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@tushar_pwnz "Growth Drivers: - Rising energy exploration demand for bentonite in drilling - Iron ore pelletisation boost (steel demand) - Specialty chemicals expansion higher-margin play - Export-led growth from Middle East & Africa operations (5/n)"
X Link @tushar_pwnz 2025-09-24T02:23Z XX followers, XX engagements

"Everyones talking about infra & housing boom but the story often starts with cement And Ambuja Cements ($AMBUJACEM) now under the Adani Group is gearing up for a new growth phase after years of muted expansion. Heres the investment thesis 🧵 (1/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XXX engagements

"(2/n) What it does 🏭: Hindustan Copper is engaged in mining beneficiation smelting refining & continuous cast wire rod production making it a fully integrated copper player"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"Valuation Lens: - Trades at 18x earnings - Global mineral players (Imerys Sibelco) trade at 1520x Attractive valuation considering Indias commodity demand + export growth story (6/n)"
X Link @tushar_pwnz 2025-09-24T02:23Z XX followers, XX engagements

"✅ Conclusion: Ambuja Cements ($AMBUJACEM) = turnaround + expansion story under Adani. From cost-efficient logistics to green capex the groups scale could make Ambuja a cement sector heavyweight again. (8/n) #InfraStocks #MakeInIndia"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XXX engagements

"3 Growth drivers: Capacity ramp-up: greenfield & brownfield projects across multiple states Integration with Adani ports & logistics cost efficiencies Synergies with ACC better regional reach & utilisation Green initiatives: focus on blended & low-carbon cement (4/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XX engagements

"(6/n) Valuation & optionality 💡: Hindustan Copper offers rare pure-play exposure to Indias energy transition metals. Upside from: - Strategic tie-ups - New smelter projects - Govt push for mineral security"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"(8/n) The bottom line 📊: Hindustan Copper sits at the intersection of Indias EV renewable and infrastructure boom. If copper is the new oil this PSU could be a key beneficiary. #CopperStocks #EVRevolution #MakeInIndia"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"(7/n) Risks ⚠: - Commodity price volatility - Execution risk in mine expansion - Environmental & regulatory delays"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"Growth Drivers: - Rising containerization of trade in India - Increasing bulk & liquid cargo (steel coal fertilisers petrochemicals) - Strategic tie-ups with shipping lines (Maersk MSC CMA CGM) - Indias manufacturing & exports push higher port throughput (5/n)"
X Link @tushar_pwnz 2025-09-24T16:43Z XX followers, XX engagements

"(3/n) Why copper matters ⚙: Copper demand is set to surge with: - EV adoption (4x more copper than ICE cars) - Renewable energy projects - Grid modernisation & electrification Indias domestic production currently lags demand a gap Hindustan Copper aims to fill"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"(5/n) Financial trajectory 💰: - Revenue and profits have seen strong recovery post-pandemic. - Operating leverage from expansion could drive exponential earnings growth. - Debt reduction and strong copper price cycle add further comfort"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"Indias trade growth = ports are the silent backbone. Beyond Adani Ports one listed gem is Gujarat Pipavav Port ($GPPL) Indias first private sector port strategically located on the western coast. Heres the investment thesis 🧵 (1/n) #LogisticsStocks #IndiaTrade"
X Link @tushar_pwnz 2025-09-24T16:43Z XX followers, XXX engagements

"Indias EV & green energy story runs on one critical metal Copper. ⚡🔋 And the only integrated copper producer in India Hindustan Copper ($HINDCOPPER) is gearing up to ride this wave. Heres the investment thesis 🧵 (1/n) #CopperStocks"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XXX engagements

"(4/n) Growth drivers 🚀: - Mine expansion: Increasing ore production from XXX Mtpa to XX Mtpa by FY31. - Policy tailwinds: Govt push for import substitution & critical minerals security. - Copper prices: Global supply deficit could support margins"
X Link @tushar_pwnz 2025-10-13T17:40Z XX followers, XX engagements

"The Investment Case: Gujarat Pipavav offers: - Strategic location - Global promoter expertise (Maersk) - Almost debt-free balance sheet + strong dividends Its less aggressive than Adani Ports but offers stability + steady cash flows. (8/n)"
X Link @tushar_pwnz 2025-09-24T16:43Z XX followers, XX engagements

"2 Why it matters: 🏗 Cement demand rising with infra housing & urbanisation push ⚡ Adanis entry has turned Ambuja from conservative to aggressive on expansion 📈 Ambitious target: XXX MTPA capacity by 2028 (vs XXX MTPA now) (3/n)"
X Link @tushar_pwnz 2025-10-10T17:35Z XX followers, XX engagements