The company is FCF negative… any comments on this? ROE is good at 15% but FCF negative makes me a bit apprehensive.
Posts in category Value Pickr
Sun Pharma – Will India’s Largest pharma co make a comeback? (14-05-2024)
its related to SPARC (Sun Pharma Advanced Research Company Ltd), 50% down from top in a month
Sonata Software A Turnaround Story (14-05-2024)
never buy a falling stock, the market knows better than us, avoid buying now and only buy once it starts going up
Sandeep Kamath Portfolio | Momentum Investing (14-05-2024)
There was some turbulence last week but nothing major so no sell signal was generated for any of the portfolio stocks. Portfolio continues as it is - while volatility might continue through the month of May, the real test for factor-based investors might come in June if election results are not in line with Market expectations.
Portfolio start date → Jan 23, 2024
Total returns → 12.2%
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
Yes you are right. Misread one zero there
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
No it’s just 1.4% for 190 Cr
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
(post deleted by author)
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
Nalanda looks to have sold its entire 7.37% stake.
KDDL (Ethos Watches) – Scalable business model at an inflection point? (14-05-2024)
Yes, it is for ethos. Separate thread is not there
Great Eastern Shipping (GE Shipping) – Possible Sleeper? (14-05-2024)
I am interested to know aboout the earnings growth potential in offshore segment , I estimate an increase of 80-90 Cr EBIT from repricing of 12 offshore vessels - also curious with improvement of at least $3,000 to $4,000 a day on each contract repricing - why does acquistion of more offshore vessels up on the cards of GESCO , can someone from oil and gas research background quantify the impact of repricing to come from offshore rigs , two of the offshore rigs are up for repricing within this financial year . Also do there exist inorganic growth opportunites in offshore business?