Despite commenting in Q4FY23 conference call that April’23 onwards, the performance of Azzo subsidiary is improving and breaking even, Co. continues to make EBIT losses in Q1 and Q2 of FY24.
Posts in category Value Pickr
Meghmani Finechem – Underrated multibagger? (25-12-2023)
High though moderating dependence on the intensely competitive chlor alkali industry: The chlor alkali industry is intensely competitive and dominated by large players such as Gujarat Alkalis, DCM Shriram, Grasim, and Reliance
The top seven players together hold 40-50% of the market share. While Epigral has been growing at a healthy pace and new products will add to revenue visibility further, scale of operations remains moderate compared to peers.
from Rating report
sooner or later Supply glut will happen. No moat in holding for Long (imo).
Selan Oil Exploration (25-12-2023)
Thanks for sharing this. As per the latest presentation, Antelopus Energy has ~20x more 2P reserves vs. Selan i.e. 54.65 vs. 2.57 mm boe.
Selan Oil Exploration (25-12-2023)
Thanks for sharing this. As per the latest presentation, Antelopus Energy has ~20x more 2P reserves vs. Selan i.e. 54.65 vs. 2.57 mm boe.
Mudit’s Portfolio (Passively Active) (25-12-2023)
Hey (@Investor_No_1): Valid Points.
All have a big 140Cr. population opportunity. Like Abbott, I have not followed others and am not in a position to make an opinion on the fly. Equity valuation demands a long term thinking to form a view about the prevailing prices. However, one must take action in the short term as per the change in circumstances since competition was there, is there and will be there.
I read Mudit’s view on another thread and was providing him with another perspective. Needless to say, all opinions are proven wrong sooner or later in the equity market.
Both Nestle India and Abbott are good businesses. However, mispriced valuation might make either or both of them great buys. One shall do the home work and be ready to load as and when the opportunity knocks.
The Multibagger (25-12-2023)
1, last 5 years sales will be decent and future sales will be more than 25% .
2,Asset turnover more than 5x .
3, in current asset inventory and receivable have to decrease years on years.
4,debt interest not to be more than profit.
5, depreciation have to be increasing every year.
Investing Basics – Feel free to ask the most basic questions (25-12-2023)
So basically hiding NPAs was the overall plan under the title AIF.
Investment avenues with monthly fixed income (25-12-2023)
IMO investment in PPFAS Conservative Hybrid Fund (CHF) is a good option. It was launched in May 2021 and since then it has given a return of about 10%. They are investing about 75% in Govt Bonds, 10 to 25% in equity with high dividend yield and about 0 to 10% in REITs and INVITs. There are Chances of delivering 2 to 3% higher than FDs . After 3 to 4 years one can go for a SWP . Sharing the annual performance of the fund.
Disc Invested
The Multibagger (25-12-2023)
If I convinced me to buy that company so I put my money half and in a week if company can gain 2-5% than I buy more .if it lose 10% Iook that company once again If I sure nothing it’s wrong than I invest more not I convinced than I quit.i don’t average my losses stock.
The Multibagger (25-12-2023)
1,Business has to be a pricing power and not so much compitition.
2,most important that industry can grow above GDP growth.
3, is the industry has already participated last bull market so please avoid.(except finance)
4,if u have negative working capital and ROE more than sales (20-30%) .don’t see for cash flow statement it was garentee that company has cash flow is positive.
5, u have to see that ROE is more than topline growth.