The key question is – Will they be able to increase prices in the future if tax is levied considering it as non-agri income. As it will be applicable to all players there will definitely be some price increase to farmers to protect the margins to some, if not the full extent.
Posts in category Value Pickr
Is Buy and Forget a Myth? (05-12-2023)
On the other hand, thinking to stop posting anything on this forum.
Recently two of my posts were removed by admin without giving any proper explanation. One of the post was an article shared on Dreamfolks in which the company was kind of criticised and second one was a post in which I just posted that I am holding share of a company since many years from a low level price. In addition to this, there is a thread 52 weeks high, I tried posting some queries completely in line with the objective of that thread was never allowed by admins of that thread.
Looks like one of the requirements of being an admin on this forum is to be highly unreasonable.
I will continue to be on this forum looking for highly valuable discussions on some of the stocks that I follow but will avoid posting something which will be later removed at someone’s whims and fancies as this is highly humiliating.
Borosil Limited (05-12-2023)
Spinoff date is today as per the company update:
https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20231129-4
3 shares of klasspack (will be renamed to Borosil scientific limited) will be given for every 4 shares for Borosil Limited being held today. Need to get details on when scientific limited will be listed and at what price it gets listed.
52 week highs and all time highs strategy (05-12-2023)
MOIL Ltd – CMP 317 (Update)
MOIL’s previous Life time high was 295 rs (adjusted for bonus) on its IPO listing date back on 15 Dec, 2010 which the stock had managed to clear on 20th Nov 2023 after almost 13 years and consolidated for a week. On Friday Dec 01 2023 the stock price again reclaimed the All time high mark and gave a comfortable close above that price with good volumes.
Fundamentally the Monthly production update will be announced by the company in the coming week.
Disclosure : Same as earlier
52 week highs and all time highs strategy (05-12-2023)
MOIL Ltd – CMP 317 (Update)
MOIL’s previous Life time high was 295 rs (adjusted for bonus) on its IPO listing date back on 15 Dec, 2010 which the stock had managed to clear on 20th Nov 2023 after almost 13 years and consolidated for a week. On Friday Dec 01 2023 the stock price again reclaimed the All time high mark and gave a comfortable close above that price with good volumes.
Fundamentally the Monthly production update will be announced by the company in the coming week.
Disclosure : Same as earlier
MSTC Ltd.: Growth through to E-Commerce (05-12-2023)
Two more services launched by MSTC
MSTC Ltd.: Growth through to E-Commerce (05-12-2023)
Two more services launched by MSTC
Basilic Fly Studio Ltd (05-12-2023)
Trying to understand Demand/Supply for shares in general for SME stocks, as this is my first SME investment.
A quick search point it out that:
Shares purchased by anchor investors in the reserved anchor category are subject to a lock-up period of 30 days for 50% of the shares and 90 days for the remaining 50% of the shares from the grant date.
Means supply may come after 1 month of listing and 3 month of listing, if anchor investor wishes to exit immediately.
I observed many analyst meets by company in last month. This may be to give safe exit to anchor investors or company believes even though it is 3X listed price, looking at ratios and growth guidance of 60 to 70% new investor can come.
Please help to under stand supply/demand equation in SME stocks.
Disclosure: Disclosure: 9% of Portfolio, highly biased.
Basilic Fly Studio Ltd (05-12-2023)
Trying to understand Demand/Supply for shares in general for SME stocks, as this is my first SME investment.
A quick search point it out that:
Shares purchased by anchor investors in the reserved anchor category are subject to a lock-up period of 30 days for 50% of the shares and 90 days for the remaining 50% of the shares from the grant date.
Means supply may come after 1 month of listing and 3 month of listing, if anchor investor wishes to exit immediately.
I observed many analyst meets by company in last month. This may be to give safe exit to anchor investors or company believes even though it is 3X listed price, looking at ratios and growth guidance of 60 to 70% new investor can come.
Please help to under stand supply/demand equation in SME stocks.
Disclosure: Disclosure: 9% of Portfolio, highly biased.
Smallcap momentum portfolio (05-12-2023)
Hi,
I am a new Investor, and my interest has grown in this. Glad to see these numbers!!
I follow a similar strategy and have a similar set of numbers.
I review my Portfolio every Saturday and then do some research like – searching for news/ events in stocks I hold. Especially I look for insider buying/selling.
Rebalancing of the portfolio is when there are triggers or I see a more convincing opportunity.
Currently, I am following this strategy:-
- Maintaining a portfolio of 25 stocks giving a minimum of 25% CAGR each.
- All my stocks are equally weighted, this helps me rank them based on CAGR, and maintain an easy clean exit strategy.
- Hold my stocks till the structure is intact.
- Keep a bucket list ready where there are breakouts/ base formations.
- New entries are taken in 3 tranches (1/3+1/3+1/3)
Just trying to build discipline and grow as an investor.
Thanks
Jai