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time to hop back on Muramasa since I did finish disc 2 yesterday of ff8
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The Dilemma retweeted
Robbie Lötter (69) and his wife Una Lötter (64) were viciously attacked on their isolated farm. Robbie's body was discovered around 19:00 on a Sunday evening in 2015 lying outside their burning farm house with multiple severe wounds to his head. The exact weapon remains unclear, but the brutality was unmistakable. Una was missing after the attack. Despite a massive ground and air search, her body was only found the next morning (Monday) in the smoldering ruins of their completely burned-down house. Post-mortems were to determine the precise cause of death, but the horror of being attacked, murdered, and having their home torched speaks volumes. The attackers stole goods from the house, which were later found dumped in the surrounding veld. Police opened cases of murder, housebreaking, and arson. No arrests were immediately made. This was no simple robbery. These monsters came to torture, kill, and destroy an elderly White couple in their twilight years, leaving nothing but ashes and devastation. Such attacks are enabled and fueled by the ANC regime's deliberate refusal to protect vulnerable White farming communities.
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kei琪🍏 retweeted
🚨BREAKING🚨 Zohran Mamdani will FORCE all New Yorkers to play Devil May Cry, INCLUDING Devil May Cry 2 Lucia’s Disc. What are your thoughts on this?
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Replying to @DavidDziekanski
Great insights, @DavidDziekanski, on free cash flow (or lack thereof) amongst the hyperscalers. And, great point on the huge jump in supply of equity. 💡 Thanks for sharing! (Disc: I’m long $GOOGL. Not investment advice.)
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Maverick retweeted
Russian zoomer bloggers ran into Kremlin spokesman Dmitry Peskov at a Moscow bar and were apparently surprised to discover him just wandering about. The video has now gone viral on Russian social media.
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Man from Bondo retweeted
There should be a rule in football that once a team reaches a certain goal margin, the referee or opposing side has the discretion to end the match early.
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The Legend of Zelda: Ocarina of Time (ゼルダの伝説 時のオカリナ). A stock image of flames found in バックの鬼シリーズ 煌 CD spotted on the Japanese cover artwork. The disc has been archived by Render96 and it's available to download here archive.org/details/bakku-no…
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⚓ Knowledge Marine & Engineering Works — Rs.1,400 Cr Order Book 30% Revenue Growth Guided for FY27 & FY28 #KMEW 🏭 Business in Brief KMEW is an integrated maritime infrastructure company spanning dredging, marine chartering, and shipbuilding. Over 10 years it has evolved from a specialist maritime services firm into a platform with India's largest self-propelled backhoe dredger and a new green tug vertical aligned with India's sustainability agenda. 💰 Financials (FY26 Full Year) 🔹 Revenue : Rs.256 Cr ( 27% YoY) 🔹 EBITDA : Rs.97 Cr | Margin: ~38% 🔹 PAT : Rs.79 Cr | Margin: ~31% 🔹 Order Book: Rs.1,400 Cr (dredging charter hire shipbuilding) 🔹 New Orders Won in FY26: Rs.1,075 Cr (highest ever) 🏗️ CAPEX & Expansion Plans 🔹 FY27 capex guidance: Rs.400–500 Cr 🔹 ~Rs.100 Cr for Saphale shipyard development (15 acres near Vadhvan Port, Palghar) 🔹 Balance for acquisition of 2 new dredgers ( 12,000 cu.m hopper capacity) and tugs — executable within 90 days 🔹 Green tug physical construction post-monsoon; delivery expected by mid-FY28 monsoon season 🚀 Key Growth Drivers 🔹 Rs.650 Cr green tug contracts from VOC Port & Vishakhapatnam Port (15-year tenure) — entry into future-focused high-visibility recurring revenue segment 🔹 River Pearl 47 (India's largest self-propelled backhoe dredger) targeting >240 days utilisation/year across 5 major ports with hard strata requirements 🔹 Rs.2,000 Cr domestic bid pipeline expected to flow in within 3 months (dredging Rs.950 Cr, green tugs Rs.600 Cr, shipbuilding Rs.400 Cr) 🔹 Shipbuilding subsidiary executing IWAI orders; targeting 14 vessels/year delivery capacity when yard fully operational 🔹 Export marketing underway in Europe; international shipbuilding orders expected in Q3/Q4 FY27 🔹 Backward integration via own shipyard reducing third-party builder dependency and improving capital efficiency 🔹 Rs.60 Cr revenue from JNPA & Pondicherry contracts deferred from Q4 FY26 to Q1 FY27 — Q1 revenue expected >Rs.100 Cr at >40% EBITDA margin 🔹 Tonnage tax regime keeps effective tax rate <0.1% of chartering/dredging revenue; only shipbuilding (~20% of revenue mix) attracts corporate tax 📈 Management Guidance 🔹 Near-term (Q1 FY27): Revenue >Rs.100 Cr with EBITDA margin >40% 🔹 Medium-term (FY27–FY28): 30% YoY revenue growth; EBITDA margins 35–40% 🔹 Long-term: Shipbuilding to be a meaningful contributor; 14 vessels/year from Saphale yard; export orders by Q3/Q4 FY27 💸 Fundraise / Debt 🔹 Preferential allotment completed during FY26; funds being deployed over 12–16 months 🔹 Free cash: ~Rs.300 Cr; total cash including FDs >Rs.350 Cr 🔹 Short-term borrowings elevated (Rs.114 Cr) due to JNPA project — repayment from internal accruals in FY27 🔹 FY27 capex funded via cash debt; equity route only as last resort ⚠️ Key Risks 🔹 Bahrain operations suspended due to geopolitical instability — vessel redeployed in India; revenue from this segment on hold until situation normalises 🔹 Myanmar operations also halted; vessel redeployed to Ghogha port, Gujarat 🔹 Rs.16 Cr outstanding claim from Mangrol DCI contract — under discussion, not litigated, expected recovery in FY27 🔹 Q4 margins distorted by timing mismatch (single-stage billing contracts); normalises over Q4 Q1 blended basis 🔹 West Asia conflict causing fuel price rise — mitigated by fuel pass-through clauses in all contracts 📌 Key Takeaway 🔹 KMEW is inflecting from a project-based maritime services company to an integrated platform with long-tenure recurring revenue (green tugs, 15-year contracts) and captive shipbuilding 🔹 Rs.1,400 Cr order book Rs.2,000 Cr bid pipeline provides strong multi-year revenue visibility against an FY26 base of Rs.256 Cr 🔹 Watch for: Q1 FY27 numbers (Rs.60 Cr deferred revenue recognition), Saphale yard progress post-monsoon, and new order announcements from the Rs.2,000 Cr pipeline 🔗 tinyurl.com/2yzeh5b9 📊 Business discussions: chat.whatsapp.com/I5esoMrLIl… 🔁 Like • Share • Retweet • Follow for more such updates. Disc: Not a buy/sell recommendation. Please do your own research before making any investment decision. Verify the fact, there is a possibility of inaccuracy.
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Zenia Fireblood retweeted
Chosen by the ModestPal Disc\\ord, we have Zero Suit Samus using a new method of subduing Metroids... #gassygirls #fartfetish #farting #おなら #fart
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Mariana Mora retweeted
El morenazo mestizo mexicano cuando se burla y es racista vs el morenazo mestizo cuando se pone filtro blanco para disculparse.
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Replying to @Genki_JPN
My main question is will we get access to all the material and summons, like the OG? Since this is locked to Discs 2 and 3, what about the Disc 1 items?
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A-Nationverse8472 retweeted
Pokémon Advanced Challenge Complete Collection Season 7 Anime TV Series 6-Disc Set DVD FOR SALE on our eBay Store for $18.97 $5.97 for shipping: ebay.com/itm/168456363224
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#Turnaround_Investing Had some free time today and decided to deep dive into one of my investee companies. Open to hearing any anti-thesis on this interesting turnaround opportunity, always happy to challenge my own assumptions. Disc: Sitting on 50% unrealized loss as we speak, so definitely not investment advice 😵‍💫
The Cyriac Playbook on #Praxis & Why this turnaround story deserves an investor's attention... Weekend Special 🧵
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Replying to @chachauma_T1009
遅れましたがおめでとうございます!対ありでした! うちは同窓会みたいなDiscで楽しかったですね…!
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★ │MULTI STAN retweeted
BINGSOO FOR SALE! 🍧 MCD MNET - PreVote = 75 votes/1$ - Live Vote = 40 votes/1$ Disc for bulk order 🎉 💳 PayPal, Qris, e-wallet Let’s get those wins! 🥇 📩 DM for purchase! #bingsoo_vote
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Replying to @Weird_Artist2
im writing on disc holon
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