What does negative change in inventory means in PL and CFs statement?
Posts in category Value Pickr
Basilic Fly Studio Ltd (21-11-2024)
What’s going on in the stock, more than 60% correction from the top, worth considering now? If someone is tracking, appreciate your views on the company, growth drivers, risk factors and management track record. Any recent guidance from the company?
Phantom is doing okay offlate, so wondering if there is anything company specific which I am missing?
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (21-11-2024)
SEIL said they won the data centre order for Power Transformers along with ETC and EcoCare and 10 years AMC for Electrifying one of the largest Data Center in India along with Complying to stringent SLA requirement with our EcoCare
Disclosure: Invested
Attached the snippet from the Q2FY25 presentation on data centre
Schneider Electric Infrastructure: A global company with advantage of a industry tailwind: (21-11-2024)
SEIL POSTED GOOD Q2FY25 results and order win including Data Centre area, attached the details presentation, thanks.
Schneider Q2FY25.pdf (1.9 MB)
GNFC – The big becoming bigger! (21-11-2024)
GNFC – Got into my reading filter
Investing model(Now reading) – Value + Growth
Interesting trigger
Current P/E – 18 (21/11/2024)
Price (558) is less than book value (560)
Current dividend yield – 3%
Also
Massive capex of 5000 Crore
Few Concerns
#Only capex announced but outcome wait and see
Capex completion says 2028 (Too long)
But definitely should study
Danish Power Ltd (21-11-2024)
Transforming Power with Innovative Power Solutions from Danish Pvt Ltd
This video also helps to understand more about their clients
PSP Projects – Construction Company (21-11-2024)
Doesn’t it show that the promoters are not able to grow the company independently.
If they are selling stake to adani just to get some deals from them it seems like a bad move IMO.
We are talking about 30% stake sale.
Lazycap’s Portfolio – Feedback (21-11-2024)
Update
Sold 10% each in Kotak (at loss), Krsnaa (at profit) and 25% in HDFC Bank (at profit) and 50% of UPL (at profit)
Added all the proceeds to IGL at 313 avg buy price. Now IGL forms roughly 10% of the overall portfolio at cost. Believe it’s at good price point. Sold all of the above as no fresh cash to deploy and did not want to let go of opportunity being presented with good risk reward balance
Reason for sale
Kotak: high allocation of portfolio
Krsnaa: high allocation of portfolio
HDFC Bank: No reason, just felt like it
UPL: No reason as such, but weaker business among those I hold
PSP Projects – Construction Company (21-11-2024)
Listened to the company’s conference call following the Adani acquisition. Key points discussed about the acquisition are as follows:
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The promoters are selling their stake at ₹575 per share, whereas the QIP was conducted at over ₹650 per share.
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The rationale behind the stake sale is leveraging the Adani Group’s expertise and unlocking opportunities in various projects such as airports, Dharavi redevelopment, data centers, etc. (Additionally, the Adani Group is aiming to build its EPC companies for its projects).
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The company is projecting EBITDA margins of 10% or higher.
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Out of the current order book of ₹6,000+ crore, only ₹500 crore pertains to the Adani Group.
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There is an agreement between the Adani Group and the promoters ensuring 50:50 ownership, even after the open offer.
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The promoters are obligated to remain with the company for at least five years and cannot exit during this period.
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The promoters expect better utilization of the precast facility, which is likely to be margin-accretive and significantly reduce the construction cycle.
Disclaimer: I invested during today’s dip caused by the Adani-US issue. I’ve been following this company for over three years.
MapMyIndia – The Map Company (21-11-2024)
The Stock is falling heavily. My belief is that market is not happy with uncertainty in Margins this year with the management’s push to keep the increase in the number of downloads of the MAPPLS app the first priority. Am I missing anything else?