BC BUYBACK
Saved by @stranzer4

Framework on Buyback covered till now.

This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.

{Thread of Threads}
🧵👇

 Basic of Buyback

https://t.co/UuBaIz13sj
Just Dial buyback experience & Notable Learning

https://t.co/DNErlbIYHi
Past Case Studies with different learning:

1. TCS Buyback

https://t.co/JI2SgRL1ZO
2. Gandhi Special tubes Buyback

https://t.co/wAV61DzkQ2
3. E-Clerx Buyback

https://t.co/NEuSSuX9md
4. Start Cement Buyback

https://t.co/IECwWGPrTB
5. Balrampur Chini & Amrit Corp Buyback

https://t.co/9o7abL9PZB
6. Quick Heal Technologies Buyback

https://t.co/Y7CTl0jYIh
7. Tips Industries Buyback

https://t.co/Mn0q7NNLGJ
8. Tanla solutions Buyback

https://t.co/KHmLuM8KZu
9. Securities Intelligence Service (SIS) Buyback

https://t.co/BgNnguMnok
10. Aarti Drugs Buyback

https://t.co/00Ehc6xvVs
11. NTPC Buyback

https://t.co/Yi39WzLDxP

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How Amazon makes money?

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1/ A person named Jeffery earns 100 dollars per month and has an expenditure of 120 dollars monthly. He has a very good reputation in the society. So, he takes a loan of 1k dollars for a month and this 1k cash is invested in new business ventures.

2/ For the next month, he pays his liability back by taking a loan from another person for 1.5k dollars. The loan of 1k is paid back and the remaining 500 dollars are invested in another business venture.

3/ By the end of the month, he earns 150 dollars through his old and new business ventures but has a total expenditure of 200 dollars. He again is in a deficit of 50 dollars. To pay back his 1.5k dollar loan, he takes a loan for 2k dollars

4/ This cycle goes on and on. Jeffery keeps on taking bigger loans to repay the previous loan and the leftover extra loan is invested in bigger ventures which produce more expense than income.
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Roadmap for Ethanol blending In India 2020-25:

Decoding the opportunities in Ethanol Blending in India and how certain sector can benefit out of it.

Retweet for maximum reach to spread knowledge. 🙏🙏

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Data-facts:
• 98% of India fuel requirement in road transportation is met through fossil fuel.
• Bio fuels only consist about 2% of use for road transportation.

• Ethanol is the important part of biofuel. It is naturally produced from fermentation of sugar by years or via petrochemical process such as ethylene hydration.
• Combined ethanol distillation capacity of India is 684 crore litres

There are different types of Ethanol variants:
1. E-10: In this, 90% of usage is gasoline & 10% Ethanol.
2. E-10 is maximum used in India.
E-20:
3. In this, 80% of usage is gasoline & 20% Ethanol.

The calorific value of ethanol is around 2/3rd of gasoline

Recent Target Improvements:

• National Policy for Biofuel has increased the target of Ethanol Blending to 20% from 10%
• With low quantity around 50% of petrol sold is E10 blended & rest is unblended(E0).
• Current level of Ethanol blending is ~7-8%, & 10% is expected by 2022
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Saregama concall was today at 4:00 PM

"Target to purchase 20% of the new music this year for the next 30 year"

Here are the key highlights of the call 😀👇

Business Updates:
• There has been slow and steady growth and the industry is slowly coming out of Covid.
• Entertainment and Education has seeing a good growth in digitization.
• Saregama is in a good position to take the advantage of the digitization.

• Cost has been tightened over the past 2 quarter.
• Company debt company last year, has been reduced a lot.

Growth Driver:
• Primary driver for the 24% sales growth is the Carvaan sales and the music right.

Plan of purchasing music right

• Company had a plan of buying a music right of the last music in order to have long term sustainibility in order to tap the current you in future.
• This was stopped due to Covid.

Conti.

• However now that company is having good gains, company is continuously buying the music right. Hence the purchase of the rights and content will be higher in the next 12 months.
• 4 Bollywood films and 8 Tollywood films.
Conti.
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HDFC Life Concall was today at 5.15 pm

Here are the key highlights of the Conference call 😀👇

@dmuthuk @datta_arvind @Vivek_Investor @connectgurmeet @Prakashplutus

Business Updates:

• Continue to see pickup in saving business.
• Growth is there both in volume of policy and increase in ticket size.
• Market share remained increasing at 27% and is increasing gradually.
• Solvency Ration remained at 202%.

• Bank Assurance Channel has grown 22%. Agency Channel continuous to gain growth. HDFC Bank remained growth drive.
• Company is continuously partnering with new channel partners.
• Risk Management has been constantly watched and remained on track.

• Product Mix across key channels shown is growth gradually.

New Scheme Launches: Company has yesterday launched new health plan with add on features.


Tax:
• Tax is now no longer a reason for the people to buy insurance, as customer perspective towards Insurance is improving.

Saving
• Savings have been coming back to the growth target.
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Greenpanel Industries conducted their earnings con-call today at 4:00 pm

"One of the major MDF player in India"

Here are the key highlights of the call 😀👇

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- MDF segment has margin of 24% during the quarter. There was price hike during the quarter as some raw material prices also went up. Company is planning 200 bps improvement in margins

- The current quarter looks good so the company is planning for 100 percent to 110 percent capacity utilization for both plants.

- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.

- Company have sold out some assets of subsidiaries and also faced operational loss which can be experienced again.

- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.

- Capex of 55 crore. One part of the capex is for increasing capacity by adding additional machinery at the existing plants. The second part of the capex is for reducing the cost of operation.
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Sri Mridanga Saileswari Temple Muzhakkunnu, Kannur KERALA

The temple is established by Parasurama and it is one among 108 Durga temples.
Devi will answer all the prayers of her devotees who pray to her with utmost devotion lighting the ghee deepam.


It is the family diety of Kerala Varma Pazhassi Raja.
Devi is present in three forms Kali, Saraswati and Lakshmi.

Legend...👇
Once a Mridungam ( musical instrument) shaped rock fell from heaven here.
@SriramKannan77


Devi originated in the form of Mridangam and Parasurama captivated the essence of Devi into a Vigraham. Vigraham is made of Panchaloham.
Kathakali, an art form of Kerala originated here.


Temple Vigraham was stolen 3-4 times, but because of power of Devi all the attempts were failure. Police records says that Whenever the thieves try to steal, they lose their senses, and they will be in a confused state. So they will abandon the idol.
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AAdhira 🌙🇮🇳...
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Shri Hanuman had boon to be immortal. And be present where ever there is Ram stuti.
I came across this beautiful story that I would like to share
#threadstories
#Hanuman ji is believed to live in the foothills of Himalayas. But once he spent a lot of time in Sri Lanka
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Where Ravan's brother ruled for many years..
On his way back he came across tribal people from community called #Mathanga
He gave Darshan to them. The chief of the tribe asked him to keep coming back to guide their generations
Hanuman ji said that whoever recites this mantra
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I will give them Darshan. But there are two conditions
1st he/she must know his relationship with me
2nd there must not be anyone around him in 950 mts radius. If present, that person must also know about my relationship with him /her.

He promised to come after every 41 yrs
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The Mathangs also maintain a ‘logbook’ where they record all the words spoken and ‘leelas’ performed by Lord Hanuman.
They call him their Guru
Who teaches them how to live their lives.
A Sri Lankan organization called Setuu is studying this ‘logbook’ and also conduct
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programmes for Hanuman devotees who can do ‘Sadhna‘ under the guidance of Setuu masters. Devotees who qualify all the criteria will be eligible for Hanuman’s ‘sakshaat darshan‘
The Setuu has certain conditions that need to be kept in mind which includes devoting one complete
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A #story from #Thiruvilayadal puranam-one of divine leelas of Bhagwan Shiva

#threadseries #Madurai

Story 16- it is about how Bhagwan Shiva explained the meaning of Vedas to the Rishis.

வேதத்துக்குப் பொருள் அருளிச் செய்த படலம்


Once there was a great deluge,everything in the world was destroyed.All lifeforms that existed got perished.Afterwards ,due to Bhagwan Shiva creation started.Then from Bhagwan Shiv ji's mouth-birth of 🕉 OM- Pranavam happened.From Pranavam,4 vedas appeared. Rishis learned them.

Many Rishis in Naimisharanya learned Vedas&recited them but they didn't understand the meaning&essence of Vedas. They were worried as they couldn't find any guru who can teach them the meaning of Vedas.That time,Rishi Arabhatar visited them.Rishis told him about need their worry.

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Assured them that Dakshinamurthy himself will come & teach them.Rishis proceeded to Madurai & started their tapas in front of Dakshinamurthy sannidhi for almost a year starting from Karthigai month pournami to next year Karthigai month pournami following all rituals..annadan
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Rani Jindan Kaur, wife of Maharaja Ranjit Singh had illegitimate relations with Lal Singh (PM of Ranjit Singh). Along with Lal Singh, she attacked Jammu, burnt - https://t.co/EfjAq59AyI


Hindu villages of Jasrota, caused rebellion in Jammu, attacked Kishtwar.

Ancestors of Raja Ranjit Singh, The Sansi Tribe used to give daughters as concubines to Jahangir.


The Ludhiana Political Agency (Later NW Fronties Prov) was formed by less than 4000 British soldiers who advanced from Delhi and reached Ludhiana, receiving submissions of all sikh chiefs along the way. The submission of the troops of Raja of Lahore (Ranjit Singh) at Ambala.

Dabistan a contemporary book on Sikh History tells us that Guru Hargobind broke Naina devi Idol Same source describes Guru Hargobind serving a eunuch
YarKhan. (ref was proudly shared by a sikh on twitter)
Gobind Singh followed Bahadur Shah to Deccan to fight for him.


In Zafarnama, Guru Gobind Singh states that the reason he was in conflict with the Hill Rajas was that while they were worshiping idols, while he was an idol-breaker.

And idiot Hindus place him along Maharana, Prithviraj and Shivaji as saviours of Dharma.
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Ancient Egypt was the most advanced civilization in the ancient world. Why was Egypt so special?

There are so many firsts in Egypt that we all know about, and that makes Egypt unique. For example, the Sumerians did not build the pyramids of Egypt.


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