GROMEN: US RAN OUT OF MISSILES: THE REAL REASON FOR CEASEFIRE While the public narrative spins diplomacy and optics, the real story is far simpler and far more brutal. The United States and Israel burned through interceptor missiles faster than Iran could fire its offensive arsenal. The war ended not because of strategy or talks — it ended because America literally ran out of the critical components needed to keep fighting. THE CRITICAL SHORTAGE ➡️ China quietly cut off exports of rare earths and other vital materials essential for advanced missile production. ➡️ US and Israeli interceptor stocks depleted at a shocking rate while Iran’s supplies held steady. ➡️ Without those components, replenishment became physically impossible in any realistic timeframe. THE STRATEGIC CHECKMATE ➡️ Iran never needed battlefield victories — just survival and a closed Strait of Hormuz. ➡️ That single constraint exposed America’s fatal dependence on Chinese supply chains. ➡️ The moment rare earths stopped flowing, the math of sustained war collapsed. THE COMPLACENCY COLLAPSE ➡️ Decades of offshoring left the US defense base unable to produce what it needs in a real conflict. ➡️ You cannot fight a modern war when your adversary controls the factory. ➡️ Physical reality overruled every financial or political fantasy. THE BOTTOM LINE The Iran war didn’t end because of brilliant diplomacy or tactical wins. It ended because the US ran out of critical components and could no longer continue. China held the short hairs all along. HT: YOUTUBE misesmedia @LukeGromen #ChinaRareEarths #MissileShortage #IranWarOver #USVulnerability #CriticalComponents #StrategicDefeat #SupplyChainWar

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A Critical Allegation in the Indictment: Were the VillasTransferred Free of Charge?   A particularly notable case file stands out in the indictmenttitled the “Ekrem İmamoğlu Profit-Driven CriminalOrganization” prepared by the Istanbul Chief PublicProsecutor’s Office.   According to the indictment, Nuhoğlu Construction Companywhich had been experiencing significant financial difficultiessince declaring concordat in 2018 expanded once again duringthis period through public tenders awarded to companiesaffiliated with it. The documents highlight a particularly notable step taken in 2021.   In the same year, Güllüce Agriculture Company establishedby Ali Nuhoğlu and purchased the villas mentioned in theindictment shortly after its formation. According to the records, the total price was 31 million TRY. The indictment alleges that the funds used for the purchase of these villas originated from advance payments made by Kiptaşwhich is an affiliate company of the Istanbul Metropolitan Municipality to İstcon Company which is described as beingaffiliated with Nuhoğlu.   The process reached a critical stage on 7 March 2024. Güllüce Agriculture Company was transferred to İmamoğlu Construction together with all the real estate assets it owned, for 15 million TRY. The indictment alleges that this transfer was “in effect free of charge”.   The statement that altered the course of the case is dated 1 June 2025. In his testimony to the prosecution, Ali Nuhoğlu claims thatthe process concerning the purchase and transfer of the villaswas, according to his account, carried out under theinstructions of Ekrem İmamoğlu. He further alleges that Tuncay Yılmaz who identified as theindividual managing the process on behalf of İmamoğlu Construction Company oversaw the transactions.   All of these statements constitute one of the most criticalcomponents of the allegations presented in the indictmentprepared by the prosecutor’s office.

Azad Engineering signed a long-term Contract & Price Agreement with Siemens Energy Global GmbH & Co. KG for the manufacturing and supply of mission-critical components, including combustion commodities, cold blades & vanes, machined parts & assemblies. This six-year contract is valued at approximately INR 811 crores and solidifies Azad Engineering's position as a trusted supplier partner for high-performance parts in advanced turbine systems for essential industries. #vismaya26 #azadengineering #siemens #Innovation #Technology #Engineering #PowerGeneration #CriticalComponents #MakeInIndia #Manufacturing #energy

IPO Insight: Carraro India Ltd Issue Details and Capital History Carraro India Ltd is launching its first IPO through a book-building process, offering Rs. 1250 crore, which translates to approximately 17,755,682 equity shares at the upper price limit. The price band is set at Rs. 668 to Rs. 704 per share, with a face value of Rs. 10 each. The subscription period is from December 20 to December 24, 2024, with a minimum application of 21 shares. This IPO is purely an Offer for Sale (OFS), meaning no fresh capital will go to the company, resulting in the post-IPO paid-up equity capital remaining at Rs. 56.85 crore. The anticipated market cap, based on the highest price, will be Rs. 4002.35 crore. The IPO is managed by Axis Capital Ltd., BNP Paribas, and Nuvama Wealth Management Ltd., with Link Intime India Pvt. Ltd. as the registrar. Historically, shares were issued at par and later at Rs. 23 in 2008, with promoters' average cost of acquisition varying significantly. Financial Performance Carraro India Ltd has demonstrated steady growth in both revenue and profit over the last three fiscal years. For FY22, FY23, and FY24, the company reported total incomes of Rs. 1520.05 crore, Rs. 1733.30 crore, and Rs. 1806.55 crore respectively, with corresponding net profits of Rs. 22.43 crore, Rs. 48.46 crore, and Rs. 62.56 crore. The first half of FY25 showed a net profit of Rs. 49.73 crore on a total income of Rs. 922.74 crore. Financial metrics like EPS averaged around Rs. 9.00, with a RoNW of 14.52%. The IPO's price-to-book value is 9.54 based on the NAV of Rs. 73.78 as of September 30, 2024. On an annualized basis for FY25, the P/E ratio stands at 40.23, while it's 63.94 based on FY24 earnings, suggesting the issue might be priced aggressively. PAT margins have improved from 1.50% in FY22 to 5.44% in H1-FY25, with RoCE showing a similar upward trend. Dividend Policy: Dividend payouts have been robust, with FY23 seeing an 8.79% yield and FY24 a significant 54.53%. Carraro India Ltd plans to continue with a prudent dividend policy, dependent on financial health and future outlook. Comparison with Listed Peers: Carraro India Ltd's peers like Escorts Kubota, Schaeffler India, and others trade at varying P/E ratios, but direct comparison is challenging due to differing business models and market positioning. Merchant Banker’s Track Record: The BRLMs have a mixed record, with 16 out of 61 public issues in the last three years closing below the offer price on listing, which investors should note for risk assessment. Conclusion/Investment StrategyCarraro India Ltd is well-positioned as a niche provider of critical components for agriculture, construction, and off-highway vehicles. While the IPO seems priced on the higher side based on recent earnings, the company's consistent growth and specialized market could justify a long-term investment for well-informed investors. Moderate investment for long-term holding might be advisable, giving room for the company to prove its valuation through future performance. #IPO #InvestmentStrategy #FinancialPerformance #CapitalHistory #DividendPolicy #MerchantBankerTrackRecord #ListedPeers #AgricultureConstructionVehicles #CriticalComponents #Tier11Solutions #OffHighwayVehicles #LongTermInvestment

The latest update on the unfortunate helicopter crash in Port-Harcourt is that the ‘black box’ has been found. NEWS RELEASE   SIKORSKY SK76 HELICOPTER (5N BQG) ACCIDENT: NSIB RECOVERS BLACK BOX AS SEARCH CONTINUES FOR THREE MISSING   [Abuja, Nigeria, November 8, 2024]   FOR IMMEDIATE PUBLICATION   The Nigerian Safety Investigation Bureau (NSIB), in conjunction with the Search and Recovery partners NNPC, NIMASA, the Nigerian Navy, and HydroDive, has recoveredthe Flight Data Recorder (FDR) and Cockpit Voice Recorder (CVR) from the Sikorsky SK76 helicopter, registration 5N BQG, which ditched in the Atlantic Ocean off the coast of Bonny Finima on October 24, 2024. The helicopter, operated by Eastwind Aviation, was transportingeight passengers at the time of the accident. Since the accident, NSIB and its Search and Recovery partners have coordinated a search and recovery effort in collaboration with local and international partners to locate and retrieve the bodies of the deceased and the criticalcomponents necessary for a comprehensive investigation. The FDR and CVR, commonly called the aircraft's "black box," was retrieved early this morning. This device is crucial in helping investigators analyse flight performance and cockpit communications to determine the sequence of events leading up to the accident. The recovered recorder has been secured for transport to NSIB's data analysis lab. It will undergo data extraction and analysis by NSIB's specialists to gain insights into the operational and technical conditions preceding the accident and to help determine the cause of the accident. As of today, three individuals remain unaccounted for, and long-term search efforts continue in coordination with local and international partners. NSIB Director General Captain Alex Badeh Jr. commended the recovery teams and stressed the importance of the investigation: “The recovery of the Flight Data Recorder and Cockpit Voice Recorder marks a monumental step in understanding what led to this tragic accident. The black box holds vital information that will provide invaluable insight into the sequence of events leading up to the accident, which will help us determine the cause and inform any necessary safety recommendations. While our thoughts are with the families of those still unaccounted for, concerted efforts are being made to find the missing individuals and provide answers to the families affected by this accident." The Nigerian Safety Investigation Bureau remains dedicatedto conducting an investigation that prioritises transparency and aligns with international standards for aviation safety. Further updates will be provided as the investigation progresses and significant developments emerge.   Mrs Bimbo Olawumi Oladeji Director, Public Affairs and Family Assistance, Nigerian Safety Investigation Bureau

The prioritisation of critical components in your MRO strategy not just important, but essential. Discover how to keep your MRO stores running smoothly by focusing on what truly matters ➡️ ow.ly/qeB150TpPWR #ERIKS #CriticalComponents #MRO #Maintenance #Efficiency

.@SashankBOS, CEO of @BOSFramework, discusses #criticalcomponents for #softwaredevelopment teams to succeed. spiceworks.com/tech/it-caree…

Radwell: The one name you need to remember for all your “Need It Now” breakers and critical power components. We have the equipment you need, in stock and ready for immediate shipment. Learn more at radwell.link/3Jcqyd4 #Breakers #CriticalComponents #Radwell #NeedItNow

A high demand for #criticalcomponents that reach vehicles, #aircrafts, medical devices, or human bodies brings opportunities for bad actors to potentially endanger products designed to improve our health & safety. ✈️ It's crucial to secure these vital components. 🛡️ We can help!

PTC Industries Ltd committed towards supply of Critical Components for GTRE-DRDO's Aero Engines #PTCIndustries #INE596F01018 #CriticalComponents #AeroEngine equitybulls.com/category.php…

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Announcing part 2 of @Converge's webinar series — Guiding Management's Priorities. Join us September 22nd at 8am PT | 11am ET | 3pm GMT Register Now! ➡️ arw.li/6014ylW8p #supplychain #criticalcomponents

Join @Converge on Wednesday, August 4th at 8am PT | 11am ET | 3pm GMT to hear first-hand accounts on prioritizing today's #criticalcomponents and the #data needed to build long-term strategies within the #supplychain. Register today! ➡️ arw.li/6010yZM4M

What a fantastic time we had at #MROAM & #MALMS last week! Felt great to be back and see everyone in-person! @permagard @solairgroup @Honeywell_Aero #criticalcomponents #avair #CTSEngines @AvWeekEvents #AviationWeek #MROEvents

As industries continue to evolve with #DataConnectivity, new environmental standards, and the shift to #AutonomousVehicles, superior performance and reliability to protect #CriticalComponents is required. Discover how #HeatShrinkTubing can help. ow.ly/ETEn50C4nT4

Here at Amphenol Invotec we manufacture #printedcircuitboards #PCBs for #criticalcomponents used in a multitude of applications within the #DefenceSector. Find out more here: amphenol-invotec.com #EssentialBusiness #DefencePCBs #Defence #defenseindustry

At #AmphenolInvotec we #manufacture #PCBs #printedcircuitboards for #criticalcomponents used in a multitude of #medicalapplications #medicalPCBs Find out more: amphenol-invotec.com #EssentialBusiness #CriticalManufacturer #PCBmanufacturing #UKmfg #MedicalSector

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