For GLP -1 pens, it should be around Rs 200 / pen
For Insulin pens, I think it would be around Rs 50-60 / pen
Posts in category Value Pickr
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (04-11-2024)
Sometimes the price action is a very good indicator of fundamentals and upcoming developments.
Shaily Engineering Plastic (04-11-2024)
Do we have an idea of what the price could be per pen?
I remember one post mentioning Rs 60 for the Insulin Pen. Does pricing vary for the GLP1 pens, or will it be similar?
I’m just trying to calculate peak sales.
Mahanagar Gas Ltd – a natural monopoly (04-11-2024)
Just some back of the envelope calculation, for 20% external sourcing of 165 cr ( Total annual material expenses of 827 cr) @ 9 USD ,instead of 6.5 USD, which works out 27% rise on 165 cr =210 cr
The annual material cost increases by only 5%
The market cap from 52w high 1988 to 1388 is a drop of 30%
Mahanagar Gas Ltd – a natural monopoly (04-11-2024)
external Sourcing price depends on the midterm contract or spot price, as per the APM the source is done at $6.5 per SCM, may be external sourcing at $9 or so assumption.
MGL management said, “it is purely depending on the contract or if it purchased from the new wells or so”.
above info is fetched from the earnings notes. FYI.
Mahanagar Gas Ltd – a natural monopoly (04-11-2024)
Has anyone worked out the material cost price increase annual due to external sourcing , and it’s effect on the EPS, and does it warrant a drop of more than 20% from 52w high ?
I don’t see any drop in end users for CNG,and fundamentals are strong, except for the margin squeeze.
Bajaj Finance Limited (04-11-2024)
Bajaj housing finance is part of Bajaj finance. Bajaj Housing finance is listed in stock market now, but why they did not gave any shares to the current bajaj finance shareholders? Is it fair?
Chaman Lal Setia Exports Ltd (CLSE) (04-11-2024)
Results appear pretty good given the MEP on basmati was only removed in fag end of September .
Infact, Duty on nin basmati exports is also removed now. This should boost non basmati exports also.
Secondly, the raw material (new crop ) (at lower price) may play significant role in profitability in Q3 and Q4.
Rice harvest is bumper and stocks are at record high.
Disc: invested.
Gold and Gold ETF (04-11-2024)
Hi… starting this thread to share and collaborate any information about gold and gold ETF.
Ukraine & Israel war, US market not stable, Germany, UK, Japan, Ireland, and Finland near recession.
Now that Diwali is over, is gold going to shine more ?
Last 5 days…
Financial Results (04-11-2024)
Hii,
We have seen decent results of Raymond Ltd. in quarter 2 for year 2025. What movement we can expect in share price from here on