More from The Man Who Never Shorts 🌟
DFM Foods Ltd is in the business of manufacturing, selling and marketing packaged snack food and has been a leader in the space for over 25 years
Launched in 1984, this was the first product of its kind to hit Indian retail shelves and it did so with a Bang! In no time, it became quite the favourite especially among children, finding its way into many a tiffin break!
Revenue Stream -
DFM's Revenue is concentrated in North India primary in tier 1 and tier 2 cities from where it drives around 75 to 80% of its revenue the company is now focusing more on to get into the rural parts and on the Western region
Change in management
Advent international has acquired around 74% steak in Indian snack food manufacture DFM foods at a price of around 250 rupees per equity share from promoters and through open offer
Advent international in the past has acquired quite similar good working companies & run the company towards a better future advent international also focuses more on delisting their acquired companies which is a very positive sign to create value for minority shareholders
Listing out the shares in metal pack where we can ride the commodity cycle even from the CMP
Will be posting long term charts here
Share and like for max reach 😊🖖
🔩Stock is in a sideways channel since past 15y
🔩Breakout above 750
🔩 A monly close above 750 will push the stock towards 950/1050 levels
🔩 Above that it would be a decade long multi-year breakout
🔩Its going for 200/300%+ gains
🔩 On yearly charts a triangle pattern breakout can be seen
🔩Rising iron ore prices are supporting the field
🔩 All over the world major economies are giving out big infra push to get the economy going
🔩This rally is shaping well with the fundamentals and economic recovery
More from Sequent
Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction— Harinder S Nanda (@harindersnanda) July 14, 2021
Net profit before tax and exceptional items (True Cash earned by the company) increase by ~55% YoY
ROCE now above 20% and PAT increase by 36.5% are signs of Operating Leverage
Before Op Leverage kicked in for Laurus, its ROCE was in ~14%
The Advisor onboarded created the animal healthcare business for Boehringer Ingelheim (~2nd largest animal healthcare business in the world with net sales of ~4.5 Billion+ and presence in over 150 countries
Look for qualitative insights in a business, quantitative insights are just ~10% of the work
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"Intraday Banknifty Strangle based on OI data"
(System already shared, today just share few examples)
-Trade timing after 9:45
-Check Banknifty change in OI data at 9:45, and identify the highest OI built up in call side and put side
-We will sell both strikes with combined premium as SL on both legs.
28th June 2021
At 9:45 trading at 35350
Highest OI in call side at 35500 CE and 35000 at put side
Strike selection 35500 CE- 35000 PE
29th June 2021
At 9:45 trading at 35112
Highest OI in call side at 35300 CE and 35000 at put side
Strike selection 35300 CE (232) - 35000 PE (150) Combined premium 382 , Both legs SL 382
30th June 2021
At 9:45 trading at 35002
Highest OI in call side at 35000 CE and 35000 at put side
Strike selection 35000 CE(176)- 35000 PE(213) Combined premium 389 , Both legs SL 389
Yes, that was ranty. I'm going to eat lunch now.
Seriously, I get the intent but I hate the line in the sand, as if it's nearly that simple. If you write a book, you don't just lay it in a field and hope people read it -- you tell them you wrote a book. Same with content.
It's not unnatural for me to say "Hey, I've got a great piece of content that's relevant to your audience." That's not in the same bucket as buying a link on Fiverr.
Barden Corporation is closing down its Plymouth factory after 51 years, putting 400 jobs at risk, as its parent company Schaeffler shifts production to various sites outside the UK due to Brexit.
8 health providers have warned of medicine shortages in the event of a no-deal Brexit: "we do not believe that the current medicine supply plans will suffice, and we will have widespread shortages if we do not respond urgently."
Pfizer - $100 million on Brexit prep: "Pfizer’s preparations are well advanced to make the changes necessary to meet EU legal requirements after the U.K. is no longer a member state, especially in the regulatory, manufacturing and supply chain areas."
The Government has spent £4.2 billion pounds on Brexit preparations (£2.2 billion in previous Budgets, plus an additional £2 billion in the most recent Budget.)
The right as spent years trying to paint @NancyPelosi & @HillaryClinton as extreme leftists who will take your guns, sterilize your sons, outlaw Christianity, and tax you at 80%.
The far left has tried to insist that they were both Republican-lite.
Some on the far left call them war mongering neoliberal corporate owned whores.
That's on a good day, for both.
None of these charges, by either side, are remotely true of course. Not that this matters to the people putting this shit out there.
The facts are these.
@HillaryClinton and @NancyPelosi have been fighting people, usually white men, for tnings their entire lives.
With little respite.
At times they have had to make impossible choices and compromises just to beo let in the door. Most women have.
It must be easy to be some 26 yo white dude who has never had anyone tell him no his whole life to sit in judgement of women like them.
"How dare she..."
...do what was necessary to get a place at the table.
...do exactly what men have been doing w/o your disapproval.
Let's face it, most men suck when it comes to issues that don't pertain directly to their own self interests. White men are even worse. We just are.
Most men especially suck when it comes to women's issues and I mean really suck.
How many left leaning men fell to #MeToo?
Then Chinese regulators canceled it.
As @yvessmith writes in her excellent @nakedcapitalism breakdown, the consensus narrative on this is capricious Chinese regulators changed their minds and jerked the rug out from under Ali's billionaire owner Jack Ma.
The reality is a lot
To understand it, you need to understand the difference between the Chinese and American "money story." In the US, there is widespread, unquestioning faith in the fairytale that money predates the state and is separate from it.
In this story, people come together to trade but are plagued by disparate goods: if I want to pay for your chickens with a cow, how do you make change? They spontaneously decide that something (gold?) is money and price their cows and chicks in it.
Then, governments come along tax our gold away, and then to add insult to injury, governments abandon gold and insist that paper is as good as gold, print too much of it and crash the economy!
This probably sounds familiar to you, but it's just not true.