:-)… any insight on unit economics of YT shorts?
Posts in category Value Pickr
Saregama India Ltd: India’s premier music publishing label (31-08-2022)
Doesn’t seem to be the case as YT shorts have really taken off in last 6 months. Observed it first hand being the owner of a youtube channel
PG Electroplast – Potential for cooler returns? (31-08-2022)
Any idea on the corporate government
Pix Transmission – low profile smallcap company (31-08-2022)
@Raj_Praj
This amount is probably advances given towards purchase of plant/ machinery for the proposed expansion. There are many contributors to this thread who are tracking the balance sheet closely, who are welcome to shed more light on this.
Generally speaking, once I am comfortable with the mgt, I try to focus more on my basic investment thesis playing out well & on track. If I am not comfortable with the mgt, I will exit the Co. altogether. I believe that other investors too could benefit by following this policy. It has helped me too in keeping my focus. For me, the Pix mgt has walked the talk & I have confidence in their ability to deliver.
Meanwhile, the Co.'s expansion is hopefully playing out to plans. The phase wise expansion should be completed sometime later this year. I expect the enhanced capacity to support Sales of about 750-800 crs. This could be more or less consumed in the coming year 23-24 & I will certainly not be surprised if the Co. were to announce the next phase of expansion in the next six months!
We are already in the beginning of September & shortly one will start extrapolating the numbers for 23-24. If only the Pix mgt would initiate investor con calls a couple of times a year, many of these growth issues could be addressed. As the market cap grows, Co.'s are known to get more responsive to investor concerns. That said, we are talking of a 1200 cr. market cap Co. so we can assume that the mgt knows a thing or two!
Hitesh portfolio (31-08-2022)
Hitesh Bhai,
If the broader indices correct by 10-15%, will you sell the stock which may also fall by 15-20%, but where you believe the story is good for a few quarters and re-enter when its back in momentum? or you choose to hold?
During last correction Gujarat Fluoro and Schaeffler didn’t correct, if i am not wrong, when the broader market was correcting. But i believe that will not always be the case. In a case where all things being equal, and only price is falling by 20-25% from 52 Week High, will you cut losses and exit?
Hitesh portfolio (31-08-2022)
Hitesh Bhai,
If the broader indices correct by 10-15%, will you sell the stock which may also fall by 15-20%, but where you believe the story is good for a few quarters and re-enter when its back in momentum? or you choose to hold?
During last correction Gujarat Fluoro and Schaeffler didn’t correct, if i am not wrong, when the broader market was correcting. But i believe that will not always be the case. In a case where all things being equal, and only price is falling by 20-25% from 52 Week High, will you cut losses and exit?
Gland Pharma- Generic Injectables (31-08-2022)
FY23 AGM Notes
Opening remarks by Mr. Sadu - Link
Answers for the questions posed by share holders Link
Growth Triggers
- China is 1 Billion dollar opportunity for Gland in injectables space
- Biologics - Biosimilar CDMO Infrastructure in place (learned hard way by failing in vaccine venture)
- Not going to work on Biosimilar development, focus is in partnership with innovators / partners
- Focusing more on process efficiencies, that is already translated into the best volume growth in the industry (Achieved 21% volume growth in FY22 )
- Every year the new product launches are contributing 8-10%
- 4 Complex injectables are in the pipe line to be launched this FY that has $1B opportunity
Capex
- 300 crores in FY23, 250 crores in FY24 (Spent on expanding capacities like microsphere combiline )
Risk Mitigation
- Actively working on alternate API suppliers
- Alternate packaging suppliers for fill and finish products
Gland Pharma- Generic Injectables (31-08-2022)
FY23 AGM Notes
Opening remarks by Mr. Sadu - Link
Answers for the questions posed by share holders Link
Growth Triggers
- China is 1 Billion dollar opportunity for Gland in injectables space
- Biologics - Biosimilar CDMO Infrastructure in place (learned hard way by failing in vaccine venture)
- Not going to work on Biosimilar development, focus is in partnership with innovators / partners
- Focusing more on process efficiencies, that is already translated into the best volume growth in the industry (Achieved 21% volume growth in FY22 )
- Every year the new product launches are contributing 8-10%
- 4 Complex injectables are in the pipe line to be launched this FY that has $1B opportunity
Capex
- 300 crores in FY23, 250 crores in FY24 (Spent on expanding capacities like microsphere combiline )
Risk Mitigation
- Actively working on alternate API suppliers
- Alternate packaging suppliers for fill and finish products
DHP India Ltd – Regulators and Fittings (31-08-2022)
Agreed but we don’t have access to granular data.
Ultimate aim is to do correlation analysis of quarterly sales figures with gst data
SYSTEM ON INDIA's MONTHLY TRADE<br>(Harmonised Classification of Commodities).
Is anyone going to attend the agm.?
There are plenty of website which provide real time info about exports but one needs to be subscriber. I don’t have access.
My mistakes with the stock market (31-08-2022)
Here my mistakes and learnings, but i believe mistakes and learnings are part of growth story in market but repeated mistakes are cost higher.
Came to market in fluke bcz of friend took me to zerodha office to opening account.
First share i bought was RMCL which is big disaster CMP is 2 i bought at 36.
Then started basic knowledge application to buy future growth stocks found all are costly price then searched for all future industry stocks bought many in 2018 which are below 100rs, again opened the account in 2020 covid time when everyone saying crash my stocks was 60% + profits then started buying few more. Saw mamy multibagger returns from 100% -6000% .
Then started buying one share for monitoring all went 100% again fear adding them as thy already High they went 2x still not bought,
Bought yes Bank by listing to someone and all wiped out 95% loss.
Bought 1share on many companies which are grown well but didn’t added volumes
Bought many shares without full research but all are went to minus
Got confused about it ,them started value research to pick good company and business but less number
Confused abou short term profit longbterm profit, bought Ashok Leyland at 85 and when it cross 110 sold, now it’s crossing 140, now felt like I would have kept it for long,
Regrets mistakes are part of learning and now i got confidence the market needs patience and controlled mindset and fixed target and less emotional and partical approach on returns profit and losse.s. profit and losses