Attached the transcript of the AGM dt: 30/5/2024
Avantel_Limited_AGM_Transcript_30_05_2024.pdf (770.8 KB)
Posts in category Value Pickr
Avantel (09-06-2024)
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
Not sure that depicts the right NAV. One would need to total the equity share of pginvit for each of the assets and then divide that by number of units i.e. total of last column in the table above. I think that should give a different number.
Why not leave it to the experts? (09-06-2024)
I am subscribed to Intelsense @basumallick Long Term strategy for past 2 years and very satisfied with the overall outcome. I have some spare cash and was thinking whether to deploy in the same strategy or should check some other Intelsense strategy.I am a long term investor (from 2010) and do not bother short term market fluctuations.
Request suggestion from any VP member who is invested to Intelsense LT and any other plan (e.g. Q10, Q30, Quivr etc).
What was the rationale behind choosing another plan? Do you keep a separate trading account to maintain two strategies? Given these strategy may have short term trades (and attracts CG tax) what average return did you get?
PGINVIT impairment of investments in subsidiaries and book value (09-06-2024)
Based on FY23, NAV per share = Rs 132.72. But i dont think this is the right way to value this stock as RoE may be less (8-9%).
This stock is not for NAV appreciation (capital appreciation) but only for its highest yield (11-12% pre-tax at Rs100 per share) per year.
Smallcap momentum portfolio (09-06-2024)
can you send me the script? @SaurabhVj
Smallcap momentum portfolio (09-06-2024)
I have written an app script. It fetches stock prices for given date and compares the prices with previous day. In case, number of stocks with similar prices on previous and current day is significantly higher, it refetches prices for such stocks again.
Dynacons Systems & Solutions Ltd – A growing IT company (09-06-2024)
This seems to be genuine issue. I checked Sept 2022 results also to see if same high EPS is reported, and it is.
But the screener shows lower number there, not sure how they got that, most probably they calculate it and don’t rely on posted EPS number.
Will avoid this company because I feel this is a serious blunder.
Atma Nirbhar Bharat – Stock opportunities (09-06-2024)
Hello,
In the below tracker, I have started tracking important company goals for Kaynes.These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-3.xlsx (121.8 KB)
Mastek Limited – Midsize IT company (09-06-2024)
Can anyone share their insights on recent collaboration of company with Nvidia for AI rollout. What could be the market size etc?
Smallcap momentum portfolio (09-06-2024)
how did you rectify the price for such stocks? @SaurabhVj