Manojeet Das @Manojeet_Das Twitter profile

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Manojeet Das

8 months

💰 Spend less than you earn 🚫 Avoid negative people and emotions 📚 Keep learning ⏳ Practice delayed gratification It is simple but not so easy to practice (for most people) for long periods of time.

Investment Books (Dhaval)

@InvestmentBook1

8 months

Priceless Life Advice from Charlie Munger H/t - @rmnth

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Manojeet Das

@Manojeet_Das

8 months

2 years back, no one was interested in this dirt-cheap microcap company Today 47 Analysts/Institutional Investors met them. The valuations are directly proportional to the popularity of the stock We try to discover unpopular, unknown stocks early on

Manojeet Das

@Manojeet_Das

2 years

Macpower CNC - A very undervalued Microcap stock? - Yearly sales is 172Cr - Order Book - 149Cr(31/12/21) - Management has a clear vision to grow at 25%-30% CAGR going forward - They know their Competitive Advantage PS: Market Cap is only 217Cr @academy_share @ishmohit1

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Manojeet Das

@Manojeet_Das

1 year

We discovered this gem at 29 Rs way back when it was in the NSE SME platform. Today's appreciation is 42 Rs. Unbelievable. Just unbelievable

Manojeet Das

@Manojeet_Das

1 year

@microcp2mltibgr @Aditya_joshi12 Studied e2e and was convinced to buy at 29 Rs. Spoilt my mood as it was listed in SME platform. Also Dynamic Cables at 29 Rs. That time I was a student and didn't have any money. Great to see that people are now noticing them. 😃

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Manojeet Das

@Manojeet_Das

8 months

My portfolio is down by 3%, exceeding my Monthly salary. Good going!

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Manojeet Das

@Manojeet_Das

21 days

Never imagined this in my life. You are an inspiration to many ❤️ Thanks, @LuckyInvest_ARK sir, it means a lot 🙏

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Manojeet Das

@Manojeet_Das

1 year

Amba Enterprises Mcap 80 Cr Check out our article on this interesting Nanocap. While limited information is available in the public domain, this article strives to comprehensively cover nearly every aspect. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

1 year

Kranti Industries Mcap 70 Cr Check out our first write-up on Kranti Industries. We covered all the crucial details available in the public domain about this company. Do give it a read. Written by @DasHimadri13 and myself.

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Manojeet Das

@Manojeet_Das

4 months

#MacpowerCNC : The average realisation per machine moving from ₹17 L to ₹40 L Current capacity of manufacturing 2000 machines per year Revenue will be 3x if we consider ₹35 L per machine realisation EBITDA Margins to improve and reach 25% levels soon - OP will explode 🔥

Manojeet Das

@Manojeet_Das

8 months

2 years back, no one was interested in this dirt-cheap microcap company Today 47 Analysts/Institutional Investors met them. The valuations are directly proportional to the popularity of the stock We try to discover unpopular, unknown stocks early on

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Manojeet Das

@Manojeet_Das

10 months

#MacpowerCNC - Mcap 360 Cr Q2FY24: Sales growth: +18% YoY, +56% QoQ PAT growth: +60% YoY, +203% QoQ Margin: 13% (ATH) NEXA machines sold - 285 vs 258(Q1FY24) High-Value Machines order inflow - 65 vs 46(Q1FY24)

Manojeet Das

@Manojeet_Das

1 year

Q1FY24 IP: Highest ever unexecuted Order Book of around 179 Cr. Mcap is 260 Cr. Holding strong from 220 Cr Mcap #MacpowerCNC

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Manojeet Das

@Manojeet_Das

9 months

#DataCenter #EVCharging #Shipbuilding 3 proxies, one name - Marine Electricals #MarineElectricals

RedboxGlobal India

@REDBOXINDIA

9 months

MARINE ELECTRICALS (INDIA): CO UNIT RECEIVED ORDER WORTH ABOUT 99.7M RUPEES FROM GOA SHIPYARD

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Manojeet Das

@Manojeet_Das

1 year

Bansal Roofing we posted on 29th June 2023 CGVAK we posted on 6th July 2023 Today, BRPL and CGVAK are both locked on 20% UC 📈🚀 We share fewer ideas but those are solid Subscribe to to stay ahead in the Microcaps/Nanocaps space #BansalRoofing #CGVAK

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Manojeet Das

@Manojeet_Das

2 years

Macpower CNC - A very undervalued Microcap stock? - Yearly sales is 172Cr - Order Book - 149Cr(31/12/21) - Management has a clear vision to grow at 25%-30% CAGR going forward - They know their Competitive Advantage PS: Market Cap is only 217Cr @academy_share @ishmohit1

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Manojeet Das

@Manojeet_Das

10 months

Amba Enterprises Mcap 123 Cr H1FY23 sales: 103.4 Cr H1FY24 sales: 143.44 Cr Sales Growth for H1: 38.7% Disc: Invested and Biased. No reco. Do your own Research!

Manojeet Das

@Manojeet_Das

1 year

Amba Enterprises Mcap 80 Cr Check out our article on this interesting Nanocap. While limited information is available in the public domain, this article strives to comprehensively cover nearly every aspect. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

1 year

Time Technoplast - Just see the weekly volumes I'll retweet this at Rs.230

Manojeet Das

@Manojeet_Das

1 year

Sabka Time Ayega. #TimeTechnoplast

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Manojeet Das

@Manojeet_Das

8 months

#Balu #Amba #Marine #Macpower #TimeTechno Any many more...

Ian Cassel

@iancassel

8 months

Most people won't like your stock ideas until after they double.

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Manojeet Das

@Manojeet_Das

1 year

The ultimate joy for blog writers is when people share their blogs @DasHimadri13

Stock Scout 🦄

@scout_stock

1 year

Just sharing a blog (not mine) Amba enterprises - looks highly bullish at 70rs. Tramsformers are here to stay 🤖🤖

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Manojeet Das

@Manojeet_Das

8 months

AFFLE INDIA: Filed 10 new patents in India

Manojeet Das

@Manojeet_Das

2 years

@introvert_here_ The estimated growth of more than 30% CAGR. In India, no Industry other than Ad-Tech will grow at this pace. Affle is down 6% today and 36% down from ATH. It won't be any surprise for Affle to become 4-5x in the next 2-3 years. Just see the CFO Trend. #CashGeneratingMachine

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Manojeet Das

@Manojeet_Das

1 year

Balu Forge - Updated Chart. Very very strong chart with volume

Manojeet Das

@Manojeet_Das

1 year

Updated Weekly chart BALU - Iss bar 150 ke paar

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Manojeet Das

@Manojeet_Das

8 months

Amba Current Mcap is 167 Cr trading at 0.65x Sales only. The MCap will be 260 Cr at 1x Sales = Rs. 200 A 1% increase in margins will be the icing on the cake Disc: Invested from 50 odd levels. No reco

Manojeet Das

@Manojeet_Das

8 months

Amba Enterprises: Outsourcing agreement with Kapsons Industries Capacity to increase by 4-5x #AmbaEnterprises

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Manojeet Das

@Manojeet_Das

7 months

Few names which I personally find interesting at first glance: 1. Duropack 2. Parnax Labs 3. Rama Vision 4. METS 5. Beardsell Disc: Not holding any. Have to study. #InterstingMicrocaps

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Manojeet Das

@Manojeet_Das

1 year

#MarineElectric is one of the largest partners of Schneider Electric in India for their Blokset panels. Read more at:

Vikalp

@SinghVikalp

1 year

#SCHNEIDER Electric Infra performed very well in last 3 months. Diversified business and looking core to future development in India due to power and power related equipment demand. #invested #longterm

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Manojeet Das

@Manojeet_Das

2 months

#MacpowerCNC Machines Q4FY24 Concall Highlights: 1. R&D of the new generation machines and software development to be done at the latest R&D plant in Bangalore. It will be operational by Q2FY25. Will be able to manufacture EMS and 5-axis Machines

Manojeet Das

@Manojeet_Das

2 months

#Macpower IP highlights: Capex of ₹ 15-20 Cr to be done in FY25 - all through internal accruals only. Capacity utilization is at 88% for FY24 Highest ever unexecuted OB at ₹ 262 Cr Bids for ₹ 283 Cr were submitted under Aerospace & Defence Management guidance: 18-20% CAGR

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Manojeet Das

@Manojeet_Das

6 months

Great to see #MacpowerCNC is being recognised by @soicfinance in SOIC Capsule @ishmohit1 bhai, I tagged you in the quoted tweet on Feb 11, 2022 #DelayedGratification

Manojeet Das

@Manojeet_Das

2 years

Macpower CNC - A very undervalued Microcap stock? - Yearly sales is 172Cr - Order Book - 149Cr(31/12/21) - Management has a clear vision to grow at 25%-30% CAGR going forward - They know their Competitive Advantage PS: Market Cap is only 217Cr @academy_share @ishmohit1

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Manojeet Das

@Manojeet_Das

1 year

#MarineElectricals Aaram se hold karo. 90 dikhega

Abhishek Rao

@abhi16446

1 year

Marine Electricals continues its streak of receiving orders. Best part is the delivery period is less than a year implying quicker revenue realisation. #Marine @Manojeet_Das @vineetjain1101 @Anand_shah07

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Manojeet Das

@Manojeet_Das

1 year

#MarineElectricals - Updated Chart Very strong last candle on the weekly chart. Holding for 3 digits!

Manojeet Das

@Manojeet_Das

1 year

#MarineElectricals - Updated chart. Super Bullish - Ideal Rounding Bottom Pattern.

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Manojeet Das

@Manojeet_Das

1 year

Marine Electricals - Identified at Mcap 400 Cr Check out our latest article on Marine. Since it has now become the talk of the town, we thought of posting our findings in a systematic manner. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

7 months

#MarineElectricals has increased its stake in MEL Power Systems FZC from 90% to 93.71%

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Manojeet Das

@Manojeet_Das

4 months

A Huge growth opportunity in Semiconductor manufacturing equipment. One of them is CNC Machines of course. What other opportunities do you see in the Semiconductor manufacturing industry? #Proxy

PrudentParrot

@PrudentParrot

4 months

#Semiconductor In 2022, the semiconductor market in India saw its largest share in smartphones & wearables, amounting to $14 B, expected to increase to $16 B by 2026 Which sector do you think will significantly grow in the semiconductor industry? #PrudentParrot #PrudentInfo

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Manojeet Das

@Manojeet_Das

1 month

#MarineElectricals 2nd and 3rd order received on 14th June and 22nd June from Schneider Electric India, Udupi Cochin Shipyard Limited, Princeton Digital Group Worth: Rs.8.02 Cr + 11.61 Cr Period: 3 Months - 12 Months #DataCenter #ShipBuilding

Manojeet Das

@Manojeet_Das

2 months

#MarineElectricals 1st order received in June 2024 worth Rs. 20.82 Cr for LT & HT Panels Period: Around 4 months @PrudentParrot @DasHimadri13

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Manojeet Das

@Manojeet_Das

5 months

E2E: 1400 Cr Mcap From Rs. 29 to Crossed 1000+ What a journey!

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Manojeet Das

@Manojeet_Das

2 months

A few companies where fixed assets have increased drastically OR CWIP is sizeable compared to Fixed Assets: 1. Aaron Industries 2. Natural Capsules 3. Eurobond 4. Dharmaj Crop Guard 5. Ikio Lighting @PrudentParrot covered some of these Disc: No buy/sell recommendation | DYDD

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Manojeet Das

@Manojeet_Das

10 months

Time Technoplast, a 14% OPM business selling for 0.8x Sales. Lmao Triggers: - New Value Added Products Development - Disinvestment of Overseas business for Debt reduction and CAPEX + 👇

Manojeet Das

@Manojeet_Das

1 year

@soicfinance What about Time Technoplast? Deep Value - 8x P/E, 0.8x P/B, 0.4x P/S Growth Triggers: 1. Value Added Products(VAP) increased by 29% in the first 9 months 2. Developing Hydrogen Cylinders - not a very easy task 3. CAPEX of 225Cr on VAP by FY23

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Manojeet Das

@Manojeet_Das

9 months

Our initial buying levels: 1. Likhitha Infra: 153 to 342 ATH 2. Macpower CNC: 180 to 535 ATH 3. Sakar Healthcare: 151 to 399 ATH Holding them all with the intention to add more on dips. High-quality businesses with good opportunity size. Disc: No buy/sell reco. DYOR

Manojeet Das

@Manojeet_Das

2 years

@SandeepKrJainTS @neerajkpatil @AnilSinghvi_ Please see these high-quality smallcap companies - Likhitha Infra, Macpower CNC and Sakar Healthcare.

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Manojeet Das

@Manojeet_Das

8 months

Amba Enterprises ⚡️ Mcap 114 Cr Sales 258 Cr TTM A change in only 1% margins can bring good PAT growth Read our thoughts -

Amba Enterprises – Transforming through Transformers - PrudentParrot

Amba Enterprises (AEL) is a nanocap company that specializes in transformer lamination products and materials. Read more about the company.

prudentparrot.com

LNPR Capital®

@LnprCapital

8 months

Power demand up 16% during August - October (YoY) 🔥

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Manojeet Das

@Manojeet_Das

5 months

"Sabko nikalenge phir bhagayenge" wala scheme lag raha hain

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Manojeet Das

@Manojeet_Das

30 days

The joy of being right provides a bigger dopamine rush than the money itself! #Balu #Marine

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Manojeet Das

@Manojeet_Das

2 years

@invisiblescar_1 @academy_share @ishmohit1 If you want to search for high-quality Microcaps that can become at least 10-20x. You need to put on a lot of effort. You need to have the love for finding such businesses. And most importantly do good Karma and good things will follow. There is no other way my friend 😀

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Manojeet Das

@Manojeet_Das

1 year

@Kp_Kaushik88 1. Titan Biotech 2. Macpower 3. Archit Organosys 4. Aimco Pesticides - now became a Nanocap 5. MMP Industries 6. Marine Electricals 7. Sakar Healthcare

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Manojeet Das

@Manojeet_Das

6 months

#MarineElectricals Order received: 22.82 Cr Delivery period: 3-5 months

Manojeet Das

@Manojeet_Das

7 months

Dec Month, 5th Order: 31.85 Cr from Ministry of Defence Total Orders Worth till date in Dec: 108.87 Cr Highest-ever order received in a month! #MarineElectricals

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Manojeet Das

@Manojeet_Das

8 months

The same thing happened with CGVAK Although, the industries are very different Macpower Management Family experience of 50+ years. Rupesh Mehta, Chairman & Managing Director has experience of 35+ years | Chairman of various Machine Tools Associations #CGVAK #Macpower

Caprize Investment Managers

@caprize_invest

8 months

Why This Kolaveri Di vs MacPower? -> Debt free vs debt ridden peers -> lowest cost manufacturer by a distance -> negative WC (adjusted for finished goods inventory) -> 3x asset turn - one of the highest amongst peers -> highest promoter holdings vs peers -> LEAST VALUED!

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Manojeet Das

@Manojeet_Das

4 months

Got to know a person holding Sanghvi Movers since 2018 Started buying from Rs. 240 and averaged down till Covid lows - 7th April 2020, price was Rs. 43. Most people would have exited :) His average price is around 50-60. Portfolio allocation 18% CAGR nikalo :P #DoNothing

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Manojeet Das

@Manojeet_Das

7 months

#TitanBio is looking good at CMP Tight Consolidation happening. Just need some volume. A breakout with volume may take it to 550-600 soon.

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Manojeet Das

@Manojeet_Das

1 year

+ #MarineElectricals #DataCenterProxy

Vishal Vardhan

@microcp2mltibgr

1 year

Here is a thread 🧵 on DATA CENTER🔥 stocks apart from ADC India, AurionPro and Black Box, a complete update on DATA CENTER sector with roles of different industries and organization. DATA CENTERS HBL Power Systems Ltd - Our batteries are preferred in DATA CENTERS.

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Manojeet Das

@Manojeet_Das

3 months

#AmbaEnterprises Mcap 195 Cr Management is walking the talk! From 20th Feb 2023 announcement: 1. Negotiations with Havells - Got their first orders from Havells and KSB Ltd (Annualised value Rs. 38 Cr )✅ 2. Outsourcing agreement with Kapsons Industries ✅ #AEL

Manojeet Das

@Manojeet_Das

8 months

Amba Enterprises: Outsourcing agreement with Kapsons Industries Capacity to increase by 4-5x #AmbaEnterprises

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Manojeet Das

@Manojeet_Das

18 days

#E2E Sep 2020: Rs. 29 | 39 Cr Mcap July 2024: Posted 41 Cr revenue and 10 Cr PAT in a Quarter

Manojeet Das

@Manojeet_Das

2 months

E2E: 2500 Cr Mcap 60x in 3 years 😎

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Manojeet Das

@Manojeet_Das

4 months

#AmbaEnterprises is ready to fly :) Just check today's volume and delivery percentage.

Manojeet Das

@Manojeet_Das

4 months

#AmbaEnterprises #PowerProxy Article src: @Equitymaster

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Manojeet Das

@Manojeet_Das

7 months

Is #AFFLE a 2x candidate? #AI

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Manojeet Das

@Manojeet_Das

1 year

Time Technoplast: Deep value + upcoming growth triggers. Good probability of becoming a multibagger.

MANU JINDAL 🐢

@manujindal2803

1 year

Thanks to @harshberia93 and his rich contribution to valuepickr forum, I got to know about Time Technoplast. A thread:

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Manojeet Das

@Manojeet_Das

9 months

Expecting a rerating to at least 3x Sales #MacpowerCNC

Manojeet Das

@Manojeet_Das

9 months

Rupesh Mehta in Q2FY22 concall, "Pehle Paisa lene ka phir Machine dena" Wrote my views in April 2022 - #MacpowerCNC

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Manojeet Das

@Manojeet_Das

11 months

MK EXIM: 102 CMP Near breakout in weekly and monthly charts PE rerating candidate + Insider Trades + Strong charts Disc: Invested and biased. No reco

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Manojeet Das

@Manojeet_Das

8 months

Strong weekly closing: 1. Macpower 2. Carysil 3. Marine 4. Balu Forge

Manojeet Das

@Manojeet_Das

9 months

💯 | Few experiences lately - 1. Macpower 2. Carysil 3. Marine 4. Balu Forge 5. TitanBio

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Manojeet Das

@Manojeet_Das

9 months

Marine Electricals - Mcap 1050 Cr Q2FY24 results: Sales growth: 51.9% YoY PAT growth: 61% YoY H1 Sales growth: 37.8% H1 Profit growth: 43.6% Industry Segment (Data Center, Power Distribution etc): Sales growth: 71.4% YoY PAT growth: 75.9% YoY #MarineElectricals 3 digits🤞

Manojeet Das

@Manojeet_Das

1 year

Marine Electricals - Identified at Mcap 400 Cr Check out our latest article on Marine. Since it has now become the talk of the town, we thought of posting our findings in a systematic manner. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

2 months

Damnnn 😎 #MarineElectricals UC

Manojeet Das

@Manojeet_Das

2 months

Marine Electricals circuit limit increased from 5% to 10% after ages. Am I seeing this right? @abhi16446

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Manojeet Das

@Manojeet_Das

2 months

Amba Enterprises from Mcap 80 Cr to 300 Cr @PrudentParrot @DasHimadri13 #AmbaEnterprises #AEL

Manojeet Das

@Manojeet_Das

1 year

Amba Enterprises Mcap 80 Cr Check out our article on this interesting Nanocap. While limited information is available in the public domain, this article strives to comprehensively cover nearly every aspect. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

8 months

VFX Industry: Industry Overview & Growth Drivers🚀 Increasing OTT Services 📺 Growing Gaming Industry 🎮 Animation Industry 🎬 Increasing usage of 5G 📶 Interesting! #VFXIndustry

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Manojeet Das

@Manojeet_Das

9 months

Biggest Hiring ever seen in #MacpowerCNC Disc: No buy/sell reco. Holding from 220 levels

Manojeet Das

@Manojeet_Das

10 months

#MacpowerCNC - Mcap 360 Cr Q2FY24: Sales growth: +18% YoY, +56% QoQ PAT growth: +60% YoY, +203% QoQ Margin: 13% (ATH) NEXA machines sold - 285 vs 258(Q1FY24) High-Value Machines order inflow - 65 vs 46(Q1FY24)

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Manojeet Das

@Manojeet_Das

7 months

#MacpowerCNC Bhai - 1000 dikhega

Manojeet Das

@Manojeet_Das

8 months

2 years back, no one was interested in this dirt-cheap microcap company Today 47 Analysts/Institutional Investors met them. The valuations are directly proportional to the popularity of the stock We try to discover unpopular, unknown stocks early on

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Manojeet Das

@Manojeet_Das

4 months

Was going through my thoughts wrote down last year’s bear market 📉 All names did pretty good in FY24 thanks to the managements and the bull market 📈

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Manojeet Das

@Manojeet_Das

6 months

Marine Electricals - Mcap 1300 Cr Q3FY24 results: Highest ever quarterly ever at 146.6 Cr Sales growth: 15.6% YoY PAT growth: -25% YoY Last year's quarter margins were unsustainable at 11% Overall decent results

Manojeet Das

@Manojeet_Das

9 months

Marine Electricals - Mcap 1050 Cr Q2FY24 results: Sales growth: 51.9% YoY PAT growth: 61% YoY H1 Sales growth: 37.8% H1 Profit growth: 43.6% Industry Segment (Data Center, Power Distribution etc): Sales growth: 71.4% YoY PAT growth: 75.9% YoY #MarineElectricals 3 digits🤞

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Manojeet Das

@Manojeet_Das

11 months

#MarineElectricals Mcap - 810 Cr OB as of March 2023: 486 Cr (Highest ever) AR23 interesting points highlighted -

Manojeet Das

@Manojeet_Das

1 year

Marine Electricals - Identified at Mcap 400 Cr Check out our latest article on Marine. Since it has now become the talk of the town, we thought of posting our findings in a systematic manner. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

1 year

God is being kind to us 🙏 There is no way one can time the price movements unless you are an operator 😅 We are just small investors catching small companies early and sharing them with fellow investors

Rishabh agarwal

@iamrishabh86

1 year

@VivekMathura @Manojeet_Das I rarely Tweet but have to appreciate your calls..Bought Marine Electricals & E2E on your analysis..was tracking Amba but missed it..Super🍻

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Manojeet Das

@Manojeet_Das

9 months

Amba Enterprises - Mcap 115 Cr (TTM Sales 258 Cr) Q2FY24 results: Sales growth: 30.16% YoY PAT growth: 70.18% YoY H1 Sales Growth: 38.67% H1 Profit Growth: 60.82% OPM increased from 2.68% to 4.08% Check out our views at #AmbaEnterprises

Amba Enterprises – Transforming through Transformers - PrudentParrot

Amba Enterprises (AEL) is a nanocap company that specializes in transformer lamination products and materials. Read more about the company.

prudentparrot.com

Manojeet Das

@Manojeet_Das

1 year

Amba Enterprises Mcap 80 Cr Check out our article on this interesting Nanocap. While limited information is available in the public domain, this article strives to comprehensively cover nearly every aspect. Authors: @DasHimadri13 @Manojeet_Das

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Manojeet Das

@Manojeet_Das

5 days

#BaluForge Highest traded volumes ever of 41.25 L (BSE: 4.75L + NSE: 36.55L) shares on results day! I won't shy away from adding more if it comes down to around Rs. 450 Disc: Holding since Rs.90 | No buy/sell recommendation.

Manojeet Das

@Manojeet_Das

9 days

#BaluForge highest ever volume in a year before Q1FY25 earnings release! @PrudentParrot @DasHimadri13

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Manojeet Das

@Manojeet_Das

11 months

What happens when you buy a fundamentally strong business in a panic selling situation? MMP Industries: From Rs. 92 on 28th March 2023 to Rs. 250 on 6th Sep 2023 2.7x in just 23 weeks Without ESM inclusion, faster returns were possible It is now more than 500Cr Mcap :)

Manojeet Das

@Manojeet_Das

1 year

@Kp_Kaushik88 1. Titan Biotech 2. Macpower 3. Archit Organosys 4. Aimco Pesticides - now became a Nanocap 5. MMP Industries 6. Marine Electricals 7. Sakar Healthcare

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Manojeet Das

@Manojeet_Das

8 days

Going back home after 7 months 😌

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Manojeet Das

@Manojeet_Das

9 months

E2E Networks: From Rs. 29 to Rs. 512 2x from the last tweet. Experienced the magic of Compounding in this stock Not even a 1000 Cr company yet. Disc: No buy/sell reco. Do your own research.

Manojeet Das

@Manojeet_Das

1 year

We discovered this gem at 29 Rs way back when it was in the NSE SME platform. Today's appreciation is 42 Rs. Unbelievable. Just unbelievable

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Manojeet Das

@Manojeet_Das

8 months

The last time they considered bonus shares - it became 3x in just 47 trading sessions. Announcement of Bonus shares on 13.12.2021 - Rs. 56 to 17.02.2022 - Rs. 166 Disc: Invested and biased | No reco #Observation #MKEXIM

Vishal Thakker

@tweetvshal

8 months

#Mkexim #mkeximindia Bonus 2:1 in December 2021 and yet another bonus announcement today. Expecting 1:1 bonus considering increase in authorised share capital from 30 crores to 60 crores.

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Manojeet Das

@Manojeet_Das

2 months

The biggest MOAT of any Microcap is its management.

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Manojeet Das

@Manojeet_Das

3 months

Panic selling is the best time to buy a stock!

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Manojeet Das

@Manojeet_Das

6 months

As promised, retweeting this at Rs. 230 #TimeTechno

Manojeet Das

@Manojeet_Das

1 year

Time Technoplast - Just see the weekly volumes I'll retweet this at Rs.230

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Manojeet Das

@Manojeet_Das

1 month

Yaha se 2x hoga kya? #TimeTechnoplast

Manojeet Das

@Manojeet_Das

6 months

As promised, retweeting this at Rs. 230 #TimeTechno

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Manojeet Das

@Manojeet_Das

1 year

Dynamic Cables, identified at Rs. 29. It was selling for 5 PE and 0.5x Sales in May 2021 TODAY we got a 48% return on our initial investment at Rs. 29

Manojeet Das

@Manojeet_Das

1 year

@microcp2mltibgr @Aditya_joshi12 Studied e2e and was convinced to buy at 29 Rs. Spoilt my mood as it was listed in SME platform. Also Dynamic Cables at 29 Rs. That time I was a student and didn't have any money. Great to see that people are now noticing them. 😃

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Manojeet Das

@Manojeet_Das

1 month

Unpopular opinion: I can see Macpower CNC at 2500 Cr Mcap as soon as it is out of ASM. Disc: Holding good qty since 200 Cr | Not interested in adding at this price. No buy/sell recommendation.

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Manojeet Das

@Manojeet_Das

5 months

Mission accomplished 😎 @soicfinance meeting @Macpower_CNC #MacpowerCNC

Manojeet Das

@Manojeet_Das

2 years

Macpower CNC - A very undervalued Microcap stock? - Yearly sales is 172Cr - Order Book - 149Cr(31/12/21) - Management has a clear vision to grow at 25%-30% CAGR going forward - They know their Competitive Advantage PS: Market Cap is only 217Cr @academy_share @ishmohit1

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Manojeet Das

@Manojeet_Das

9 months

Order Rs.5 Cr received from Princeton Digital Group, Mumbai for supply of LV panels. Delivery Period - 3 months #MarineElectricals

Manojeet Das

@Manojeet_Das

9 months

Marine Electricals - Mcap 1050 Cr Q2FY24 results: Sales growth: 51.9% YoY PAT growth: 61% YoY H1 Sales growth: 37.8% H1 Profit growth: 43.6% Industry Segment (Data Center, Power Distribution etc): Sales growth: 71.4% YoY PAT growth: 75.9% YoY #MarineElectricals 3 digits🤞

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Manojeet Das

@Manojeet_Das

6 months

Small in size | Great clarity of thoughts & highly experienced Promoter | Operating in a sunrise sector The above points were visible 2 years back The last piece is the execution - which was uncertain before but is clearer now Now, you have to pay the price for clarity :P

Gurjot Ahluwalia

@gurjota

6 months

A Hindi speaking promoter telling you the same concept of Charlie Munger's "Invert, always invert!" Rather than dream of batting like Sachin Tendulkar, and wicketkeeping like Dhoni he'd rather focus on what he doesn't want to become! Observed following mistakes of his peers •

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Manojeet Das

@Manojeet_Das

1 year

@soicfinance What about Time Technoplast? Deep Value - 8x P/E, 0.8x P/B, 0.4x P/S Growth Triggers: 1. Value Added Products(VAP) increased by 29% in the first 9 months 2. Developing Hydrogen Cylinders - not a very easy task 3. CAPEX of 225Cr on VAP by FY23

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Manojeet Das

@Manojeet_Das

1 year

I was going through the @ayushmitt and @faltoo sir kya identify kiya tha aapne. Maza aa gaya 🙏

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Manojeet Das

@Manojeet_Das

2 months

#Macpower IP highlights: Capex of ₹ 15-20 Cr to be done in FY25 - all through internal accruals only. Capacity utilization is at 88% for FY24 Highest ever unexecuted OB at ₹ 262 Cr Bids for ₹ 283 Cr were submitted under Aerospace & Defence Management guidance: 18-20% CAGR

Manojeet Das

@Manojeet_Das

2 months

#MacpowerCNC Mcap 1341 Cr Yet another superb quarter 🚀 Q4FY24 Sales growth: 31.33% YoY | 71 Cr Vs 54 Cr PAT growth: 200% YoY | 9 Cr Vs 3 Cr Q4FY24 PAT 9 Cr Vs FY23 PAT 13 Cr 😂 FY24 Vs FY23 Sales growth: 19.4% PAT growth: 88% CFO: 16.62 Cr Vs 4.79 Cr 11 Cr cash | 0 Debt

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Manojeet Das

@Manojeet_Das

9 months

Order pe order Anyone tracking how much worth of orders they received this FY? #MarineElectricals

Sushil Pathiyar

@sushilpathiyar

9 months

#MarineElectricals #orderflow

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Manojeet Das

@Manojeet_Das

9 months

#MarineElectricals

Vishal Vardhan

@microcp2mltibgr

9 months

E2E Networks Limited Holding from 85 and added on pyramid! Telling the same about DATA CENTERS from last 1 year!!! All the microcaps and smallcaps I hold or discuss are some where interlinked to some or the other high growth sectors!!

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Manojeet Das

@Manojeet_Das

1 year

Added more Marine at 45 today Perfect Rounding bottom with volume No recommendation

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Manojeet Das

@Manojeet_Das

24 days

Balu Forge was available at Rs. 155 on 14th March and at Rs. 222 on 4th June this year. Let that sink in 💀

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Manojeet Das

@Manojeet_Das

11 days

#MarineElectricals to raise 216.27 Cr by issuing 85.5L equity shares and 20L (out of which 10L is to be issued to the Promoter Group) convertible warrants. Issue Price: Rs. 205 per share EGM date: 17th Aug 2024 @PrudentParrot @DasHimadri13

Manojeet Das

@Manojeet_Das

12 days

#MarineElectricals 2nd order received in July 2024 from L&T Shipbuilding for Integrated Bridge System. Order Worth: ₹20.4 Cr Period: 14-15 months Total worth of orders received in July 2024: 70 Cr @PrudentParrot @DasHimadri13

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Manojeet Das

@Manojeet_Das

6 months

I've seen stocks correcting >50% because some institutions are getting out. A recent example is Macpower CNC - stock corrected from 415 to 208 because MIT sold off their position. Your buy/sell/hold decisions should be independent.

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Manojeet Das

@Manojeet_Das

1 month

10x 😩

Chart Wallah

@Chart_Wallah108

1 month

𝐌𝐚𝐫𝐢𝐧𝐞 𝐄𝐥𝐞𝐜𝐭𝐫𝐢𝐜𝐚𝐥𝐬 (𝐈𝐧𝐝𝐢𝐚) 𝐋𝐭𝐝 A smallcap Data centre & Defence Company that can easily 10X 🔥 Best Proxy for futuristic sectors 🇮🇳 ( Thread )🧵 Techno-Funda Analysis Below 👇

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Manojeet Das

@Manojeet_Das

2 months

Same price since 24 Jan 2024 But fundamentally kafi changed backed-up super duper earnings quarter after quarter! Khada hu aaj bhi wahi... #Balu #Marine

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Manojeet Das

@Manojeet_Das

5 months

1st April 2023 - Only company in India to get approval from PESO for Type III for Medical Oxygen Cylinder Today - got approval from PESO for manufacturing of Type IV Cylinder prototype for Hydrogen First company in India to have received this manufacturing approval #TimeTechno

Manojeet Das

@Manojeet_Das

10 months

- First and only company in India to get approval from PESO for Type III Cylinder for Medical Oxygen - LPG Cylinder - - CNG Cylinder -

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Manojeet Das

@Manojeet_Das

27 days

#Buying process 👇 I like to buy a stock in 2 situations: 1. Long consolidations: allows small investors like us to accumulate good quantity and have a meaningful position that can probably change the net worth 😋 2. Peak panic: purchase at throwaway prices and just wait 😴

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Manojeet Das

@Manojeet_Das

2 months

E2E: 2500 Cr Mcap 60x in 3 years 😎

Manojeet Das

@Manojeet_Das

5 months

E2E: 1400 Cr Mcap From Rs. 29 to Crossed 1000+ What a journey!

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Manojeet Das

@Manojeet_Das

3 months

M A C P O W E R Volumes ⏫

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Manojeet Das

@Manojeet_Das

8 months

Dec Month, 2nd Order: 21.9 Cr #MarineElectricals

Manojeet Das

@Manojeet_Das

8 months

Dec Month, 1st order: 20.25 Cr #MarineElectricals

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Manojeet Das

@Manojeet_Das

5 months

Macpower CNC: 877 Cr Mcap Inauguration of Coimbatore Tech Center and Bangalore Sales & Service Office. #MacpowerCNC

Manojeet Das

@Manojeet_Das

7 months

#MacpowerCNC Bhai - 1000 dikhega

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Manojeet Das

@Manojeet_Das

9 months

Time Technoplast - from 75 to 168 Mcap/Sales = 0.83 | PE = 15.1 Q2FY24 results: Sales growth: 16.62% YoY PAT growth: 39% YoY OPM from 13% to 14% Will retweet at 230 #TimeTechnoplast

Manojeet Das

@Manojeet_Das

10 months

Time Technoplast, a 14% OPM business selling for 0.8x Sales. Lmao Triggers: - New Value Added Products Development - Disinvestment of Overseas business for Debt reduction and CAPEX + 👇

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Manojeet Das

@Manojeet_Das

1 year

My father holds from 29 Rs. 10x hone wali hain. Another one on my regret list.

Sumit Bansal

@NiftyGranmaster

1 year

Dynamic Cables has tripled the investment value and has today crossed 3x from my entry level.

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Manojeet Das

@Manojeet_Das

9 months

@SAnalyst135 My bets are AEL, BRPL, Kranti. All are less than 150 Cr Mcap. Next 3 years tak dekhte hain.

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Manojeet Das

@Manojeet_Das

2 months

Whatever experience I’ve gained in the stock markets, I would like to conclude that HOLDING is the most difficult part. And that’s where big money is made. Disc: This is just my belief till date. May change in future 😴

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Manojeet Das

@Manojeet_Das

5 months

Some stocks are falling as if the company is going to shut down tomorrow. #HerdBehavior

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Manojeet Das

@Manojeet_Das

2 months

Damnnnn #MarineElectricals 🥂

Abhishek Rao

@abhi16446

2 months

Marine Electricals - CRAZY CRAZY numbers🔥🔥 Revenue up 70% YoY & QoQ🚀 PAT up 126% YoY & 207% QoQ🚀🚀 Marine division revenue doubles YoY Super tailwinds never disappoint🙃 #Marine #MarineElectrical

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Manojeet Das

@Manojeet_Das

6 months

#Balu #Marine 😴💤🛌

Nitin Verma

@itsnitinverma

6 months

Silent stocks make the loudest returns.

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