Something Changed in Himadri, I did talk about this before this Out
Himadri just started operations at India first commercial anode material production facility. 200 MTPA initial capacity. This is after 10+ years of in-house R&D.
Anode materials go into lithium-ion batteries - every EV, every grid storage system, every power bank needs them. Currently, China controls 90%+ of the global anode material supply chain.
#Himadri is the first Indian company to start actual commercial production. The technology is fully indigenous, they use their own high-purity coal tar pitch as feedstock, which means backward integration from raw material to finished anode product.
200 MTPA is tiny compared to Chinese producers (BTR, Shanshan do 100,000+ MTPA each). But this is the starting point. Himadri total announced target is 200,000 MTPA in phases. From 200 to 200,000 is a 1,000x scale-up - that's the ambition.
Himadri invested a further AUD 2.56 million (about ₹17.55 crore) in Sicona Battery Technologies
What Sicona does - Sicona produces silicon-carbon anode materials for next-generation lithium-ion batteries.
Its material delivers a 20%-plus increase in energy density and reduces charge times by more than 40% compared with conventional graphite-only cells, and is a drop-in replacement that does not require battery makers to re-engineer their lines.
The anode is the negative electrode of a battery, today most anodes are graphite, adding silicon stores more energy in the same space.
https://t.co/4i1X87jJlN
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@Fallibilist Totally agree with them! Until this SIP inflow stops, the unnecessary outflow is much higher! And since price sustains at higher level, no big FII value investor (who deploys big cash) will be interested...govt shd bring some temp tax to halt/reduce SIPs
Same old lessons after reviewing my journal.
Keep your losses small.
Trail your winners if you can; else capture a minimum of 6-7 times the risk taken.
Select the strongest stocks from the strong themes.
If the theme is not strong, the catalyst should be very strong.
@thechartist26 If the stock squats but doesn't hit my SL I exit half and wait for the Price Action on Next day, if still negative then I exit all... Different ways to skin th cat!
As the market improves, the number of setups and breakouts also increases. And when too many stocks start moving at once, it becomes very hard to track everything properly.
One of the best ways to tackle this “problem of plenty” is by having a well organized watchlist.
In this video, I have shared how you can create a clean and structured watchlist in TradingView so you can stay organized before your trading day begins.
Watch it and learn a thing or two.
For 60 years, only one company in India could build a nuclear reactor. NPCIL.
That law died in December.
Last Tuesday, Maharashtra signed ₹6.5 lakh crore in private nuclear MoUs. Everyone is watching the operators. The real opportunity sits one layer below.
Here's what most people missed.
On December 20, 2025, the President gave assent to the SHANTI Act. In one stroke, it repealed two laws that had blocked private nuclear for six decades: the Atomic Energy Act of 1962 and the Civil Liability for Nuclear Damage Act of 2010.
For the first time since Independence, private Indian companies, joint ventures, and foreign firms can build, own, operate, and decommission nuclear power plants. Including Small Modular Reactors.
Maharashtra moved first.
On May 19, 2026, the state signed four MoUs in a single afternoon at Mantralaya:
🔹Adani Power: 6,000 MW at Barsu in Ratnagiri. ₹1.5 lakh crore. Adani has already incorporated Adani Atomic Energy Limited with two subsidiaries (Coastal-Maha Atomic Energy and Rawatbhata-Raj Atomic Energy)
🔹Reliance Industries: 7,200 MW at Purnagad in Ratnagiri. ₹2 lakh crore. A mix of Bharat Small Reactors, SMRs and conventional units of 2x220 MW to 6x1200 MW
🔹NTPC: 7,200 MW at Devgad in Sindhudurg. ₹1 lakh crore. NTPC already runs the JV with NPCIL for the 4x700 MW Mahi Banswara project in Rajasthan and a planned 2.8 GW plant in Banka, Bihar
🔹Lalitpur Power Generation (Bajaj group): 5,000 MW. ₹2 lakh crore
Total: 25,400 MW. ₹6.5 lakh crore. About 1.23 lakh direct and indirect jobs.
To put that in perspective, India's entire installed nuclear capacity today is 8.78 GW. Maharashtra alone just contracted three times that number.
Now the part nobody is asking.
These four companies are the operators. They sign the PPAs, they own the equity, they earn the regulated returns.
But none of them actually builds a reactor.
The reactor itself. The calandria. The steam generators. The heat exchangers. The coolant pumps. The nuclear-grade tubing. The precision-machined fuel handling assemblies. Every one of these comes from a small, specialised, listed Indian supply chain that has been building for NPCIL for 40 years and is now staring at a multi-decade order book.
The supply chain that actually wins:
✍️L&T: Delivered heavy components for 17 PHWRs in India and the main and safety vessels for the PFBR at Kalpakkam. ASME-accredited for nuclear-grade pressure vessels (one of very few in Asia)
✍️BHEL: Steam generators, turbines, control systems, balance-of-plant. Q4 FY26 PAT jumped 2.5x to ₹1,283 crore. Power segment up 53% YoY. Order book at ₹2.4 lakh crore
✍️Hindustan Construction Company (HCC): Built over 50% of India's existing nuclear civil capacity, including Kudankulam. With fleet-mode 700 MW PHWRs now in execution, repeat orders are likely
✍️MTAR Technologies: Fuel machining heads, bridge and column systems, coolant channel assemblies. Long-standing NPCIL supplier
✍️Walchandnagar Industries: Calandria (the heart of the reactor), end shields, reactor headers. One of the oldest engineering names in India's nuclear story
✍️KSB Pumps: Specialist supplier of reactor coolant pumps to India's nuclear program. Listed Indian subsidiary of KSB SE Germany
✍️Venus Pipes and Tubes: Stainless steel high-precision and heat-exchanger tubing for reactor cooling systems
✍️Kilburn Engineering: Air-cooling units and heavy-water vapour recovery systems
The Fast Breeder Reactor went critical at Kalpakkam in April. Last week, four private companies signed up to build 25,400 MW. Both used the same supply chain.
The thorium story was the why.
The Maharashtra MoUs are the when.
This list is the how.
⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purposes only.
Qullamaggie on Developing Expertise and Becoming a High-Performance Trader
“Guys, if you want to study about expertise and how you develop expertise, you need to read the books with this guy. He’s a Swedish professor at the University of Florida. He’s written several books about this. I think it was Malcolm Gladwell who popularized the 10,000 hour rule — this is the guy he got it from.
This guy has written several books about how he studied all these high performers — like sports people, chess players, and the top 0.01% in different types of fields — and just examined how they became really good at what they do. He wrote several books that are really good. I have one of his books that’s really thick — I still haven’t finished it because it’s like 800 pages. So this is the light version of it.
Peak — if you want to know how to be really good at anything, like becoming a good trader, a good golfer, a good chess player, or a good guitar player — it’s the same feedback loop for anything and everything.
This is the one I think: The Cambridge Handbook of Expertise and Expert Performance. It’s super thick — 984 pages.”
Qullamaggie on Managing Profits and Equity Curve as a New Trader vs. Established Trader
“Like if you’re a new trader, you should be selling you know at least part of your position pretty quickly. Just lock in that profit, build your confidence up, get your equity curve to start you know moving in the right direction. You know aggressively, looking in profits and selling losers even more aggressively.
But once you’ve been in the game for you know longer term, I don’t like trading for cash flow, it makes no sense. Maybe it’s just me being lazy, I really don’t want to trade. Make as few trades as possible.”
Scan is not a setup. Scan is just one step in setup. Setup consists of underlying structural logic, context in terms of themes or market conditions, a process of qualifying the candidates after they show up in scan, priority check, entry, exits, stops, and sizing.
Without understanding that just collecting scans is not really helpful.