Very Nicely explained.
Posts in category Value Pickr
Lt foods (daawat) (12-07-2024)
offcourse rice based products which is RTC and RTE and Rice exports
With this new facility, LT Foods is set to revolutionize the rice market in the U.K. and meet the
growing demand for authentic and premium rice and rice-based food products. To ensure
consumers experience the finest quality of rice and rice-based food products from the trusted
brands of LT Foods, the facility will house the latest technology and state-of-the-art infrastructure.
Located in Harlow, the new facility is spread over an area of an impressive 100,000 square feet. This
location offers strategic advantages, allowing LT Foods to efficiently serve the U.K. market. To
provide a diverse range of options to meet varying consumer demands, the facility will offer both
branded and private-label products.
The rice and rice-based food market in the U.K. is worth around £ 1 billion. To tap this opportunity,
LT Foods has made an initial investment of £ 7 million in this new facility with a commitment of
further investment upto £ 50 million in the coming years. The company is expecting annual revenue
to the tune of £ 50 million over the next 2 years, with a targeted £ 100 million within the next 5 years.
The company will also provide employment opportunities to local talent.
The company has already partnered with 4 leading retailers in the U.K. with plans to further scale
this up. Moreover, the facility boasts a production capacity of 60,000 tonnes of rice per annum,
setting the stage for substantial growth in the coming years.
Speaking on the occasion, Mr. Vijay Arora, Chairman & Managing Director, LT Foods said, “We are
very excited about our newest cutting-edge facility in the U.K. It is an important market for our future
growth as we intend to make deep inroads in this market. LT Foods long-term goals include
solidifying its market presence in the UK, becoming a leader in the rice and rice-based food segment,
and continually innovating to meet the evolving demands of consumers. This new facility is a critical
step in achieving these objectives and furthering LT Foods’ mission of delivering high-quality rice
products to global consumers
Lt foods (daawat) (12-07-2024)
LT Foods’ export revenues have gone up by ~16% CAGR over the last 5 years (FY19-23). Their annual report mentions that the global basmati market grows at a rate of ~1-3% pa. This looks to me a very favorable situation to be in, considering that they are doing something right to achieve these rates in a slow growing sector which is also fragmented. Additionally, as Aadesh said, Middle East is the largest market (~40% of global demand if I am not wrong), and LT foods has a very small market share there. That gives long runway for growth
Lt foods (daawat) (12-07-2024)
Any details on what exactly they gonna manufacture there? Press release seems vague
Oil India- has its time come? (12-07-2024)
What’s up with these wild moves of Oil India? I mean, did they discover a magic oil well or what?
I can’t find much info other than the usual suspects: bonus news, production volume ramp-up, NRL starting up. Seriously, are these news bites enough to shoot it up 50% in a month?
Last week, I was this close to being seduced by the analysts, but I ran away faster than a cat in a room full of rocking chairs after reading Om’s opinion. 
Thank goodness for VP – my go-to place for sanity checks and reality checks.
There are still buy calls from a few analysts. If we’re only halfway through this bull run, are we looking at another 1X here? 
(I know, I know, I’ve been reading too much euphoric sci-fi fiction and getting fed with too much positivity. now i started dreaming future where aliens farm and gift us all their produce for free and there will be money rain. I need to wake up 
)
Smallcap momentum portfolio (12-07-2024)
Hi. This is a nice video I saw sometime ago.
[
STAN WEINSTEIN Stage Analysis Trading EXPLAINED Step-by-Step!
youtu.be
52 week highs and all time highs strategy (12-07-2024)
Antony Waste : Its ipo came in Dec-2020. Listed at 440 against IPO price of 315, made a high of 490 on listing day and then it was trading in the range of 250-420 for 3 years. Crossed IPO price in Nov-2023 but again go rangebound in the range of 440-560. Now, after almost 4 years of consolidation, it is trading above IPO listing day high and near high of last range. Some volume activity seen in last some days.
fundamental side, company has guided for 20% revenue cagr for next 2 years.
Lt foods (daawat) (12-07-2024)
New facility in UK Market
they target 100 Million pounds revenue in 5 years
Smallcap momentum portfolio (12-07-2024)
Could you share some links through which I can understand how to do stage analysis? I know there’s a VP thread for stage analysis but I don’t know if they shared details on how to do it. It will be even better if there’s a site which provides stage analysis on a given stock and provide the stage details a stock is in.
Indotech – A turnaround story? (12-07-2024)
Please note the Rs700crs is order book end of June 2024 post execution of Q1 results. Even if I super conservatively assume 1QFY25 revenues = 1QFY24 revenues = Rs93crs, we are looking at Rs 793 crs of revenue. The credit rating also mentions margins of 14% plus vs 12% last year.
This implies almost doubling of EBITDA in FY25 v/s FY24 (Rs793 crores X 14% = Rs111 crores v/s Rs 60 crores last year)
If PAT doubles from Rs 47 crores in FY24 to Rs 94 crores in FY25 the stock is trading at 19.7x FY25 which might be the cheapest stock in transformers in India today
Disclosure: Invested