how are you going to invest a company which is not showing their result last 2 year .may be it will give return but atleast we need to get proper data
Posts in category Value Pickr
Basilic Fly Studio Ltd (03-05-2024)
Out of curiosity, Sanjeev would you mind sharing your thesis of investment in this company if you are invested? For me, I am more invested in the story of VFX outsourcing work to India and the industry itself growing at a fast pace which is why I am invested in both BSF and Phantom.
It would be good to hear thesis from others as well.
Basilic Fly Studio Ltd (03-05-2024)
For margin of safety, if they overdeliver we as shareholders will anyways get benefit
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (03-05-2024)
At 12000 cr aum 6000 would be on book and 6000 off book total bs would be 6000+1500=7500 cr. So profit should be 3 percent of 7500 = 225 cr /4 =about 65 cr in q4 next year and assuming 18000 cr in 2026 it would be 9000’+3000 = 12000 and considering roa equal to 4 it would be 120 cr in q4 fy 26 but that is lot of assumptions:)… good thing is book value after fund raise would be 210 rs and getting a 2.5 multiple would increase price to around 500 this year and if rate cut happen price may move further
Ugro Capital – Opportunity To Invest in a Fintech-like Company Below Book Value (03-05-2024)
Aum has two components on book and off book, in book 100 percent is on balance sheet and off book about 20 percent. So roa is calculated on 100 percent in book + 20 percent off book aum… that is my understanding…. Sad to them trimming their 2025 guidances… even after having so much capital… they aim increase their roe to 18 percent this year so i think now profitability is top priority
Bitcoin/Cryptocurrencies – Digital Gold or Tulip Bulb? (03-05-2024)
which broker in India is safe and charges less brokerage? can anyone suggest
Basilic Fly Studio Ltd (03-05-2024)
It is even more justified to exit an SME stock based off an ‘error’ in financial statement. It is more likely that the promotors are shady and I believe that promotors is the main criteria for choosing an SME stock. They could be showing less salaries given to the VFX talent and paying them cash under the table for all we know.
ValuePickr Jaipur (03-05-2024)
Do not share mobile no or email. Share it through messages.
ValuePickr- Mumbai (03-05-2024)
Please do not share mobile no, email etc. Use private messages to communicate.