-
I got offering from ICICI bank and Kotak bank.
-
Process was entirely online. Took me 30 mins for KYC, 4hrs to get money online. Process charge 200 Rs.
-
Interest paid monthly
-
Interest charged from day loan is taken
-
Money can be used for any personal usage.
-
Loan can be closed instantly.
Posts in category Value Pickr
How to take leverage to go long in market (~2 years)? (10-02-2024)
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (10-02-2024)
It is just grammatically incorrect sentence. What they mean to say is that as a company majority of their operations and hence revenue is being driven by the North-East region of India, and they think that the profits are inadequate. The sentence should read:
“The company is regularly making profit. However, presently our volume of operations are limited to North East Indian States only. Because of the limited span of our operations, our profits seem inadequate.”
Point 2 suggests the measures that the company is taking to improve the span of their operations via geographical expansion and diversification, and, increase the utilization of their production facilities.
Point 3 is forward looking statement, which signifies that because of the steps mentioned in point 2, they are confident of posting better than previous fiscal’s results.
How to take leverage to go long in market (~2 years)? (10-02-2024)
Can you elaborate?
Which broker, how was the process, all charges, interest paid monthly or quarterly, interest is charged from the day loan is given or when the funds are used, can the funds be parked in liquid ETFs if unused, can the loan be closed instantly, how does the loan/interest reflect in the P/L statement given?
I’m interested, hence these many questions.
INOX Wind (10-02-2024)
Inox wind is having 60 percent in inox green, the numbers will reflect in consolidated figures
Oriental Carbon and Chemicals Ltd (10-02-2024)
The grade offered by the Chinese is a different one. The industry has been in oversupply for a long long time. That’s why the fixed asset turnover is lower for insoluble sulphur companies. When the demand will catch is anyone’s guess. Unless the management does some misstep, it should be okay in my view. One such step they are taking is the demerger of the entities.
UFO Moviez – Views please (10-02-2024)
Concall Notes – Feb 2024
Financial Performance:
Positive momentum in Q3 with successful movie releases
Advertisement Revenue grew by 83% YoY
EBITDA at Rs. 184 million, a 4% QoQ and 83% YoY increase
Consolidated Revenues for the quarter stood at ₹1,184 million
EBITDA Margin improved to 15.58% in Q3FY24
Profitability after tax reached Rs. 46 million
Consolidated gross cash at the end of the quarter was Rs. 882 million
Business Expansion and Partnerships:
Advertisement Screen Network expanded to 3,407 screens
Tie-up with TSR Films to expand advertising screen rights to 3,808 screens nationwide
Upcoming movies pipeline includes various titles
Expected growth in revenue from State Government spending
No significant costs incurred for the concluded JV with Qube
Caravan Talkies saw decent business in Q3 and Q4
Financial Strategy:
Reduction in gross debt
Anticipated Capex for the upcoming year ranging between INR 40 crores to INR 50 crores
Expectation of maintaining modest buffer in cash reserves while reducing gross debt
Advertising Strategy:
Expected growth in advertisement revenue by increasing minutes sold per screen
Capacity to sell ads expected to increase with higher screen occupancy
TSR deal involves acquiring exclusive advertising rights to expand presence in southern markets
Advertising prices have been on an upward trend
Continued focus on increasing advertising minutes sold per screen
Market Outlook:
Expectations to continue positive momentum with upcoming movie lineup
Positive outlook on the future of the business with a focus on growth and expansion.
PayTM (One 97 Communications Ltd) (10-02-2024)
Paytm ecommerce will definitely beat Amazon , Flipkart on all aspects, market veterans will jump on stock soon. This will definitely be next multibagger.
And I m not breaking any guidelines so don’t delete it😆
Zomato – Should you order? (10-02-2024)
Indian government has to design some framework to stop such juggling. I am talking about Zomato,Paytms, Byjus etc…
I don’t understand why the company doing almost zero profit command 1.2 trn mcap. At the same time 17 lakh small investors buying and promotor who hardly hold 4.3% sold shares even last month. and people still buying…
Disc. Not invested
Godawari Power – Any Trackers? (10-02-2024)
FY 24 – Q3 Con-call Highlights
Power cost savings efforts will continue.
- Robust Financial Performance in Q3 and F24
- Driven by Increased Production Volume of Valuated Product
- Higher Realization of Aron Pet
- Cost Savings Achieved through AC (Aron Pet) Throughout the Year
- Reduction in Child Power and Fuel Costs
- Environmental Approval Received for Capacity Expansion
- Pet Plant Capacity Increased to 2 Million Tons (from 1 Million Tons initially proposed)
- Strategic Updates for the Quarter
- Consent Received to Operate Spa Plant at 595,000 Metric Tons (from 495,000 Metric Tons)
- Consent Granted for Steel Melting Shop at 525 Metric Tons Million Tons (from 400,000 Tons)
- Guidance for Production Volume Increased to 59,000 Tons in the Current Year
- Steel Billet Production
- Announced Capacity of Billet Operational
- Guidance Increased for Steel Vage Production to 475,000 Tons for the Current Financial Year
- Value Addition and Operating Margins
- Steel Billet to be 100% Captively Consumed
- Additional Power for Higher Capacity from Efficient Power Generating Turbine and Solar Project
-
Capex Plan Updates
- Plan to Double Mining Capacity at Adri Mine (from 2.35 Million Tons to 6 Million Tons)
- Anar Mining Capacity Operational upon Receipt of Environmental Clearance
- Filed Devise Mining Plan for Increased Capacity
- Public Hearing Expected to Conclude in Q1 F25
- Setting Up a Verification Plant for Mining with a Capacity of 6 Million Tons
- Estimated Capex: 200 CR, Set up in 15 Months after Environmental Approval
-
Pet Capacity Expansion
- Plan to Increase Pet Capacity by 3 Million Tons
- First Phase: Pet Capacity Increased by 2 Million Tons
- Phase Two Expansion: Additional 1 Million Tons Planned
- Capex Requirement for Phase One Expansion: 600 CR
- Environmental Approval Received for Phase One Expansion, Project Completion Estimated in Q1 FY 206
- Integrated Distill Plant Capacity Increased to 2 Million Tons (from 1 Million Tons)
- Revised Capex for Integrated Plant: 6,000 CR for 2 Million Tons
- Power Procurement and Carbon Footprint Reduction
- Co Requirement to be Procured from Market for Coke Production
- Electric Power Sourced from Solar Power under Group Captive Arrangement
- Public Hearing Completed, Environmental Approval Awaited for Power Project
- Four Solar Projects Planned for Lower Carbon Emission
- Solar Power Project Updates
- 145 Megawatt Solar Power Capacity Commissioned
- 52 Megawatt Capacity in Hero, 23 Megawatt at AR Mine
- 20 Megawatt Solar Power Plant Commissioned in December
- Additional 20 Megawatt Plant for Fabrication and Galvanizing Unit Expected in June 2024
- 48 Megawatt Turbine Generator Commissioned in December 2023
- Capex for Rolling Wheel Modernization Progressing for Q4 FY 24 Completion
- Stock Options and Shareholders Approval
- 28 Lakh Stock Options Granted in January 2024
- Financial and Operational Performance Highlights
- Higher Production Volume in Steel, Power, SP, and B on Quarterly and Y1 Basis
- 9% Quarter on Quarter Increase in Iron Ore Production
- 15% Quarter on Quarter Drop in Pet Sales Volume
- Cost Savings with Captive Iron Ore Mines, Cost for Iron Ore from Market Higher
- Revenue Increased by 1% on QoQ Basis, Decreased by 11% on Y1 Basis
- Profit After Tax Increased by 79%, Profit Margin Increased to 17.5% in Q3 FY 24
- Net Cash on Val: 768 CR as of December 2023
- 9 Months Performance: Revenue Drop by 12%, Beta Margin Increased by 25%
- Market Outlook and Steel Demand
- Global R PR: $144 per ton in January, Forecasted Steel Demand Growth by World Steel Association
- China Imports Strong, No Explicit Steel Production Cut
- India’s Steel Demand Forecasted to Increase 8.6% in 2023 and 7.7% in 2024
- Positive Outlook for RN and T Prices, India Remains Bright Spot for Steel Demand
I am sorry for any Typos.