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Posts in category Value Pickr
Permanent Magnets – Business under transformation? (10-01-2024)
This is the exact kind of analysis which we call over analysis. Such analysis are of no use.
Rategain – Fast Growing SaaS Leader (10-01-2024)
(post deleted by author)
Everest Industries – Multiple Drivers in place (10-01-2024)
provide the link of it ??
Permanent Magnets – Business under transformation? (10-01-2024)
Excerpts from Sona Comstar’s Investor Presentation & Q2 FY24 Concall regarding Magnet-less EV motors:
New developments in Magnet-less EV motors could pose a risk to PML’s neodymium business catering to automobiles, but these developments are nascent. The market for these motors seems very small at the moment and Sona Comstar might have exclusive rights to this technology if it’s commercialized in the future.
Agri Economy – An Industry Overview (10-01-2024)
Unlike pharma , it is not very common to see companies taking up off patented molecules, may by this is mostly due to small opportunity size, so investment in making a copy cat generic needs more investment. The easiest option is buy the license the innovator with technical know how and produce the molecules. Anyone has any views on this ?
Neuland Laboratories Limited – Transformation towards niche APIs? (10-01-2024)
Sharing recent interview of Sumeet Nagar of Malbar Investments
Talking Point | Malabar Investments’ Sumeet Nagar | NDTV Profit
Please do watch from 6 Minutes onwards till minutes for detailed discussion on Neuland
Hope you find this useful.
dr.vikas
Axiscades Engineering – Untested and a high Potential Opportunity (10-01-2024)
In the last concall, mgmt said they might raise money essentially QIP this year to pay off debt. I think with this they’re probably finishing required documentations that might be required to raise capital. I don’t understand what is the capital raising committee in general as well in the this context. If anybody who is from a finance background or have an understanding of these terms, please shed some light on this notification?
Cupid Ltd – Helping the world play safe! (10-01-2024)
The company had more than enough internal Capital to drive at least the initial phase of proposed growth. I fail to understand the immediate need for a fund raise.
But I guess we’ll have to give the new management some rope and wait for proof of actual execution.
Cupid Ltd – Helping the world play safe! (10-01-2024)
Some details about the proposed fund raise emerge – company to raise $ 50 million, multiple FIIs have shown interest, says Aditya Halwasiya.
Some more points:
Funds to be raised for inorganic expansion
Aditya to be looking after day to day operations of the company
By end of FY26, capacity will be
- 1.25 billion MC
- 125 million FC
- 210 million 5 ml. sachets of lubricant jellies
- 30 million IVD test kits