Mindgate i suppose as listed in the thread above
Posts in category Value Pickr
NPST – Technology Provider for UPI Tech (28-01-2024)
Excellent compilation.
Shankara Build Pro – Building Materials Organised Retail (28-01-2024)
I am still unable to find out why they have not expanded their product category till now and why should we believe management that they will be successful in expanding their product category to more non-steel products without a significant increase in working capital.
Buying the pessimism: Trying to catch the bottom (28-01-2024)
Lux Industries?
Has been fraught with challenges in the last couple of years which is reflected in the price and valuation (P/B)…
1/ Insider trading case in early 2022 against promoter’s son (Udit Todi)
2/ Surge in raw material price (cotton)
3/ IT raid in late 2023
4/ The two brothers at the helm (Ashok and Pradeep Todi) not getting along
Now,
- Udit Todi has been given a clean chit in the insider trading case
- Cotton price has cooled off
- Per the grapevine, brothers Ashok and Pradeep have divided the empire (split by brands)
- IT raid is the only big known unknown
Looks like the stock price has bottomed out and any positive news will help. Will welcome opposing views
Disc.: invested recently
Investing Basics – Feel free to ask the most basic questions (28-01-2024)
i think it shouldn’t exceed 11 percent of the net profits
Jubilant Pharmova (Previously Jubilant Life Sciences) (28-01-2024)
Jubilant Pharmova’s wholly owned subsidiary Jubilant Pharma Limited, Singapore to sell its entire 25.8% equity stake in Sofie for aggregate proceeds of about USD 139.43 Million. They had purchased this stake for USD 25 Million in Nov’ 2020. The proceedings will be used to reduce leverage and for capex and other corporate purposes.
The proceedings will be received in 2 parts:
Of this, USD 113.63 Million (subject to certain customary
adjustments at closing) is expected to be received upon completion of the merger while receipt of
balance sum of USD 25.8 Million is contingent upon achievement of certain future milestones.
Phantom Digital Effects Limited (28-01-2024)
Phantom went the QIP way for such technology introduction.
Buying the pessimism: Trying to catch the bottom (28-01-2024)
“To ensure completion of projects, New Delhi has begun a review of 38 coal generation plants whose construction has been held up for years, moving to resolve issues over equipment and land acquisition delays, the two officials said.”
Nevertheless you are right finally country interest will be above any agreement.
Investing Basics – Feel free to ask the most basic questions (28-01-2024)
hi,
what does positive cash flow from inventory represents though the inventory in balance sheet has increased.
Is it generation of cash by selling inventory?
Regards
Phantom Digital Effects Limited (28-01-2024)
I was studying companies similar to phantom, and I found out about Prime Focus Company, which is also engaged in similar activities. I have observed that their balance sheet shows a consistent increase in debt year on year. Does this indicates that the sector is capital-intensive, and similar to Prime Focus, they might be incurring increasing debt due to plans for acquisitions and investments in technology?