This should have impacted Avanti’s prices but the impact has been pretty muted and the stock is consolidating near 600.
Are there any fine prints in play ?
Posts in category Value Pickr
CMS Info Systems Ltd (11-11-2024)
There has been a decrease in the number of ATMs in the country over the previous 12 months. It reduced from 219,000 to 215,000 in this period.
What is the impact on CMS?
Jash Engineering – Is it a multibagger (11-11-2024)
any plans to update these tables ? would be really helpful
DDev Plastiks Industries – A Smallcap Gem (11-11-2024)
We should be concerned on YoY change. Its steady with slight increase but so has revenues grown. I wouldnt give it much thought.
Jash Engineering – Is it a multibagger (11-11-2024)
In the month of October 2024, the consolidated orders received by the Company are worth Rs. 45 Cr out of which orders worth Rs. 19 Cr are for Indian market and orders worth Rs. 26 Cr are for markets outside India.
The significant contributors to the monthly order booking of October 2024 are Girdhari Lal – Panchkula, Khiladi Infra – Mumbai & Enviro Infra Engg. – Delhi from India and Analogue Technical – Hongkong, Leonard WTP, Phase 2, TX – USA & Greeley WTRF Upgrades, CO – USA from international market.
As on 1st November 2024 the total consolidated order book position of the company is Rs. 873 Cr out of which orders worth Rs. 322 Cr are for Indian market and orders worth Rs. 551 Cr are for markets outside India.
Out of the consolidated orders worth Rs. 551 Cr for markets outside India, Rs. 310 Cr worth orders are for USA market, Rs. 21 Cr are from Waterfront-UK and remaining Rs. 220 Cr constitute orders for rest of the world.
Order booking of Waterfront-UK is Rs. 26 Cr, of which the company owns 80% stake.
Vishnu prakash R Punglia LTD(VPRPL)-“Steering India’s Water Management Future” (11-11-2024)
Attended Q2FY25 Concall:
Some key points:
- Trade receivables will take about 3-4 quarters to come down. Due to which debt levels have went up.
- Debt is still in comfortable position. More debt might be taken until the payments are cleared from government.
- Revenue Growth Guidance of 10-15% on conservative basis.
- Lots of questions on PAT growth but due to increased debt, it might be restricted.
- All orders are from Government entities, no orders from private companies.
- This year due to center and state election, payments are delayed.
- No QIP plans at the moment.
- No affect to them due to Raw material price changes.
Piccadily Agro Industries Ltd (11-11-2024)
I feel @anon explanation seems reasonable.
As far as my understanding goes cash flow from short-term bank balances like fixed deposit should not form part of Cash flow from operating activities.
Cash flow from operating activities includes changes in working capital accounts like receivables, payables, inventory, and other operational cash flows, but not the movement of cash to or from bank balances directly.
Changes in bank balances may result from investment activities (e.g., funds placed in fixed deposits or investments) or financing activities (e.g., proceeds from loans), rather than operational activities.
Jindal Drilling – Beneficiary of a sustained offshore upcycle? (11-11-2024)
I dont know why they have been refusing to give the exact rent figures for individual rigs and the refurbishment costs incurred when they have given this data (in not so organized manner) in the past ARs. Have calculated rent as per current contracts for the three rented rigs from whatever data we have in the past Annual reports (nos. are approximate (+5/-5) because they don’t give the exact figures)
Rent (only valid till the individual contracts end)
- Jindal Star – 55 Cr./Year
- Jindal Explorer – 70 Cr./Year
- Jindal Virtue-1 – 150 Cr./Year
Refurbishment cost (ammortized over 3 years in the head drilling operating expense) - Virtue-1 – 85 Cr. (FY24)
- Star – 96 Cr. (37 Cr.+ 59 Cr. in FY23 & 24 respectively)
- Discovery – 82 Cr. (37Cr.+ 45 Cr, in FY23 & 24 respectively)
- Supreme – 72 Cr. (FY21)
- Explorer – 50-60 Cr. (back calculations. no data)
Koustubh’s Portfolio (11-11-2024)
are you talking about avro?