Came across this tweet by ishmohit.
High demand and less supply
Posts in category Value Pickr
Samhi Hotels – Turnaround with Tailwinds (25-11-2024)
Oracle Financial Services (25-11-2024)
What is your source of information and which are those clients?
Time technoplast (25-11-2024)
My overall impressions from Q2 FY25 results/call:
Divestment – No overseas business divestment at all for now, last 2+ years confusion is done & dusted. Some businesses (like battery) may be consolidated into one entity & then one location and surplus/out-of-date facilities/equipment will be sold off.
Depreciation – this money goes mostly into automating/re-tooling current equipment to keep them working/efficient.
Fund-raising – as of now an enabling provision valid for 1 year. Use for pre-paying debt, value-added products (IBC, LPG, CNG Cascades) expansion.
Value-added products – CNG cascades utilization is at peak (90%) with expansion delayed by 2-3 quarters & coming on-stream only in Q4 FY25. Not expecting huge growth there in FY25 but overall value-added products seeming to be trending up ~2-3% as overall % of revenue nicely YoY.
LPG – promising for too long but full utilization only since last year, with current normal ~14 kg cylinder being developed with more dealer out-reach; may be volumes will move in next 1-2 years.
Since steel price rise, composite LPG cylinder price is nearer to steel + all associated advantages.
Expecting 790-815 cr FY25 EBITDA & hopefully lesser depreciation & debt improving PBT more.
Optionalities in 2 years, by FY27:
CNG cylinders for auto
Optionalities, but don’t expect to contribute in a big way for atleast 2 years:
Cylinders for drones, oxygen, fire
Tracking points from curr/prev calls:
FY24 – CNG Cascades FY25 sales expected to be ~80-85% more than FY24 with same % profitability. Status – holding up overall.
Composite products (CNG Cascades + LPG) will be overall Rs.1,500 cr revenue in 3 years (FY28?) from TTM (~575 cr)
Discl: Invested since 2018, added more till 2023, never sold, big part of portfolio both by cost(> 10%) & value (22.5%).
Apex Frozen Foods (25-11-2024)
There’s one point missed for advantage Avanti with the increase in shrimp prices, that is, now they can increase feed prices as the farmers can afford it.
Rajesh’s portfolio (25-11-2024)
They had investor call on this Sunday wherevtgey shared update. I ude screnner as tool to read about companies yiu can see its latest annual report, half yearly result but itd about future which is going to be very different
Apex Frozen Foods (25-11-2024)
The delta in earnings is better for bad players when underlying comodity price rises which is the case now. Avanti maybe being a bigger player has better pricing power when purchasing raw shrimp or maybe they have shrimp farming. As the overall contribution of shrimp processing is small for Avanti so I think the benefit of shrimp price rise
will be not much to total number of avanti.Apexx doesn’t has shrimp farming. This is main reason for margin fluctuations. I don’t know if Avanti has shrimp farming as well. But Apex being a shrimp processor should benefit from shrimp price rise .sharat industries on other hand has shrimp farming as well they are getting the benefits.
Apex Frozen Foods (25-11-2024)
You don’t need any commentry to check global shrimp price. Go to tradingview and search global shrimp prices. Or search in google and open the tradingview link.
Ganesha Ecosphere – Green Earth play (25-11-2024)
Contra view again: In the severe market correction that has taken place so far, Ganesha Ecosphere’s stock price still remains extremely resilient. There was ample opportunity for it to correct during this turbulent market phase, yet is has held up! Couldn’t that also signal something inherently strong in the business that investors could be baking in? 
I get your point though. Let’s wait and watch this interesting story developing and see how things unfold!
Rupa and Company (25-11-2024)
Exited after holding for 3 years and 0 returns as part of rebalancing. The revenue and cash flow never really went anywhere and my expectation of a turn around wasn’t fulfilled.
Hitesh portfolio (25-11-2024)
Antony Waste management is not the typical consistent compounder. The main characteristic of the consistent compounder category is the robustness of their cash flows and near consistent growth, besides a great business model. In case of AWL, not all these boxes are ticked.
AWL might be a growth story looking at the sector it is operating in, but I don’t track it too closely to be able to comment about its prospects.
@sanni_kumar I dont track Astral, Supreme or OPVC sector.