Posts in category Value Pickr
Pincon Spirit Stock (28-08-2015)
@roysavio
Hmm.... But how come the above link is still working????
Can any body provide the breakup revenue of Trading & Own brands IMFL?
Low PE may be because large amount of revenue coming from trading of IMFL. Any way their own brands IMFL revenue growing at fast rate.
And any body though some light on how is their brand will of Edible oil?
Disc: Invested
Dynemic Products (28-08-2015)
How does this company compare with Vidhi Dyestuffs? From a quick glance - they're both in similar lines, Vidhi seems to be priced higher, however Dynemic's financials seem stronger (relatively). Any reason for this mismatch? IF we had to pick one which would it be?
Read recently that Nikhil Vora picked up Vidhi via an open market transaction as well.
Hindistan Media Ventures Limted (HMVL): A mispriced bet in newspaper business (28-08-2015)
Hi,
Need help understanding.
PFA image FY 15 Cash flow. The income from investment, bank deposit under cash flow from operating activities is 50.64 Cr where as under investing activity 12.30 Cr.
I can understand that this income should be removed from operations because cash flow from operation means income from business related activities and this income is then added in cash from investing. But why this difference of 38Cr?
Avanti Feeds (28-08-2015)
An interesting story about a biggie aqua player Siam Canadian group and how is the founder v confident on huge opp size for farmed shrimps.
Is my Method of investing Dumb? Help me to improve (28-08-2015)
Hi @FocObs, Did you manage to revise the previous version you shared! Can you share your rich learnings with newbies
30 stock ideas, need to reduce to 15 (28-08-2015)
Hi all,
This happens to be my first post and so far really admire the good work done by fellow valuepickers.
Here goes my list, I've tried to break down sector-wise:
Textiles FMCG Chemicals Infra Pharma Auto/auto anc Finance Others Multibagger
Sutlej KRBL GHCL Cera Sun Bharat forge Axis IIFL Samtex
Nandan Britannia Astec life AIA eng Aurobindo MM forgings Yes HMVL Waterbase
Welspun Ind PI Industries Asian paints Glenmark Motherson sumi DHFL GPPL DTIL
UPL Granules CEAT Chemfab alkali
Currently I've almost equal allocation in all of them, gradually in next couple of quarters I intend to reduce the portfolio to 15. Reason for such diversification is the high capital I've put in viz a viz my overall net-worth, so cant be too concentrated. Ideally I would like to keep it to 15 max 20 however facing challenges on which ones to drop. It would be great if anyone can just pin-point which one you don't like and a short reasoning.
Any help is much much appreciated.
BR,
AJ
Hindistan Media Ventures Limted (HMVL): A mispriced bet in newspaper business (28-08-2015)
Thanks Rohit,
Cant understand idea behind taking 98Cr debt and putting cash in funds.
Kesar Terminals and Infrastructure Ltd (28-08-2015)
The Annual Report is as of March 31, 2015... So, the KMML details will have to say that it's not operational...
Expansion Plans:
The Company has been exploring new avenues to optimize and expand its present capacity at its Terminals at Kandla. The Company is awaiting necessary permissions from the authorities for constructing additional capacity of about 7000KL at its Terminal No.1for enhancing revenues. During the year, the Company proposes to convert further of its existing Mild Steel tanks into Stainless Steel tanks based on the market demand. The Company has about 10 acres of land on long term lease basis at Kakinada port in Andhra Pradesh. The Company plans to put up both Dry Cargo Warehousing and Bulk Liquid Terminal facilities at Kakinada. The Company has already received approval from Inter Ministerial Committee for putting up a CFS on a part of the 16 acres freehold land purchased by the Company at Pipavav port in Gujarat. The Company proposes to set up a Container Freight Station [CFS], Bonded Warehouse and Bulk Liquid terminal at Pipavav. The work at Pipavav is expected to commence after Phase I of the Composite Logistics Hub Project of the subsidiary Company, Kesar Multimodal Logistics Ltd. (KMLL) starts its operations.
As per the above, the company will start the Pipavav project now... Capex to continue for another few years...
The Company is in the process of increasing its installed capacity and modernising the existing plants at Kandla. The Company has already increased its capacity to 127,000 KL. and will add capacity to its Kandla Terminal by 7000KL shortly. The Company plans to set up a Dry Cargo Warehousing and Bulk Liquid Terminal at Kakinada, Andhra Pradesh and has already started with the land development work at the site. It has also plans to set up a Container Freight Station and a Bulk Liquid Terminal at Pipavav, Gujarat.
As per the above, the company has also begun ground work at Kakinada...
Looks like interesting times ahead...
Note: Have vested interest...