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Posts in category Value Pickr
Eco Recycling Limited (Ecoreco (29-12-2023)
Centre paves way for using inert waste material in building highways
KPI Green- Turning Sunshine Into Cashflows (29-12-2023)
When did the stock reach the 25 mark?
We are no experts and very small investors amongst experienced and big investors like you but this is the condition of the stock when I sold a portion of my holding on 8/12/22, The stock was trading in the green (+1% or so), and kept going down as I started selling eventually leading the stock to plumate to a -3.5% close for that day I was surprised to see how I could single-handedly hammer the stock down (unintentional) and also the poor liquidity the stock had even back then when it was in the top 3 holdings of my portfolio. Yes, we are in pain not because the price is moving up but because the promoter let all of us down and pushed all of us away from investing in a really good business in a great sector.
Disclosure – No holdings
Priti International Ltd (29-12-2023)
To me, the business appears to be something special, Since most of export businesses observed revenue decline in the past 2 years and expecting decline for 3rd year…through out the same time peiord priti’s revenue grew.
Q- What is it that makes priti’s growth different,if 80% of its business is export ?
Q-How expected fed rate cut in USA and EU could effect its business, does its revenue move in line with the consumer product demand ?
KPR mills – textiles & sugar (29-12-2023)
Will there be any impact of Red Sea crisis on KPR Mills?
Arman Financial Services Ltd (29-12-2023)
I did not see this disclosure on BSE website
STALLION ASSET PRIVATE LTD
Bought 58,406 shares @ Rs.2,529.99
Seller- ELEVATION CAPITAL
It seems Elevation (promoter group) took a partial exit from open market
The net worth now stands at 733 crores post dilution
Oriental Carbon and Chemicals Ltd (29-12-2023)
It seems the NCLT approval for demerger is still pending as per this new case details: https://nclt.gov.in/case-details?bench=YWhtZWRhYmFk&filing_no=MjQwMTEwNTAwOTUyMjAyMw==
The next hearing is set on 11 Jan 2024.
Easy Trip Planners (Easemytrip) – An outlier in OTA (29-12-2023)
I agree with your view, previous bonus and splits are unnecessary.
I am still holding and Hoping that business will grow in the way we want to see, This Quarter could be block buster as per EMT & MMT conversation with media.
In my opinion going forward these customer discount’s will be diminished and improve the bottom line and most focused area for me is hotel business, in which margins are very high as compared to flight tickets booking.
Bajaj Finance Limited (29-12-2023)
Bajaj Finance get advantage of this (Gain market share)?
Olectra Greentech – Electric Bus Opportunity (29-12-2023)
I will try to answer few things as per my understanding about the company.
They have started construction activities of a new facility with a capacity of 5000 buses/ years on single shift basis, this will be ready in this month. This facility can help them to clear the backlogs.
Regarding 12 years contracts, they are selling buses to the operator not ST’s, operator will clear the due amounts to olectra (As per some concall discussions ) as per the payment cycle. This 12years staggered payment may not be applicable to olectra.
Now in 1 more tender (BEST) they are L1 (told by management in previous call) and price negotiations are underway. Order book will be 11000 buses now.
Order book can grow from here onwards due to PM e-Sewa EV bus tenders, 3600 buses tender is already floated and about to close in the Jan’24.