![Permabull ππ― Profile](https://pbs.twimg.com/profile_images/989313815534821377/0BbIvcAR_x96.jpg)
Permabull ππ―
@aksh_2018
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Technofunda,affinity to smallcaps, MBA(FMS Delhi),TATA group, spot d big picture d mega trends & sit on ur hands 4 wealth creation,faced many π»s incl Sept 2008
Joined April 2018
1οΈβ£ Buy when there's blood on the streets, even if it is your own blood - Nathan Rothschild 2οΈβ£ You pay a very high price in the stock market for a cheery consensus - Warren Buffett #bulltip
#contrarianinvesting
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Once again eyes are at 15k level on #niftysmallcap index. That is a strong support followed by 14k Trump tariffs are the major uncertainty globally and for India. This year will be tough atleast till the mid, but reward can be rich in coming yrs if you can digest the volatility
Major events over past 3 months : Β°Trump election - done Β°Budget - done (overall +ve) Β°Tariff wars - done (for d time being atleast, Modi visiting US) Β°RBI policy - done (25bps rate cut on Feb 7th) Β°Delhi election - done (BJP victory is +ve) Β°Joker in the pack: Trump tariffs π
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RT @robin_j_brooks: President Trump is planning reciprocal tariffs on countries that apply higher tariffs on the US (red) than the US putsβ¦
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Example of how ESM rule just sucks the life out of a stock. Trade liquidity being drained out for as long as 3-6 months can kill the momentum entirely in a microcap
π‘How a SEBI ESM bats*it rule affected RBM INFRACON stock, AGAIN: (No one in SEBI would even have thought that such mess can happen because they simply went mechanically, by what an office moron instructed????) The regulations are so bad that there is no check whether a stock already was in ESM & IF SO, then dont add it in ESM for another X months. In the case of RBM INFRACON, "50% close to close variation (this time fall) in 3 months rule", affected it just after coming out of ESM. (It came out of ESM on 13th JAN) On 7th Feb when NSE made new ESM entry list, it would have checked closing price of a stock on 6th . Though on 7th RBM was at Rs.399.6, on 6th it was at Rs.380.6. If we look back 3 months approximately, it will be around 5th of Nov when price was Rs.799. So it fell into 50% trap. Obviously, it didn't fall into this 50% trap on earlier days. It was on the edge. One day's price knock, with respect to what price was 3 months ago and it just landed back in ESM! This is a very mechanical check with neither human or Ai! Actually, the stock was put back in ESM when stock price was rising from lows. Whereas reason for putting in ESM, again is because stock fell by 50%!!!! (See the contradiction!) This is one example of asinine implementation of senseless rules which has been hallmark of the worst SEBI regulator ever! @SEBI_India NOTE: Always remember, ESM2 provision of Periodic Call Auction is ILLEGAL. Periodic Call Auction was specifically designed to prevent price manipulation in illiquid stocks (penny stocks get manipulated) The Moronic Outgoing SEBI Chief, just applied it to all stocks WITHOUT checking whether manipulation was happening or not. Totally illegal and RBM and other companies should have challenged this. She just abdicated her DUTY of checking whether manipulation is happening in a stock and whether it is illiquid before applying ESM2 Rule. Instead of doing work, she just started adding liquid stocks which are moving up due to Order wins and sector tailwind, into ESM2 Call Auction. Hopefully, there will be someone with exposure to Capital Market or someone sensible, as New SEBI Chief. It was the worst decision by PM Modi @narendramodi to bring an outsider and install in SEBI, as Chief. Thanks to @AnirbanManna10 for speaking to sensible Sebi Officials who understand the foolishness of M B-tch
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@AimInvestments Now 20% UC should happen just like it went to LC on withdrawal of Saudi contract
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RT @Nigel__DSouza: Who owns India Inc? Source : DAM Capital 1β£ Foreign Ownership (FPI) stake at 18.8% , Lowest level in nearly 12 yearsβ¦
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Teerth Gopicon gets LOI from RVVNL for 39.4 mw solar plant for installation and O&M under RESCO model. Timeline 9 months #teerthgopicon
Teerth Gopicon declared L1 by NHPC for a 20 Cr order. LOA for this contract is not signed yet. Promoter buying shares in open marketπ€ #teerthgopicon
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Major events over past 3 months : Β°Trump election - done Β°Budget - done (overall +ve) Β°Tariff wars - done (for d time being atleast, Modi visiting US) Β°RBI policy - done (25bps rate cut on Feb 7th) Β°Delhi election - done (BJP victory is +ve) Β°Joker in the pack: Trump tariffs π
Major events over past 3 months: Trump election - done Budget - done (overall +ve) Tariff wars - done (for the time being atleast) Next major trigger : RBI policy - a rate cut will be +ve on Feb 7th Delhi election - a BJP victory will be +ve on Feb 8th
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Dilli door nahi for πͺ· #DelhiElections2025
π¨ Early TRENDS | #BreakingNews
#DelhiElections2025 #Delhi
#DelhiElectionResults (67/70) BJP+: 42 AAP: 24 CONG: 01 π #DelhiElectionResults
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Vatech #Wabag posts a decent Q3FY25 set in my view, given the beating it has already received and valuations are reasonable. Operational Revenue came at 811 cr vs 704 cr ie up by 15% YoY & 15% QoQ PAT came at 70.2 cr vs 62.6 cr ie up by 12% YoY & nearly flat on QoQ basis
Results from water segment players are dismal due to which there are apprehensions on #teerthgopicon. Case in point #VPRPL where numbers are widely divergent vs mgmt guidance H2 heavy etc not looking realistic as of Q3. Vatech #Wabag reports on 7th Feb, let's see what's in store.
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