The Man of Destiny | https://xitter.gq/t.co/MgFbrikp4C, FCA, DISA | Voracious Reader ๐ Not SEBI Registered | DYOR | Personal Views | Tweets/RTs โ 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 - xitter.gq/Vitdwesh/status/192269โฆ
4. The Target- xitter.gq/Vitdwesh/status/171847โฆ
5. Yes Man - #yesman
6. The Big Bull of Dalal Street - xitter.gq/Vitdwesh/status/192285โฆ
7. The 8th Habit - xitter.gq/Vitdwesh/status/191779โฆ
8. The Secret Race - xitter.gq/Vitdwesh/status/191724โฆ
9. Understanding the Dalai Lama - xitter.gq/Vitdwesh/status/191377โฆ
10. The Crash - xitter.gq/Vitdwesh/status/187340โฆ
11. The Pillani Pioneers - xitter.gq/Vitdwesh/status/182144โฆ
12. Dera Saccha Sauda Investigation - xitter.gq/Vitdwesh/status/186782โฆ
13. Dawood's Mentor - xitter.gq/Vitdwesh/status/185148โฆ
14. DIDI the untold Mamta Banerjee - xitter.gq/Vitdwesh/status/185219โฆ
15. The Power of Positive Thinking - xitter.gq/Vitdwesh/status/180508โฆ
16. How to win and Influence People - xitter.gq/Vitdwesh/status/186797โฆ
17. Richer Wiser Happier - xitter.gq/Vitdwesh/status/184494โฆ
18. The Psychology of Money - xitter.gq/Vitdwesh/status/169656โฆ
19. The Making of Hero - #themakingofhero
20. Leadership by Example - xitter.gq/Vitdwesh/status/185382โฆ
21. The Magic - xitter.gq/Vitdwesh/status/168839โฆ
22. The Power - xitter.gq/Vitdwesh/status/167987โฆ
23. The Secret - xitter.gq/Vitdwesh/status/167257โฆ
24. XIAOMI - #xiaomi
25. Ali Baba's World - #ALIBABA
26. Money Wise - xitter.gq/Vitdwesh/status/171391โฆ
27. Diamond in the Dust - xitter.gq/Vitdwesh/status/165141โฆ
28. Frugal Innovation - xitter.gq/Vitdwesh/status/170341โฆ
29. The Big Butts of Life - xitter.gq/vitdwesh/status/170286โฆ
30. Most & More - xitter.gq/Vitdwesh/status/196202โฆ
31. Fitness Secret of the Stars - xitter.gq/Vitdwesh/status/172571โฆ
32. Men are from MARS and Women are from Venus. - xitter.gq/Vitdwesh/status/196073โฆ
33. The Monk who has Sold his Ferrari - xitter.gq/Vitdwesh/status/197269โฆ
Hiren Thakkar retweeted
II เชถเซเชฐเซ เชเซเชคเชฎ เชธเซเชตเชพเชฎเซเชเซเชจเซ เชฒเชฌเซเชงเชฟ เชนเซเชเซ II
II เชถเซเชฐเซ เชเซเชธเชฐเซเชฏเชพเชเซเชจเซ เชญเชเชกเชพเชฐ เชญเชฐเชชเซเชฐ เชนเซเชเซ II
II เชถเซเชฐเซ เชญเชฐเชค เชเชเซเชฐเชตเชฐเซเชคเซ เชฐเชพเชเชพเชจเซ เชธเชฟเชฆเซเชงเซ เชนเซเชเซ II
II เชถเซเชฐเซ เช
เชญเชฏเชเซเชฎเชพเชฐเชเซเชจเซ เชฌเซเชงเซเชงเชฟ เชนเซเชเซ II
II เชถเซเชฐเซ เชเชฏเชตเชจเซเชจเชพเชถเซเช เชเซเชจเซเช เชธเซเชญเชพเชเซเชฏ เชนเซเชเซ II
II เชถเซเชฐเซ เชฌเชพเชนเซเชฌเชฒเซเชเซเชจเซเช เชฌเชณ เชนเซเชเซ II
II เชถเซเชฐเซ เชถเชพเชฒเชฟเชญเชฆเซเชฐเชเซเชจเซ เชธเชเชชเชคเซเชคเชฟ เชนเซเชเซ II
เชจเซเชคเชจ เชตเชฐเซเชทเชพเชญเชฟเชจเชเชฆเชจ.
This Diwali, Win Over the Evil. ๐ช
Deleting social media apps from your phone feels like freedom โ almost like breaking free from an addiction.
I sincerely urge everyone to consider doing this from the New Year onwards. Delete all social media apps from your phone and reclaim your mental peace, clarity and concentration.
It has been just a week for me, and the experience has been truly enriching. More peace, fewer distractions, better focus and, above all, a sense of freedom.
This Diwali, let's not just celebrate the victory of good over evil. Let's also conquer the little distractions that silently consume our time, attention and peace of mind.
Win over the evil. Reclaim your time. Reclaim yourself.
Wishing everyone a Happy Diwali! ๐ช
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๐ชโจ เชฆเชฟเชตเชพเชณเซเชจเชพ เชชเชพเชตเชจ เชชเชฐเซเชตเชจเซ เชนเชพเชฐเซเชฆเชฟเช เชถเซเชญเชเชพเชฎเชจเชพเช! โจ๐ช
เช เชฆเชฟเชตเชพเชณเซเช เชคเชฎเชพเชฐเชพ เชเซเชตเชจเชฎเชพเช เชธเซเชเชจเชพ เชฆเซเชตเชพ เชชเซเชฐเชเชเซ, เชฆเซเชเชเชจเชพ เช
เชเชงเชเชพเชฐ เชฆเซเชฐ เชฅเชพเชฏ, เชเชถเชพเชเชจเซ เชจเชตเซ เชชเชพเชเชเซ เชฎเชณเซ เช
เชจเซ เชฆเชฐเซเช เชธเชชเชจเซเช เชธเชซเชณเชคเชพเชจเซ เชจเชตเซ เชเชเชเชพเช เชธเชฐ เชเชฐเซ.
เชฎเชพเช เชฒเชเซเชทเซเชฎเซเชเซเชจเซ เช
เชธเซเชฎ เชเซเชชเชพ เชคเชฎเชพเชฐเชพ เชเชฐ-เชเชเชเชฃเชพเชฎเชพเช เชนเชเชฎเซเชถเชพเช เชตเชฐเชธเชคเซ เชฐเชนเซ, เชเชฃเซเชถเชเซ เชฆเชฐเซเช เชตเชฟเชเซเชจเซ เชฆเซเชฐ เชเชฐเซ เช
เชจเซ เชคเชฎเชพเชฐเชพ เชชเชฐเชฟเชตเชพเชฐเชจเชพ เชฆเชฐเซเช เชธเชญเซเชฏเชจเชพ เชเซเชตเชจเชฎเชพเช เชเชฐเซเชเซเชฏ, เชเชจเชเชฆ, เชชเซเชฐเซเชฎ, เชถเชพเชเชคเชฟ เช
เชจเซ เชธเชฎเซเชฆเซเชงเชฟเชจเซ เชชเซเชฐเชเชพเชถ เชชเชฅเชฐเชพเชฏ.
๐ธ เชธเชเชฌเชเชงเซเชฎเชพเช เชฎเซเช เชพเชถ เชฐเชนเซ, เชนเซเชฆเชฏเชฎเชพเช เชนเซเชเชซ เชฐเชนเซ, เชเชนเซเชฐเชพ เชชเชฐ เชธเซเชฎเชฟเชค เชฐเชนเซ เช
เชจเซ เชเซเชตเชจเชจเซ เชฆเชฐเซเช เชธเชตเชพเชฐ เชจเชตเซ เชเซเชถเซเช เชฒเชเชจเซ เชเชตเซ.
เชฆเซเชตเชพเชเชจเซ เชชเซเชฐเชเชพเชถ เชฎเชพเชคเซเชฐ เชเชฐเชจเซ เช เชจเชนเซเช, เชชเชฐเชเชคเซ เชเชชเชฃเชพ เชตเชฟเชเชพเชฐเซเชจเซ เชชเชฃ เชเชเซเชเชตเชณ เชฌเชจเชพเชตเซโฆ
๐ เชเชช เชธเซเชจเซ เชฆเชฟเชตเชพเชณเซเชจเชพ เช เชชเชตเชฟเชคเซเชฐ เช
เชจเซ เชฎเชเชเชฒเชฎเชฏ เชชเชฐเซเชตเชจเซ เชเซเชฌ เชเซเชฌ เชถเซเชญเซเชเซเชเชพเช!
๐ช เชถเซเชญ เชฆเซเชชเชพเชตเชฒเซ! เชธเซเชเซ เชญเชตเช, เชธเชฎเซเชฆเซเชง เชญเชตเช! ๐ช๐
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Happy Diwali ๐ช Happy New Year.
May this year bless you with abundant health, prosperity, happiness, and profound spiritual peace.
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Nifty :
April 2026 highs 24620
August 2026 highs 24793
November 2026 24550...
Triple top ? lets see...
180
BIOCON : 362 ...
this stock gave beautiful opportunity to add between 330-350..
this stock works with lag, it reacts to positive news always lately.
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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...
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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...
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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
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Do You Know? #SUNFLAG
Paradeep Phosphates' Q2 FY26 presentation indicates Rock Phosphate prices at approximately US$200 per tonne (around โน19,000 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 2โ3 years.
The economics are particularly interesting:
Estimated import price: ~โน19,000 per tonne.
My estimated cost of production from domestic mines: ~โน3,000 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 2โ3 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.
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โGood judgment comes from experience, and experience often comes from bad judgment.โ
#onelinewisdom
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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 2025โ26 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 businessโฆ
And what I found was quite interesting.
HYT Innovatives
โWe 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.โ
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 InnovativesโSunflag relationship particularly interesting, especially considering Sunflag's ongoing focus on special steels, super alloys, aerospace and defence applications.
@jcrajan00
Sources:
HYT Aerospace โ hytaerospace.com/
HYT Engineering Group โ hytengineering.com/group-comโฆ
Hiren Thakkar retweeted
Sunflag received vendor approval from HYT Innovatives last year, as mentioned in its FY 2025โ26 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 businessโฆ
And what I found was quite interesting.
HYT Innovatives
โWe 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.โ
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 InnovativesโSunflag relationship particularly interesting, especially considering Sunflag's ongoing focus on special steels, super alloys, aerospace and defence applications.
@jcrajan00
Sources:
HYT Aerospace โ hytaerospace.com/
HYT Engineering Group โ hytengineering.com/group-comโฆ
Invitation Of Tender By Maharashtra State Road Development Corporation Limited (MSRDC) For Construction Of Bhandara-Gadchiroli Access Controlled Expressway (BG-03).
#SUNFLAG
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