Thankyou for the information. The Buyback by company at Rs 4000 speaks of confidence in business in times to come. Its a kind of stock you never want to sell.
Disc: - Invested 2 yrs back
Thankyou for the information. The Buyback by company at Rs 4000 speaks of confidence in business in times to come. Its a kind of stock you never want to sell.
Disc: - Invested 2 yrs back
My Case for bullishness on Supreme Industries
Here is the Intrinsic value calculation of supreme industries - approximately - there is 20-40% margin of safety at current market price the way you look at it. However the FCF calculation shows Rs 400 as the value which is way below current market price. Anyways I have decided to load up on this business after reading past 3 yrs annual report and presentations and company's new initiatives in building products and automotive segment. Its difficult to predict the future cash precisely flows in light of govt increase spending on infrastructure, economic growth and new products and plants coming up.
Being an Architect by profession I can vouch for it this company has a long way to go.
Invite readers reaction and criticismSupreme Industries Intrinsic value.xlsx (58.4 KB) on the same.
Currently working On Havels India in the same building infrastructure category.
Hitesh whats your technical view on Gruh Fin can you share ?
Are they not capitalising the opportunity
They are still a small player and are building up capacity,
Don't you think acquisitions are small and not very big teams are coming up so integration should not be an issue
The current COO of the company also came while his company was acquired
Any info on promoters from customers
[8K miles latest acquisition]
will it be able to sustain such in-organic growth?
anyone having private transport going to Cupid AGM from Mumbai ?.. we can share the ride & costs offcourse
Delivery data as the source is what these guys attempt through interview questions to look at a giant like Alibaba. Interesting read...
Testing the hypothesis and drawing conclusions are however two different things. There can be no easy answers.
http://brontecapital.blogspot.ae/2015/09/job-interview-questions-size-and-scope.html
I don't expect them to grow 10x but even if they are able to show a growth rate of around 25 percent for another 3 to 4 years, it can be a good case of investment
there customer base is still good and I am sure they would be working on adding more customers
For me the most important point would be the credibility of the promoters
Any update on information on that would be great
I found old article on VLS finance :
http://expressindia.indianexpress.com/fe/daily/19990706/fma06059.html
(Investors seek liquidation of VLS Finance's assets)
But worth reading.
Disclaimer :Invested.
Looks very good from all angles..
Branded product available at the price of a commodity with long term growth prospects that too without limited capex. Current plant in Dhuri is still under utilized. No need for much capex for next 5 years.
They have promised to reduce debt levels from 2015 onwards which is again encouraging although I couldnt find that statement in the latest investor ppt. Nonethless it is still highly undervalued, following are some areas of improvement:
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