isn’t the guidance for gold different from the latest concall? I believe they guided for a 10-12% rise due to customer addition while gold price variation to be in addition to that.
Posts in category Value Pickr
SBI Cards & Payment Services Limited (21-09-2023)
Any thing fundamentally you find wrong about this stock?
Journey and Portfolio of a goal-based NEEV investor (21-09-2023)
This post deserves more thank a like! Very helpful advice and interested thoughts on your learnings from the various books and how you apply them. I personally hear a lot of peers talking about the latest new thing and entering and exiting which all sounds very tiring to me. I have now adopted a boglehead mentality where I buy it and forget it. I dont need the cash or the earnings currently and its just less time consuming and more fruitful I think growth wise to hold forever.
Edelweiss Financial Services (21-09-2023)
So, next week Nuvama listing expected , 9000 Cr Market cap means , as per their expectation stock stood list above Rs 8000 (Lets see, At valuations it lists) Nuvama: Nuvama plans stock market debut next week, eyes Rs 9,000 cr m-cap – The Economic Times
Journey and Portfolio of a goal-based NEEV investor (21-09-2023)
Hi Goofy…Thanks for the response
What exactly do they do/try to ascertain at early stage when there is no operation yet ?
Few people through our mentor were asking about numbers they can bring in…but i fear they may beat us with their ability at numbers…hence we have kept some of them waiting.
For generation information and learning if i may take guidelines, May I DM you to explain situation in general ?
Investment principal & checklist from great investor (21-09-2023)
#J.M KEYNEYS POLICY REPORT FOR YHE CHEST FUND, OUTLINING HIS INVESTMENT PRINCIPLE
- A careful selection of a few investment having regards thier cheapness in relation to thier probably & actual & potential intrinsic value over a period of years ahead and in relation to alternative investment at the time .
2.A steady fast holding of these fairly lagre units through thick and thin, perhaps for several years ,untill either have fulfilled thier promise or it’s evident that they were purchased on a mistake.
3.A balanced investment position that’s a variety of risks in spite of individuals holding being large ,& if possible opposed risk.
EKI Energy is that a story or fact? (21-09-2023)
Investing is never easy. The stock is up 40% ever since the CMD of Eki energy expressed bleak future of carbon credit business. Gamble is winning over logic.
DHP India Ltd – Regulators and Fittings (21-09-2023)
It will be great if you can share your impression Sir. This company is an information blackhole.
Thanks
Vikram Thermo (21-09-2023)
The demerger has been approved from NCLT
This is to inform that the company has received order from Hon’ble National Company Law Tribunal (NCLT), Ahmedabad bench for the proposed Scheme of Arrangement for Demerger whereby Aromatic Chemical Business (Demerged Undertaking) of Vikram Thermo (India) Limited (“Demerged Company”) will be demerged into the Vikram Aroma Limited (“Resulting Company”) (“Proposed Scheme”) and the order was received on 20th September, 2023 which has directed the company to convene a Meeting of Shareholders, secured creditors and unsecured creditors on 30th October, 2023 to obtain their consent for the proposed scheme. The copy of the order is attached.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/d0cb7c17-58de-4932-99c6-fb9b1d77a991.pdf
Views are welcome
dr.vikas
Bombay Burmah way to Britannia (21-09-2023)
But situations are changing
- Go air closed
- Coffee and tea estate sold
- Remaining tea estate lease will end by 2027-2028
- Bombay dyeing will be debt free company , hoping for turning profitable too In future
- Now BBTC left with all Good businesses no more loss making businesses.
From past 1-2 year complicated structure seems to be reducing
BBTC slowly getting shares of Bombay dyeing and National Peroixde share through inter transfer
National peroxide is getting demerged into 2 companies. One is Naperol investment which has cross holding of BBTC and Bombay dyeing
Which give the hint They are in process of making BBTC ultimate holding company and Reduce the compli
So from here on Dividend from Britannia stay with company. Can’t say Whether they disburse it to shareholders by the way I’d buy back or bonus share.
Will ask all relevant questions in this AGM. Let see what will be their reply