very informative input I must say. I am new in reading this sector, so pardon me if my question is basic. but will u please help me understand the retention ratio these companies share. what is it exactly ?
Posts in category Value Pickr
Gravita India success story (14-12-2023)
Wrt the Lithium recycling business, does anyone have any details about the installed capacity for which they have applied and in general what are the ROCEs in lithium recycling business in India?
I had seen Tata Chemicals also foray into this and even Eco Recycling ltd. but none have given any details related to operations or profitability.
Kindly help on this.
Also, Company said Lithium volumes wont be great at all in the near time and not expecting anything till FY26/27 so why has it started installing a plant by Q4FY24 onwards itself?
Gravita India success story (14-12-2023)
Wrt the Lithium recycling business, does anyone have any details about the installed capacity for which they have applied and in general what are the ROCEs in lithium recycling business in India?
I had seen Tata Chemicals also foray into this and even Eco Recycling ltd. but none have given any details related to operations or profitability.
Kindly help on this.
Also, Company said Lithium volumes wont be great at all in the near time and not expecting anything till FY26/27 so why has it started installing a plant by Q4FY24 onwards itself?
IRM Energy – A new kid on the (listed CGD) block (14-12-2023)
IRM Energy IPO came few weeks back and listed with 5% discount though it was oversubscribed 27x.
Currently it is available at 8% discount to IPO price.
Not trying to repeat financials/operational details as ton for material is available in public domain as part of IPO analysis.
HDFCsec also initiated a coverage with 25% upside potential.
Key strengths:
This is only pure private sector play other in Adani total in CGD and comes from house of Cadila Pharma. It also has joint venture in Bio-gas and CNG cylinders. Should grow atleast 3x in next 5-7 years.
Risks:
Standard CGD company risks.
My question to boarders is that everything looks so promising. Anything specific why market is ignoring and giving it valuations of PSU.
Disc: Invested around CMP after IPO and forms 1% of my PF.
StageInvesting +Elliot Waves (14-12-2023)
Shriram Finance- Follow-up
CMP – 2106
(Posted in Feb 2023)
No change in the structure.
Updated monthly chart.
Disclaimer : This post is just an effort for learning few methods of price-patterns. Views are personal and are purely based on our limited knowledge of charts. No buy/sell recommendations. These are probability study methods and chances of success/failure depend upon various factors
StageInvesting +Elliot Waves (14-12-2023)
Hello Stage !
Glad to see your post after long time. 
We have been you on this thread.
Your ideas have given good study materials…keep them flowing.
if not months but we are heading towards it…yes ? 
Hitesh Thoria’s Portfolio (14-12-2023)
thanks a lot. I appreciate the help!!
Hitesh Thoria’s Portfolio (14-12-2023)
(post deleted by author)
Hitesh Thoria’s Portfolio (14-12-2023)
(post deleted by author)
National Standard (14-12-2023)
Anybody tracked this company? What are your thoughts?