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Why does their R&D team have people from MCA, BCA and commerce/arts? Why not BTech, M.Tech and PHDs?. → they don’t do research they assemble computing devices from the its not nvidia or any semi conductor
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Promoters have a non-technical background. Does this business have any technical edge? None, except customer know how
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What is the meaning of “we have the capability to manufacture servers”? Will they be designing their own servers like Intel, Nvidia or AMD? → These companies you mentioned makes chips and servers companies like netweb assemble them, barrier to entry none, will have an edge in the due to early state and probably long term partnerships with government HPC and private HPC- i.e. good growth 2-4 years or until market gets saturated or competition emerges, provided valuation etc check out
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Are they competitors of Cloud service providers like Azure, AWS, Digital Ocean, etc.? No
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What is the growth scope for private cloud?. Limited scale compared to hyperscale due to cost of operations e.g. energy, upgrades etc, but will have 20%+ growth near time in a probably a niche market.
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Do they have any plans to venture into the public cloud? Do they have the technical capability to run public clouds? They can provide equipment, basically if you look for example ABB who provide power units for data centre, and netweb provide that compute based on client needs, however, unlike ABB they don’t make power equipment, they use state of art chips etc, depending on client budget to assemble as solution both hardware and some software
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What is the value addition they perform on hardware after buying the servers from Intel, Nvidia and AMD? Know-how to provide a turn-key solution and possibly -software side to provide solution based on open-source technologies e.g. Kubernetes e.g. Tryone, for data centre operations and interactions.
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Unable to find any user reviews for Tyrone cluster management suite.. Niche client based currently.
Posts in category Value Pickr
NetWeb Technologies (Supercomputing?) (18-08-2023)
Datamatics Global Solutions (18-08-2023)
| – | Digital Operations: 43% of the revenue. 20.1% EBIT Margin. Margin reduced as compared to 23% in Q4 FY23. |
|---|---|
| – | Digital Experiences: 17% of revenue. 23% EBIT Margin. Margin reduced as compared to 28.2% in Q4 FY23. |
| – | Digital Technologies: 40% of the revenue. 6.2% EBIT Margin. Margin reduced as compared to 9.1% in Q4 FY23. Lower margins due to investments in sales and R&D. |
| – | Established strong presence in US market. Solid Cash flow and resilient margins. DataLabs focused on new age technology areas – AI & Cognitive Science, RPA, IDP. |
| – | DSO reduced from 67 days in FY23 to 60 days in Q1 FY24. |
| – | Cash & Cash equivalents (net of debt) is 555 cr in Q1 FY24 as compared 498 cr in FY23. |
| – | In dialogue with potential acquisition targets for future growth. |
| – | Automatic Fare Collection business performing well. Confident in winning new deals in the future. |
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (18-08-2023)
As per LinkedIn,capacity addition is underway:
Given demand and growth rates achieved last year this seems to be good timing. Cash flow & liquidity was never an issue for the co. TRIL in it’s call talked about very strong domestic market demand. Always heartening to see a smallcap company that is fiscally prudent but doesn’t miss out on growth opportunities. Looking forward to the AGM next week.
Disc.: Invested. Views are biased.
Nava Bharat Ventures : Turnaround story (18-08-2023)
We can assume that there will be problems in the Ferro Alloy unit in Orissa due to a minor accident. The furnaces will be shut for 2 months.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (18-08-2023)
Have to look out for the size & capex spent here.
CRGO steel constitutes approximately ~30% of the raw material cost of transformer. Thyssenkrupp has set up a plant in Nashik for 50K tonnes per year. But, India’s consumption of CRGO steel is around 300K tonnes per year. So mostly it is imported, not many companies in the world can produce this high grade steel.
More info here in this interview → CRGO steel is critical to India’s de-carbonization goals: Thyssenkrupp Electrical Steel –
Also JSW & Japan’s JFE have recently setup a JV to produce CRGO steel. This would benefit all the transformer companies in India. jsw steel: JSW Steel, Japan’s JFE to set up JV for manufacturing of CRGO steel – The Economic Times
Disc: Invested
Trent — A value unlocking story from the house of TATA (18-08-2023)
Thanks for the attached article. It really boosts my confidence in the business. I have investment and expects it give good return in the long term 3-4 years. Thanks. Samir Ghosh
StageInvesting +Elliot Waves (18-08-2023)
Yes we had posted the same…but some of other opportunities were more enticing ( where relative momentum has been higher) ,hence we moved the cash there.
Please keep in consideration that we keep posting good set-ups …but it does not mean that we’re invested in all…we also have limited funds.
That is the problem of a bull market…too many opportunities and too less funds… hence we try to stick to high momentum ( relative stregth ) stocks to make the best out of a rally.
Macfos Limited- A niche E-commerce Company (18-08-2023)
As per my view ,That is completely wrong way of thinking 1)There is no doubt on population growth and demand growth in the country , but when it comes to realization , a micro level perception is completely diffrent 2)They have no entry berier , 3)They have huge dependency on chinese goods 4)E-commerce is compeltely game of feedback, 5)i personally doubt on promotors capabilities to go beyond current level. 6)If there is any juice left in the story 100s famous investors r watching the story. why anyone had not jumped yet.
Disc, Not invested
Macfos Limited- A niche E-commerce Company (18-08-2023)
The trend is definitely on upswing. Some fellow investors who live in big cities and kids are going to good school have reported buying stuff from Robu for their kids studying in class 7+. What’s happening in big cities will catch up in next 100 cities in next few years.
Regards
Raja
IOLCP – Synergy in operations made monopoly in product integration (18-08-2023)
link is not working, can you please post a fresh link