I did some maths –
Units generated under IPP – 14.78 4.31 2.92 – FY23, Q1, Q2
revenue – 97 42 31 FY23, Q1, Q2
Per unit revenue – 6.53 9.70 10.71
How can rates increase so drastically. 10rs / unit seems wrong … what am i missing here?
Posts in category Value Pickr
KPI Green- Turning Sunshine Into Cashflows (10-10-2023)
Shiva Cement Ltd – Expanding It’s Capacity (10-10-2023)
Hi, I’m new to Valuepickr, Surprising that no update on this stock! The company announced starting of production of the new unit.
Confirmation of successful running of new unit – Parth (MD JSW Cements)
Further it received consent to operate today (10th Oct) from PCB
https://www.bseindia.com/xml-data/corpfiling/AttachLive/4294d9b3-09e1-4c16-addd-577a7dcd88b0.pdf
Disc: Invested
Glenmark Life Sciences (10-10-2023)
I don’t think Nirma will delist GLS. 2010 was a different period – valuations were low, regulations were different and promoters were not chasing market cap. Now the new generation has taken over and they would be more in tune with the current times. Regulations have changed, reverse book building is an expensive process. If Nirma had wanted to delist GLS, they would not have bought a listed company in the first place. Nirma listed their cement business with an IPO in 2021 (Nuvoco Vistas). My guess is, they will offload the excess stake and retain 75 %. Doing that in the current market will be easy since company fundamentals are strong.
(Disc: Tracking but no positions at the moment)
HDFC Asset Management Company (10-10-2023)
I guess, if market does not perform, there will not be much interest to participate from the retail via MF route, as they have number of other options to put their money in. And if there is not much of retail participation, whose participation forms the majority of AUM for an AMC, the vertical which caters to these AMCs listed or not, will come down for RTAs too. All these entities are participating in the same ground with a major portion of their revenues intertwined, excluding the verticals which are independent and exclusive to one company.
So my limited view is that, market should grow, the interest/incentive to put money should continue, the wheel should not slow down, then maybe yes I guess RTAs may yield more than AMCs, more so when the differential is diminishing between one AMC and other, unless there comes a Quant, which may or may not continue its outperformance.
Just my thoughts, not invested in any AMC, had a position in CAMS before.
Kilpest India Ltd (10-10-2023)
So for every share of Kilpest in our account how many shares of 3B Black Bio will we be getting?
JSW Infrastructure Limited (10-10-2023)
Not sure as of now looks high valuation to me. Will wait for next quarter result and Concall.
Omkar’s Portfolio Analysis and Discussion (10-10-2023)
Yes. I saw it. It gave me reasons to hold my both stocks deepak as well as Alkyl …Rather I am adding now…But as this sector is cyclical…i will sell both in the next upside of chemical sector. Thanks
Sanghvi Movers (10-10-2023)
Wind installation picking up pace:
April- June : 1139;
April- July : 1306;
April- August : 1456;
April- September : 1551MW (monsoons)
Pace should pick up further moving forward
Bodes well for Sanghvi.
JSW Infrastructure Limited (10-10-2023)
Yes and it is declared by JIL in their RHP. Rs154 Cr.
But nothing related to environmental norms violation.
You may provide detail if there is difference of opinion.
JSW Infrastructure Limited (10-10-2023)
Yes and it is declared by JIL in their RHP. Rs154 Cr.
But nothing related to environmental norms violation.
You may provide detail if there is difference of opinion.