this is the biggest risk in my opinion, the margins may stay at 16-20% but absolute ebitda may crash as these steel prices move.
although the various suppliers give some sort of comfort.
packaging growth should also reduce this risk.
Posts in category Value Pickr
Krishca Ltd : A SME offering steel strapping Solution (20-11-2023)
APL Apollo Tubes (20-11-2023)
The below message justify premium valuations of APL as compare to its peers
Disclaimer!- Tracking
Knowledge Marine – Positioned to Double Revenue with No CapEx (20-11-2023)
Company is organizing investor call on coming Friday
Praveen’s Information Attic (Obervations, Lessons, Thoughts) (20-11-2023)
In addition to TA, supply and demand when the price is going up also helps.
To witness an idea, an investment, becoming profitable sooner than expected can be called as luck too, and if FA is the reason for such an investment, and when the investment duration is long, and the price has picked up some momentum, we can go along with the price, adding to the position slowly. One unfavorable scenario is consolidation when price moves up fast, and if price falls, we can stop and resume our journey along with the price.
Just some thoughts and I buy following the price too.
Gujarat Themis Biosyn Ltd – Bulk Drugs growth momentum (20-11-2023)
Stock took beating today. Besides the recent performance, is there any other news came out today?
Companies with 20%+ growth guidance for next few years (20-11-2023)
which variant of FC is it ?
can you offer a link to this information ?
Mahindra & Mahindra Ltd. – a federation! (20-11-2023)
Mahindra is making all the right moves.
I have a feeling that Indian economy is at a juncture where federations/conglomerates should do extremely well. Only they will have bandwidth/capability/capital to invest in new growth areas. E.g. EV/Solar/New Energy is being led by Tata, Reliance, Adani and M&M.
Knowledge Marine – Positioned to Double Revenue with No CapEx (20-11-2023)
Any idea why the company hasn’t rescheduled its concall?
Did anyone checked with the company regarding the spurt up in receivables as well as payables?
Dropped them mail, yet to get response.
Knowledge Marine – Positioned to Double Revenue with No CapEx (20-11-2023)
If we see the order pipeline of Cochin Shipyard it will give a fair idea of what’s coming ahead.
From latest investor presentation released today.
Rs 84,000 Cr in RFI stage.
