ACTION CONSTRUCTION: LEADER IN THEIR SEGMENT
PREMIER EXPLOSIVE: DEFENCE THEME
MAMATA MACHINERY : NEW INDIA THEME
one should read in depth all those P
Place ( state )+ promoter or people+ presence ( geographical presence)+ product+ Politically linked + PUBLIC ( SHARE…
🌍 Water scarcity is rising, making Water ETFs a crucial theme!
💧 First Water ETF launched in 2005
💧 Invests in companies for water treatment, purification & tech
💧 Acts as hedge vs inflation like GOLD
💧 Global exposure + long-term potential
Top Water ETFs to watch:
💧…
$BLK BLACKROCK PLANS £500M ($678M) INVESTMENT IN UK 🇬🇧 DATACENTERS
A strong tailwind for the GW-scale datacenter buildout, as big tech and large institutions keep pouring capital into AI infrastructure.
$GOOGL → $WULF
$MSFT → $NBIS
$AMZN → Still unconfirmed, but circling…
Tega Acquires Molycop's 77% stake for 14,000 crore at a valuation of ~8.6x of EBITDA
Molycop is 10 Times larger than Tega in terms of revenue, but acquired at valuation equivalent to cap of Tega
Tega trades at 36x EVEBITDA
Acquisition done at 9x EVEBITDA
Funding will be done…
Tega Industries, with Apollo Management Singapore, signs term sheet to acquire 100% of Molycop (EV: $1.48 bn).
A bold move that could make Tega’s topline 8x & EBITDA 4.5x.
linkedin.com/posts/nigel-ds…
$MP - MP Materials
- Rare earth leader in the U.S.
- Apple partnership which is key catalyst for demand
- Backed by U.S. government for strategic supply chain
- Breakout and retest of 4 years base
- Trading above key moving averages
- Long-term play on critical minerals & EV…
🧵 India’s Recycling & Waste-to-Value Leaders ♻️
India generates 62 million tonnes of waste every year — only a fraction gets recycled. 🌍
But a few players are quietly building multi-billion businesses by turning trash into cash.
Here are 9 companies across e-waste,…
Why can’t these rtrd ass women resist mixing Pooja-Path with daru and parties? If you wanna drink and party, do it but don’t drag a pious festival into it.
Wtf is wrong with them? Is this how they think they’ll get blessings for a harmonious married life?
TRANSRAILL
FY26 revenue growth guidance of 22%-25% YoY & EBITDA margin guidance of 11.5%-12%.
Expanding from 84,000 MT to 1,96,000 MT by Q4FY26 in towers and from 24,000 km to 49,500 km by Q1FY27 in conductors.
Management sees 1L Cr bidding opportunity in the next 12 months…
🚨 Is Multi-bagger beginning
Digitide Solution Ltd
P/S ratio - close to 1
Very interesting shareholding of this stock
Keep it in your watchlist
Absolutely no Reco
#digitide#digitide#AI
🎬 Bubblegum (2023) - Youtube & Ultra play
I stumbled upon it last night without any prior context or expectations, and honestly, that might have been the perfect way to watch it.
What struck me most was how the film quietly lets itself grow on you. The story isn’t about…
NCDEX Shareholding Boom
From just 25 shareholders (Mar ‘24) to 7,563 (Mar ‘25).
A staggering surge in retail interest in NCDEX Unlisted Shares.
A) Retail Investor Explosion:
Receivables is red flag in all over world.
From the book "Tade like a stock Market wizard" by Mark M.
E book already shared on telegram.
t.me/think4tomorro
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