The Adani Group’s shares dropped significantly following the report regarding Gautam Adani. Rashtriya Swayamsevak Sangh, however, has recently publicly backed the Adani Group.
Decoding the attack job by Hindenburg against Adani Group was the title of a piece written by Organizer, the mouthpiece of the Sangh. The RSS has revealed who is responsible for the current uproar within the Adani group in this. It has been written in the organizer that the attack on the Adani Group did not start on 25 January 2023. The script of the conspiracy to target Gautam Adani was hatched in Australia in 2016-17.
Since Adani acquired coal mines in Australia, the report claims that independent Indian journalists and websites have been working to damage Adani’s reputation by accepting foreign cash. These journalists have been dubbed “digital sharpshooters” for allegedly accusing them of being influenced by left-wing views. All of these websites have been labelled as belonging to the “anti-patriotic cartel” since they continue to write with confidence about the accomplishments of the Modi government.
All of this is being done, the piece concludes, “with the 2024 elections in mind…attacking Adani also means attacking Modi.”
THE ADAN ZEPELIN HAS BEEN SHOT DOWN,BY HINDENBERG !
THE ADANI ENTERPRISES FPO, HAS BOMBED
AEL HAS TO STOP BEING USED AS A VEHICLE,FOR FUNDING THE ADANI NAVRATNAS
ADANI TRANSMISSION (ATL) CAN RAISE DEBT MONEY,ON ITS OWN – BUT NOT FOR STARTING A CALL CENTRE – AS THERE ARE NO LIENABLE ASSETS
ADANI TRANSMISSION (ATL) IS IN A MUCH BETTER SITUATION -AS ADANI HAS A POWER GENERATION IPP N THIS COMPANY. COMMISSIONED POWER ASSETS (CPA) ARE 27000 CRORES,& ONLY 5000 CRORES OF CWIP ! DEBT IS 30000 CRORES,AND EQUITY IS 11000 CRORES. REVENUES ARE 12000 CRORES
PAT IS 12OO CRORES AND DEPRECIATION IS 1400 CRORES.SO CASH FLOW IS ,10 YEARS DEBT – WHICH IS OK LA ! A POWER GENERATION IPP IS IN ATL JUST TO BOOST THE PAT OF ATL AS ATL WILL JUST A CAPACITY AND CARRY CHARGE FOR THE TRANSMISSION GRID.
ATL HAS 20000 CRORES,OF USD DEBT.
HERE AGAIN,NATHAN HAS HIT THE JACKPOT. SHORTING THESE BONDS & USING THE BOND HOLDERS TO QUERY ATL AND EXERCISE CALL OPTION,WILL COLLAPSE THE DEBT.
ATL HAS ONLY 38 SUBSIDIARIES, AND HAS 15-35 DAYS COLLECTION PERIOD FOR DISTRI AND TRANSMISSION DUES. THE CONCENTRATION RISK IS LOW, AND MOST OF THE PAYERS ARE “STATE”.
ATL HAD A PPA WITH VIDARBHA POWER,WHICH ATL HAS TERMINATED
ON TOP OF THAT,ATL HAS DEFAULTED ON RPO,IN THE PAST,AND IS NOW BUYING RPO,FROM A HYBRID SOLAR POWER ADANI COMPANY,IN JAISALMER
INSTEAD OF ALL THESE PPA/RPO – ATL CAN BE A FUNDING VEHICLE,FOR THE NAVRATNAS.ATL INVESTING IN ROADS,HYBRIDS AND DEFENSE,WILL CROSS HEDGE,THE COUNTERPARTY AND NATURAL DISASTER RISK,AND ALSO,THE FX RISK.
SO ATL IS LEVERAGING ITS GUARANTEED CASH FLOWS,TO EARN TREASURY INCOME,BY RAISING DEBT AND PARKING IT IN NAVRATNAS,TO EARN A TREASURY PROFIT – WHICH IS LEGIT
ONCE THE BUSINESS MODEL,OF THE 38 SUBSIDIARIES STABLISES, THEIR CASH FLOWS CAN BE HARVESTED,BY STAPLED AND OTHER FINANCING.
SINCE THE BUSINESS MODEL IS STABILISED,AND THE CASH FLOW AND TECHNICAL DATA,IS THERE,FOR 5 YEARS OR MORE, THE STAPLED FINANCE WILL BE FOR 20-35 YEARS,AT A “LOWER ROI”,THAN CURRENT BANK LOANS.
IN ANY CASE,THE PAT + DEPRECIATION,ON AN ANNUAL BASIS,CAN ALLOW A DEBT RAISING BY -2-3 TIMES,DUE TO THE ABOVE STAPLED EFFECT,AS ONCE THE TRANS AND DISTR GRID STABILISES,IT IS AN ANNUITY BUSINESS.
INSTEAD OF BUYING RPO – INVEST IN HYBRID RE, BEFORE NATHAN TAKES DOWN ATL.
AEL (ADANI ENTERPRISES LTD)CANNOT BE USED TO RAISE DEBT OR FUNDS FROM THE GLOBE
IT HAD A 70000 CRORES TOPLINE IN FY 22 VERSUS 40000 CRORES IN FY 21.
PBT WAS 1000 CRORES IN BOTH YEARS INTEREST INCOME WAS 1000 CRORES IN FY 22.
SO THE 70000 CRORES TOPLINE, YIELDED NO PROFIT – & ACTUALLY HAD A LOSS ! NEIN – IT PROVES THAT WHATEVER AEL DOES, THE COMPANY CAN SHOW, WHATEVER PAT, IT WANTS
ON TOP OF THAT,AEL HAS 70000 CRORES OF DEBT,& 24000 CRORES OF EQUITY
THIS IS THE COMPANY WHICH NATHAN HAS TRIANGULATED ON. FOR ACCOUNTING JUGGLERY !
AGL & ATL ETC ARE ALL PASS THROUGH COMPANIES,SO COST ARE PASSED THROUGH, TO THE STATE, THUS, THE STATE WILL AUDIT & BENCHMARK THE COSTS
AGL & ATL COSTS ARE OVER STATED FOR TARRIFF & GENERATING CASH.
AEL HAS 196 STEP DOWN & INDIRECT SUBSIDIARIES,
DO THE CLOWNS OF SBI, RBI, SEBI ,NSE & LIC HAVE THE KEN,TO APPRAISE 196 COMPANIES, IN 1 ANNUAL REPORT ? SAMIR SARDANA