A report on red flags in Shakti Pumps on twitter by well known handle – https://twitter.com/nrmangal/status/1734182592617017770
Edit: the analysis was done in 2019
Posts in category Value Pickr
Macfos Limited- A niche E-commerce Company (11-12-2023)
big Investors coming …?
date 11, 12 December-2023
. Aionios Alpha Investment
.Kotak Mutual Fund
. SBI Mutual Fund
. Acacia Partners
. White Pine Investment
. Param Capital Research
Pvt. Ltd
Case Study: Felix Industries (11-12-2023)
Microsoft Word – Disclosure for Asset Acquisition (nseindia.com)
On Market cap of 74.2 cr and share warrant conversion amount of 24.4 cr, the company acquires a foreign business for 32 cr.
The subsidiary itself was incorporated on 14th July, 2023
Source:(FELIX_19072023145246_DisclosureUnderRegulation30.pdf (nseindia.com)
Will it be feasible?
Smallcap momentum portfolio (11-12-2023)
Great start, tahnks for sharing the thought process, which I invest passively at some point would move towardsa active rebalancing weekly biweekly. appreciate the help
Listed Microcap- Frog Cellsat- Opportunity (11-12-2023)
Judging by the prices near ISBT dehradun, the land might worth 4-6 cr. also management guided that H2 will be better than H1. Pli rev will also come in H2. So Stock price should do well in nea term. Disc: holding 2 lots currently in loss.
Praj Industries (11-12-2023)
More than Praj investors , the Sugar industry is very much worried and so also the investors in Sugar companies and tomorrow the sugar industry association meeting with PMO.
The sugar companies have put a lot of money in making Ethanol from sugarcane as it is profitable to make ethanol than sugar from sugarcane.
Govt maintains consistently since last 3 days that it is only a temporary pause for ethanol from sugarcane , but all other windows remain open for making Ethanol 1G from Grains, Maize , molasses and 2G ethanol from agri residues to ensure that ethanol blending program is not getting hampered in anyway. Govt is also ready to supply maize for 1G ethanol to ensure that Ethanol blending program is not derailed
So , i don’t see any impact on financial performance and or order in- flow for Praj
Sanghvi Movers (11-12-2023)
Wind installation picking up pace:
April- June : 1139;
April- July : 1306;
April- August : 1456;
April- September : 1551MW (monsoons)
April – October: 1659
April – November: 1930
Deep Value Portfolio (11-12-2023)
Thanks for your opinion…I feel that the indian aviation space is very exciting now and fares will stay high…There is an issue with airbus neo engines that are being forced to go through new checks so this has and will keep a lot of planes out of action…Luckily for Spicejet it doesnt seem to have Airbus only Boeing and Dash etc.
Also I think Spicejet comcentrates a lot on the more secondary and tertiary cities so will tap nicely the lower middle class travel…
Its a risk at this price but I think the shares have chance to go much higher especially with the oil price weakness .