CNG 2 wheeler from Bajaj – 50% reduction in fuel cost – a game changer for Bajaj
Needless to say that a vehicle designed to run on CNG can also run in CBG bio fuel
Posts in category Value Pickr
Bye Bye Diesel Petrol, Welcome Biofuel- Global Biofuel Alliance- A paradigm shift in sustainable energy, Carbon foot print and economic strategy- various options before India (24-09-2023)
Hike in Ethanol and sugar price
https://www.informistmedia.com/govt-may-hike-price-of-sugarcane-ethanol-by-5-for-23-24-says-source/
The harsh portfolio! (24-09-2023)
Hi Harsh RKEC projects has AGM on 27th I’m attending. Is there any specific questions you want me to ask?
I’ll ask about what growth they are expecting this year and in next years, is there any limiting factor to hinder growth like they talked about in last concall, how is the present liquidity condition compared to 2 years back, what is the ebitda margin they are expecting.
NILE Limited-Lead Supplier (24-09-2023)
Extract from Bard
Nile Limited and its subsidiaries have the following capex plans:
| Company | Capex | Capacity | Timeline |
|---|---|---|---|
| Nile Li-Cycle | INR 600 million | 5,000 tonnes per annum | Operational in H1 2024 |
| Nirmalya Extract | INR 200 million | 200 tonnes per annum | Operational in Q4 FY24 |
Nile Li-Cycle is a joint venture between Nile Limited and Li-Cycle Holdings Corp. The company is engaged in the recycling of lithium-ion batteries. Nile Li-Cycle’s lithium-ion battery recycling facility will be the first of its kind in India. The facility will be able to recycle all types of lithium-ion batteries, including those used in electric vehicles, consumer electronics, and energy storage systems.
Nirmalya Extract is a subsidiary of Nile Limited that is engaged in the extraction of natural products from plants. The company is expanding its capacity to meet the growing demand for its products.
Nile Limited is also planning capex of around INR 200 million in Nirmalya Extract post the completion of the current capex.
Overall, Nile Limited is investing in new technologies and expanding its capacity to meet the growing demand for its products.
Alicon Castalloy (24-09-2023)
Hello Everyone, anyone tracking this stock ??
Glenmark Life Sciences (23-09-2023)
Since last 6 months, there were news in market that they may sell a controlling stake so there was never a confusion on that. Also, the stock performance had more to do with their good results of last quarters then any rumors about stake sell by parent. Also, see the commentary of last two quarters by management where they clearly outlined the growth path for next 2-3 years along with the capex. Along with that, the stock was trading really cheap with a great dividend yield that also helped.
Agree with what @ranvir mentioned about dividends and CDMO plans. In fact this is exactly what Sajal Kapoor mentioned in one of the twitter spaces around April.
Q2 results will be announced in a month and it will be interesting to see what is management’s road map going forward. GLS is doing good as an independent entity. I am only worried about Nirma’s plan for the company going forward. So far there is no presentation/concall by Nirma, only a statement. I would love to hear more from the new management.
Disc: Invested
DELHIVERY – One stop solution for shipping and parcel delivery (23-09-2023)
Hope Platform OS1 helps DELHIVERY to Improve the growth and profitable
Venus Pipes- Pipes & Tubes (23-09-2023)
Promoters increased their share by more than 1% …
Akash Portfolio (23-09-2023)
Hi Sir,
Long time since your last update. Would like to know your view on current market scenario. Looks like, this down turn might continue for sometime, specially, if the 2nd Qtr result is not going to be at least as per expectation. There is a high chance some of the sectors going to underperform, especially Chemical (despite expectation on turn around), Pharma.
Any recent buy from your side or Sell?
Thank you.
Akash Portfolio (23-09-2023)
Hi Sir,
Long time since your last update. Would like to know your view on current market scenario. Looks like, this down turn might continue for sometime, specially, if the 2nd Qtr result is not going to be at least as per expectation. There is a high chance some of the sectors going to underperform, especially Chemical (despite expectation on turn around), Pharma.
Any recent buy from your side or Sell?
Thank you.