Looking at speed at which things are moving at CERC level, it won’t be long. But it doesn’t matter. Stock won’t move until market coupling is implemented. It’s not when and not if.
To be discussed is what will happen to exchanges. There won’t be need of 3 exchanges. May be they will merge. It needs to be seen what role European Power exchanges play under Price Coupled market.
Posts in category Value Pickr
Indian Energy Exchange (IEX) (25-08-2023)
Aavas Financiers :: Banking on the unbanked (25-08-2023)
Correct, there is also a webinar Sushilji did with Marcellus where he said 20% compounding over 20-25 years will create massive wealth and we are in no hurry. That kind of conservative thinking is more than welcome whilst running a lending business.
L&T – Bluechip, Value play, Digital giant in making (25-08-2023)
Another feather in L&T cap
Dreamfolks services limited( DFS) (25-08-2023)
Good analysis by fellow boarder @Tar
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (25-08-2023)
Someone asked 3 year outlook so management stated they aspire to reach 800-1000 cr revs in 3 years. The period of 5-8 years was never mentioned.Even for renewable led demand they said 5 years.Other attendees can confirm.
HealthCare Global – the value unlocking story (25-08-2023)
Not necessarily. Typically, employees need to pay money upfront at the ESOP grant price, and then only shares will be transferred to them . They may or may not sell immediately – if someone needs the money, they will. Others may not. Can’t read too much into it
Add-shop promotion- “entered into fmcg” (25-08-2023)
Before 2,3 days I think 3 to 4 directors have resigned. Company statement is not satisfactory
Add-shop promotion- “entered into fmcg” (25-08-2023)
it really started underperforming after the rights issue. the sales has been flattish for the last 7 quarters and it looked the prices went northward only for the rights issue, then been in downward movement.
disc: Invested
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (25-08-2023)
Thanks for sharing concall notes.
The future looks exciting with strong commentary from conservative management.
350 crore revenue target for FY24 means they are targeting 300 crores in next three quarters, which looks quite possible with the current order book.
Last year they did 280 crore at 19% margin with 130 crore order book at the time of AGM against the guidance of 250 crore with 17% margin.
Any guidance on the margins this time?