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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">https://twitter.com/JATINDER_...
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& #39;s most sustainable Aluminum company in DowJonesSustainabiltyIndex
https://novelis.com/automotive/electric-vehicle-battery-enclosure/">https://novelis.com/automotiv...
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 
https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙂" title="Leicht lächelndes Gesicht" aria-label="Emoji: Leicht lächelndes Gesicht">
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https://www.bloombergquint.com/markets/why-jpmorgan-sees-a-70-upside-for-hindalco">https://www.bloombergquint.com/markets/w...
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& #39;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/...
https://t.me/joinchat/Vn7mw75m4CqQcfRN">https://t.me/joinchat/...
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/">https://aluminiuminsider.com/nalco-to-...
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/">https://aluminiuminsider.com/nalco-to-...
#NALCO #NATIONALUM to declare 2nd dividend on 15-Mar-2021. Ex-date is 22-Mar-2021. http://BSEIndia.com"> 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& #39;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& #39;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">https://www.newindianexpress.com/states/od...
#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& #39;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 https://abs.twimg.com/emoji/v2/... draggable="false" alt="😊" title="Lächelndes Gesicht mit lächelnden Augen" aria-label="Emoji: Lächelndes Gesicht mit lächelnden Augen">, finally #Nalco catching up. #NIFTYMETAL index top gainer today after Biden& #39;s infra bill details. #NATIONALUM lead the pack.
, finally #Nalco catching up. #NIFTYMETAL index top gainer today after Biden& #39;s infra bill details. #NATIONALUM lead the pack." title="What a beautiful day https://abs.twimg.com/emoji/v2/... draggable="false" alt="😊" title="Lächelndes Gesicht mit lächelnden Augen" aria-label="Emoji: Lächelndes Gesicht mit lächelnden Augen">, finally #Nalco catching up. #NIFTYMETAL index top gainer today after Biden& #39;s infra bill details. #NATIONALUM lead the pack." class="img-responsive" style="max-width:100%;"/>
#NALCO #NATIONALUM 2020 Annual report
2/2- JV KABIL kab banega Lithium laney ke kabil ?https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧐" title="Gesicht mit Monokel" aria-label="Emoji: Gesicht mit Monokel">
2/2- JV KABIL kab banega Lithium laney ke kabil ?
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Finally a clr brkout in LME Al futures abv $2300, closed at new 52wk high today. Glad I didn& #39;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">https://t.me/joinchat/...
