Posts in category Value Pickr
Cupid Ltd – Helping the world play safe! (23-01-2024)
Bonus, increase in authorised cap, board approval to borrow upto 1000cr,entry of big investors …
Looking for aggressive growth???
Let wait for concall
Exited at 1510…
The Complete Portfolio – SM (23-01-2024)
A few observations
-ves
- Too many no. of stocks
- Relatively knows stocks. So, the valuations for these cos are expensive relative to the market
+ves - The allocation to Longterm portfolio is good (60%)
- The stocks selected are kind of like Coffee Can stocks. Consistent growth but high valuation
Cupid Ltd – Helping the world play safe! (23-01-2024)
These Options with such small vesting window should surely weigh on the future stock appreciation; unless the stock options have been given to the promotors only!
Warrants to be issued at 1750 convertible to a share face value 10 within 18 months
Also, Minerva fund last purchased 70K share at 1862 on 20th Jan
Bonus 1:1 and split from 10:1 face value would bring enough stock trading liquidity
disclosure: exited last week but interested
Cupid Ltd – Helping the world play safe! (23-01-2024)
The results are out. But I don’t think there’s any merit in discussing them until the New Management starts executing their plans.
There’s another interesting but of activity.
48,000 Stock Options issued to employees at an Exercise Price of Rs. 140 with 50% Vested in the 2nd year and 50% Vested in the 3rd year.
Frontier Springs – has departed, whats the next destination? (23-01-2024)
PRESS AND MEDIA RELEASE
Kanpur, January 06, 2024
FRONTIER SPRINGS LIMITED AWARDED & 52.20 CRORE ORDER FOR AIR
SPRINGS SUPPLY
Frontier Springs Limited, a leader in the manufacturing and supply of Coil Springs to
Indian Railways for more than 40 years, is thrilled to announce the **award of a significant **
**contract valued at approximately * 52.20 crores. This order, a milestone in the **
company’s history, involves the supply of 894 sets of air springs.
Commenting on the order win, Kapil Bhatia, Managing Director, said:
The **new plant set up of Air Springs in collaboration with Contitech Germany for which the **
trails were under way got If’s approval last month; received major orders of this scale
yesterday and it certainly paves the way for more in the future. Our team is fully prepared
and confident in delivering these air springs. We are optimistic and anticipate that orders
will keep coming our way. **We are scheduled to supply quantities on a monthly basis, **
aiming to complete the order by the end of this calendar year.”
This order is a significant step in Frontier Springs Limited’s journey towards becoming a
prominent player in the supply of Air Springs to Indian railways. It strengthens our position in
the market as a reliable and quality-driven supplier.
1466dab2-598c-424c-9909-703bbdc25e4e.pdf (bseindia.com)
If you heard the concall, the mgt was reluctant to give details on Order wins and Order Book…i see this as another positive…this order is in addition to the mgt picture painted in the concall (20 cr for air spgs in CFY)…so would it be fair to assume they will certainly meet their guidance for the CFY and NFY?
Comments invited pl.
Disc- invested and biased.
Adani Ports – Leader in ports (23-01-2024)
Is there a reason why it fell 5% today? Is it because of its high valuation. is the results on Feb 1st ??
Selecting a broker (23-01-2024)
Can anyone please tell me which brokers allow Deep OTM options buying with far away strike prices without any restrictions. I have account in zerodha but they don’t allow deep OTM buying. I have suffered huge losses due to recent volatility in Bank nifty index. Appreciate if anyone can share few brokers who allows deep OTM buying. Thanks in advance.
NetWeb Technologies (Supercomputing?) (23-01-2024)
The QoQ figs are encouraging
Net sales improve by 73%, Ebit and PAT by 75%,73% respectively
Ebit and PAT margins steady at 13.6% and 10% (down from 16% and 12% YoY, respectively)
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (23-01-2024)
Agree… grain based ethanol plants are unviable at the current grain prices. Increasing the price of maize based ethanol has caused price increase of maize and all foodgrains !!
Sugarcane is the best source of renewable energy:
- Cane based ethanol is cheaper than grain based ethanol
- Bagasse is used to generate renewable energy which replaces coal based power
- spent wash is used to generate biogas
And still the Govt is promoting grain based ethanol over sugarcane based ethanol. no sugar company will put up new ethanol plant for at least 3 years…