Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>India's nuclear power capacity is projected to surge 2.7 times by 2031, reaching 22.3 GW and creating a lucrative investment landscape. </li>
<li>This expansion will unlock opportunities for companies like <a href="https://www.smartkarma.com/entities/bharat-heavy-electricals" target="_blank" data-smartkarma-citation="entities:460:1" rel="noopener">Bharat Heavy Electricals (BHEL IN)</a>, <a href="https://www.smartkarma.com/entities/walchandnagar-industries" target="_blank" data-smartkarma-citation="entities:9114:1" rel="noopener">Walchandnagar Industries (WI IN)</a>, and <a href="https://www.smartkarma.com/entities/hindustan-construction-co" target="_blank" data-smartkarma-citation="entities:6446:1" rel="noopener">Hindustan Construction Co (HCC IN)</a> in manufacturing, construction, and auxiliary services. </li>
<li>The rollout of 50 Bharat Small Reactors (BSRs) presents a particularly enticing prospect with a projected investment of Rs. 2,00,000 Crore.</li>
</ul>


India's nuclear power capacity is projected to surge 2.7 times by 2031, reaching 22.3 GW and creating a lucrative investment landscape. 
This expansion will unlock opportunities for companies like Bharat Heavy Electricals (BHEL IN), Walchandnagar Industries (WI IN), and Hindustan Construction Co (HCC IN) in manufacturing, construction, and auxiliary services. 
The rollout of 50 Bharat Small Reactors (BSRs) presents a particularly enticing prospect with a projected investment of Rs. 2,00,000 Crore.


Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Kazatomprom (KAP LN, NR) announced on 17 Dec that its Russian partner, Uranium One Group (part of Rosatom), will sell the stakes in two JVs in Kazakhstan to China State Nuclear Uranium Resources Development and China Uranium Development Company.</li><li>This suggests that Chinese SOEs further increase the interest in Kazakhstan’s uranium resources to support the fast-growing nuclear power installation in China.</li><li>We expect more spending on exploration to boost reserves following the investment from China. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Kazatomprom (KAP LN, NR) announced on 17 Dec that its Russian partner, Uranium One Group (part of Rosatom), will sell the stakes in two JVs in Kazakhstan to China State Nuclear Uranium Resources Development and China Uranium Development Company.This suggests that Chinese SOEs further increase the interest in Kazakhstan’s uranium resources to support the fast-growing nuclear power installation in China.We expect more spending on exploration to boost reserves following the investment from China. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Materials - China to Secure More Uranium Resources in Kazakhstan

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands</li><li>Reopening Three Mile Island faces financial, staffing, regulatory challenges and opposition from community activists.</li><li>Nuclear power revival in the US driven by demand from tech companies like Microsoft for reliable, clean energy</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demandsReopening Three Mile Island faces financial, staffing, regulatory challenges and opposition from community activists.Nuclear power revival in the US driven by demand from tech companies like Microsoft for reliable, clean energyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How the AI boom is reviving Three Mile Island

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.</li><li>The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.</li><li>State governments like New South Wales and Victoria are also making significant moves in the energy sector.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Energy policy, particularly nuclear, is a hot topic in Australia with the dysfunctional energy market being a major concern.The role of renewables and firming power (gas, hydro, batteries) is crucial in addressing energy issues.State governments like New South Wales and Victoria are also making significant moves in the energy sector.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

An unfiltered conversation with Jennifer Hewett

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Global Atomic Corporation is a mining company. The Company focuses on providing investors a profitable and unique combination of high-grade uranium development and cash-flowing zinc concentrate production. Global Atomic serves clients worldwide.

<ul><li>Global Atomic Corporation (GLO) operates in the uranium and zinc industries, with a focus on the Dasa uranium mine in Niger and a profitable zinc recycling business in Türkiye.</li><li>GLO is well-positioned for growth due to the increasing demand for uranium driven by the expansion of nuclear energy, especially in emerging markets.</li><li>Analysts suggest that GLO could potentially see a 5x increase in value at current uranium prices, with even greater potential if uranium prices continue to rise, making it a compelling investment opportunity in the commodities sector.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Global Atomic Corporation (GLO) operates in the uranium and zinc industries, with a focus on the Dasa uranium mine in Niger and a profitable zinc recycling business in Türkiye.GLO is well-positioned for growth due to the increasing demand for uranium driven by the expansion of nuclear energy, especially in emerging markets.Analysts suggest that GLO could potentially see a 5x increase in value at current uranium prices, with even greater potential if uranium prices continue to rise, making it a compelling investment opportunity in the commodities sector.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Global Atomic Corporation (GLO) - Wednesday, Sep 11, 2024

Nuclear Renaissance
Insights on Nuclear and Uranium

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

Nimish Maheshwari

Materials - China to Secure More Uranium Resources in Kazakhstan

This suggests that Chinese SOEs further increase the interest in Kazakhstan’s uranium resources to support the fast-growing nuclear power...

CMB International

How the AI boom is reviving Three Mile Island

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands Reopening Three Mile Island faces...

Behind the Money

An unfiltered conversation with Jennifer Hewett

In this podcast episode, longtime AFR columnist Jenny Hewitt discusses the hot topic of energy policy in Australia, including nuclear policy, the...

Money of Mine

Global Atomic Corporation (GLO) - Wednesday, Sep 11, 2024

Global Atomic Corporation (GLO) operates in the uranium and zinc industries, with a focus on the Dasa uranium mine in Niger and a profitable zinc...

Value Investors Club

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

​India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

Nimish Maheshwari

Materials - China to Secure More Uranium Resources in Kazakhstan

This suggests that Chinese SOEs further increase the interest in Kazakhstan’s uranium resources to support the fast-growing nuclear power...

CMB International

How the AI boom is reviving Three Mile Island

Three Mile Island nuclear site in Pennsylvania is being considered for revival to meet growing energy demands Reopening Three Mile Island faces...

Behind the Money

An unfiltered conversation with Jennifer Hewett

In this podcast episode, longtime AFR columnist Jenny Hewitt discusses the hot topic of energy policy in Australia, including nuclear policy, the...

Money of Mine

Global Atomic Corporation (GLO) - Wednesday, Sep 11, 2024

Global Atomic Corporation (GLO) operates in the uranium and zinc industries, with a focus on the Dasa uranium mine in Niger and a profitable zinc...

Value Investors Club

India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .