This is an extract from CapTable’s newsletter email. Gensol is not an isolated case if Matrix Gas is involved.
Posts in category Value Pickr
RHI Magnesita India Limited ( Orient Refractories ) – Speculation cum special situation (15-03-2024)
Thanks Utsavg. Can you please elaborate the M&A point a bit more in detail? How would they loose business? My confusion is arising because I would imagine, with fewer players, this would give them pricing power and greater market share. Also, the demand is likely to increase due to infrastructure push. Wondering what am I missing.
SmallCap Hunter : Trying to find the dark horses with triggers (15-03-2024)
Possibility of a head and shoulder breakdown in small cap index. Right shoulder is still in the formation stage. Let’s see how it pans out in coming weeks.
StageInvesting +Elliot Waves (15-03-2024)
Just an observation–
For the people who are wondering whether correction is over ?
In the past few years , whenever Midcaps started their next leg of MAJOR rally after correction, the index monthly RSI was below 60 or touched 60 and bounced back . Currently it is at 76 ( an exception was there in Oct 23).
This ia BSE Mid Cap chart is from 2013 onwards .
Same thing you can view at BSE Small Cap Index Monthly chart . This may not prove true this time but as they say history does not repeat but it rhymes.
L&T Technology Services (LTTS)- Unique ER&D Play! (15-03-2024)
Its definitely a large deal for LTTS and shows that SWC capabilities have started bearing fruits in cybersecurity. However, the key thing to watch out will be how they are able to leverage these kind of big wins to take the offerings to their global clients. Legacy SWC always had government contracts in India and that was one of the main reasons for their low margins and higher DSO days.
There is a huge demand in smart cities and cybersecurity globally in developed countries. Amit Chaddha (LTTS CEO) recently wrote in an article how smart cities and software defined vehicles can be integrated. If leveraged well, such deals can be big revenue triggers for future pipeline.
Disc – Invested from lower levels.
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (15-03-2024)
Hi , any idea what terms will be modified in the board meeting addendum for the debentures? The refinancing was anyway planned for July’24 basis net cash position as mentioned in the con calls earlier
FIEM industries : auto ancillary player (15-03-2024)
Fund interest rising
Shree Pushkar Chemicals (15-03-2024)
rupeevest website has the details
Shree Pushkar Chemicals (15-03-2024)
If i may ask, Which tool are you using for this information ?
Sanghvi Movers (15-03-2024)
Fund interest rising…
