@Sid_Mathew The link doesn’t open.
Posts in category Value Pickr
Rural Elect Corp (03-07-2024)
As I continue to compare the wild race of REC, PFC, and IREDA, here’s the latest scoop on IREDA: [IREDA share price: IREDA stock jumps 6% to record high after a large deal; more than double investors’ money YTD]
- IREDA is seeing a stampede of trades since last week.
- Is seeking FPO approval to raise Rs 4,000-5,000 crore.(long mentioned, not a news here though)
- It raised Rs 1,500 crore via bonds, which saw oversubscribtion 2.65 times
It seems to me, In the last 6 months (3M,1M,weekly. on all timeframe), IREDA ran faster than PFC and REC. or did i miss something ?
So, what’s the deal here ? Has there been some major change speeding up IREDA? Is it the market’s typical irrational moves? Or is it just a Budget doparoll?
Still holding IREDA like a confused koala. 
Demerger of Adani Enterprises (03-07-2024)
For the past few weeks I have been trying to understand Adani and its Future Projects
and here i have come up with my understanding written down it in my blog. I request to read it and to give a feedback about it.
Your ideas and Thoughts would be encouraged.
Microcap momentum portfolio (03-07-2024)
No, we are not capturing portfolio returns anywhere.
Sumitomo Chemicals ~ After Excel Crop Care Acquisition (03-07-2024)
Blockquote
a) Parent compnay has discovered only one new molecule in last 30 years in agrochemicals space , rest of the products are 30-40 years old .
@StageInvesting – you mentioned this above. May I know where you found this statistic? From one of their reports, it appears in crop protection chemicals alone they have over 2300 patents and they have launched new molecules every year. They have also collaborated on R&D with Bayer and Valent on different products. I am not clear why you say they have discovered only one new molecule in the last 30 years. That seems incorrect – happy to be corrected if you can share the source.
Shanthi Gears/Shanti Gears (03-07-2024)
I have been checking this over the last week.
Good Product and Industry Profile. Strong company background with Murugappa group. Good upturn in results and cash flows.
What are the drawbacks here. Anything that is not visible on surface?
Lincoln Pharma … the next mid-cap pharma in the making …? (03-07-2024)
Despite so much working capital stuck in Receivables, they’re able to function without racking up much debt, but definitely needs to work on bringing it receivables down.
Krishca Ltd : A SME offering steel strapping Solution (03-07-2024)
In SMEs, this is the pattern going on, after a few months company raises pref. All the SMEs are doing the same.
Krishca Ltd : A SME offering steel strapping Solution (03-07-2024)
In SMEs, this is the pattern going on, after a few months company raises pref. All the SMEs are doing the same.