Ancora imparo. Small cap investor. (This is my personal investing journal. I have nothing to sell. I'm not responsible for gains or losses based on my tweets)
Joined May 2019
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3B BlackBio
Expecting Q2 revenue of ~40 cr (vs 33 cr in Q1). EBITDA margins should improve as well QoQ. YoY is not comparable on margin & profitability due to Coris acquisition last yr. Q3 and Q4 will be comparable and they should show PAT growth.
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Correspondens retweeted
🚨 62 BSE SME COMPANIES – MARKET LOT SIZE REDUCTION EFFECTIVE NOVEMBER 16, 2026 📢
The exchange has revised the lot sizes for standardisation of lot sizes in SME stocks.
🔹 The revised market lots will allow trading members and investors to trade in smaller quantities compared to the existing lot sizes.
📊 The attached notification contains the complete list of 62 companies, along with their existing and revised market lot sizes.
Important: Investors and traders dealing in BSE SME stocks should take note of these changes before the effective date.
Disclaimer: This is shared for educational and informational purposes only.
Correspondens retweeted
Positive for Navin fluorine
USFDA clear Asundixian for marketing in USA.
Asundixian is a secondary stroke inhibitor.
This would be Navin’s second molecule with Bayer.
As per secondary research, size of this molecule is approx USD 3bn euros. Almost at par to Nubeqas current sales.
Brokerage Note
bayer.com/media/en-us/bayers…
KMEW - if you consider normal margin of 40%, tax rate of 25%, pe of 50 and 60% growth in FY28 - looks priced for perfection? Waiting for a good entry point
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Highness Microelectronics - no sellers at all time high?
Btw @SEBI_updates how exactly does creating zero liquidity through ESM protect investors?
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Correspondens retweeted
What an interview question. This is remarkable TV.
‘What do you think happens when you die?’
Thought so too - weird call. Glad I listened to it as a transcript won’t do justice. Definitely reset my view of management. I’ll be taking profits here even though outlook looks great #VMarc
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USD/INR quietly back to March 2026 levels. 12 month rupee depreciation now down to "only" 5% vs 9% just a few weeks ago.
Correspondens retweeted
Chinese DeepState: Did you honeytrap the Indian businessman?
Spy: Yes sir
CDS: What information you have got?
Spy: I have got the formula to their jeera soda and their expansion plans in dairy industry
In all this Nvidia news, let's not forget America's greatest friend of China - Apple.
They trained a generation of Chinese workers, built its manufacturing ecosystem and transferred priceless process knowhow. Apple used to have 50 business class seats daily from SFO to Shanghai.
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I asked Grok who would feature in the Indian equivalent of this Economist headline
Jensen Huang is caught with his pants down economist.com/business/2026/…
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Correspondens retweeted
Crazy Momentum in CDMO Stocks
Many are now trading above 50x EV/EBITDA!
At these valuations, it feels like street is pricing in FY30 earnings
Let's see how far this momentum takes them!
Solid development from Jash Engineering:
WesTech was the one slightly weaker part of the org that they were in the process of turning around, now they win largest ever order
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