Hi any idea how the inventory can change so abruptly from -261 crore to +294 Crores ?
Posts in category Value Pickr
3B Blackbio DX Ltd (14-08-2024)
I wrote an email to them on share buyback plans as from 1st October 24, buyback will completely loose their sheen post announcement in union budget in July 24.
So, the window is between now and 1st October to complete the buyback for maximising the returns to promoters and shareholders…
Q1 25 presentation still talks of buyback !
Yet to hear from them.
Also, I think wider participation of shareholders and analysts can be achieved through quarterly concall, need to write to them on this also.
52 week highs and all time highs strategy (14-08-2024)
ONGC managed to close above 315 (June-2014 high) with high volume on last month.
Consolidation range : 300-15 to 345-50
Strong above 350
Weak below 245
3B Blackbio DX Ltd (14-08-2024)
Management is meeting a bunch of institutional investors. About time they start doing concalls with retail investors to build trust.
Virtuoso Optoelectronics Ltd – A promising micro Cap (14-08-2024)
Growth of 27.2% YoY in Total Revenue at Rs 196.12 Cr in Q1FY25 vs Rs 154.21 Cr inQ1FY24.
Piccadily Agro Industries Ltd (14-08-2024)
Response from the company –
I asked if the company had plans to demerge the sugar business –
I have also asked from when can we expect con-calls to happen, waiting for a response.
Ceigall India Limited (14-08-2024)
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Sanghvi Movers (14-08-2024)
Mutual funds buying Increased in July Quarter.
Phillips Carbon Black (14-08-2024)
I am referring to the downside where expected acquisition and demand don’t come through with high debt.
I would like this risk as long as upside is excellent. But looking at cash positions, within 5 year timeframe, does not seem there is any FCF left to Owners.
Do you think I am being overly pessimistic?
Sandur Manganese Stock Story (14-08-2024)
Do we have a sense of what is the likely impact on Sandur for earlier years & also on regular basis annually?
In a setback for mining operators, the Supreme Court on Wednesday allowed states to collect past dues on royalty on mineral-bearing land from Centre, mining companies from April 1, 2005 onwards.
The decision came while Chief Justice of India (CJI) DY Chandrachud was pronouncing the verdict of the nine-judge constitution bench on whether its July 25 verdict upholding the power of states to levy tax on mineral rights and mineral-bearing land will have a retrospective or prospective effect.
It further stated that the payments have to be staggered in 12 years. The SC also directed states to not impose penalties or tax for past demands. “The time for payment of demand for tax shall be staggered in installments over a period of 12 years commencing from April 1, 2026,” it said.
Setback for mining operators, bonanza for states
Following the judgment, stock prices of Hindustan Zinc, NMDC, Coal India and SAIL slumped 3.2%, 3.6%, 1.9% and 1.5% respectively on BSE Sensex