Any stocks in the space of Busbar or Busduct manufacturing? I’ve heard from people in this Industry have a huge tailwing. Now high rise towers are using these over cables for electrical transmission and even in Datacenter there’s a huge demand in this space. C&I electric is a big player in this space but they’ve been acquired by Siemens. Any other such players?
Posts in category Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (23-02-2024)
Any stocks in the space of Busbar or Busduct manufacturing? I’ve heard from people in this Industry have a huge tailwing. Now high rise towers are using these over cables for electrical transmission and even in Datacenter there’s a huge demand in this space. C&I electric is a big player in this space but they’ve been acquired by Siemens. Any other such players?
RS Software – Will they pay investors too? (23-02-2024)
RS SOFT CEO interview
Have done 100crs investment in last 5-7 yrs for developing software/platform in entire payments valuechain. Looks like these investments have started to bear fruits now. Recent quarters already show turnaround happening!!!
Websol energy system ltd (23-02-2024)
A long long way from that update of mine. Now the next leg of growth should kick in next 2-3 years
I see rhis as Potentially 5000cr topline revenue generating company. 5-6 Gw capacity in next 3-4:years.
Should always be in growth mode and the valuation is free for you to give. At 5 mcap to sales. We are looking at a 10 bagger from here.
Matrimony.com Ltd – Lot of opportunity to grow (23-02-2024)
Hi ,
just a few questions to everyone. very spontaneous questions.
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can anyone throw some light on the degree of operating leverage, matrimony might enjoy in the future. lets assume that they can double sales in the next 5-7 years. will this have a dis proportionate effect to margins and bottom line.
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regarding the ad spends. will this increase in line with revenue in the future ? or will they remain static even if revenue was to increase ?
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is there a possibility for matrimony to buy out any existing players or thats not part of their business model ?
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can the business lose its charm or become redundant ?
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A back of the hand calculation. On a revenue of 1000 Cr +(whenever they achieve this) , can they deliver a bottom line of close to 130-150 Crs, taking into account op leverage etc.
Geekay Wires Ltd (23-02-2024)
They incorporate freight costs, integral to product costing due to weight, under “other income.” While technically part of core business income, they employ an unconventional accounting method for it.
This is a incorrect, they spent 15 cr. capex already in 9MFY24. In Fy23, it was 19 cr. So they are reinvesting quite a bit in the business.
Agree to your point on stagnant sales.
Geekay Wires Ltd (23-02-2024)
I said topline growth is lagging
Pat has grown much led by other income i.e. freight
Q3 results were decent as Other income saved them, but going forward topline growth need to be accelerate to continue momentum
Keltech Energies (23-02-2024)
In last year AGM management expressed they want to get in , but its still ifs and buts.
Smallcap momentum portfolio (23-02-2024)
We are in FY24, and the article was about FY23. Were smallcases’ returns good in FY23? FY24 must have been good for them. Also, some smallcases must have been performing relatively better compared to others across all time periods but others may have failed to deliver in FY23, so the overall performance is small. And, some smallcases may not have participated in the sectors which were going up, due to their methodologies on which the smallcases are built. And if there is no dearth of funds, particularly from US, cash can be burnt for years.
I think, there isn’t any difference between MFs and smallcases when it comes to non-performing periods, discretion or quant, manual or automated, some periods are dull, as the overall market is not conducive, and if selling is happening, they go under.
Just some views, invested in smallcases before, not subscribed now.
