which has already reached more than 15 million followers on @Instagram in just five days.

I understand the frustrations of the youth and see why they are resonating with it. This is precisely why the account being withheld on X is disastrous and deeply unwise - there should be an outlet for the youth to express their feelings and so, let CJP’s account function instead of shutting it down! Democracies need outlets for dissent, humour, satire and even frustration.

I am uncertain about the future of this movement but I hope the youngsters behind it find a way to bring this energy into mainstream politics or perhaps express it through their vote to be a voice of change and in doing so, become impossible to ignore. This is an opportunity that the Opposition must seize.
https://t.co/294SHkmpK2

[Nirjhar Gupta @nirjhar_gupta]

@1shankarsharma I agree. Our North East minister was talking about having great holidays in NE with Hotels at $500+. India will not attract that price point.

We live in our own world thinking Goa at $250 will attract millions. Bali has mountains as well, Thailand price points and shopping!!!!

[Nirjhar Gupta @nirjhar_gupta]

@RCBTweets How about asking him to make some runs as well?

[Nirjhar Gupta @nirjhar_gupta]

Manage the oil front and the Fiscal pressures. Please don't add to this by the govt buying stake from minority holders in the stock market. Please don't waste tax payer money.

Abandon the merger, have single teams to lend and borrow. Profits will maximise, all shareholders GAIN

[Nirjhar Gupta @nirjhar_gupta]

@nsitharaman @nsitharamanoffc @pfclindia @FinMinIndia

Can someone explain why the Govt should waste 35-40000 crores of tax payer money merging REC and PFC?

What is the benefit? What is the cost savings?

To stop them competing for funds just have a single treasury.

[Nirjhar Gupta @nirjhar_gupta]

This will ensure maximum margins for both REC and PFC.

Both make 18000 crores annually with a small staff cost. Even with duplication the cost benefits of a merger with reduced employees are miniscule vs the cost of a merger to the taxpayer.

[Nirjhar Gupta @nirjhar_gupta]

@moneymotive888 Trade