Talha Ganatra

Only when the tide goes out do you discover who’s been swimming naked - Warren Buffet

[Talha Ganatra @valueovergrowth]

@omar_quraishi Hotel Hilla & Apartments Nathia Gali

[Talha Ganatra @valueovergrowth]

@Invest_Kardo Gul Ahmed is also turning one of its unit in landhi to a residential building project 😵‍💫

[Seyed Mohammad Marandi @s_m_marandi]

The era of hit and run is over.

[Talha Ganatra @valueovergrowth]

@Invest_Kardo Problem is Efert imports DAP entirely from Middle Eastern countries which is chocked off. EFERT only has 4 tons of DAP in inventory at end of May'26. Coming quarter will be PKR 1.5/share EPS Max.

[Talha Ganatra @valueovergrowth]

Ok bro 🙃

[The White House @WhiteHouse]

TRUST IN TRUMP.

"Just sit back and relax, it will all work out well in the end - It always does!" - President Donald J. Trump. 🇺🇸

[Talha Ganatra @valueovergrowth]

FREE CASH FLOW 😉

[HAMAS @HamasulGhani]

Haris Rauf’s insta story

F.C.F???

[Talha Ganatra @valueovergrowth]

Iran war 100% this weekend.

[*Walter Bloomberg @DeItaone]

TRUMP SKIPS FAMILY EVENT TO REMAIN IN DC

Donald Trump says he will stay in Washington, D.C., citing government duties, despite wanting to attend a family celebration for his son Don Jr. and his fiancée Bettina.

He adds congratulations to the couple and says duty to the United States comes first.

[Talha Ganatra @valueovergrowth]

Very positive for Pakistan

[Aaron Rupar @atrupar]

Q: Pakistan has opened the land route with Iran. Did they consult you?

TRUMP: That was a vicious bee

[Talha Ganatra @valueovergrowth]

🙃

[Talha Ganatra @valueovergrowth]

100 bps

[Talha Ganatra @valueovergrowth]

100 bps

[Talha Ganatra @valueovergrowth]

Ground Invasion.

[Najam Ali @najam_ali]

Opening the Strait of Hormuz is a short-term event.

What the world has now clearly understood is this:

Iran can open it, close it, and manage it at will. The leverage has shifted permanently.

And the evidence?

We have moved seamlessly from:
“Open the Strait, you bastards”

to

“Thank you Iran for opening the Strait”

[Talha Ganatra @valueovergrowth]

@M_McDonough It is opened on the ‘coordinated route’. Which means ships have to enter Iranian waters to pass the strait and most likely pay a toll.

[Talha Ganatra @valueovergrowth]

UBL is playing with fire; if rates go up from here, UBL will get creamed.

[Talha Ganatra @valueovergrowth]

@JawadYaqoob POL has a crude pipeline that takes indigenous crude from all the fields in zone 1 to ATRL.

[Talha Ganatra @valueovergrowth]

@JawadYaqoob Below is a screenshot of NRL and ATRL latest financials clearly showing crude from POL goes to ATRL entirely.

[Talha Ganatra @valueovergrowth]

@JawadYaqoob ATRL is related party, NRL is based in south. Not feasible to transport crude all the way to Karachi. You can double check this if you look at ATRL accounts.

[Talha Ganatra @valueovergrowth]

Red like Rooh Afza.

[Talha Ganatra @valueovergrowth]

@motasim Ceo has borrowed billions against his UBL shares, once the LTV crosses 100%. Margin calls will happen and he will be forced to sell.