Retail Investor/Trader | Books |Runner🏃🚴Cyclist| FI |Not sebi registered,I am wrong many times,I don't offer any paid service, No recommendations on buy/sell
57 lakh turned into 111 Cr in 9 years - 200x
I am sure there will be some losers in portfolio too.
But the point is - This is what happenes when you buy microcap with good management and hold it for long.
It won't happen in HDFC/ HUL of the world
High risk, high reward
#BROTIP
Read 1-2 Concalls everyday & you will gain great knowledge & your dependency on other twitter handles for investment decision will reduce..
Start with market leaders , as they are King of the value chain , you will understand TAM, opportunity size, Tailwind areas
Then
SMART METERS -
Margin in the business @ 85%
IRR @ 25%
Just read the conversation between BHARAT SHAH & Adani Energy in last concall
Companies involved in smart meters will do very well this decade - I have no doubt.
Data centre industry as of now is where solar was 2 years ago.
You won't see big numbers now, but many players are getting geared up for biggies in future.
That's where the real game is.
Find good value and stay put.
JYOTI STRUCTURES - T&D player -
Added in my portfolio recently..
Turnaround candidate ( Hero ya zero stock ) - debt restructuring plan aporoved
Can it turnaround ??
Sharing some notes from their Rights Issue documents - FOR YOUR STUDY ONLY - DYODD
Small thread 👇
1/n
WOW
Question from Madhu Kela-
you have potential to do even 10k cr Topline - are you ready ?
Mr. Gupta - Techno electric can do 10k cr topline WITHOUT ANY DOUBT by 2030 if not by 2028
Techno electric concall 🔥🙌🏻
This election proves that in India Developement agenda has no value but
Freebies/ Cast politics is the only way forward in many states..
I hope NDA keep their overall developement/ Reform measures on..
It takes guts and courage to share your investing ideas openly
Bcoz many social pigs are always waiting to slaughter your failures..
No wonder very few guys share their investing ideas openly ;)
Sharing true story with you
One of my close friend started in stock market with 6 lakh in 2020 & now he is at about 4 Cr
All through trading - YES
He read many of stock market / psychology books for almost couple of years ( prior ) & did small trading experiments with his
In Transmission EPC play
I am tracking/ holding
Techno electric ( leader )
Bajel ( very good player )
Viviana power ( Gujarat player )
Kay cee energy ( Rajasthan player )
Just sharing names here for study -
do consult your advisor, I may be biased
The best decision I took in stock market in last year was..
To get out of Financials & moved into energy theme at cheap valuations..
Changed my life completely..
Don't get emotionally stuck to your portfolio stocks.
TECHNO ELECTRIC - B&K securities report
● To develope 250 MW Data centre in next 5 years
● It's evaluating partnership for deploying it's own cloud services & provide AI services.
● Company is developing it's own O&M services.
● Company can win orders for EPC business for
After quitting my engineering job in 2020 for stock market, I received very tempting offer a year later ( the best job offer of my life )
I refused that offer & decided to stick to my stock market profession. And that turned out to be the best decision for me.
Sometimes you
True story
2 month ago - A fund manager called me and asked me my High conviction bet
I said Techno at 600 is no brainer - should double atleast
He said- can you sell your house and buy it?
I said I will never sell my house to buy any shares & he thought I didn't have high
Jyoti Structures - read this again
The tower testing facility is the MOST MODERN facility of it's kind IN ASIA & the ONLY FACILITY capable of testing 1000 kV double circuit towers.
Kya Jyoti banegi Jwala ;)
Techno electric - DATA CENTRE
● Setting 40 MW Data centre in Chennai
● To setup 100+ edge data centre for Indian railways
● Alloted land in kolkatta a to setup data centre next to other setup by STT, Reliance, Adani..
From: DAM CAPITAL report
Techno electric
Decent numbers
Topline 413 Cr Vs 346 Cr
PAT flat at 56 Cr Vs 53 Cr
EPC Margins 13%
Also company received 59.9 cr from TANGEDCO for long pending wind energy dues.
Concall tomorrow
#HGINFRA
Wow - what an order win 🔥
4150 Cr of order - their existing orderbook is 12k Cr - now turns 16k cr
And more importantly- their bid cost is far higher than estimated project cost..
Rok sako to rok lo 😜
Why transformer demand is here to stay for a while?
Transmission Capex of 4.75 lakh Cr is not possible without good supply of transformers..
Even PowerGrid management acknowledge the shortage problem in concall
DATA CENTRE
● Data centre capacity is expected to rise to 12x over FY 24-30 period..
● We expect india data centre to be
17 GW by end of 2030 🔥
- From Jefferies Reseaech
In my view, many Data centre sector companies can Give BIG RETURNS :)
Buy right, sit tight..
SEMICONDUCTOR
"We have made India a manufacturing hub of mobile phones in last 10 years. Now, we will make the country a manufacturing hub of semiconductors"
- PM Narendra Modi
Big theme in the making :)
I am sharing good data here and some people keep trolling on comments
I am Blocking all those nonsense now
I have made biggest money of my life in last one year - by studying lot of Data - not by trolling
Lot of people ask me who benifits from Transmission?
Give the list for study purpose,
so here is the list JUST for your study..
EPC/ Projects- KEC, BHEL, Kalpataru, Techno electric, POWERGRID, Bajel, Ashoka Buildcon, Jyoti structures, Skipper, Adani Energy, Viviana, Kay cee
View from my new home ( under construction )
Opppsite to one of the biggest garden of the city ( in developement stage now )
Dreams do come true - work hard
Walk - Run - fall - rise - try again - don't stop
Bajel Projects - Fantastic numbers
2.5x jump in topline YoY
Turns profitable / cashflow excellent..
Improvement all around
T&D players are having good times..
True story
When I started running 🏃🏻♂️ at 105 kg weight, many FIT people used to laugh at me by saying - why am I brisk walking?
And I use to laugh with them on their joke on me but I just kept on going.
Slowly I reduced my weight, picked up my pace 💪 - due to constant
75 km bicycle ride 🚴♂️ in heavy rain 🌧 ( 3 hr )
Ahmedabad-Gandhinagar - Ahmedabad 🚴♂️
Life is like a 10-speed bicycle. Most of us have gears we never use ✨️
Health is Wealth
Oil & Gas Pipeline - opportunity
● Goverment is planning to invest 70000 Cr to expand gas pipeline network across the country.
● India Will add 17000 Km of gas pipeline ( Down stream )
● In mid stream - PNGRB authorised 34135 Km of natural gas pipeline network - to
In stock market
When you know you are wrong- just exit and move on - many more opportunities will come
Don't look at your ego...
Lesson I learnt Hardway in the past
#TechnoElectric
- BIG MILESTONE 🎯
Partners with IndiGrid for developing greenfield Tranamission project.
Will co-develope & invest in IndiGrid's Two ISTS projects..
Getting better & better every month
💪🙌🏻
#TechnoElectric
On their Edge data centre
● Potential of 30 MW, Operating Margins of 30%
● Revenue potential 2.5× of hyperscaler
● Data centre to cover 23 states
( 100 DC )
● It will make Techno largest DC operator in terms of Number of DC
From: Nuvama research
Anlon technology solutions ltd
● Into very niche segment of Fire fighting trucks ( 80% ), Rubber removal machines ( 5-10% ), Runway sweeping machines ( 5-10% )
● Transition into fully manufacturing/assembly oriented company from commission player earlier. Can benifit from
Budget 2024
● Allocation to SOLAR sector has increased from 49k Million to 86k million ( 75%⬆️ )
● But WIND energy sector is decreased from 9.1k million to 8k Million ( 12% ⬇️ )
● HYDROGEN sector has increased from 1000 Million to 6000 Million
FROM: Mercom Research
Jyoti structures
Order received from Khavda - Gujarat
117 Cr. - For 765 kv transmission line
Order will start flowing in - Slowly but surely 🔥
Disc: Invested
Supreme Power Equipment
#Supremepwr
First shipment of 50 MVA/ 33 KV solar power transformers to Solar energy farm 🔥
This should allow them to qualify for higher capacity transformer bids from their upcoming new plant as well.
If someone says I found 100x, 1000x stock etc..
Please retweet/like to know more..
First thing you should do is "UNFOLLOW/BLOCK them"
As simple as that..
Sathlokhar Synergies
One of the best balancesheet for an infra company - Debt free
Infra player for industries/hospitals/Hotels etc - High growth aspirations
Takes projects of lower time frame and completes it in time.
Asset light model operation
Over 600 Cr orderbook
India likely to add 30-35 GW renewable capacity in FY 25 Vs 18 GW in FY 24
Auctions are likely to be about 50 GW of renewable capacity this FY.
"Power"ful Theme :)
I am holding many EPC players in my portfolio - from 100 Cr to 10000 cr mcap ( across various sector )
Goverment will spend 750 Bn $ on infra buildup over next 5 years + there will be big Pvt capex as well
That will create huge work for EPC players - Many of them will create
Retail investor psychology
When stock is Consolidating/ not giving returns for 3-6 months - Very boring stock, iska kuch nahi hoga
When stock moves 50% - Bahot badh gaya, niche ayega to Lunga
When stock corrects 20% - Abhi aur girane do - trendline, averages match nahi ho
In stock market,
PE is over rated
PEG is under rated
If you keep looking 1st parameter & ignore second in Tailwind sector - you have yourself to blame to.
Bcoz that's where the real money is made in bull market.
There are thousands of WhatsApp groups on stock market
Even I am part of some good knowledge groups
But, believe me, I have realised one thing
Only your own study, conviction & allocation will make you reach there - NOTHING ELSE WILL..
3 month ago, many did complaint in comments that I write a lot about Techno Electric
Are bhai - Business, Balance sheet, Promoter, tailwind, valuation itna acha tha ki I just couldn't control then 😜
Disc: Lol 😂😂😂
Blocked few idiots who think I am joking on my last post.
I am not here to make money from you by offering few rupee subscription model like many on this platform do.
If you don't believe in someone's success - it indicates your own weakness in yourself.
Techno electric
One of the qualified bidder for Bhadla/ Bikaner transmission scheme. ( other 3 are PGCIL, AESL, SP ) -
Project cost: 1382 Cr. ( result not yet announced )
The point is - Techno is Getting agressive - Bidding for Complete TBCB schemes now 🔥
True Story
I gave my contact number to many people on twitter when I had few followers last year..
No one called then, but "Now" most of them wants to talk to me
Bhav Bhagawan chhe 😂😂
Waaree has moved from 3000 to 1700
This is what I mean when I say risk/reward is always important for new entry.
Its great company, but one bad result and high valuations can slide down.
What a fabulous numbers from Insolation energy 🔥
Growth of 250% YoY
PAT Margins of about 9% in H2 👌
Excellent Cashflow of 61 Cr
Setting the standards high for other solar players :)
I don't get any money for any of my post here
Neither I do any paid marketing for anyone ( Although I get many offers )
Not my game
I just post for my own joy & journey of health & wealth
If you misbehave-I will block 🚫
Free ka gyan - Lena he to lo -
or unfollow please
My certain part of portfolio is for high risk/high return stocks
I invest in 10 high risk stocks, 7 works & 3 don't
When it works, I increase my position & when it doesn't- I reduce my position - Momentum play
If you dont like my Tweets then you should stop following me and
SEMICONDUCTOR
India's semiconductor industry to face 300,0070 professionals shortage by 2027: Report
Industry projections indicate that India's semiconductor sector is expected to hit $100 billion by 2030
Big theme in the making
Since everyone is Chart expert now a days in stock market,
Operator creates illusionary breakout/breakdown in many stock & hits the stoploss of participant retailer traders. ( Even in Cash market )
That's where fundamental analysis/research helps you..
Diamond power Infrastructure Ltd.
Some info from their recent notification
● India's Single Largest single location Power cable and Conductor manufacturing company
●Installed capacity:
Conductor: 250000 Mtpa
Cable: About 50000 KMPA
● Aquired through NCLT by GSEC-
T&D capabilities of domestic players
KEC
KALPATARU
SKIPPER
JYOTI STRUCTURE
Do study allround players with capability of "Laying transmission line" Good scope of work for next few years there
Techno electric 🎯
Secured the award of 1750 Cr.
This acquisition marks their RE ENTRY in Inter state power transmission developement space ( TBCB mode )
We have secured a prestigious order from REC Power Development and Consultancy Limited (RECPDCL) under the North Eastern Region Expansion Scheme XVI (NERES XVI). This project is valued at a total revenue of ₹1750 crores over a 35-year concession period.
Our scope of work
Interview of Hiren Ved - Excellent one
● We are back to 2003-2007 like bull markets We are in early/early mid stage of this cycle
● Capital goods/ Power/ Infra/ Real Estate/ capital inteisive sectors are coming back & darlings like pvt banks, FMCG are leggards & it will
I just watched a video on
techno electric by some Sadhan channel guy..
I found my highlighted Attachment copied there 😂😂
Dont know who is he, but You are welcome bro..
One Sun, One World, One Grid ⚡️⚡️
In this concept- Power generated in ASIA can be transmitted to Europe and once sun is there in Europe, that power can be tramitted to other countries.
Many Projects are in Pipeline for that - POWER GRID CONCALL
Transmission will be BIG GROWTH
Jyoti structures
Order received from Khavda - Gujarat
117 Cr. - For 765 kv transmission line
Order will start flowing in - Slowly but surely 🔥
Disc: Invested
In 2020 - during corona crash, I was at Offshore,
I wanted to go big on short side then , but I didn't have OTP access for fund transfer ( no network )
Still made decent in corona crash from available demat fund.
Next thing I did, was to leave my job.
Bcoz by then I had
I believe that Society will depend on two things going forward - Data & Energy
& this is where techno wins over many players
- Techno electric management in last concall
Oil & Gas
● Goverment target is to cover almost 100% of geographical areas for CGD network.
Target of 12.63 Cr PNG connections by 2032 ( currently 1.31 Cr )
● PNGRB has authorised 33478 km of Natural gas pipeline
10404 km of pipeline under construction.
Big Opportunity
Budget plan outlay for Power CPSU
Biggest benificiary is Power Grid with 40% higher budget allocation.
( 12.25k Cr Vs 8.8k Cr )
#Transmission
is Powerful theme
You give Data - Very few read it..
You give stock name, and followers go crazy..
No wonder so many people lose money in market.
THEY JUST WANT "NAM BATAO" 😂
Transmission
One more big project where many GUJARAT epc players will have their eyes on for some work..
3.6 GW Transmission scheme in Jamnagar..
In RFP stage now.
#VIVIANA
#JYOTISTRUC