Don't expect the earnings to go anywhere till FY23.
— Tar \u26a1 (@itsTarH) August 10, 2021
Real growth will only come post FY24.
I expect the stock to either correct or stay muted till then. https://t.co/lUQfzxojTO
Cause everyone wanted to buy it at 300+ and no one wants to buy it at 200
Market is short sighted and loves to buy high and sell low
Sequent is a long gestation stock, it won't deliver it's real earnings until FY23-25
Not suitable investment for those who want 100% return/yr
@itsTarH hey Tariq, any idea why is Sequent falling?
— Vivek (@pa_stock) September 27, 2021
More from Tar ⚡
Crackdown on factories in China driven by political rulings to curb emissions
Nalco delivers the highest grossing quarter ever
2+2 = 20 https://t.co/paEk76EaGT

Common theme coming out of China is
— Tar \u26a1 (@itsTarH) August 31, 2021
1\u20e3 Govt wants to focus on general prosperity than just prosperity of a few
2\u20e3 Large focus on limiting emissions
3\u20e3 Willing to lose market share and global dominance in some categories to achieve the above
Bodes well for some sectors in India.
https://t.co/eabqmzuU2v
Aluminum prices have risen almost 40% this year on the LME. https://t.co/yWD0I1yECY pic.twitter.com/IhaJD53mmX
— Lisa Abramowicz (@lisaabramowicz1) August 31, 2021
VP Thread on
Nalco's earnings have very high sensitivity to aluminum price. In fact, it’s earnings double for every US$400/t increase in aluminum
Aluminum Prices just ~14% away from their ATH of 3000+ USD/T

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
\U0001f436\U0001f431\U0001f434\U0001f42e\U0001f437\U0001f411@unseenvalue @soicfinance
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https://t.co/9Z4oJmkcKj

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