EPC companies have razor thin margins, they aren't the places to bet on.
It's the commodity makers who make real money and within commodity makers it's the ones with least disruption to their price and limited competition.
In solar chain, these are the solar glass players ☀️👓
More from Tar ⚡
And just to clarify before people start posting
"Rocket Emojis with to the moon tags"
this business wouldn't hit 3lk cr market cap in next 3 yrs but it can steadily compound at 25-30% YoY for next 10 yrs
At 25% CAGR over 10 yrs, you get a 10 bagger
Keep expectations in check.
"Rocket Emojis with to the moon tags"
this business wouldn't hit 3lk cr market cap in next 3 yrs but it can steadily compound at 25-30% YoY for next 10 yrs
At 25% CAGR over 10 yrs, you get a 10 bagger
Keep expectations in check.
Lets talk results #lauruslabs
— Tar \u26a1 (@itsTarH) July 29, 2021
Always zoom out and view the results, never take a QoQ approach.
Here is how Sales, Op.Profit and PAT looks like when you zoom out.
The upwards trends continues.
No business will move linearly up or linearly down. pic.twitter.com/O9UUt1rEE5
Cause everyone wanted to buy it at 300+ and no one wants to buy it at 200
Market is short sighted and loves to buy high and sell low
Sequent is a long gestation stock, it won't deliver it's real earnings until FY23-25
Not suitable investment for those who want 100% return/yr
https://t.co/7ytUeSd7gg
Market is short sighted and loves to buy high and sell low
Sequent is a long gestation stock, it won't deliver it's real earnings until FY23-25
Not suitable investment for those who want 100% return/yr
@itsTarH hey Tariq, any idea why is Sequent falling?
— Vivek (@pa_stock) September 27, 2021
https://t.co/7ytUeSd7gg
Don't expect the earnings to go anywhere till FY23.
— Tar \u26a1 (@itsTarH) August 10, 2021
Real growth will only come post FY24.
I expect the stock to either correct or stay muted till then. https://t.co/lUQfzxojTO
#IEX finally getting close to my average price, will start adding it below 150 (15% further correction from here)
Please do your due diligence and do not copy me blindly here
My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically
IEX has also started ground work for trading carbon credits
Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash
Still maintain
NSE + Zerodha =
Please do your due diligence and do not copy me blindly here
My investments in IEX are part of an experiment to hold a good stock for 10 yrs + buying sporadically
IEX has also started ground work for trading carbon credits
Still believe this is one stock where dividend every year in 10 years can be equal to my entire investment amount considering it throws up so much cash
Still maintain
NSE + Zerodha =
#IEX in my PF is a giant growing dividend paying Gorilla
— Tar \u26a1 (@itsTarH) October 18, 2021
Main reason I don't mess around with my holdings is cause I expect it to.
Pay Dividend = to my investment within the next decade
Glad they are considering Bonus Issue (tax favorable) instead of Cash Dividend. pic.twitter.com/2cLt6yK0Xw
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THREAD PART 1.
On Sunday 21st June, 14 year old Noah Donohoe left his home to meet his friends at Cave Hill Belfast to study for school. #RememberMyNoah💙
He was on his black Apollo mountain bike, fully dressed, wearing a helmet and carrying a backpack containing his laptop and 2 books with his name on them. He also had his mobile phone with him.
On the 27th of June. Noah's naked body was sadly discovered 950m inside a storm drain, between access points. This storm drain was accessible through an area completely unfamiliar to him, behind houses at Northwood Road. https://t.co/bpz3Rmc0wq
"Noah's body was found by specially trained police officers between two drain access points within a section of the tunnel running under the Translink access road," said Mr McCrisken."
Noah's bike was also found near a house, behind a car, in the same area. It had been there for more than 24 hours before a member of public who lived in the street said she read reports of a missing child and checked the bike and phoned the police.
On Sunday 21st June, 14 year old Noah Donohoe left his home to meet his friends at Cave Hill Belfast to study for school. #RememberMyNoah💙
He was on his black Apollo mountain bike, fully dressed, wearing a helmet and carrying a backpack containing his laptop and 2 books with his name on them. He also had his mobile phone with him.
On the 27th of June. Noah's naked body was sadly discovered 950m inside a storm drain, between access points. This storm drain was accessible through an area completely unfamiliar to him, behind houses at Northwood Road. https://t.co/bpz3Rmc0wq
"Noah's body was found by specially trained police officers between two drain access points within a section of the tunnel running under the Translink access road," said Mr McCrisken."
Noah's bike was also found near a house, behind a car, in the same area. It had been there for more than 24 hours before a member of public who lived in the street said she read reports of a missing child and checked the bike and phoned the police.
The Eye of Horus. 1/*
I believe that @ripple_crippler and @looP_rM311_7211 are the same person. I know, nobody believes that. 2/*
Today I want to prove that Mr Pool smile faces mean XRP and price increase. In Ripple_Crippler, previous to Mr Pool existence, smile faces were frequent. They were very similar to the ones Mr Pool posts. The eyes also were usually a couple of "x", in fact, XRP logo. 3/*
The smile XRP-eyed face also appears related to the Moon. XRP going to the Moon. 4/*
And smile XRP-eyed faces also appear related to Egypt. In particular, to the Eye of Horus. https://t.co/i4rRzuQ0gZ 5/*
I believe that @ripple_crippler and @looP_rM311_7211 are the same person. I know, nobody believes that. 2/*
Today I want to prove that Mr Pool smile faces mean XRP and price increase. In Ripple_Crippler, previous to Mr Pool existence, smile faces were frequent. They were very similar to the ones Mr Pool posts. The eyes also were usually a couple of "x", in fact, XRP logo. 3/*
The smile XRP-eyed face also appears related to the Moon. XRP going to the Moon. 4/*
And smile XRP-eyed faces also appear related to Egypt. In particular, to the Eye of Horus. https://t.co/i4rRzuQ0gZ 5/*
