A vitally important thread. Much isnt new, but is so in the air we breathe we forget how RECENT it is & therefore how unaccustomed we r to coping w/it. At the risk of hijacking her great observatns, theyre pivotal to points others have made re: Institutional Evangelicalism...1/12

#Suven – Journey of my first 50 bagger…

I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

1/n

add on multiple occasions on way up. Like to share my experience in this thread for everyone’s benefit..

First time I bought because I like the management focus on R&D. It had chosen the most difficult therapeutic area in pharma which is CNS and it was investing the cash

2/n

flow it used to earn from CRAMS. It also used to write off all the R&D expenses in the P&L instead of capitalizing it in BS. That gave me lot of comfort about management quality.

I kept on adding as funds keep coming. I remember giving a public presentation on Suven in

3/n

Mumbai at one analyst meet in Nov 2017 when it was trading at Rs 160. There was a huge call option embedded at that time in the form of SUVN-502. That would have been the blockbuster molecule if succeeded with market potential of $10 Bn plus..result was due in Dec 2019,

4/n

I loaded around 250-300 knowing the value of CRAMS business itself is more than 300.

SUVN-502 failed in phase-II trials, stock was down 15% from 300 to 250 in a single day, I added heavily. it was largest allocation in my portfolio because I knew the value of CRAMS business

5/n

We are belatedly entering the hearing.

Ian Wise is setting out arguments.

#StopStonewall

Ian Wise:

Transgenderism is very controversial territory. ‘Perceived by the victim’ very controversial.

References the Miller case. Complaint could be made by third party.

#StopStonewall

Ian Wise:

A comment that is ‘perceived’ to be transphobic.

In the Miller case this led to police action which was found to be unlawful.

#StopStonewall

Ian Wise:

My client is concerned that a boy may enter the girls toilets.

On page 336, Activity 1c we see the toilet activity.

My client has a genuine concern.

She has sufficient interest in the application.

#StopStonewall

Read through a forum thread on Chastity Mansion to see who is talking about the Edge-o-Matic and figure out what more to address regarding frequent questions, as well as scout out user feedback. Here's some thoughts you can carry back to the forums!

My website doesn't have any product reviews, but people scatter them everywhere else in forums, tweets, xtube vids, etc.

If you ARE a previous customer, and you like the thing, can you drop a review on my site to help others?

The price is steep, but that's the amount of coins I calculated to make these. I have several spreadsheets calculating every expense involved with this project.

The current cost sustains production and development of new tech, and is helping create jobs. We are 2 people now!!

It IS 3D printed, because injection molding is orders of magnitude more expensive for the initial tooling, and I am still making small revisions to the enclosures.

Injection molded plastics are a six thousand dollar commitment for fifteen cent parts. Great for mass mfg.

Also, if you didn't know, 3D printing technology allows for some shapes which would be difficult, expensive, or impossible on injection molding or milled parts!!

Undercuts, which I use in this design, require special lifters to mold that cost a tremendous fortune.

LEEDS LEADS CLIMATE BREAKDOWN

8 hours and 1000 flawed arguments and biased procedures later, Leeds City Plans Panel voted 9-5 for airport expansion and the false promises of economic growth.
For “what Leeds needs is a premier-league football club and a premier-league airport”
🧵

1/ There was a lot of "I do care about climate change, BUT" – followed by a lot of blah blah. Blah blah economic growth. Blah blah connectivity. Blah blah competitiveness. Blah blah Manchester. Blah blah Westminster. Blah blah offsetting. Blah blah electric planes. Blah blah blah

2/ Also a lot of "I do have sympathy for residents suffering from planes flying over their roofs at night, BUT” - followed by more blah blah.
One councillor kindly offered his advice: “the way to less noise is more planes”. Right, Sherlock. Want to try that in your backyard?🤦‍♂️

3/ The true sympathies were revealed at the end. The Panel's priority was not the well-being of those living under the flight path, nor the lives and livelihoods of threatened by climate breakdown. Their priority was a bigger, noisier airport, with a terminal in bronze-champagne.

4/ First declaring your sympathy for people’s suffering and then supporting a development that directly aggravates their suffering, is a proper kick in the face for those suffering the consequences. Like first declaring a climate emergency and then aggravating climate breakdown.

The Misrepresentation of the Levites

[A Bonus Smallanyana Thread]

Disclaimer:

This thread is not part of the Angelology Threads we are focusing on this month of February but it is a response to what uNkulunkulu laid on my heart when I was finishing up Part 3 of the main threads.

This thread is also not an attack but a personal observation.

Let's Begin 📖

The Levites or the Tribe of Levi was/ is one of the original 12 tribes of Israel. Descended from Levi the son of Jacob. Descendants of Aaron, the first high priest of Israel. The Levites were designated as the priestly class, also known as the Kohanim.

Principal roles:

Singing Psalms during temple services
Teachers of the Word
Judges (Politics)
Construction and Maintenance of the Temple
Serving as Guards

The Levites were known to stand for truth, at all cost. Some considered them an army set apart by and for uNkulunkulu.

Numbers 18:6

And behold, I have taken your brothers the Levites from among the people of Israel. They are a gift to you, given to the Lord, to do the service of the tent of meeting.