Barren-AI in Metaverse jbulltard Haven’t checked but FCF would be higher unless they spend massively on capex

Dividend Dynasty Jorgen - Top Corner Investing⚽️ Healthcare mostly has 3 inputs. Labor -> rising tuition costs, Medicine -> US keeping R&D alive for the world & CapEx -> relatively stable but often expensive machinery. Don’t see any of those going away. Top line will have to be raised with the current setup.

𝗦𝗘𝗖𝗧𝗢𝗥 𝗖𝗔𝗣𝗘𝗫 𝗣𝗟𝗔𝗡🎉

▫️Do you have portfolio allocation to these sectors considering the size of Capex is planned in each one of them?

▫️Which sector do you have the most allocation in your portfolio?
- Mine is Defense, Power & Piccadilly Agro 😉

Here's the Capex

CapEx data from various sectors in India .
Hope this helps !

#capex #investing #StockMarketindia

Who in their right mind would make the kind of huge capex investments required for grocery in Canada if there is even a small chance Liberal Party could form a future govt. #Budget2024 sent a strong signal that investment in Canada is not welcome.

💥Expediting early production plans at Henkries #Uranium Project 🇿🇦

1️⃣ #NEO is pleased to announce that it has appointed Pretoria-based Erudite Strategies to compile an updated Order of Magnitude Capex and Opex estimate for #NEO 's Henkries Project.

#HenkriesMine #SouthAfrica

Major Industries and the Capex Plans!

More AI CapEx news coming in🔥

$MSFT plans to double its new data center capacity this year.

datacenterdynamics.com/en/news/micros…

Since July 2023, Microsoft has aggressively acquired over 500MW in data center sites.

The goal for the first half of 2025 is to develop 1.5GW.

It now holds

GS' Capex Tracker expects Transmission, Datacenter, and Renewable to lead capex growth in 2024.

#laurus Laurus asset turns is low . Expecting capex utilisation to increase.Expecting CDMO revenue momentum to increase from here specially in the second half of FY2025
Dis- Invested

#aet #afentra

If you are wondering how big Punja can be, look at the link.

Peak production 48,000bopd , gas and condensate, 203m barrels recoverable.
Two wells and probably 150m$ Capex

Marginal field with an impact on a 100m£ company....

#yolo

offshore-technology.com/marketdata/pun…

Major Industries and their
Capex Plans

Source - Intrinsic Compounding

#IndiaCleanEnergy
#PowerTransmission - India's Energy

Transition Enabler; Initiate #PowerGrid , #HitachiEnergy with Buys.

Source: Goldman Sachs

We believe the transmission capex cycle is about to inflect as grid access approvals to new projects are beginning to see delays and

Capex expectations softened in April per Empire Manufacturing Survey … not yet in recession territory

KP Green Engineering
#KPGEL
Inv PPT:

Big capex plans:
53,000 mtpa current capacity

Proposed expansion in hot dip galvanizing plant at 90,000 mtpa

Proposed Greenfield capacity addition at Gujarat at 2,94,000 mtpa

FY24 vs FY23:
Rev⏫206% at 349cr vs 114cr

EBITDA ⏫153% at

🚨 LPG connections to all households via pipelines by 2029 will be a 75,000 crore capex plan by Govt.

My target in this stock is 30x !!! 🔥 🚀

Mcap 319cr, In last 3 sessions it has given 50% returns 🔥

#PrathamEPC

✍️India highly intergated national grid allows seamless transfer RE across the country unlock new business model like storage as a service

✍️we estimate Power transmission to have the second largest share in Indian energy capex required

✍️1/3 of total tran Capex

Clean #hydrogen projects at risk due to high interest rates: WoodMac

High capex for these facilities means even a 2% rise in cost of borrowing would increase the levelised cost of
#H2 by 10%

hydrogeninsight.com/policy/clean-h…

#Comunicado | Con el programa de Cuarta Generación se han invertido $126 billones (Capex y Opex), generado 170 mil empleos y dinamizado la economía con un portafolio de 7.200km. Así garantizamos conectividad, oportunidades y nuevos proyectos. 👉bit.ly/3U9kveB

A 3billion USD project and a surprise Cap Raise at 25% discount and you think it a 'buy?' Crap. If it was great raise, GM or alike would have been included. Phase 1 by 2027, add another billion to the Capex. What another 25% on the bottom line. Joe Lowry this is shit.