Please read whole thread to get full answer.
@DP1 If you have not listened to the past 2-3 concalls, do so. Most of the questions are answered.
Posts in category Value Pickr
Digikore Studios Ltd – a micro cap VFX play with good growth potential (21-03-2024)
I have been tracking Phantom Digital for some time now. It seems like Digikore has a constant source of revenue through episodes which can be a huge plus point. Given that their scope of growth seems much better than Phantom, does it make sense to track this.
However, why don’t they seem to be targetting the Indian market? Given that Indian I&B estimates the VFX space to grow at 30%, it is a lucrative space to enter for someone who’s experienced in this space and has been handed contracts by big international companies. Adding to this, India is also world’s second largest entertainment market and the government also aims to create jobs in this sector.
I also wanted to know whether there is any mention of the recurring revenue such as episodes etc.
PSP Projects – Construction Company (21-03-2024)
please explain contingent liabilities more than 800 crores? were are they exposed to? Source of information?
Sanghvi Movers (21-03-2024)
Maybe why Sanghvi has is down ~5% whereas Suzlon and Inox Wind have corrected by much more over last few weeks.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (21-03-2024)
None in my view. This is a totally different business under S&W group
Hitesh portfolio (21-03-2024)
This indeed a very valid point.
May be the reasons could be also obvious as they may not able to keep agencies happy if agencies find some thing wrong in their accounting.
Large companies are good targets for agencies. I am just guessing.
FIEM industries : auto ancillary player (21-03-2024)
Thank you so much good ser!
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (21-03-2024)
And Commodities have started to move higher – first gold, then silver, now copper and aluminum, rubber, steel. Cocoa is in crazy upmove since July. I’m expecting sugar will follow maybe that could trigger the bull run in sugar stocks.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (21-03-2024)
Dhampur sugar did buyback recently. Dwarikesh Sugar also announced buyback recently.