Fundamentals over noise. Numbers over narratives.
Lala Land
Joined September 2022
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Zarea IPO🧵⬇️
❌ Equity dilution for operationl expenses
❌ Sponsors' wealth jumps 16x post-IPO (frm PKR200mn to PKR 3200mn)
❌ Financials released at last moment—lack of transparncy
❌ Easily replaceable business model
❌ Board Chair lacks corporate expertise & independence
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Calls can be wrong. Just look at his calls on HBL and MEBL. He understands the market but thinks he knows everything and everyone else is dumb. He shared a chart and I pointed out a mistake. He deleted it and blocked me 😂
Esko apne se zyada samajhdar log bardasht nahi hote.
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The exact same wording, the same stock (NML), just a different name and platform 😂
X vs Linkedin
Magic of Compounding 🎩 🪄 retweeted
The real tragedy of living in a third-world country is that you can do everything right and still struggle because the environment is designed to make ordinary things unnecessarily difficult.
@ZubairKhanPK Have you received any clarification from Khurram on how the interest payment is recorded in the fiscal accounts? I guess not...
We will have patience till it established officially how this interest and debt treatment in Fiscal Books for Governent recorded and when, on cash or accrual basis.
Then we will see your response Khurram
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CFA stands for Chartered Financial Analyst, not Chief Financial Analyst. It is a certification not a qualification.
It took me a while to understand why you wrote “Chief” instead of “Chartered.” 😄
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Be thankful to Mian sb. Agar woh chahte toh kisi subsidiary ya associate ko loan de dete aur yeh 1 rupiya bhi na milta. Thank you mian sb 🙏
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Any idea about lube margins and the outlook for lube margins? Also, what level of diesel and gasoline crack spreads are you expecting in 4Q?
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