Mr.TalkStock

19/08/2026

🚨THE COPPER BULL CASE IS GETTING STRONGER

PART I:
Demand and Supply

3 BIG SUPPLY CONSTRAINTS

👉Congo is tightening concentrate exports

The Democratic Republic of Congo — one of the world’s biggest copper producers — has banned exports of copper concentrate as it pushes for more domestic processing

👉The Gulf crisis is squeezing Sulphur

Sulphur is used to make Sulphuric Acid - critical for extracting Copper from certain ores

Middle East supply disruptions because of the war have tightened Sulphur availability

👉The long-term Mine shortage is much bigger

Mining giant BHP estimates the world will require roughly 10 million tonnes of additional new Copper supply by 2035 just to balance future demand. New mines take many years to develop

PART II:
HOW CAN YOU INVEST IN COPPER?

1️⃣International Investing – through IND Money App

👉CPER — United States Copper Index Fund

Tracks an index built around COMEX copper futures, so it provides relatively direct exposure to movements in Copper prices

👉COPX — Global X Copper Miners ETF

Instead of Copper itself, COPX gives exposure to a basket of global Copper Mining companies such as BHP, Southern Copper, and Freeport-McMoRan

Since these investments are made in Dollars, Indian investors get Rupee depreciation benefits as well

2️⃣Domestic

👉Hindustan Copper (stock is set up very well on charts currently, and is breaking out)

India’s most direct listed play on domestic Copper mining

But remember:

A Copper Mining stock is NOT the same thing as owning Copper

Company ex*****on, costs and valuations matter too

🎁AND NOW THE BEST PART!!!

💸If you download IND Money App and use my REFERRAL CODE, you can get $7 FREE credited to your US Stocks Account (that’s nearly ₹700)

👇Use this Referral Code after downloading the IND Money APP
🔗 RIQJPVF9USPR

🚨PLEASE NOTE: If you already have IND Money, you WON’T be able to claim this reward

17/08/2026

🚨What to do with Zaggle Prepaid⁉️

15/08/2026

🇮🇳The Independence Day speech made one thing clear

The Government’s biggest economic bet now is Atmanirbharta

🔷And the focus is getting clearly defined

👉 Defence manufacturing
👉 Semiconductors
👉 Nuclear energy
👉 Oil & Gas
👉 Power & Renewables
👉 Manufacturing
👉 Domestic consumption

🔷There are also some big policy pushes ahead:

👉 ₹1 lakh crore PM Viksit Bharat Rozgar Yojana
👉 5 new Nuclear Reactors this decade
👉 Deeper Oil & Gas Exploration
👉 Made-in-India Semiconductor capacity
👉 Potential GST rate cuts to support consumption

Not every target announced will automatically be achieved

Ex*****on still matters of course

But when Government policy, CAPEX, and national priorities - all point in the same direction, investors should pay attention!

Because that is usually where the next set of winning stocks start emerging

The real question is ➡️ which of these sectors do you think India can actually execute well on⁉️

14/08/2026

One fund, the entire Energy value chain in a single basket 👇
🔷 Coal India ➡️ 10%
🔷 Reliance ➡️ 9.9%
🔷 ONGC ➡️ 9.5%
🔷 NTPC ➡️ 5.9%
🔷 GAIL ➡️ 4.9%
🔷 Power Grid ➡️ 4.6%
🔷 Suzlon ➡️ 4.2%
🔷 CG Power ➡️ 3.9%
🔷 GE Vernova ➡️ 3.6%
🔷 BHEL ➡️ 3.6%

From Coal to Gas to Power to Renewables - you’re not betting on one Energy theme, you’re owning all of them 📈

This index has compounded at ~18% CAGR over the last 25 years - that’s a BIG figure you can’t miss

And as India ramps up energy capacity and the infra around it....

THIS could be your cleanest way to ride the entire sector in one shot.

🚨 The NFO closes on 21st August — don’t miss the deadline!

12/08/2026

A $5 trillion economy was never really an economic target…….
💵 It was a currency bet

We keep growing in Rupees
While the finish line keeps moving in Dollars

A stronger Rupee won’t come from a headline…..
It comes from the unglamorous, structural stuff
👉Energy Independence
👉 Productivity
👉 Exports
👉and something nobody talks about – cleaner governance and less corruption

📰 Milestones make headlines
🇮🇳 Fundamentals build economies

👇What’s your take on where the Rupee goes from here……

10/08/2026

Here are some stocks with meaningful Gujarat exposure
That could benefit as this buildout gathers steam

🏗️ 1. EPC & INFRASTRUCTURE

🔸PSP Projects
One of the most direct plays with very high exposure to Gujarat. If Ahmedabad sees a rush of stadiums, public buildings, and allied infra - PSP is a big beneficiary

🔸Chavda Infra
Ahmedabad-based civil construction company with significant business from Gujarat

🔸Afcons Infrastructure / Patel Engineering
Larger EPC names with capabilities across transport and heavy infra. Less of a pure Ahmedabad play, but both have solid Gujarat footprint

🏠 2. REAL ESTATE & ATHLETE HOUSING

🔸Ganesh Housing
An interesting local real-estate play with heavy Ahmedabad concentration and sizeable land holdings

🔸Arvind SmartSpaces
Meaningful exposure including several large projects in South Ahmedabad, and expanding aggressively around the city

🔸Nila Spaces
Ahmedabad-focused real-estate player with local development experience. Worth tracking as surrounding urban infra expands

🚰 3. PIPES & WATER INFRASTRUCTURE

🔸Welspun Corp
🔸Jindal Saw

Large Pipe manufacturers that could indirectly benefit if Water Transmission and other utility infra spends accelerate

🧱 4. TILES & SANITARYWARE

New housing, hotels, sporting facilities, and public buildings ultimately need finishing materials too

Names to track:

🔸Cera Sanitaryware
🔸Kajaria Ceramics
🔸Somany Ceramics

Indirect beneficiaries, but broad construction boom in Gujarat can improve regional demand

⚡ 5. POWER & ELECTRICAL INFRASTRUCTURE

🔸Voltamp Transformers
🔸Transformers & Rectifiers India
🔸Atlanta Electricals

Gujarat-based Transformer manufacturers. More buildings, transport infra, and urban development means more Electrical infra too

🔸Torrent Power
Deep presence in Ahmedabad’s electricity distribution ecosystem. Any meaningful increase in urban power could benefit it

🏨 6. HOTELS & HOSPITALITY

A global sporting event also means athletes, officials, media, and spectators

🔸Indian Hotels – Taj and other hotel brands
🔸Juniper Hotels – owner of multiple Hyatt-operated properties
🔸SAMHI Hotels – owns hotels

06/08/2026

🥇Why Gold Is Busting Loose Again?

Here are some additional reasons for the recent surge in Gold

👉Rebound / short-covering after prolonged pressure:
Gold faced headwinds for months during the peak of Middle East tensions and higher real-rate/dollar pressure. Recent progress on Hormuz + softer macro data triggered technical buying and short covering

👉Central-bank demand remains strong:
Global central banks bought a net 51 tonnes of gold in June—the highest monthly purchase this year and the third straight month of buying—led by Poland and China

👉Residual geopolitical uncertainty: Even with progress, full normalization of the Strait is not guaranteed and residual risk remains. Safe-haven demand has not fully disappear

👉Structural de-dollarization trend remains intact:
Weaker dollar, debasement fears, risk-on flows, and continued central-bank buying of Gold as a Dollar alternative are all supporting the metal

💭Tell me in the comments…….

Are you buying the dip??

Or waiting for more confirmation???

03/08/2026

02/08/2026

🚨Is It Finally Large Cap Season⁉️

FII SELLING PRESSURE IN INDIAN MARKETS HAD PLUNGED 60% IN JUST 4 MONTHS TO JUNE, BEFORE THEY TURNED NET BUYERS IN JULY 2026

This signals a major easing of Foreign Outflows

March: 🔻₹1.22 lakh crore
April: 🔻₹70,000 crore
May: 🔻₹55,000 crore
June: 🔻₹49,000 crore
July: ✅ ₹15,000 crore (approx, varying figures according to different publications)

While this does not guarantee an immediate rally, but with Large Caps being
👉Under owned
👉Earnings improving
👉FII selling fading

Select names could be entering a more bullish phase, and investors could witness a good rally from the bottom

💭Tell me in the comments below which Large Caps are you watching⁉️

30/07/2026

🚨The Black Box Powering America’s AI

⚡️America is running short on electricity...

And it’s chasing every possible way to keep its Data Centres powered

That hunt kicked off a Natural Gas boom. But Gas Turbine makers are booked solid till 2030, so leaning on them harder isn’t the answer

That’s where Bloom Energy and MTAR Tech come in

🤯MTAR’s management reiterated their jaw-dropping 80% revenue growth guidance for FY27, paired with 24% EBITDA margins

👇And then over-delivered last night in their Q1 results

👉 Revenue growth 130%
👉 EBITDA margins 23.5% (up 566 bps)
👉 PAT growth 354%

Most of it powered by one BIG product - the HOT BOX 📦

Priced at ~$23,000 a box, management has guided for 20,000 boxes in FY27

That’s some serious numbers hitting the books

👇So….what is a Hot Box?

It’s a converter that turns Gas into Energy - in a CLEAN manner
👉No combustion
👉No water consumption
👉ESG friendly

🔥These run at ~800°C
So extreme tolerance and durability are non-negotiable, and NOT every company can pull that off

Bloom makes the Oxide Cells and Stack, while MTAR builds the Outer Casing (packaging)

That makes MTAR a critical piece of Bloom’s entire operation

As US data centres scale up fast, Hot Boxes become integral to power them
👉a BIG POSITIVE for both Bloom and MTAR

And Bloom has guided for a whopping 100% revenue growth in CY26 driven by accelerating AI spends

And a part of that flows down to MTAR as well

So, what’s your take on MTAR from here?
Tell me in the comments!