India Stock Market Charts -EW +Stage Investing
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Posts in category Value Pickr
Great articles to read on the web (25-07-2024)
Why one shouldn’t expect to make money without bearing risk, but you shouldn’t expect to make money just for taking risk. You have to sacrifice certainty, but it has to be done skilfully and intelligently, and with emotion under control.
The Indispensability of Risk – The Indispensability of Risk (oaktreecapital.com)
EKI Energy is that a story or fact? (25-07-2024)
Anyone tracking June quarter result?
Pix Transmission – low profile smallcap company (25-07-2024)
Hi, did any one attend the AGM ? Would be really greatful if someone can share the key takeaways. Thank you!
Kaka industries ltd (25-07-2024)
My only concern is about high competition restricting pricing power and incremental Roce favorable growth. If overall industry is growing very fast, then that might not be an issue as all players may benefit.
Disclosure: Watching closely
HBL Power: Signs of change (25-07-2024)
More to the point. If the company gets final approval, this is deep very entrenched competition as CG Power is already a major railway provider and has extremely deep pockets.
disc: invested in cgpower
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (25-07-2024)
Would Hi-green be a beneficiary from the EPR regulations? Any idea on how we can check for EPR listed recyclers?
I searched a lot but could not find a way by which tyres can be permanently disposed off apart from pyrolysis. All other methods e.g. conveyer belts etc would still at some point end in a landfill.
Does anyone have an idea if tyre companies would move to recovered carbon black instead of using virgin carbon black?
Also in an older video, the founder spoke about further enhancing the quality of carbon black that should help replace carbon black, did that happen?
Disc. Invested
JTL Industries – Fast Grower at an inflexion point (25-07-2024)
cash from operaring activities is continuosily negative? what would be the reason for this. While its competitiors have sufficient cash from operation as a percentage of total opeating profit?
Nirlon- Forgotten Story or A sleepy compounder? (25-07-2024)
How does this compare to REITs. Why not REITs with higher yield?
Dodla Dairy – South India Focused Dairy Player (24-07-2024)
Q1FY25 Concall notes
procurement prices have trended down. Standalone Procurement price is 35.45/litre in Q1 compared to 36.91 in Q4, 38.71 in Q3, 39.07 in Q2. Expected to remain stable this year
Realizations are Rs 59.56/litre in Q1, 57.82 in Q4. Mentioned price realization as something different for Q1 in some other part of the call. (Need to understand)
Orgafeed to increase from 84 to 160 crs. Capacity is 14000 tonnes (12k tonnes new plant and 2k tonnes for old plant. Current utilization is 4k tonnes). Peak revenue possible from orgafeed plant is 500 crs. (my inference)
Africa consol (Singapore subsidiary) to increase from 218 to 360 crs. Africa margins are double of India (around 20%)
VAP mix will be around one third of overall sales this year. Normally liquid milk gives 8% EBITDA margin while value added products give 12-13% margin. In value added products, ghee and butter have less margin (around 5-6%) while butter milk, curd, lassi have 15% margins
Revenue growth for full year will be on same lines as first quarter.
Another 10 cr of MTM loss booked on inventory in Q1 on top of 23 cr booked in Q4. Based on NRV
Flush season starts with monsoon and lasts for Q2 and Q3. Normally Q2 and Q3 gross margins are best
Disc: Invested at lower levels and not SEBI registered