sid9304

[sid9304 @Sidd3301]

@InvestiVibe_ These ate old orders.

[sid9304 @Sidd3301]

@ItsVinay01 HFCL, FCL, DeeDev, Adani group stocks. All these combined led to around 25 percent impact on the portfolio.

[sid9304 @Sidd3301]

@Accuracy_Invst You were at one point collaborating with such people in Valvo

[sid9304 @Sidd3301]

@SureshKBN I owe a lot of learning to you and @itsTarH

[sid9304 @Sidd3301]

@manish21688 This is what gemini says

[sid9304 @Sidd3301]

@Breakout_trades The new one might be Ideaforge over the next few weeks/months.

[sid9304 @Sidd3301]

@iramyram Holding it from 800 at 15 percent PF size.

[sid9304 @Sidd3301]

@ItsVinay01 Seems like the govt planned orders of 2 billion USD is a big enough catalyst to rerate Ideaforge. Unlikely that the market will wait for actual orders to arrive now, which might happen in a few months.

[sid9304 @Sidd3301]

@Breakout_trades Kwality Pharma as well

[sid9304 @Sidd3301]

@StocksbyPrakhar @Arpit1223 Prem Explosive

[sid9304 @Sidd3301]

@Breakout_trades Lots of things happening around fleet modernisation to trigger the turnaround of the company plus they finally posted good earnings after a long. It is a 20pyear long base, can go a long way.

[sid9304 @Sidd3301]

@Breakout_trades See Dredgecorp. Sitting right there.

[sid9304 @Sidd3301]

@SureshKBN FCL

[sid9304 @Sidd3301]

@MithunSarkari I think if they execute what they are promising, it could be a big mover. It is a very linear stock and has done such movements in 2024 and 2023.

[sid9304 @Sidd3301]

@Ankush__Agrawal Ideaforge?

[sid9304 @Sidd3301]

@ItsVinay01 Check Refex

[sid9304 @Sidd3301]

@LearningEleven @SniPayne Refex? If it sustains the growth they achieved in Q4 with wind energy orders to be executed in FY 27, this could surprise the market.

[sid9304 @Sidd3301]

@ItsVinay01 FCL and Ideaforge (subject to getting orders) are in the first category. Bunch of others in the second category.

[sid9304 @Sidd3301]

@SureshKBN Do you think the time for Dredgecorp has finally arrived? Multiple stars aligning together - profitability, govt investment in the company, and technical strength as well

[sid9304 @Sidd3301]

@SureshKBN FCL, Sammaan Capital, Ideaforge, Kwality Phrma