Microcap to Multibagger

STERLING TOOLS
#Q2FY2025

Excellent Results, solid growth🔥

Sales up 36% YoY 🔥
PBT up 33% YoY 🔥
PAT up 42% YoY🔥
EPS 4.85 vs 3.46 🔥

Increasing my allocation after results and expectations in line, not to forget the new order that they received few days ago. Range for next 3-4 months should be 600 to 700.

Fundamentals: youtu.be/L70DoF5Z3UA?si…

Not a Buy sell recommendation.

Hello guys, let me give you a market view.
As per definition a PULLBACK is single digit % drawdown from all time high, that is less than 10%, and a CORRECTION is defined as less than 20% drawdown from all time highs.
Hence according to definition, here are the levels for pullback and correction from all time high of 26277.

PULLBACK: Nifty 23650
CORRECTION: Nifty 21035

So if nifty breaks 23650 and closes below that levels, we have to understand that we have entered a CORRECTION phase with a time period of 6-15 months, else till the time Nifty doesn't break 23650 level than this will be considered as a pullback and thing will be normal as we hit a new ATH.

Correction once triggered after the breaking of 23650 will have 2 phases,

Time correction and
Price correction

What I have mostly observed, time correction takes place first and price correction comes at the end to make the bottom. Time correction is painful, even with good results, news, orders stocks won't get rerated, remain range bound and the worst part is that they will fall during price correction, irrespective of fundamentals and growth triggers but will be the first one to bounce when things become fine. The whole game is about liquidity. I am just observing right now, as we have US election results and let's see how the market reacts to it. If correction levels of 23650 are broken, be in buy on dips mode and keep the dips bigger. Don't get scared to sell your entire portfolio as real wealth is created once you pass a correction or bear market successfully. Always take a 2 years of time to create a portfolio, why I say this because if you don't see a correction in between then your initial investment would give you 5x plus returns, like most of my invested stocks in 2022-23 means 2 years ago are hitting a 5x plus and those bought in 2023 end to 24 means a year ago are hitting 50% to 2x to 3x and incase if you see a correction than you get better valuations and a 5x vision once correction is over. So be patient, keep some cash and future cash inflow plans like from your salary, saving,etc ready and there is nothing to worry about.

KWALITY PHARMA🔥
KPL💥

With excellent results in last 3 qtrs this new approval opens the doors for European markets.
This is just the beginning of a big great story🔥🔥🔥💥💥💥

Kwality Pharma has successfully filed and got the approval for Leuprorelin Acetate 11.25 mg vial powder and solvent for injectable suspension as a site variation in Greece, marking our entry into the European Markets.

Not a buy sell recommendation.

https://www.bseindia.com/stockinfo/AnnPdfOpen.aspx?Pname=a23f149d-e4fa-4c6f-a346-9f836227616a.pdf

5 mins after this post the news finally came🔥💥

STERLING TOOLS LTD🔥🔥🔥

Expected 250cr every year revenue by 2030🔥
With an investment of 40cr💥
FY24 revenue was 920cr

Partnership with Kunshan GLVAC Yuantong New Energy Technology Co., Ltd. ('GLVAC YT') to manufacture advanced High Voltage Direct Current (HVDC) contactors and relays in India. These components play a key role in controlling the flow of current in electric and hybrid vehicles.

A perfect stock for the long term as management is very aggressive towards electric vehicle components🔥🔥🔥

STERLING TOOLS🔥

Ola electric sales in october grew by 74% YoY and market share is back to 30% again, Sterling tools supplies MCU motor control units to OLA electric and with 74% growth, I am expecting Sterling tools also to have close to growth in numbers. Because the MCU used in those vehicles would have been ordered in Sept qtr that is July, august and September.

Expecting solid results by Sterling tools🔥

https://www.cnbctv18.com/auto/october-auto-sales-ola-electric-record-74-pc-growth-in-sales-in-october-holds-30-pc-market-share-in-ev-two-wheelers-19502482.htm

CEIN SYSTECH

195 to 864
From August 2023 to oct 2024
4X plus returns today🔥
Locked in UC 20% up💥

Please learn how to predict the high growth sector and remain invested there for the long term.

There can be a new video on youtube or thread on twitter by Diwali, research is in progress. It's becoming hard to find a 5X-10X story at these valuations. Expecting Israel to respond before Diwali and if we are lucky we may find a new study at good valuation. But not sure if markets will correct on such news as it's discounted a bit now. Instant reaction might be less, dips will be instantly bought.

Happy Investing and Happy Dussehra 🪔🎉

https://youtu.be/L70DoF5Z3UA?si=zRcMuIwG5OzXIPut

New video on my YouTube channel

Another new video in the next 2 weeks soon! Stay tuned! Research in progress 😃

https://x.com/microcp2mltibgr/status/1827542113552126352?t=TW1Nbf36RIu_wWX0FecMZg&s=19

https://youtu.be/7YcdKW3OOho?si=x-tc9u0hAgpMMULP

REPCO HOME FINANCE

New entry in my portfolio

- Housing finance sector is having reversal after 7-8 years of consolidation.
- Dolly Khanna entered with 1.11% stake, there are few growth triggers that need to be seriously explained.
- On the Chart side, this has similar charts of Gulf oil lubricants, hence there is a rounding bottom right now, which will convert to cup and handle breakout with volumes.
- Delivery data is really impressive.
- a detailed Video on Repco home finance on YouTube this Sunday.

A recent concall transcript of ADSL, must read!!! Data center story is not yet known to the market.

I have completed my buying in Allied Digital Services Ltd also known as ADSL. Bought this stock as it is into 2 high growth sectors that are SMART CITY and DATA CENTERS. They help in making data centers with a very good experience in this sector, expecting more projects and growth in sales in the next 1-2 years.

Last year I took a data center + smart City stock that was Aurionpro and it was a big success.

Will post a detailed thread or video on this stock in a few days.

Not a recommendation for buy or sell, not sebi registered.

BLACK BOX LTD
FROM 268 TO 384 today💥🔥
Locked in 20% upper circuit 🔥

Now I'll make this telegram group quiet active, only focussed msgs, hardly 1-2 in a month but worth!

Will share a good business in next few days, don't simply run after the run-up stock!!!

Keep patience, don't let FOMO attack you!

Black box
Data center stock

Not a buy sell recommendation, please do your analysis

Bull markets are not the right time for a new experiment, seeing a lot of transition going on in the strategy of investors.

Largecaps investors are moving to midcaps/smallcap, smallcap investor exploring microcaps, microcap investors exploring SME, swing trader converting to long term investments after seeing big 5x-10x type peaceful returns.

I believe any experiments, change in strategy, shifting of segments should be tried in a bear market not at the peak of the bull market! Don't forget that this is a place where only experienced ones gain money and others gain experience. When you are shifting to a new segment you are actually a new one there at the peak of the bull market to give an experienced guy an exit.

Keep patience, follow your old strategy, don't shift to another one just because you saw a lot of wealth being created there, once the right time comes you can do your experiment.

WELSPUN 375 to 480🔥
Windlas 560 to 800🔥
Premier polyfilms 180 to 240💥
Still a lot more to come!!!

Also these 2.5hrs of session with details gave you a better idea on why to be on cash and wait for opportunity. Rest we will have a mega bull run like 2004 to 2008 as explained in the video lecture as that will be a no Saturn period!!!

I hope this Audio helped you all, those who took it seriously!!! I have bought Welspun enterprises, WINDLAS biotech and premier polyfilms from my old picks today!

Not a buy sell recommendation.

Back with a new video on YouTube on Data Center stock at 14PE with multiple products they are selling to Data centers like Data center switches, DC intelligent Racks, structured cabling solution and many other products with parent company that will be launched soon in pipeline!!!

https://youtu.be/wOB9-YaqSA0?si=L_QLvHnBnn8-L5qh

Here is a short conclusion but borrowed conviction doesn't helps much, you need to have deep understanding of how when and why?
More at https://microcaptomultibagger.com/

I hope those who have understood our 4 video session on market direction using planet motions would be understanding the impact of Saturn or Shani. This was the reason I am 33% on cash, I am the same guy who bought stocks and those stocks ran 2x-3x-5x-8x in last one year. When I was cautious then definitely there is some knowledge along with experience that I carry with me. Please go through the sessions and try to understand them better, just 2.5 hrs of your time on my videos can save a lot of you market journey and add a new knowledge to your knowledge portfolio.
Jai Shanidev!!!