MOSL initiates on Deepak Nitrite pic.twitter.com/vkfW47qraT
— Darshan Mehta (@darshanvmehta1) June 30, 2021
#DeepakNitrite thread :
The poll saw highest interest in Agro-chemicals.
— Multipie (@MultipieSocial) June 25, 2021
So today we visualize the 10 year change in market cap of key agrochem and fertilizer companies. #MultipieVisuals
Which one do you like? pic.twitter.com/sNMzmEXCJz
Deepak Nitrite was ignored at 250, 400, 600, 800, 1200, 1600 and now at 1800.
— LearnLifeWealthTravel | Dream Big, Think Growth !! (@AnyBodyCanFly) June 30, 2021
Review why you ignored this and other such names in past.... If you understand this well, you may correct your ignorance atleast as of today.#investing #BePositive
#DeepakNitrite valuation is most attractive in the space...
— jeevan patwa (@jeevanpatwa) June 30, 2021
growth will be most explosive in the space... pic.twitter.com/8VYdWwFApY
#deepaknitrite stands out well against all this chem pack in valuations \U0001f447
— Sakir saiyed (@sakir_saiyed_) June 30, 2021
ROE : 39
ROCE : 40
P/S : 5.5
Quality management 5/5 \U0001f44f\U0001f44f pic.twitter.com/ubSvUri4KL
Deepak Nitrite has CAPEX plans of \u20b9300cr for its base business in FY22, which will be used to develop products (agro/pharma intermediates) using its core platforms (nitration, reduction and diazotization) and new platforms (fluorination, photochlorination, etc)
— Ajit Surya K (@ajitsuryak) June 30, 2021
Deepak Nitrite : 1882 - Looking good coming out of a tight price range with a clean candle and volume long term hold quality fundamentals and available at lower valuations compared to peers. pic.twitter.com/s4N3dpkcHL
— Lazy Turtle \U0001f422\U0001f422\U0001f422 (@Milind4profits) July 1, 2021
Annual Report of the Fastest Growing Indian Chemical Intermediates Company \U0001f447\U0001f3fc#DeepakNitritehttps://t.co/ZPPKwlXaXi
— Tar \u26a1 (@itsTarH) July 7, 2021
Deepak Nitrite : Annual Report 2021 #DeepakNitrite
— Sakir saiyed (@sakir_saiyed_) July 11, 2021
Thread : #MyTakeAways
Total Revenue & EBIT from all 4 segments:
1. Basic Chemicals: 17.31%, 16.46% \u2070
2. Fine & Speciality Chemicals: 17.45%, 28.19%\u2070
3. Performance Products: 6.93% , 1.91%\u2070
4. Phenolics: 58.31% , 53.44% pic.twitter.com/Y5r5E0cdXj
Plotting sales CAGR for few gems in #chemicals, #pharma and #FMCG
— jeevan patwa (@jeevanpatwa) July 14, 2021
Majority has 20Y CAGR > 10Y > 5Y => growth is decelerating as base becomes big...
only outlier being #Deepaknitrate where
20Y CAGR < 10Y < 5Y => accelerating growth... pic.twitter.com/ewpFeKmxQo
Speciality Chemicals & Industrial outlook \U0001f44d#deepaknitrite #navinfluorine #vinatiorganics #atul https://t.co/uBhHjuPWXa
— Sakir saiyed (@sakir_saiyed_) July 14, 2021
especially the phenol plant which operated at around 115% capacity #deepaknitrite pic.twitter.com/gmLqys4PSJ
— Sakir saiyed (@sakir_saiyed_) July 15, 2021
More from Sakir saiyed
#praj
Some interesting pointers to understand few misunderstood stuff revolving around Ethanol and all the verticals Praj Industries is into. All of these were answered by Mr. Shishir Joshipura of Praj Industries.
— swapnilkabra (@caswapnilkabra) August 26, 2021
Do retweet for maximum reach. \U0001f447\U0001f9f5
More from Deepaknitrate
#DeepakNitrite is not changing it's pattern
It goes in consolidation for 2 months after every result. Then in next one month, it crosses previous high and even more.
That's how the journey of 8x has completed.. waiting to hit 2400 to get my first ever 10x 🤓🥂
It goes in consolidation for 2 months after every result. Then in next one month, it crosses previous high and even more.
That's how the journey of 8x has completed.. waiting to hit 2400 to get my first ever 10x 🤓🥂
Most of the time #DeepakNitrite falls after good results.. even in Q2, I asked to take it as an opportunity when it was between 550-600.
— TheMillionaire \U0001f1ee\U0001f1f3 (@BornToBeSucceed) May 8, 2021
Even now max downside is 100-150 points but one thing I'm sure, it'll cross 2100++ in next 2 months.
Operator can't keep it down so long https://t.co/yPhOPZoLVR
#TalkingPoint @BloombergQuint A bit of the short term, a bit of capex and a bit of the long term with Deepak Nitrite
Talking Point | Deepak Nitrite's Q1 results surpassed estimates led by margin improvement in Phenolics & basic chemicals segment. Is this trend sustainable? @_nirajshah in conversation with CEO Maulik Mehta. #BQLive https://t.co/347UDSefds
— BloombergQuint (@BloombergQuint) August 6, 2021
#DeepakNtr -- Updated Chart. https://t.co/Qsr4CQu7cK
#DeepakNtr - Can this be a Runway Gap and remain unfilled for some time going forward?
— VVikas Kumaarr (@flyingvikas129) July 31, 2021
Only market knows the right Answer.#flyingvikas #technical #nse #trading #Keepitsimple#Cadlestick #Gap #Breakout #BREAKOUTSTOCKS #stokes #trading pic.twitter.com/VFjbwGl0kD
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MASTER THREAD on Short Strangles.
Curated the best tweets from the best traders who are exceptional at managing strangles.
• Positional Strangles
• Intraday Strangles
• Position Sizing
• How to do Adjustments
• Plenty of Examples
• When to avoid
• Exit Criteria
How to sell Strangles in weekly expiry as explained by boss himself. @Mitesh_Engr
• When to sell
• How to do Adjustments
• Exit
Beautiful explanation on positional option selling by @Mitesh_Engr
Sir on how to sell low premium strangles yourself without paying anyone. This is a free mini course in
1st Live example of managing a strangle by Mitesh Sir. @Mitesh_Engr
• Sold Strangles 20% cap used
• Added 20% cap more when in profit
• Booked profitable leg and rolled up
• Kept rolling up profitable leg
• Booked loss in calls
• Sold only
2nd example by @Mitesh_Engr Sir on converting a directional trade into strangles. Option Sellers can use this for consistent profit.
• Identified a reversal and sold puts
• Puts decayed a lot
• When achieved 2% profit through puts then sold
Curated the best tweets from the best traders who are exceptional at managing strangles.
• Positional Strangles
• Intraday Strangles
• Position Sizing
• How to do Adjustments
• Plenty of Examples
• When to avoid
• Exit Criteria
How to sell Strangles in weekly expiry as explained by boss himself. @Mitesh_Engr
• When to sell
• How to do Adjustments
• Exit
1. Let's start option selling learning.
— Mitesh Patel (@Mitesh_Engr) February 10, 2019
Strangle selling. ( I am doing mostly in weekly Bank Nifty)
When to sell? When VIX is below 15
Assume spot is at 27500
Sell 27100 PE & 27900 CE
say premium for both 50-50
If bank nifty will move in narrow range u will get profit from both.
Beautiful explanation on positional option selling by @Mitesh_Engr
Sir on how to sell low premium strangles yourself without paying anyone. This is a free mini course in
Few are selling 20-25 Rs positional option selling course.
— Mitesh Patel (@Mitesh_Engr) November 3, 2019
Nothing big deal in that.
For selling weekly option just identify last week low and high.
Now from that low and high keep 1-1.5% distance from strike.
And sell option on both side.
1/n
1st Live example of managing a strangle by Mitesh Sir. @Mitesh_Engr
• Sold Strangles 20% cap used
• Added 20% cap more when in profit
• Booked profitable leg and rolled up
• Kept rolling up profitable leg
• Booked loss in calls
• Sold only
Sold 29200 put and 30500 call
— Mitesh Patel (@Mitesh_Engr) April 12, 2019
Used 20% capital@44 each
2nd example by @Mitesh_Engr Sir on converting a directional trade into strangles. Option Sellers can use this for consistent profit.
• Identified a reversal and sold puts
• Puts decayed a lot
• When achieved 2% profit through puts then sold
Already giving more than 2% return in a week. Now I will prefer to sell 32500 call at 74 to make it strangle in equal ratio.
— Mitesh Patel (@Mitesh_Engr) February 7, 2020
To all. This is free learning for you. How to play option to make consistent return.
Stay tuned and learn it here free of cost. https://t.co/7J7LC86oW0
1/ Some initial thoughts on personal moats:
Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.
Characteristics of a personal moat below:
2/ Like a company moat, you want to build career capital while you sleep.
As Andrew Chen noted:
3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized
Things that might get commoditized over time (some longer than
4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.
After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.
5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.
In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.
Like company moats, your personal moat should be a competitive advantage that is not only durable—it should also compound over time.
Characteristics of a personal moat below:
I'm increasingly interested in the idea of "personal moats" in the context of careers.
— Erik Torenberg (@eriktorenberg) November 22, 2018
Moats should be:
- Hard to learn and hard to do (but perhaps easier for you)
- Skills that are rare and valuable
- Legible
- Compounding over time
- Unique to your own talents & interests https://t.co/bB3k1YcH5b
2/ Like a company moat, you want to build career capital while you sleep.
As Andrew Chen noted:
People talk about \u201cpassive income\u201d a lot but not about \u201cpassive social capital\u201d or \u201cpassive networking\u201d or \u201cpassive knowledge gaining\u201d but that\u2019s what you can architect if you have a thing and it grows over time without intensive constant effort to sustain it
— Andrew Chen (@andrewchen) November 22, 2018
3/ You don’t want to build a competitive advantage that is fleeting or that will get commoditized
Things that might get commoditized over time (some longer than
Things that look like moats but likely aren\u2019t or may fade:
— Erik Torenberg (@eriktorenberg) November 22, 2018
- Proprietary networks
- Being something other than one of the best at any tournament style-game
- Many "awards"
- Twitter followers or general reach without "respect"
- Anything that depends on information asymmetry https://t.co/abjxesVIh9
4/ Before the arrival of recorded music, what used to be scarce was the actual music itself — required an in-person artist.
After recorded music, the music itself became abundant and what became scarce was curation, distribution, and self space.
5/ Similarly, in careers, what used to be (more) scarce were things like ideas, money, and exclusive relationships.
In the internet economy, what has become scarce are things like specific knowledge, rare & valuable skills, and great reputations.