The Most Valuable Commodity Is Information!

Posts in category Value Pickr

COSMIC CRF LIMITED – sme (30-09-2024)

CosmicCRF came with an investor presentation.
Key points:
:diamond_shape_with_a_dot_inside:Planning to Takeover companies.
:diamond_shape_with_a_dot_inside:Order Book- 504 Cr
:diamond_shape_with_a_dot_inside:Focus on Higher Margin Business
:diamond_shape_with_a_dot_inside:Targeting 100% growth in topline and bottom line.
:diamond_shape_with_a_dot_inside:Focussing on backward and forward integration
:diamond_shape_with_a_dot_inside: Working on to acquire Bogies, Coach body manufacturing plants?
:diamond_shape_with_a_dot_inside:FY24 topline of 254 crores with a 9%NPM.

:eight_spoked_asterisk:My view on CosmicCRF:

  1. With solid growth in order book shows the ability of the management.
  2. Recent acquisition N.S.Engg is now doing well under CosmicCRF management.
  3. Recent news about plans to acquire Wagon manufacturer and trying to have technical MOU/collaboration with russian firm etc., makes the future very promising.

Investor presentation link:
https://www.bseindia.com/stockinfo/AnnPdfOpen.aspx?Pname=21641fc8-a593-41c6-b9b6-00766736b1e4.pdf

With thanks
Be and Make
@Be_and_Make

All News   

Annapurna Swadisht Ltd – A Swadisht FMCG investment? (30-09-2024)

Didn’t Sebi had lock-ins for Preferential shares? I belive 1 year for non-promoters.

All News   

How to read better to catch long term structural trends? (30-09-2024)

Dii are biggest investors in the Indian Market. Youngsters are aggressively buying SIP, which inturn enters equity. That is why prices of equities are appreciating far beyond normal levels. Companies like HAL now seems to be overpriced. You can also look at listed Drone companies in India and what they do. Just depending on Govt policy decision for sales is not a good thing.
Industry should have diverse customer base with wide spectrum revenue sources.
Having exports is a good thing. But probe who are the customers. Again, if it is govt of other countries, one cannot bet on policy decisions of any govt. It can change any time.

All News   

Prataap Snacks Ltd – Set for a crunchy bite! (30-09-2024)

Anyone tracking this company? Any idea on why:
1] Promoters are selling their stakes continuously over 3 quarters?
2] OPM is around 8-9% whereas Bikaji has 18%? Their long term target is also 9%. Is it due to lesser wellspread connections to suppliers?
3] Any progress on quick commerce such as blinkit, zepto? I see they mentioning only Reliance and DMart in annual concalls.

All News   

ValuePickr Pune (30-09-2024)

I am specifically pin pointing special situations like Merger,Demerger,Revferse Merger,Rights Issue,Offer for Sale,Open Offer,Special Dividend,Change in Management,Spin offs,Aquisition of a company by another,Corporate restructuring,Change in Capital allocation and to some extent Splits and Bonuses too which has given over 2000% to 4000% returns in last 2-3 years.
please check the following link:

Special Situation Investing? ft. Tariq Hussain | Smart Sync Services #investing

Check time stamp 56:00 min where Tar has done it for himself in investkaroindia.com and Check 01:44:00 time stamp too where he has given a detailed answer.A not an IT guy and so couldnt understand it.
If you can try this out,This could potentially be a game changer dear Friend.
Regards,
Dilip Vora
aadi.dilip@gmail.com

All News   

Kitex Garments Limited (30-09-2024)

AGM summary. Acquisition mode not mentioned. Telegane production at full fledge i see in 2027 or 2028

07b5ad89-e8dc-4d56-8579-7c3a809037e0.pdf (531.2 KB)
5ace0ca4-6a9c-4ea7-87b7-2ea49dec3432.pdf (2.1 MB)

All News   

Atma Nirbhar Bharat – Stock opportunities (30-09-2024)


BEL forms joint venture with Israel Aerospace Industries to support MRSAM systems (Medium Range Surface to Air Missile)

All News   

Radiant Cash Management Services – Asset Light Play On Cash Logistics (30-09-2024)

https://www.equitybulls.com/category.php?id=351505

With more than 20% of revenue flowing to Radiant Protection Force (RPF), a related party, the group has now sought for corporate loan exposure as well. Point of concern is RPF has ~95% or more revenue from the sale of contracts to RCMS.

Also while the founder does not draw excessive salary from RCMS, they do have a high salary drawn from RPF. RPF does not have any major fixed assets and hence probably only labor contracts are with RPF which could be moved to RCMS and the related party nature stopped. RPF also has vehicle loans (one of them for a Lamborghini Urus) while RCMS does not.

Plus all other group companies are marginally profitable with major operations appearing to be human resource management rather than any particular moat.

All in all the related party nature with promoters presence on the audit and compensation board leads to think that the corporate governance may be an issue.

Plus business due diligence points towards increasing competitive nature with big capital players vs RCMS.

All News   

Tejas Networks – Product based IT business in a favored sector? (30-09-2024)


All News   

Rajeesh’s Portfolio (29-09-2024)

Thanks for that , it will be really helpful.

All News   

Latest News