Posts in category Value Pickr
JTL Industries – Fast Grower at an inflexion point (29-03-2024)
In the annual report it’s shown that they have given out loans worth approx 52 crores without any interest income but they took loans worth 52 crores from the promoters.
Is there any possibility of directors taking money from the company and giving it back as loans to earn interest
P.S. I am new to investing, not an expert in reading balance sheet
Sandeep’s Long Term Concentrated smallcap portfolio( Learnings and Mistakes) (29-03-2024)
If you mean annual returns ! I ‘d rather not share my returns in a public forum .
Sandeep’s Long Term Concentrated smallcap portfolio( Learnings and Mistakes) (29-03-2024)
Thank you Mudit!
I haven’t been doing much research on stocks since last 2 years and I feel the market is pretty heated.
My whole position depends on how the capex cycle pans out. So iam sitting and waiting.
Iam trying to be a more regular contributer here! So lets see how that goes.
Punjab Chemicals & Crop Protection Limited (PCCPL) A Clear Runway Ahead! (29-03-2024)
@harsh.beria93 can you share references of 40-70% price decline in case of peers.? And whats the reason for better pricing given destocking and subdued export is faced by all downstream player including UPL.
Current Portfolio for 6 months – 1 year (29-03-2024)
You have some great investments, i would say. But if i could short out some problems please give All Cargo another look, i was also holding it from 65 level but last quarter result disappointed and the demerger case also disappointed me. As the company that will do business in India is literally use less, and i am also planning to buy when ever the foreign one get listed after the demerger.
for beter reference you can read the CRISL Report
Paradeep Phosphates – A merger to make a mammoth! (29-03-2024)
@TheRInvestor sorry missed this… still new to the portal. Are you referring to the 2023 task force setup to relook at SSP production and ways to boost it again?
If yes, it plays to Paradeep’s strengths as it has SSP in its portfolio
JTL Industries – Fast Grower at an inflexion point (29-03-2024)
CFO upto FY 21 was in the negative due to high debtors ageing. Starting FY22 and including H1 of FY24, CFOs have turned positive and showing improving trend along with drastically reduced debtors ageing.
Now that the financial year is effectively over, the Q4 financials will be a deciding factor.
Zenith was allocated warrants in 2022 and shares allocation prior to ED action was the legal norm. The timing of the events seems unfortunate.
Weakness in a rising market only raises questions of any possible surprises to retail investors.
Smallcap momentum portfolio (29-03-2024)
@theengineer2012 Yes, this is what I continue to use. If you are asking in reference to my previous answer, I was suggesting that as a means to quickly starting a momentum pf.
You can embellish it with lot of other parameters to fine tune it.
Trust this is clear.
Unemployed investors portfolio (29-03-2024)
Any company available at present, based on your criteria, with industry tailwind. Thank you.