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Rajeev Desai
Public Post

E2E Networks Ltd- Discussing Depreciation ...
Dec '25 results is dismal.
Sales up from 41 Cr to 70 Cr
And Np down from 11.60 C r to Loss of 5 Cr!!
Last year Dec '24 Depreciation was 17.82 Cr and this Dec'25 , Depreciation is 47.65 Cr..? WOW!!
Can you imagine an IT Co takes out 47 Cr from 70 Cr sales as depreciation?
If from 70 Cr , Co is taking out 47 Cr as Depreciation, then what is the use of running a Business?
I think before also I discussed about E2E Networks Ltd, that I can't buy such high valuation stock.....
For me the valuation is too high..even before this Dec'25 result.
On sales of only 160 Cr, how I can buy E2E Networks Ltd at the value of 4000 Cr Mcap?
That is 25X of sales!!.....I can't even think of buying , I don't even look at such stocks.....How much growth they say will come and Np will come....abhi se hi itna high valued hai....kitna bhi sales ayega, market kitna rerate karega?
See, E2E Networks Ltd has no P/E!!
But how the depreciation went up to 45 Cr, and that is 65% of tota

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E2E Networks Ltd- Discussing Depreciation ... Dec '25 results is dismal. Sales up from 41 Cr to 70 Cr And Np down from 11.60 C r to Loss of 5 Cr!!...
russellclark
Public Post

And another Japanese bank

Mizuho Financial Group, Inc.

Mizuho Financial Group, Inc.

15 Jan

OPENLONG

Invested Capital

10%

Buying Price

8.508$

Current Price

-

ROI

0.00%

chrisklein
Public Post

I have reduced my silver length materially Yday as we were visiting usd 90 plus. Just keeping a few bullets just in case. I don’t like the current price action. If I exited too early, so be it, I will wait for an appropriate entry point

IncomeSharks
Public Post

RISK MANAGEMENT

It's probably the most important thing about trading that usually gets taught last or discovered after blowing an account or losing big on a trade. In order of important you have risk management, exits, and then entries. Most think they are getting bad entries and that's why they are bad at trading, that's not actually the case because a bad entry with a good exit and proper risk management can still be a good trade. The opposite applies for a great entry but bad risk management and a bad entry, you can end up losing, round tripping, or over managing a trade and making less than you would had you gone smaller and forgot about it.

1% RISK PER TRADE - THE SWEET SPOT


Everyone is in a different financial position but there's something about 1% risk per trade that seems to work at all different tax brackets. 1% doesn't mean 1% growth, it means you are risking 1% of your entire 100% account size. That means if a trade goes wrong, and idea doesn't work, or a big gamble doesn't p

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AJB Capital
Public Post

Let's go with some video content today...


I clipped this from some analysis we recorded this morning.


Domestic liquidity's getting interesting. If you're watching FNGD and Repo, you're seeing early signals of short-term refinancing stress in the US market. The pressure's building.


We track momentum and liquidity signals daily because they tell you when something's about to crack before it actually does.


China's printing again, and it's showing up in metals. Copper is pushing higher, gold and silver are rallying, and platinum and palladium are following. When China stimulates, the money flows into manufacturing and metals demand. Our printing? Goes into banks and financial assets.


We're a financialized economy. China is a manufacturing economy. The transmission is completely different.


Add in the geopolitical stuff. US and Iran tensions, Iran's internet is blacked out, EU's still dealing with energy vulnerability. CME's having structural problems while all this is converging.


If you missed t

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Sonny
Public Post

USDT.D is consistently hitting this region as a liquidity grab. I suspect this time will not be different

USDT.D is consistently hitting this region as a liquidity grab. I suspect this time will not be different
ashishgupta325
Public Post

Crude - please avoid the itch to trade it positionally for now. I understand the premiums are healthy for crude - 650+ straddle is about 12% of the underlying but that's there for a reason. This may turn ugly because of geo political tension. It's ok to lose out on some "potential opportunity" for mental peace.


If you have existing position, manage them well. If not, avoid for now.

russellclark
Public Post

The gap between the yield on 10 year JGB and the S&P 500 dividend yield is the highest since the 1990s. Either its a bubble - or investors prefer the inflation hedging aspects of equities to sovereign bonds. Perhaps this changes when governments feel obliged to balance the books.

The gap between the yield on 10 year JGB and the S&P 500 dividend yield is the highest since the 1990s. Either its a bubble - or investors prefer t...
The Sirius Report
Public Post

It is interesting to still see how few people grasp that when there are shortages of a critical metal like silver and there is a huge demand, that the price will have to move to where true price discovery is found and we then have sellers as well as buyers and price equilibrium will be found. In addition fake paper markets become untenable.


Therefore drawing line of charts is meaningless and saying things like "they" don't want the silver price over 50, no wait over 60, definitely not 70, we can assure you not 80 and 90 is impossible are equally meaningless.


They don't apply in the real world.

IncomeSharks
Public Post

$BTC - Pretty wild how the box of despair lengths are identical to almost the exact day of the breakout. If I had drawn the box higher up and made it that range it'd look the same. If this ends of being a local bottom it once again proves that you have so much time to accumulate a real bottom

$BTC - Pretty wild how the box of despair lengths are identical to almost the exact day of the breakout. If I had drawn the box higher up and made...
The Sirius Report
Public Post

There are concerns in Washington that Iran is indeed prepared to respond with deadly force to any future Israel / US attack on Tehran.



PratikBagadia
Public Post

Start collecting list of companies with 20% circuit limit.


If there is anything positive on 1st Feb Budget wrt to STT/STCG/LTCG then lot of quality SME/microcap companies may hit upper circuits. so its better to have companies in radar with 20% Upper Circuit rather than companies with 2% or 5% circuit limit

Sonny
Public Post

Daily bearish rretest of kumo cloud

Bought 100%
Stop Loss : 0.00692944 $
Verge

Verge

12 Jan

CLOSEDSHORT

Invested Capital

2.1%

Selling Price

0.006553$

Buying Price

0.006929$

ROI

-5.74%

Daily bearish rretest of kumo cloud
AJB Capital
Public Post

Natural Resource Partners (NRP) is up over 10% in a week.

Here's why.

One ounce of gold buys 85 short tons of coal right now.

Historically, that number's been 30-40 tons on average. Sometimes it stretches to 50 or 60 in extreme moves, but it always snaps back.

Right now? 85 tons. We're 75% above the historical trend.
Coal has completely disconnected from where it should be relative to gold. Multi-decade lows while gold screams higher.
You can practically buy a full railcar of coal with a single ounce of gold right now.

This disconnect doesn't last. Either metals are wrong, or coal is massively mispriced.

NRP doesn't mine coal. They own 20,000 square miles of land and mineral rights. They collect royalty checks. No labor costs, no equipment, no diesel, no margin compression.

NRP benefits from activity without the cost pressure miners face.

Coal's treated like it's dead. Market's starting to figure it out.

Natural Resource Partners (NRP) is up over 10% in a week.Natural Resource Partners (NRP) is up over 10% in a week.Natural Resource Partners (NRP) is up over 10% in a week.