@hitesh97

Stocks can fall 5-10% anytime due to selling pressure. If everytime a portfolio stock falls, I have to get worried, I cannot be an investor.

Here in Usha martin if you have read the threads in detail, its a well known fact that Prashant Jhawar is a seller in the stock off and on. He is a part of promoter group but not involved in running the business and probably might be planning to exit his holding over a period of time…

There could be other sellers with their own reasons…

As investors our primary and razor sharp focus has always got to be on the business of the company, its growth plans and how they are executed and how they play out in terms of numbers. For that one needs to read annual reports, concalls etc and detailed threads on VP.

I read through this communication in detail. Arawali Kante Multiprojects is promoted by HMPL only, and just launched in 2021. So Hazoor has just transferred this order from AKMPL to Hazoor Private Projects Limited (Another new subsidiary of Hazoor). This is not a new order.

Now check their website update from 1 year ago.

I don’t know what is going on in this company. @Sambhav_Modi Any knowledge of this?

@nandan_ganatra thanks for your notes.

Hi Mudit –

There’s no easy way initially, buy a kitchen scale and weigh food. Find out carbs in each food in google. Write down each and everything you eat, count carbs. It’s difficult only initially, later it is like back of your hand.

For example, 100 grams of cooked rice has about 25 grams carbs. I eat rice as I like it, so I eat but only 80 grams (cooked weight) per day. I stopped idly, poha, dosa, lentils etc. There’s no harm in taking them in limited quantities as it’s being eaten without issues from ages.

Also, you have to earn the carbs. Which means, a farmer who toils in the field can have 200 grams and is okay but if I’m sitting all day and watching netflix and eat 300 grams of carbs – that’s going to be an issue if I continue to do that for years. Also, everybody is different, their metabolism is different. Some can tolerate a higher amount of carbs without getting fat or have gut issues. That’s why it is important to take it slow and trial and error.

Carb heavy foods (healthy) – Rice, roti, idly, dosa, poori, poha, kichdi, utappam, paratha, bread, oats etc. You get the idea, right? Limit them but eat as per your daily limit intake. Most of these foods have 70% carbohydrates in raw form. Very high.

Carb heavy foods (unhealthy) : cake, ice cream, chocolate, chips, candies, sweets, donuts, pizza, burgers, cool drinks, milk shakes, juices in a carton, you get the drill, right? etc. AVOID like plague. Of course, once in a while is fine. I eat 10 grams 70% dark chocolate daily and ice cream (thrice in the last 8 months).

Also, generally, try to pick with better ingredients and organic foods where possible. For example, pick an ice cream brand with lesser number of junk ingredients. These days, they are available.

INGREDIENT/ LABEL READING ON PACKAGED FOOD ITEMS IS MUST IN TODAY’S WORLD.

Our bodies are not adopted or ‘evolved’ to understand what to do with the preservatives that we eat. Our Liver takes it on the chin.

99.9999% of the time in our evolution, humans never ate a “cookie” and were doing fine. It’s the recent times that spoiled us in food terms.

Industrialisation is both a boon and a bane. BUT, we can make an educated choice, right? Take the best of industrialisation but avoid the worst. HOW? Buy a car, travel in a aeroplane, buy a phone – all for your comforts but do not buy chips, do not buy junk food, eat whole foods! Simple = common sense.

Which foods to avoid is easy, no trial and error is required and 100% sure – anything that comes in a pack with lots of artificial ingredients, preservative, added colours, flavours, agents etc. All packaged food. Of course, indulge once in a while but keep track.

If you like idly or kichdi or dal rice or kidney beans, have it but keep the daily carbs within your limit (for me it’s below 100 grams).

The lesser the number of ingredients, the better. The best food is the one with a single ingredient!

Whatever changes you are contemplating, do it gradually, over time – do not cut carbs from 300 grams to 30 grams in a day, your body won’t like it most probably. Sudden changes may lead to oxalate dumping in some causing joint pains. Keep learning.

During your learning process, you will come across:

1. Visceral fat
2. VO2 Max
3. Inflammation
4. Insulin resistance
5. Intermittent fasting
6. Carbohydrate restriction
7. Nutrient dense food
8. Sun light importance (evening, morning)
9. Time spent in nature
10. Relax walking
11. Cholesterol
12. Saturated fats
13. Gut is your second brain
14. Sleep importance
15. Avoiding blue light
16. Importance of protein
17. Antibiotic resistance
18. Autophagy
19. Ketones
20. Resistance training
21. Holistic health/ Mental health

@umesh22

Great to lean about your 24 hour fast, congrats!!! I have the below in my to-do list (3-5 years):

1. 24 – 48 hours fast
2. Lion diet for a month and then decide based on how my body reacts
3. 50 push ups single take (I can do 25 now), 10 pull ups (now I can do only 3)
4. 15% body fat

I’m not sure If I can achieve them, but I’m aiming high and see how high I can jump. Let’s see.

Disclaimer: As usual, nothing here is medical advice at all. Just my personal observations. Do not jump in with both feet. Take a sensible doctor’s advice before doing anything seriously/ long term.

1. On data centre

I dont have info on terms & conditions of collaboration with KEPPEL. ( on a lighter note ) I am no insider, bro . All I know is that its an MOU for collaboration. However since KEPPEL is a globally recognised company and they must be eager to get into india (considering visible growth and growing demand in this sector in india ). And on the other hand Techno electric was looking for a partner since last one year but was waiting for good terms ( as they have highlighted in earlier concall ) So it must be a win win deal for both parties.

2. On smart meter,

AlI I know is that ( from concall ) management has mentioned in concall that its DBFOT model where goverment gives 15% grant, and 65-70% has to be invested by contractor ( if we include tax element of 18% & finance cost of 20% ). which gets paid in 94 months installment. So, yes its capex heavy project.

However, since techno is debt free, cash rich company, they are going use their cash on books in this smart meter project. So in my view, thats what make this project even better for them as they have cash which will get them over 15% ROCE in smart meter ( as mentioned by them in concall )
& about 20% ROCE in DATA CENTRE as well.

If one wants to keep it simple, then company has mentioned that 2500 Cr. Topline Next FY & 3000 Cr in Fy 26 revenue with margins around 13-14%. What I feel is that these are conservative numbers given by company and they may exceed these numbers easily.

If anyone has any more info, please do share. Lets learn togather

Some highlighted concall notes – for your info.