Rekha Patel and Nishit Patel have been on selling mode. Charts suggest we already have a breakout and my target is 930. But this continuous buying and selling by promoters spooks me. By the way, Rimo Capital also bought shares last quarter.
Posts in category Value Pickr
B C C Fuba India Ltd: PCB Manufacturing Nanocap (03-03-2024)
(post deleted by author)
Sejal Glass – Turnaround (03-03-2024)
Certainly the Promoter Mr. Gada (with 0% ownership now) was sounding confident of successful transition and future business. I’m sure Mr. Gogri will have close eye on it.
Hopeful of successful turnaround. Keeping watch on it. May take small bet to have ownership interest and may increase subsequently basis on quarter result as put forward by the promoter.
Hitesh portfolio (03-03-2024)
Just a question, during the bear phase of 2018-2020 in small and midcaps, were there a few handful of companies that did multiply 3-4x showing earnings growth?
Wanted to know if the saying “There’s always a bull market somewhere, find it and ride it” actually holds true during such phases of the market and if yes, then should we ride them on technicals maybe with lesser allocation considering market sentiment?
Regards,
Dhruv
Aatmaj Healthcare – SME hospital with a unique business model (03-03-2024)
They have expanded from 130 beds in FY23 to 330 beds towards the end of H1 FY24 and are planning to increase capacity to 430 by FY25.
They had 23.74 Cr revenue in FY23 so that increase in capacity should boost revenues. Would have been better to see the revenue contribution in Q3 from the capex.
Also, the 2 IVF centres that they’re planning to acquire and invest 4-5 Cr in. Since, the MD is a gynecologist himself, this should have good synergy.
Then again, management is very bullish but the stock is trending in opposite direction. I am also looking to build my conviction.
Voldemort’s Portfolio (03-03-2024)
What is the logic behind investing in Polymatech. It’s not even remotely close to semiconductor fabrication – I am from this industry and involved in a few live fabrication deals. Their website confirms they are either scamsters or at best dishonest. Look at the products they mention – Hair re-growth lol.
Please do not put your hard earned money into scammy companies, open a vested account and buy world-class companies like Nvidia, ASML, Applied Materials.
Aatmaj Healthcare – SME hospital with a unique business model (03-03-2024)
On Tijori Finance, I can see that sales are up by 20%-30% in each of the last two financial years and flattish for FY24. What’s the reason to be believe their guidance of almost 3x the current revenue in the next 24 months?
Buy Unlisted Shares (03-03-2024)
OYO seems to have turned around. There is chatter in public domain that next round of fund raise would be at a valuation north of $6 bn. There is conflicting news around the timing of IPO though it already has a DRHP filed with SEBI under the confidential route. As an unlisted investor in OYO, I would prefer a delayed listing where company can demonstrate consistently positive earnings, reduced debt and thereby command a higher valuation when it eventually hits the market.
VP Bhubaneswar/Odisha Meetups (03-03-2024)
Thanks. I was not sure that there maybe VP members at Bhubaneswar.
Thanks for your initiative. I suggest that let’s decide a date well in advance and float the proposal for sitting. In my opinion we can start it with 4/5 persons also. Too much clutter is also not good. As I am a retired person, I leave the field to you people for suggestions. Mostly I am available at Bhubaneswar.
Karan’s small/micro cap portfolio (03-03-2024)
Hi Karan, with JTL Industries management announcing they are debt free now and their recent implementation of DFT technology, do you consider to re-enter in the stock.