Hi,
Does anyone have an idea whether the company’s existing and new facility is USFDA approved?
Do they have any sales from US? and any plans regarding that in the future?
Posts in category Value Pickr
Gufic BioSciences Ltd (05-09-2024)
Aavas Financiers :: Banking on the unbanked (05-09-2024)
Don’t have any idea as to why anybody will wait for the open offer. Just noticed that the the present market price has already exceeded the offer price. At this rate a revision in offer price is inevitable
Trent — A value unlocking story from the house of TATA (05-09-2024)
I mean my spelling errors 
Trent — A value unlocking story from the house of TATA (05-09-2024)
Please pardon me for typo erros
Trent — A value unlocking story from the house of TATA (05-09-2024)
Dear Everything Genius,
You are right that my thesis is based on Mrs. Tata and Noel’s vision & their integrity. During inception years Mrs. Tata/Noel repeatedly emphasized – Retail is a tough business, we will build it without taking debts, we will not expand till our business model is right, we will bet on private labels. I was looking at my old notes and found that Noel mentioned about retail wreck in USA in 2017 when 1000 stores were closed and many retail chains filed for chapter 11 bankruptcies. Only few including Walmart and Costco survived. I am a form believer in what Buffet said in his 2003 letter- ” A company should be viewed as an unfolding movie, not as a still photograph. Those who focused in the past on only the snapshot of the day sometimes reached erroneous conclusions.”
Above was replying to Kunal asking- is it the right time to buy the stocks?
I have already mentioned that I am a conservative investor and my holdings are for 10-15 rears+. Yes, I have made mistakes like selling Titan in just 12 years bough at approx. Rs 50 in May 2007 and sold at approx. Rs 520 in June 17 with approx. 21% CAGR. Currently the stock is at 3700 and still the movie is unfolding
Tata Motors – DVR (05-09-2024)
Stakeholders Empowerment Services had said the termination of the DVR programme was needed for the Jaguar Land Rover (JLR) maker to go ahead with its proposal to demerge Tata Motors into two separate listed companies. Earlier this year, Tata Motors said it will form two separate companies, with one housing the commercial vehicles business and the other passenger vehicles businesses, including JLR.
Siemens Ltd – Is growth coming back? (05-09-2024)
Has the stock peaked out?
Natco Pharma: Focusing On Complex Products (05-09-2024)
I see the TTM operating margin is at all time high of 48%. Is it sustainable?
EMS Limited – Tapping in the growth in the water management space (05-09-2024)
The promoter definitely looked a little dull.
From what I understood this move isn’t too far off what they already do, as he mentioned they already re-build roads once the piping work is complete, and as they already have everything required for the construction of roads it can be another stream of income for the company without any huge CAPEX/Funding.
Tata Motors – DVR (05-09-2024)
I doubt that is the case here
Liquidation was carried out to put tax incidence on DVR minority shareholders and to protect “tata motors ordinary” shareholders
Also there was little pushback here from mutual fund, investment holding companies and insurance companies (HNI didn’t bother) as TDS don’t apply to them