Toggle navigation
TWunroll
TWunroll
faq
Contact US
#CAPEX
Danzar
CurlewisASX
With base metals booming, here's what I am looking for in a sustained runner. I start with:* DFS/BFS stage* In mine development* production within two years or less* Bullish commodity
Read more
Steve Parsons
SteveP_Miner
1/7 Scale & scalability. Beyond the usual project metrics (NPV, IRR, capex intensity, etc), Scale and particularly project SCALABILITY figure prominently into my investment decisions for gold developers. $MAI.v, $MKO.v,
Read more
Rohit Chauhan
rohitchauhan
I find it perplexing that some investors view negative free cash flow as a red flag. I wrote a post on it recently and addressed the topic in a recent
Read more
Fundoo Professor
Sanjay__Bakshi
Ok, @rohitchauhan you have done it again. LOL!https://twitter.com/rohitchauhan/status/1324782333224984577 Total Capex = Growth Capex + Maintenance CapexWe know the total capex. We can get it from the fixed asset schedule in
Read more
athreya
athreya49
My take on budget. There were three big changes in budgeting. First, capex has been boosted massively by 0.6-0.8% of GDP in FY21-22 compared to previous steady state avg. Some
Read more
Abhishek N Jain
anj_101
THREAD: Notes from Prof Bakshi's (@Sanjay__Bakshi) Lecture on Maintenance Capex - https://vimeo.com/456037800 It’s important to understand maintenance capex to understand the economics of the business and from a valuation perspe
Read more
Dinesh Sairam
Dinesh_Sairam
1/ The simple funda is to "follow the cash".https://twitter.com/rohitchauhan/status/1324091489497026561 2/ Check one: Is Operating Profit getting converted into Operating Cash? Has Working Capital requirement increased / decreased
Read more
Matt Smith
MatchasmMatt
$TSLA Q2 Earnings – 5 things I’m Expecting Ahead of Wednesday’s earnings release and call, I wanted to share some of the things I think we'll learn, and what I’ll
Read more
Fundoo Professor
Sanjay__Bakshi
Completely agree. Would add a few points.Negative operating free cash flow means the business consumed cash over the period of measurement. Which could be a few years.https://twitter.com/rohitchauhan/status/1324091489497026561 But if the
Read more
Tyler Collins
tylerscollins
SMB twitter... YOU'RE KILLIN ME SMALLS!EBITDA multiples are NOT the right way to buy a business. EBITDA is valuable and has it's place but you need to understand the nuances.
Read more
BBN
BigBiteNow
1/9Given this morning's update from #ACP, its worthwhile revisiting the enclosed set of posts from 26th Jan 2021."The finalisation of this programme and the results of these studies are due
Read more
Phoenix Capital
phoenixcapindia
Deccan Cements: Cemented for #GrowthCMP- 270Market Cap- 380 crCompany #Overview#StrongNetwork The Cement Industryand#Demand scenario in the south Presence of robust #infrastructure in Andhra Pradesh and Bangaloreand Cement Prices Exciting N
Read more
Deepak Kapur
tapak7
Not one #lauruslabs bull speaks or deep dives the balance sheet.So as someone with no position (past, current or expected in future) in LL I am going to highlight a
Read more
Ichi Moku
Ichi_moku22
1. Let's compare EV refineries and why I think $QPM is seriously under valued when compared to some of its peers. 2. $NVX current market cap $981m Au. Current plant(Capex
Read more
Pritesh Patel
Pritesh7994
NOCIL enjoys monopoly business. Only two companies are leaders in world for rubber chemicals. NOCIL (India) and Sunshine (China). Due to environment issues and anti china effect sunshine has reduced
Read more
Rohun
RohunJauhar
I did a 10-k deep dive on Sam Zell's Equity Residential ($EQR). Here's what I found (A Thread):- $1 Billion in Net Income- $831M in Depreciation (a wonderful line item)-
Read more
‹
1
2
3
4
5
6
7
8
...
13
14
›
By continuing to use the site, you are consenting to the use of cookies as explained in our
Cookie Policy
to improve your experience.
I agree