It gave good returns in last two years..
Posts in category Value Pickr
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (15-11-2015)
This infra company is not the only place where money is splurged.
http://techcircle.vccircle.com/2015/10/30/ride-sharing-app-lifto-raises-130k-in-angel-funding-2/
"Mumbai-based Teilen Infoservices Pvt Ltd, which runs and operates people-to-people (P2P) ride-sharing app LiftO, has raised $130,000 (Rs 85 lakh) in angel funding from Tree House Education’s Rajesh Bhatia"
This is on October 30 2015 when promoters own company is hitting all time lows. Excellent promoter.
Because of consistent equity dilution the past years growth has yielded zero results to us the shareholders. This company is only for the benefit of promoters and early Pre IPO investors like PE firms like MATRIX who timed the exit to perfection with true x times returns.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (15-11-2015)
All K12 school are in losses, its erasing the preschool earnings. Due to 30 year contracts they have no choice but to pump in money every quarter. That is the reason for debt increase inspite of 200cr QiP money. Headed to one bottomless pit.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (15-11-2015)
Sry. I did not know of this treehouse thread. Reposting from corporate misdemeanor thread.
Treehouse education & accessories:
Incessant pledging ( as early as Friday evening)
Poor cashflows, high account receivables. Aggressive accounting : brought to light by a NGO
Spiraling Debt : A increase of 60% in one quarter. This is after a equity dilution to QIP in march for 200cr!!
A easy to understand business. Throw in words like niche, scarcity premium , high growth(investment driven and not by internal accurals ), FII validation(easy money).
A perfect WEALTH DESTROYING machine.
Disclosure : Invested from 2012. Exited on friday.
Corporate Fraud/Misdemeanor – Public Domain – India lessons (15-11-2015)
http://techcircle.vccircle.com/2015/10/30/ride-sharing-app-lifto-raises-130k-in-angel-funding-2/
The treehouse burning up, he is pledging his stake . But he is ready to splurge money on some fancy tech startup !!
Corporate Fraud/Misdemeanor – Public Domain – India lessons (15-11-2015)
Treehouse education & accessories:
- Incessant pledging ( as early as Friday evening)
- Poor cashflows, high account receivables. Aggressive accounting : brought to light by a NGO
- Spiraling Debt : A increase of 60% in one quarter. This is after a equity dilution to QIP in march for 200cr!!
A easy to understand business. Throw in words like niche, scarcity premium , high growth(investment driven and not by internal accurals ), FII validation(easy money).
A perfect WEALTH DESTROYING machine.
Disclosure : Invested from 2012. Exited on friday.
Kaveri Seeds – Temporary thread for clarifications (15-11-2015)
Hi Sreedhar,
Where did you find this info?I can't see this in results.
Kaveri Seeds – Temporary thread for clarifications (15-11-2015)
The earnings call is scheduled for tomorrow at 2 PM IST (dial-in # 91 22 3938 1071).
Kaveri Seeds – Temporary thread for clarifications (15-11-2015)
its there at 2 pm .not sure .pl try 011-60001221
Deepak Fertilizers and Petrochemicals (15-11-2015)
About the company-
1. Products- INDUSTRIAL CHEMICALS- Iso Propyl Alcohol, methanol, Ammonium nitrate(AN), Dilute nitric acid(DNA), strong nitric acid(SNA), concentrated nitric acid, Propane, Hydrogen
FERTILIZERS- nitro phosphate 24:24:0,bentonite sulphur, bio fertilizers,water soluble fertilizers and select mixtures
MINING SERVICES AND CONSULTATIONS- Only manufacturer of Technical ammonium nitrate in India which is a key ingridient in mining industry
Holistic mining services provider of end to end solution in geology, mine consulting and contract mining
VALUE ADDED REAL ESTATE-
Ishanya – India’s first true Lifestyle Centre. Located in Pune, Western Maharashtra
Plant capacities-
Installed Capacity Unit (MTPA)
Ammonia -1,28,700
CNA- 1,38,600
DNA- 7,02,900
Methanol- 1,00,000
Iso Propyl Alcohol- 70,000
TAN (across Taloja & Srikakulam)- 4,69,000
CO2 - 33,000
Nitro Phosphate -2,29,500
Bentonite Sulphur- 25,000Company strengths-
Over three decades of technology depth, financial prudence
and human motivation
Multi-product portfolio spanning a variety of sectors – built in
resilience against economic downturns
Plants at Taloja, Western Maharashtra, India
100% Subsidiary – Smartchem Technologies at Srikakulam,
Andhra Pradesh
Ranked Fourth among chemicals manufacturers in India
Only manufacturer of 24:24:0 in India
Amongst market leaders in India for specialty products, water
solubles, specialty fertilisers and Sulphur Bentonite
Among the best recognised brands in the industry—Mahadhan
and Bhoodan— drawn across a wide range of fertiliser products
Network of 4,500 dealers and sub-dealers to ensure penetration
across 7 states – Maharashtra, Karnataka, Gujarat, Madhya
Pradesh, Punjab & Haryana
Strong farmer relationships through 12 Saarrthie centres serving
11,500 farmers
The only IPA and TAN manufacturer in India & the largest Nitric
Acid and AN producer in SEA
Assimilated world’s finest technologies available for products
DFPCL has invested resources in India for production of major
fruits such as grapes & banana. The advantages of these two major
crops in India are:
Large acreage under these two crops therefore good quantity of fruit
is available for marketing
Quality and supply chain is fairly streamlined with packing facilities.
DFPCL’s next mandate crop is Pomegranate
Pomegranate is grown almost round the year with 90% of the area in
Maharashtra – our current location
DFPCL’s agronomists will supervise for production and quality.
DFPCL’s outreach to major cities for domestic sale of fruits &
vegetables
Supply to major super markets as well as into whole sale trade
Proximity to the Middle-East markets as well
- NEW PROJECTS-
Recently announced two new projects in Agri-business at a total
investment of Rs. 415 crores
Capacity augmentation project at Taloja
Project will more than double the existing capacity at the integrated
fertiliser complex
Will enhance capacity of NPK grades complex fertilisers from 2,29,000
MTPA to 6,00,000 MTPA
Company will gain additional flexibility to produce all NP / NPK grades
with fortification of micro-nutrients
Greenfield Bentonite Sulphur plant
New BenSulf plant at Panipat in Haryana – Northern India
Plant will produce 32,000 MTPA of BenSulf
Both projects are expected to be completed in 30-months from
commencement
WEAKNESSES
Capital Intensive business
Average return on equity figures
Business employs a good amount of Debt
INTERESTING FACTS-
Liberal dividend policy
In May 14, the supply of natural gas from RIL,GAIL to Deepak's Fertilizers was stopped resulting in a huge blow for the company via cost over runs.
As a result the financial performance of the company in the past 6 qts has been poor. Net margins have fallen from 6-8% to 2%.
However when the gas supply resumes( as Delhi High court has directed the govt to do so in Jul and Oct this year), it will be a huge trigger for the company resulting in huge gains in EPS
Agressive promoter group buying in the company post the stock price correction (in Jan-Mar qtr, increasing the stake by 4.5% to 50%)
By all indications, gas supply should be restored next year and hence the earnings may explode.
Thus it can end up becoming a huge turnaround opportunity