Brutus

IIT Roorkee

[Brutus @rit_wickk]

@knifebully It doesn’t even deserve this much valuation IMO.
Pretty avg results, no crazy growth guidance. Not so impressive volume growth.

[Brutus @rit_wickk]

@invest_yash But brother wagon manufacturers aren’t doing that great even the established ones like Titagarh and Jupiter. I believe their moat and uniqueness lies in these safety critical components, wdyt ?

[Brutus @rit_wickk]

@SureshKBN INDOMIM had an absolutely mediocre results, thnks to the euphoria I got good exit after the UC. Nrmlsed n PAT growth was okayish. Fwd guidance of 20% growth, no special capex plans, no special volume growth.

Dsnt deserve a PE of any more than 40-50 even in prec bull run.

[Brutus @rit_wickk]

@boidawonda Please share some insights on CFF, helps in keeping confidence in tough times. Just like Shree.
I know that “you can make money on borrowed confidence” stuff, but I am still up for it 😂🙏

[Brutus @rit_wickk]

@VSR9000 I think their overseas vertical grew significantly, 51% ish, but the domestic part remained subdued.
No commentary so cant draw much of conclusions.

[Brutus @rit_wickk]

@equities_samjho You are anti-national now.

[Brutus @rit_wickk]

@tomrid01 Its time to buy, this handle being bearish on some stock is the omnious sign that it is bound to do good.
I mean it just breached ATH and mahashah ko lagta hai it has come out from every blanket.

STLTech is at the same stage, wait for the same theory to flip when its turn comes.

[Brutus @rit_wickk]

@abdua08 Omnitech and Kernex ke results ke baad ki baat kr rhe lagta hai sir 😂

[Brutus @rit_wickk]

@ThetaVegaCap Best part about these highs are the volumes 🙏👏🏻

[Brutus @rit_wickk]

@abdua08 Aap Johri hain sir, full support.
Abhi to Sagar Defence ki listing bachi hai ♥️

[Brutus @rit_wickk]

@invest_yash They most likely get paid for it, itna ghatiya stock I dont think koi free me post krega.
A company which spends 100s of crores just on their legal fleet can definitely shower few 10s on marketing and whitewashing.

[Brutus @rit_wickk]

@ujwal_kr 😂😂

[Brutus @rit_wickk]

@arjunjain_96 Excellent piece Arjun bhai 👏🏻
Waiting for concall now ?
Not sure when is it.

[Brutus @rit_wickk]

@Ankur22024090 @PulkitA30298377 Bhai ye aisa hi hai chutiya.
Post delete kr deta hai jaise hi it goes wrong.
Ulte seedhe results post kr deta hai companies which don’t even match the declared ones.
And imagine he runs a community 😂

[Brutus @rit_wickk]

@abdua08 @KrtkPrjpat1 NADCAP is the thing that made me go in confidently after the concall.

[Prateek- Nivesh Wisdom @pratbrat]

Clean Max Enviro Energy: What's dragging the stock?

👉Curtailment at the Bikaner CTU project
~70% curtailment there. It's dragging on EBITDA (about 13% of run-rate EBITDA is exposed, roughly ₹170 crore full-year hit at current curtailment levels), and management admitted they can't predict when the transmission line issue will be resolved. This is dragging the stock!

👉If the market is worried about debt jump, it's a moot point. The cost of debt fell from 9.4% to 8.4% over the past year, and CleanMax's credit rating was just upgraded from A+ to AA — the opposite of what you'd expect if lenders were worried. Debt growth looks more like "funding a real growth story" than a warning sign

#CLEANMAX

[Brutus @rit_wickk]

@pratbrat - Not able to understand whats wrong with CleanMax, FII exiting aggressively and it just doesn’t move despite good results, thoughts ?

[Brutus @rit_wickk]

@alphaaffairsf2f If you're talking about Azad, we'll meet one year down the line and see kitna mushkil hai.

[Brutus @rit_wickk]

@Sudh_Luv4Equity @grok why is this reply not visible on author’s post and only visible in my profile replies ?

[Brutus @rit_wickk]

@Sudh_Luv4Equity Distribution is never this easy to pin point.
If it becomes evident then distribution loses its point. It always comes in disguise.
It was being shared in tlgrms as a potential trade due to its ema stickiness, so the move was assisted by traders who dumped it the next day.