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Posts in category Value Pickr
Maithan Alloys Ltd (03-05-2024)
Maithan had around INR 750 crores of Cash as on 30-Sep-24. One would assume that since Maithan is buying MOIL shares, they would have been bullish on Manganese ore and would have also bought Manganese Ore which is a key raw material- As per their Annual report ores constitute around 40% of RMC. But it is unlikely that they have very high inventory of ores as they have used around INR 600+ crores of cash from September to March to buy Equity shares of NSE, MOIL, HDFC, SBI, Rites etc. In short term it is positive as the inventory gets repriced, however in long term it is not a very big positive as Manganese ore is RM for them.
Hyderabad Investors Forum (03-05-2024)
I hope that experienced/veterans take the initiative to contact me to become the admin of this group
I’m frankly a young lad and someone experienced by my side would help in managing it in future when it eventually grows
Hyderabad Investors Forum (03-05-2024)
Link to the WA Group
Hyderabad Investors Forum (03-05-2024)
anyone up for taking the initiative to start the group ?
i believe i can start one on WhatsApp
what say ?
i used to manage my college investor group and i have decent experience in organizing events for college finance club
Basilic Fly Studio Ltd (03-05-2024)
Finally some logical comment
Many people have started blaming promoters like they are criminals.
Maybe they have done some gimmicks in the results, no one can be sure about that.
What needs to be seen is what future holds for the company.
We take guidance by them with a pinch of salt, they have guided for 80% growth, we can take it as 50% on lower side to be safe and current PE in range of 25-27, PEG ratio comes out to be 0.5, which in my sense is not horribly expensive.
Such issues will come up again & again, especially in smallmidcaps.
Looking forward to concall and Digikore results
ValuePickr- Mumbai (03-05-2024)
Hey,
Lets at least make a WhatsApp group?
I’d be happy to take the initiative.
Message me on +918286736767…when there are enough people I’ll make a group.
A confusing RBI circular that pretty much overnight killed the currency derivatives market (03-05-2024)
Yep! That’s how they do it. Buying a derivative by oneself can be confusing for someone whose business is something else.
Honestly I think the whole thing was just a mistake and will blow over in a few months.
Skipper Ltd., (Power and Water) a moat in making? (03-05-2024)
Management have guided 25% cagr revenue growth in 2 year
VP Mumbai/NaviMumbaiThane group (03-05-2024)
This is a thread for VP F2F meet up group.