I have recently purchased the book, completed 2 chapters. I liked the writing style. Its an interesting read. Thank you for the recommendation.
Posts in category Value Pickr
Shiva Cement Ltd – Expanding It’s Capacity (30-04-2024)
Near to agree on your calculation!!! and current set up
What we are looking FY26 and FY 27, which I was mentioned from point 2 to 6 and other aspects to retire parent company loan!!!
Credit rating report on Shiva.pdf (415.8 KB)
Premiumization — A Megatrend (30-04-2024)
Only issue many perceive is the ownership of Manu Sharma (Jessica Lal Murderer and son of haryana strongman politician Vinod Sharma)
CMS Info Systems Ltd (30-04-2024)
Thanks @Debojit_Kangsa_Banik – its clear the write off due to pilferage in cash movement.
What is your sense of the receivables? Is there a comparable with any other company?
Chalet Hotels – Playing on discretionary spend (30-04-2024)
Pledged shares released to a great extent –
CMS Info Systems Ltd (30-04-2024)
This has been asked in multiple concalls
Investing Basics – Feel free to ask the most basic questions (30-04-2024)
You are comparing short term lease with interest on long term lease, which is not comparable.
In my view, rent for long term lease is ~1006 cr (see above pic)
Laurus Labs – Can Business Transform to Next Level? (30-04-2024)
Both children are now added to the board. I don’t have any strong opinion on this as new gen could bring in some fresh energy.
However, it stands out that family is now more in control of the business with promoter stake below 30%.
Shiva Cement Ltd – Expanding It’s Capacity (30-04-2024)
So the full year EBITDA potential from clinker at current quarter capacity utilisation (90%) at the rate of 850 Rs is 107 Cr. only.
And after paying 345 cr debt they still have to pay almost 75-80 cr of interest. At full swing operations also the company will make losses on standalone clinker business unless they fully pay the debt. I dont have much info about other products. Please share your thoughts on other business potential of the company.
Disc: having tracking quantity