Continuing the discussion from StageInvesting +Elliot Waves:
I AM INTERESTED SIR SANKAR S V 9095312111
Posts in category Value Pickr
StageInvesting +Elliot Waves (23-08-2023)
hello
happy to hear this…
but plz provide recording of the session n post here…as sometimes its difficult to join at the fixed time
thanks
StageInvesting +Elliot Waves (23-08-2023)
Thank you ! Am interested
Investing Basics – Feel free to ask the most basic questions (23-08-2023)
Thanks for this information about EPFO.
Where can we see the Employee contribution?
Is it in the same page?
E2E Networks Ltd – Listed small Cloud computing player (23-08-2023)
The one of the major anti thesis for the company is Depreciation. Not sure on the depreciation rate of GPUs, which is the major infrastructure for this company. The company is accumulating depreciation at 15cr per year (averaged for last 4 years), where as the total average computer assets 52cr (last 4 years). See the write of gross block in year 2021.
So, it is interesting to know the GPU depreciation rate from the experts, as this company needs continuous maintenance or replacement CAPEX.
E2E Networks Ltd – Listed small Cloud computing player (23-08-2023)
You don’t need skilled manpower for IaaS company. Its like renting my infrastructure (GPUs here), for your computing needs.
StageInvesting +Elliot Waves (23-08-2023)
Interested and eagerly waiting
StageInvesting +Elliot Waves (23-08-2023)
Yes interested and eagerly waiting
E2E Networks Ltd – Listed small Cloud computing player (23-08-2023)
(post deleted by author)
360 One WAM Ltd (Erstwhile IIFL Wealth) (23-08-2023)
Pg 281, 282 of the annual report show breakup of other income and gain on fair value changes;
This totals approx 220-250 cr+
Comparing this to consol pat of 650 odd cr;
Does it imply that the real PAT of the business is closer to 400 cr?
In addition, we seem to have 3600 cr of long term investments ( equity, AIFs, debt securities) funded by equity and by 4000 odd cr of MLDs ( total debt closer to 6400 cr; and a 5000 odd cr LAS book).
Please correct me if I am wrong.