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Copper prices have already gone above 2018 highs, HINDALCO stock price still below 2018 peak. Breakout should happen soon as demand for Copper & Aluminium will rise sharply due to shift to EVs. https://twitter.com/JATINDER_S_GILL/status/1357657843495821316
HINDALCO was the 3rd highest gainer in Nifty today...hitting new 52 week high and closed up 6.12%
HINDALCO results: Revenue up 19.7%YoY(₹34958Cr). PAT up 76.7%YoY at ₹1877Cr. Great results despite Copper Cathode production being lower due to a planned maintenance shutdown of one of the smelters.Ranked World's most sustainable Aluminum company in DowJonesSustainabiltyIndex
HINDALCO was the top gainer in Nifty today, hitting new all time highs. Breakout happened on Monday as per my earlier post dated 05-Feb-2021.
Along with making HINDALCO one of my top bets (3rd biggest, TSLA will remain biggest position for next 5-10 years), also made this 223% profit in HINDALCO Call options this week based on the breakout analysis I had posted on 05-Feb-2021.
Made 311% profit in HINDALCO Call Options in 11 days. Will continue to hold the shares of HINDALCO and NALCO for another 2 years. JPMORGAN also seems to be taking notice of HINDALCO now 
After Dr.Copper, Aluminium & Nickel are likely to touch 2011 highs. I am long HINDALCO, NATIONALUM, HINDCOPPER & VALE (Also long TSLA as input prices will rise for Tesla's competitors also, Tesla will continue to be the leader in EVs and Self-Driving Tech).
Why I loaded up NALCO(NATIONALUM)?
-Looks hugely undervalued compared with peers(see chart)
-Will b making Li-ion batteries undr license frm ISRO
-In JV 2 secure Lithium supplies frm SouthAmerica
I am long NALCO,HINDALCO, HINDCOPPER(also TSLA, ARKK, NVDA, VALE in my US portfolio)
-Looks hugely undervalued compared with peers(see chart)
-Will b making Li-ion batteries undr license frm ISRO
-In JV 2 secure Lithium supplies frm SouthAmerica
I am long NALCO,HINDALCO, HINDCOPPER(also TSLA, ARKK, NVDA, VALE in my US portfolio)
More thn 200% profit this wk in Nalco calls. Had posted my analysis in adv on my channel & twitter. Plz share below link with others for joining channel(Not recommending to trade, just posting my analysis. Kindly use your own head aftr reading my posts):
https://t.me/joinchat/Vn7mw75m4CqQcfRN
https://t.me/joinchat/Vn7mw75m4CqQcfRN
Avg Al price Dec qtr~=$1950, Nalco eps₹1.28.Avg Al price Mar qtr~= $2050.By Sep,TTM eps likely>₹5. P/E 20 implies share price ₹100. Increasing demand frm EVs.
Damanjodi refinery to go up to 3.2 mtpa frm 2.2 mtpa by FY22. Mfg Li-ion batteries soon:
https://aluminiuminsider.com/nalco-to-branch-out-into-aluminium-alloys-battery-production-chand/
Damanjodi refinery to go up to 3.2 mtpa frm 2.2 mtpa by FY22. Mfg Li-ion batteries soon:
https://aluminiuminsider.com/nalco-to-branch-out-into-aluminium-alloys-battery-production-chand/
#NALCO #NATIONALUM to declare 2nd dividend on 15-Mar-2021. Ex-date is 22-Mar-2021. http://BSEIndia.com shows correct ex-date. NSE website is showing incorrect record date. @NSEIndia please correct the record date on your website for NATIONALUM.
#Nalco #NATIONALUM declared 2nd Dividend ₹2 per share.Revenue & profits r on an uptrend n likely to continue d uptrend due to increasing Aluminium(Al) prices & increasing demand for Al frm Electric Vehicles. I am going to hold this stock along with #HINDALCO for another 2-3 yrs
Aluminum futures on LME on d verge of breaking out to new 52 wk highs aftr 2 wks consolidation. Aftr Copper, Al may go in deficit due2 exponential increase in demand frm EVs. #NALCO #NATIONALUM avlbl dirt cheap in my opinion. I hav loaded my truck. What's ur take? 2018 highs soon?
Aftr US Fed mtg USD index (DXY) down significantly. Base metals mostly up. Al futures on the LME closed at new 52 wk high aftr hitting a new intraday high as well. S&P500 & Dow at new ATH. Alcoa(AA)+6.5%. Hope to see some fireworks in Indian stocks, especially #NALCO #HINDALCO
Aftr yday's 7.76% gain, #Alcoa up anthr 4%+ to hit new 52 wk high.
Why r Indian market participants letting #Nalco #NATIONALUM trade so cheap whn Aluminium prices r trading at 2018 highs n likely to rise further in the months & years to come due to increasing demand frm EVs?
Why r Indian market participants letting #Nalco #NATIONALUM trade so cheap whn Aluminium prices r trading at 2018 highs n likely to rise further in the months & years to come due to increasing demand frm EVs?
Finally thr seems a clr brkout in Aluminium prices abv $2250 evn on a day whn USD(DXY) is up.Markt seems 2 b undrstanding tht along w/Copper evn Al demand vl increase exponentially due2 shft 2 EVs. #Nalco may hav priced in d agitation news 2day. Mday mrng ex-div ₹2 #NATIONALUM
#Nalco #NATIONALUM https://www.newindianexpress.com/states/odisha/2021/mar/22/deadlock-ends-work-resumes-at-nalco-mines-2279823.html
#NALCO TTM dividend ₹2.5. CMP₹52 Yld 4.8%. Al futures holding abv $2200 since 1m. Al prices bk to 2018 highs,fwd 12m EPS likely ₹5.4 & divi may increase to ₹3.China restrictions vl keep prod in chk.Infra spendg in India & US. Increasing demand 4 Al & Copper frm EVs #HINDALCO.
Aluminium futures on LME nr 52 wk highs again. #HINDALCO #NALCO #ALCOA.Biden's clean energy & Infra push to stoke demand further.China restrictions keep supply in chk.Aluminum & Copper hav seen deficits in 2018 & 2019 vl b in deficit in 2021 also as demand grows faster due2 #EVs
6 months comparison of Aluminium stocks #Alcoa #HINDALCO #NATIONALUM ( #Nalco). Why is Nalco lagging so much compared to othr Al stocks ?
What a beautiful day 
, finally #Nalco catching up. #NIFTYMETAL index top gainer today after Biden's infra bill details. #NATIONALUM lead the pack.
, finally #Nalco catching up. #NIFTYMETAL index top gainer today after Biden's infra bill details. #NATIONALUM lead the pack.
Finally a clr brkout in LME Al futures abv $2300, closed at new 52wk high today. Glad I didn't panic sell my positions in #NATIONALUM & #HINDALCO in the carnage in Indian stocks on 12-Apr. #NALCO seems extremely undervalued n I continue to buy the dips. Bought more yesterday.
Aluminium & Copper continue the upward march. No wonder related stocks #ALCOA #FCX #HINDALCO #NATIONALUM #HINDCOPPER are hitting new highs everyday.
3 m ago posted abt HINDALCO in this thread at ₹262. Closed at 386. 47.3% return( #nifty down 1.33% in d same period) Othr portfolio stks HINDCOPPER & DEEPAK NTR up 90-110% in 3-4 m. Not trading recommendations/tips.To explore & discuss the ideas, can join: https://t.me/joinchat/Vn7mw75m4CqQcfRN
