Holding Companies In Focus Over SEBI Paper | Buy Now Sell Now | ET Now
As per the video, Macquarie believes that even if the promoters don’t go for voluntary delisting, the discount at which the holding companies trade should get reduced.
Posts in category Value Pickr
RPSG Ventures – A proxy IT play and an emerging FMCG company (07-09-2023)
Holding Companies In Focus Over SEBI Paper | Buy Now Sell Now | ET Now
As per the video, Macquarie believes that even if the promoters don’t go for voluntary delisting, the discount at which the holding companies trade should get reduced.
Phantom Digital Effects Limited (07-09-2023)
Latest annual report of prime focus ltd. to understand this industry better –
https://www.bseindia.com/xml-data/corpfiling/AttachLive/0b82b1b0-0699-4ba0-9203-1f5ced3e31ba.pdf
Phantom Digital Effects Limited (07-09-2023)
@Venky_Thiriveedhi Also let me clarify that I have never said its a bad investment. I was trying to see what is the right price to buy this stock or whether I should ever buy this stock given the fact that customer payments in this industry have been an issue since long now.
Praj Industries (07-09-2023)
CBG as a source of renewable energy sees traction with entry of Reliance , Adani with Govt support and companies like Praj / Thermax could benefit in coming days
Praj already has technology for 2G Ethanol and the feedstock for CBG remains the same as that of 2G Ethanol namely :
- Agri-Residues: Rice/Wheat/Corn straws, Cane bagasse/Beet pulp
- Sugar Processing co-products Like Pressmud /Spentwash (Vinnase)
- Composite or Mixed Industrial waste streams
Praj has RenGas technology with multi feed -multi products capability.
In fact Praj has already sold CBG plants.
Deepak Fertilizers and Petrochemicals (07-09-2023)
China bans urea exports. Urea is made from ammonia and hence the demand is likely to rise (ammonia is raw material for urea). Should impact ammonia price and get the run up. I was able to track the latest price of ammonia at 300USD (was at 350 USD in August End) Middle East FOB. Check screenshot attached. This all is being reflected in price action.
I still think because of high gas prices, the prices need to touch upwards of 400-450 so that the ammonia plant starts making sense.
Sources:
Ammonia Price – Indian Petrochem Database (You can get a trial subscription for 5 days, otherwise it’s 5K)
China Ban News – Bloomberg
Disclosure – Invested
Phantom Digital Effects Limited (07-09-2023)
@RocketMan I appreciate your macro view on the sector but getting paid in time isn’t related to any industry. As an industry there may be norms of payment but issue is more related to quality and stability of your customers and your bargaining power against them.
IPO Review – Discussion until listing (07-09-2023)
Interview with the promoter of Unihealth Consultancy Ltd – MD and CEO, Dr. Akshay Parmar
SME IPO Date: September 8, 2023 to September 12, 2023
SME IPO | Unihealth Consultancy Limited | Dr. Akshay Parmar | Dhaval Patel | Sanfu Jain
Promotors are knowledgeable and have their skin in the game. One of the promotors is living in Africa to manage the operations on the ground there.
Power grid – a superior alternative to Invits (07-09-2023)
Similar question had come during Con Call of IndiGrid, looks like the receivables are not evenly distributed thru the year, some quarters get higher cash flows, hence may have to dip in reserves.
Nothing alarming