#GNFC #chemical

Thread on #GNFC (#attractive valuation)

✨Chemical (~70%) + ✨Fertilizer (~30%)

🧐Technical View :
⭐️Stock crossed major res of 452
⭐️Retesting strong support levels
⭐️Movement from here will take it to test ATH
⭐️Stock consolidated well & is above 10EMA

🧐Numbers : In Crs

⭐️Revenue TTM: 5823 (~1.25 Sales) Cheapest among peers 👍
⭐️EPS TTM: 60 (PE 7.8) Looks attractive even after the run up 👍
⭐️Debt Free : 👍

🧐Now lets look at fundamentals
Products and capacities:
Many of the products at multiple yrs BO or 52 weeks High🚀

⭐️TDI : Monopoly - Used in Mattress, Car seats (Inc of 40%, EBITDA ~45-50%) #sheelafoams #berger #sleepwell
Methanol : 2x of LY ⭐️
Urea: 13 years high ⭐️
Aniline, Acetic Acid, Nitric Acid, Ethyl Acetate, Formic Acid : Import substitutes ⭐️

Competing companies : #jubilantingrevia #laxmiorganic #deepakfertiliser #GSFC #IOL and so on

✨No company has this diverse and vast capacities✨
Most of the products are unique and import substitute. Poised to take benefit of China +1 Story.

TDI : MS of 65%
Aniline, Formic Acid : More than 50%
Acetic Acid/Urea/Methanol: One of the largest player

Best in class technology with world class technology partners :
Expansion and Growth plan :

Has over 1500 Crs of surplus in books, can be utilized for acquisition or Capex

Co plans on the following products :
⚡️Acetic Acid
⚡️Formic Acid
⚡️Ammonia
⚡️Nitric Acid
⚡️TDI

Company plans to make India self sufficient #AatmanirbharBharat
The company is thus uniquely positioned in India's chemical growth journey and has potential to take advantage of the China + 1 story #ChinaPowerCrisis

TDI has monopoly in India. Others have competitors, but the company has strong capacity and dominance across 🚀🚀🚀
Is expected to give strong numbers in the coming quarters on the back of steep increase in prices of Acetic Acid, TDI, Urea, Formic Acid, Aniline, Methanol and so on. 🔥🚀🚀🚀

Low PE and EPS expansion makes it a good investment stock at current levels. STUDY AND TAKE A CALL 🙏🙏

More from Gnfc

#GNFC -665

Long term perspective.

#Perception https://t.co/KvSgb5m7tZ

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@franciscodeasis https://t.co/OuQaBRFPu7
Unfortunately the "This work includes the identification of viral sequences in bat samples, and has resulted in the isolation of three bat SARS-related coronaviruses that are now used as reagents to test therapeutics and vaccines." were BEFORE the


chimeric infectious clone grants were there.https://t.co/DAArwFkz6v is in 2017, Rs4231.
https://t.co/UgXygDjYbW is in 2016, RsSHC014 and RsWIV16.
https://t.co/krO69CsJ94 is in 2013, RsWIV1. notice that this is before the beginning of the project

starting in 2016. Also remember that they told about only 3 isolates/live viruses. RsSHC014 is a live infectious clone that is just as alive as those other "Isolates".

P.D. somehow is able to use funds that he have yet recieved yet, and send results and sequences from late 2019 back in time into 2015,2013 and 2016!

https://t.co/4wC7k1Lh54 Ref 3: Why ALL your pangolin samples were PCR negative? to avoid deep sequencing and accidentally reveal Paguma Larvata and Oryctolagus Cuniculus?