I was researching the company but very less information available. I’m from the industry where fluid couplings and other types of couplings are used. One thing I can tell is don’t rely on replacment cycle of fluid couplings. The replacement cycle is very long. like 5-6 years as they don’t get damaged easily. So better to see how the sales can increase if there is fresh demand. I could not find much information about the company.
Posts in category Value Pickr
Bombay Burmah way to Britannia (12-08-2023)
If I am reading right – Go air no more associate company and BBTC doesn’t hold any stake or provision toward it from here on.
So whatever happens to Go air shouldn’t be a concern for BBTC
- Bombay dyeing 5000 land deal can be game changer
- Even after selling coffee and tea estate , Go air and still why BBTC increasing Debt and raising more Money through debentures
Interest rate rising but BBTC is Debt is rising. Worst way to handle the cost
Natco Pharma: Focusing On Complex Products (11-08-2023)
Cash on books,Conservative management, agro entry at a trough in the cycle, expanding globally. All positives with decent valuation. Right mix for success.
KRBL- The King of Basmati rice (11-08-2023)
CFO interview with CNBC-TV18:
Ban On Export Of Non-basmati Rice Doesn’t Impact Us: KRBL | CNBC TV18
Key Notes:
Total cash on books 1200 cr
Margin guidance – 17-18 % – long term average.
@tarun2586 : Revenue guidance FY25- 7500 – 8000 Crore – On track with it- Drivers : Good domestic response on Non-Basmathi , overall Basmathi consumption is growing, exports to continue.
No clear answer on why promoter should participate in the Buyback.
Disc- Invested.
Kalpesh’s Portfolio (11-08-2023)
Hi
My bad, I forgot about posting here.
The stuff got delivered in a week. The quality of instant coffee is OK. Add shop is just retailing it. Kwality Traders Tea Leaf Pvt Ltd is noted as manufacturer and packager.
The toothpaste is good. Manufacturer is Dada organics (promoter owned private company).
Although I didn’t pursue Add shop due to high receivables.
Shivalik Bimetal Controls Ltd (SBCL) (11-08-2023)
Thanks for sharing the information , where we can get this data … I mean website
KP Energy – Lotus in muddy water (11-08-2023)
below transcript from the investor presentation released today.
Expecting large orders
“Company is expected to receive new large-scale order for development of
project in state of Gujarat which shall further support to achieve continuous
growth in revenue from EPC activities “
Tracking the AI Disruption: Impact and Benefits for Businesses (11-08-2023)
Seems like bard does not give the accurate data…example, ask for Astral Q1 FY24 results analysis YoY and QoQ from screener.in
Delisting Discussions (11-08-2023)
Hi Naresh Sir,
It would be of great help if you can guide me on how to obtain the list of shareholders under section 94 of the Companies Act.
Thanks in advance.