The Man of Destiny | https://nitter.gq/t.co/MgFbrikp4C, FCA, DISA | Voracious Reader 📚 Not SEBI Registered | DYOR | Personal Views | Tweets/RTs ≠Advice | Educational Only |
AHMEDABAD GUJARAT
Joined December 2012
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Below is a curated list of the books I have completed, along with the links and hashtags for the summaries I have shared here on X.
#books
#reading
#booksbooksbooks
#readingcommunity
#reader
1. 1971 The Beginning - #1971thebeginning
2. Dream Dare Deliver - #dreamdaredeliver
3. My Olympic Journey - nitter.gq/Vitdwesh/status/192269…
4. The Target- nitter.gq/Vitdwesh/status/171847…
5. Yes Man - #yesman
6. The Big Bull of Dalal Street - nitter.gq/Vitdwesh/status/192285…
7. The 8th Habit - nitter.gq/Vitdwesh/status/191779…
8. The Secret Race - nitter.gq/Vitdwesh/status/191724…
9. Understanding the Dalai Lama - nitter.gq/Vitdwesh/status/191377…
10. The Crash - nitter.gq/Vitdwesh/status/187340…
11. The Pillani Pioneers - nitter.gq/Vitdwesh/status/182144…
12. Dera Saccha Sauda Investigation - nitter.gq/Vitdwesh/status/186782…
13. Dawood's Mentor - nitter.gq/Vitdwesh/status/185148…
14. DIDI the untold Mamta Banerjee - nitter.gq/Vitdwesh/status/185219…
15. The Power of Positive Thinking - nitter.gq/Vitdwesh/status/180508…
16. How to win and Influence People - nitter.gq/Vitdwesh/status/186797…
17. Richer Wiser Happier - nitter.gq/Vitdwesh/status/184494…
18. The Psychology of Money - nitter.gq/Vitdwesh/status/169656…
19. The Making of Hero - #themakingofhero
20. Leadership by Example - nitter.gq/Vitdwesh/status/185382…
21. The Magic - nitter.gq/Vitdwesh/status/168839…
22. The Power - nitter.gq/Vitdwesh/status/167987…
23. The Secret - nitter.gq/Vitdwesh/status/167257…
24. XIAOMI - #xiaomi
25. Ali Baba's World - #ALIBABA
26. Money Wise - nitter.gq/Vitdwesh/status/171391…
27. Diamond in the Dust - nitter.gq/Vitdwesh/status/165141…
28. Frugal Innovation - nitter.gq/Vitdwesh/status/170341…
29. The Big Butts of Life - nitter.gq/vitdwesh/status/170286…
30. Most & More - nitter.gq/Vitdwesh/status/196202…
31. Fitness Secret of the Stars - nitter.gq/Vitdwesh/status/172571…
32. Men are from MARS and Women are from Venus. - nitter.gq/Vitdwesh/status/196073…
33. The Monk who has Sold his Ferrari - nitter.gq/Vitdwesh/status/197269…
Happy Diwali 🪔 Happy New Year.
May this year bless you with abundant health, prosperity, happiness, and profound spiritual peace.
Nifty :
April 2026 highs 24620
August 2026 highs 24793
November 2026 24550...
Triple top ? lets see...
BIOCON : 362 ...
this stock gave beautiful opportunity to add between 330-350..
this stock works with lag, it reacts to positive news always lately.
Hikal posted decent numbers...
Hikal Signs Multi-Year Global CDMO Contract with Leading Agrochemical Company
Hikal : CMP 213
#HIKAL
In my opinion stock has completed the time and price wise correction ... I will buy at open.
Stop 190
Targets - 240-250-280...
CESC - 131...
Dividend Yield 5%
Debt to equity is : 1.8
Value Stocks
Low PE stocks
high Dividend yield stocks will fall less..
Market cap to sales : 1
CESC -- weekly chart...
#CESC
CMP 148
below the support levels, next supports comes 140...
PE - 12
Dividend - 4%
Debt to Equity - 1.70
Market cap - 19000 crores
March-26 sales - 18570 crores
Mar-26 EBITDA - 3478 crores
Profit before tax - 2153 crores
@DeanOfValuation
at this prices nothing to lose , stop 115..
Decisive close above 160 - will bring momentum...
High dividend yield stocks
Debt Free companies
Value stocks with turnaround factors
will always bounce back from lows...
most of my holdings bounced back...
Maithan alloys
Gujarat Pipavav Port
Paradeep Phospate
sunflag
Kothari Petro
WENDT
JTEKT
TVS Supply Chain
TGVSL
Do You Know? #SUNFLAG
Paradeep Phosphates' Q2 FY26 presentation indicates Rock Phosphate prices at approximately US$200 per tonne (around â‚ą19,000 per tonne), broadly in line with my earlier estimates.
India imports approximately 90% of its Rock Phosphate requirements. In FY25, the country imported nearly 12 million tonnes.
Rock Phosphate is a critical imported raw material for the fertiliser industry. Longer procurement lead times, potentially arising from geopolitical uncertainties and disruptions around the Strait of Hormuz, could create a significant competitive advantage for Sunflag over the next 2–3 years.
The economics are particularly interesting:
Estimated import price: ~â‚ą19,000 per tonne.
My estimated cost of production from domestic mines: ~â‚ą3,000 per tonne.
The potential cost advantage is substantial, although actual mining costs and project economics will need to be assessed once operations commence.
Sunflag's Phosphorite Opportunity
As disclosed in Sunflag's FY26 Annual Report, the company has been allocated the Surajpura Phosphorite Block (Composite Licence), covering an area of 1,027.29 hectares in Chhatarpur, Madhya Pradesh, after emerging as the successful bidder.
This could be an interesting import-substitution opportunity, with the potential to contribute meaningfully to Sunflag's revenue and profitability over the coming years.
Where Does the Project Stand?
According to the Annual Report:
Letter of Intent (LOI) granted by the Director, Mineral Resources Department, Bhopal, on 13 February 2026.
Survey permissions/NOCs obtained from the concerned Forest Divisions.
Permission received from DFO, Sagar, on 30 April 2026.
Permission received from DFO, Chhatarpur, on 15 May 2026.
Field survey completed; the report is currently under preparation.
My assessment: If the necessary approvals and subsequent development activities progress as expected, the mine could potentially become operational over the next 2–3 years.
This is an opportunity worth tracking closely. A domestic source of Rock Phosphate could provide Sunflag with a strategic raw-material advantage while contributing to India's broader import-substitution objectives.
Sources : Sunflag annual report FY 25-26 and Paradeep Phosphate PPT Q2 FY26-27
#sunflag
#SUNFLAGIRON
#SUNFLAGSTEEL
#Paradeep
#metals
#minerals
#CriticalMinerals
#Agriculture
#phosphorus
#SISCO
#phospate
#imports
I have removed social media apps from my phone to prioritise my mental peace and well-being.
Consequently, my updates have been limited over the past few days, as I am now accessing X only through my laptop.
Sometimes, disconnecting from the noise is essential to reconnecting with oneself.
“Good judgment comes from experience, and experience often comes from bad judgment.”
#onelinewisdom
Hiren Thakkar retweeted
Spot on. Buying the vacuum furnace is the easy part, qualifying it is the long road. A proven used unit can trim months off that clock while the process gets dialed in. We trade vacuum furnaces worldwide: fcebr.com
Hiren Thakkar retweeted
Maithan Alloys FY 25-26 Annual Report : @DeanOfValuation
FY26 was a year of resilience amid volatility. Consolidated revenue from operations grew 20.3% to Rs 2,172.59 crore.
Total income held firm at Rs 2,631.85 crore on standalone basis.
Consolidated PAT was Rs 440.94 crore.
The decline from last year's exceptional profit reflected normalization of other income, not core weakness.
Other income fell 38.9% to Rs 442.95 crore.
Management calls the performance "steady progress" and notes the business "remained steadfast" through headwinds.
Sunflag received vendor approval from HYT associates : @DeanOfValuation
Customers of HYT associates:
Defense Research and Development Laboratory (DRDL)
Research Centre Imarat (RCI)
Armament Research and Development Establishment (ARDE)
High Energy Materials Research Laboratory (HEMRL)
Bhabha Atomic Research Centre (BARC)
Bharat Dynamics Limited (BDL)
BrahMos Aerospace
L&T Defence
Kirloskar Brothers
RAFAEL Advanced Defence Systems Ltd.
Sunflag received vendor approval from HYT Innovatives last year, as mentioned in its FY 2025–26 Annual Report.
I was curious because HYT Innovatives was not a well-known name to me.
So, I dug deeper to understand the company and its business…
And what I found was quite interesting.
HYT Innovatives
“We at HYT Innovatives have associated technologies related to rocket motors, such as EPDM lining, Silica Phenolic lining, Fibre Glass Reinforced Moulding, along with flow forming.”
HYT Innovatives has a significant presence in defence and strategic research applications, contributing to the requirements of India's defence forces and various research organisations.
The company serves prominent defence, aerospace, research and industrial organisations, including:
Defense Research and Development Laboratory (DRDL)
Research Centre Imarat (RCI)
Armament Research and Development Establishment (ARDE)
High Energy Materials Research Laboratory (HEMRL)
Bhabha Atomic Research Centre (BARC)
Bharat Dynamics Limited (BDL)
BrahMos Aerospace
L&T Defence
Kirloskar Brothers
RAFAEL Advanced Defence Systems Ltd.
This makes the HYT Innovatives–Sunflag relationship particularly interesting, especially considering Sunflag's ongoing focus on special steels, super alloys, aerospace and defence applications.
@jcrajan00
Sources:
HYT Aerospace — hytaerospace.com/
HYT Engineering Group — hytengineering.com/group-com…
Hiren Thakkar retweeted
Sunflag received vendor approval from HYT Innovatives last year, as mentioned in its FY 2025–26 Annual Report.
I was curious because HYT Innovatives was not a well-known name to me.
So, I dug deeper to understand the company and its business…
And what I found was quite interesting.
HYT Innovatives
“We at HYT Innovatives have associated technologies related to rocket motors, such as EPDM lining, Silica Phenolic lining, Fibre Glass Reinforced Moulding, along with flow forming.”
HYT Innovatives has a significant presence in defence and strategic research applications, contributing to the requirements of India's defence forces and various research organisations.
The company serves prominent defence, aerospace, research and industrial organisations, including:
Defense Research and Development Laboratory (DRDL)
Research Centre Imarat (RCI)
Armament Research and Development Establishment (ARDE)
High Energy Materials Research Laboratory (HEMRL)
Bhabha Atomic Research Centre (BARC)
Bharat Dynamics Limited (BDL)
BrahMos Aerospace
L&T Defence
Kirloskar Brothers
RAFAEL Advanced Defence Systems Ltd.
This makes the HYT Innovatives–Sunflag relationship particularly interesting, especially considering Sunflag's ongoing focus on special steels, super alloys, aerospace and defence applications.
@jcrajan00
Sources:
HYT Aerospace — hytaerospace.com/
HYT Engineering Group — hytengineering.com/group-com…
Invitation Of Tender By Maharashtra State Road Development Corporation Limited (MSRDC) For Construction Of Bhandara-Gadchiroli Access Controlled Expressway (BG-03).
#SUNFLAG
Hiren Thakkar retweeted
News report:
We are becoming an EMI nation
View:
Not a good financial habit. Leverage is the first step to compromise in life.
timesofindia.indiatimes.com/…
Hiren Thakkar retweeted
Prices of housing in Ahmedabad is getting absurd.
3/4 BHK are selling at 4-5cr, at multiple locations. Meanwhile some of the best areas like say SOBO, Shela, Shilaj etc are suffering from no meaningful price appreciation since decade and huge unsold inventory lying idle.
