Hi
I have submitted the application and couriered the documents to them. I notice that I am unable to login to the portal again. It seems my account is not working anymore on siportal. It keeps me error “User is not a valid Intermediary”. Is this normal? Are we not allowed to login to the siportal once we have submitted the application?
Posts in category Value Pickr
How to register with SEBI as a Research Analyst? (18-09-2022)
CDSL – Stock for our children (18-09-2022)
@The_Seeker Thank you for the pointers. I couldn’t find the charges in the contract note. However, zerodha’s website has this information.
DP Charges are levied by the Depository (CDSL) and the Depository Participant (Zerodha Broking Ltd) at Rs. 13.5 (+ 18% GST) per day per scrip(stock) for the stocks sold from your holdings. The stock will be moved out of your DEMAT account on the day you place your sell order.
Example: If you sell 50 shares of X in the morning and 50 shares of Y in the afternoon, the total applicable DP charges for the day will be Rs 13.5 + Rs 13.5 = Rs 27 + 18 % GST since multiple scrips are being sold.
So, roughly 41 crores/90 days/13 rupees per sell txn = 0.03 crore txns were made per day in the last quarter.
Intellect Design Arena (18-09-2022)
Investment decisions should not be based on newspaper articles or stock price during a sectoral bear run. I would suggest you read past 3 concall transcripts to get an idea what to expect in near and midterm future and decide based on your own judgement .
Also read posts 418 & 419 in this thread for Gartner related stuff.
Disc. Invested at higher level and dissapointed that my quota for IDA is already full.
Green Hydrogen- The ultimate Green Fuel- Indian companies that are leading the Green revolution in India! (18-09-2022)
This is my first post here on the forum. Though, I have read valuepickr for many years and value the detailed opinions and work done by many of the stalwarts. I am a full time investor who grinded my time towards freedom - both by saving and investing. It seems like many do not really understand this space and maybe my 2-cents might add some value to a few of you researching on companies in this space. The value chain has not really developed here in India in this space. I might create a company within this space since I have experience within Semi/Solar/Storage for the past 2 decades. There are few unlisted companies that do work on electrolysers - Ohmium, etc. Adani/Reliance, etc might benefit in the long term. However - smaller companies that work on basic building blocks (power conversion) for hydrogen conversion are few and far between (none within India). Good luck for the interesting treasure hunters. I’ll keenly watch this space.
For people to just better understand why Hydrogen is important:
Intellect Design Arena (18-09-2022)
The individual who wrote this article is totally against the prospect of IDA…whats the views of members…Is it time.to sell or trim.positions considering continuous fall as also geeting out of Gartner Quadrant??
Optiemus Infracom – How much business Blackberry is going to bring for it? (18-09-2022)
market is too vast and there is enough for every one. not only Taiwanese Indian brands will also look for manufacturing partners. Rift b/w China and Taiwan is another long term positive for India from manufacturing point of view. keep an eye on sales data, as long as it keep on rising ride the stock.
Optiemus Infracom – How much business Blackberry is going to bring for it? (18-09-2022)
As far as I can see its not the same project.Wistron has facilities in Bengaluru that manufactures Iphones . The OIL JV was for other stuff…
Anyway, your link itself says that tatas can buy equity in wistrons India ops or create a new facility .None of it hampers OILs plans in anyway.
Disc. Invested
SmallCap Hunter : Trying to find the dark horses with triggers (18-09-2022)
Look at the cash flows
Last 5 years -
Cumulative EBITDA: 126 crs
Cumulative Cash Flow from operations (ebitda after working capital changes): -13crs!.. meaning the company hasnt earned any cash though it shows profits on income statement
Cumulative FCF: -132crs
Cumulative FCFE: -156crs
The huge cash deficit is filled by 50cr debt increase and 100cr through equity issuance.
In short, the company is quite the cash guzzling machine! 
I have not seen such horrible cash flow numbers on any company yet
IRB INVIT TRUST- new game in the town! (18-09-2022)
problem is people don’t look through the detail and this has been discussed in detail. Yes. Return of capital is not taxable.
I had also put calculators that simulate everything in this thread