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Posts in category Value Pickr
Lloyd Electric & Engineering Ltd (LEEL) (24-04-2024)
Thanks for posting this. I had a quick look at these 66 pages and found this to be the most important part
Is this the only penalty for these folks? If yes, that would be cruel and mockery of justice 
could not fail to notice the difference in the way numbers are presented in this table vs the tables showing amount embezzled.
And this is supposed to be a deterrent per this order!
Lloyd Electric & Engineering Ltd (LEEL) (24-04-2024)
Thanks for posting this. I had a quick look at these 66 pages and found this to be the most important part
Is this the only penalty for these folks? If yes, that would be cruel and mockery of justice could not fail to notice the difference in the way numbers are presented in this table vs the tables showing amount embezzled.
And this is supposed to be a deterrent per this order!
Dynacons Systems & Solutions Ltd – A growing IT company (24-04-2024)
It depends on the type of business. If a company is in a B2C business that is it sells its products directly to customers CFO/PAT should be north of 0.7
If it is in a B2B business(selling its goods to another business or government) 0.5 to 0.6 is a decent number.
Dharmaj ready to benefit from high demand for agrochemicals (24-04-2024)
Recording of the discussion is available here.
Dharmaj Crop Guard Ltd & Arihant Capital MarketsLtd | Bharat Connect Conference-Rising Stars 2024
Promoter is very frank and explains the strategy that they are using. They expect to do revenue oof 900-1000 Cr in FY25 and in FY26 expects to have a EBIDTA margin of 13-16 %.
They feel products have stabilized and showing some increase in prices. However timely monsoon remains a key risk.
As per the management being a small company they are nimble and connect with the farmers. They also track the cropping cycle and have products for every stage of the cycle. Q1FY25 will start to see depreciation for the API capex.
Geospatial sector – Sunrise Opportunity (24-04-2024)
A nice crisp/ basic video showing how we use geospatial/fencing technology in everyday life with/ without knowing
Piccadily Agro Industries Ltd (24-04-2024)
BTW, Indri is a NAS (No Age Statement) single malt. The UK law of 3 year aging only applies to whisky produced in UK.
Virtuoso Optoelectronics Ltd – A promising micro Cap (24-04-2024)
Please find the recording of Bharat Connect Conference – Virtuoso Optoelectronics Ltd
Virtuoso Optoelectronics & Arihant Capital MarketsLtd | Bharat Connect Conference-Rising Stars 2024
Deepak’s portfolio requesting feed back (24-04-2024)
Thanks. These are initial allocation and once i develop conviction im gonna pyramid up. Also im not looking at 2x, 3x in every counter. Sometimes additional funds are parked there on which im happy to get even 10-15℅. Say for example, i had dulux in my watchlist and since the entire paint pack underperformed, i decided to go with the leader. The effect of new entrant giants like jsw will be seen in coming quarters based on which i might load or lighten asian paints. I also advocate to regularly book profits from time to time. I got indigo paints allotted in ipo which i booked profit during listing. Not buy and forget investor though i don’t sell fast very often.