Company shares Realsiation per ton for all products. For EBITDA per ton, you will need to make lots of assumptions
Posts in category Value Pickr
Cords Cable Industries (04-02-2024)
There are various contingent liabilities with respect to GST and IT, with appeals pending at different levels, but the one you referred is as below, (AR 2022-23 Page 106)
Guarantees issued by Bankers 77.78 crs
In respect of Bill/LC negotiated factored from Banks/Factoring agency 30.33 crs
KMC Speciality hospital (04-02-2024)
I see few red flags in KMC specialty hospital.
- This is a subsidiary company and the management already have some plan to go IPO to list the parent itself. There is no plan to expand this hospital in near future beyond trichy.
- There are some rumors circling around in tamil political youtube channel about the involvement of a political party stake.
- Apollo Trichy is big hit in recent times and pulling high ticket(like maternit, ICU etc) and elite class. Strategically located in NH-45 and near to upcoming Panjapur central bus stand.
- Highly overvalued compared to other hospitals.
Disc: Invested(reduced position in recent times)
Data Patterns (India) Limited (04-02-2024)
Q3 24 results are good, but technicals do not compliment. Is that possibly due to valuations?
RHI Magnesita India Limited ( Orient Refractories ) – Speculation cum special situation (04-02-2024)
do we feel that the technicals are underperforming currently? If yes, is that due to valuations alone? thx.
Sona Comstar BLW – Direct EV Play (04-02-2024)
Hi, on the Tesla front, anything most current? Sorry if i missed some note on this already.
BIG BLOC Construction -Building Material (04-02-2024)
certainly seems like a very long term play!
IREDA: Renewable Energy Powerhouse (04-02-2024)
I think its about riding along for now, until tailwinds exist.
Cenlub Industries Ltd (04-02-2024)
Hi, anyone tracking this company yet? Its on ATH.
Gravita India success story (04-02-2024)
yes, also thematically, this does seem to be a long term play.