Thanks for your immediate response
Posts in category Value Pickr
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (08-12-2015)
The community has expressed it's high regard for Subash's previous work (there are many like me too, who haven't posted but who admire Subash's previous work).
The community still wants Subash to continue his good work. The onus now lies on Subash. I hope Subash can set the emotions aside and accept the changes at VP. Accepting changes will make admin's task easy (This is necessary because he/they are doing it for free). If you seniors can do it then only us new folks will gladly follow your footsteps.
With that I would say, let us rest this topic for a bit and let the emotions calm down.
Renaissance Jewellery (08-12-2015)
Agree with Nirav. The debtors are usually sister concerns, who then sell to more sister concerns, who then maybe sell to few end customers. In between they keep taking funding.
regards,
Torrent Pharma Ltd (08-12-2015)
The agreement is for making the drug for Pfizer on a contract basis. And that will be sold outside the US.
As far as I can make out it has no impact on Torrent Pharma.
Renaissance Jewellery (08-12-2015)
Inventory of diamonds can't be relied upon. Ask ABN Amro (Now RBS)...how it burnt its fingers with diamond companies (Hint - Inventory 
) Industry with wafer thin margins, huge receivable days and very much vulnerable to currency swings should be avoided.
Alkem Laboratories – Worth to apply? (08-12-2015)
Hello All,
I'm new to Valuepickr. I would like to start a thread about Alkem Lab IPO.
Please share the Pointers if any.
Thanks for Valuepickr Team! for such a wonderful forum to discuss about stocks for enhancing our knowledge.
Regards
Manjunath.C.A
Renaissance Jewellery (08-12-2015)
Long term debt of Rajesh Exports is 604cr. The inventories of Renaissance Jewellery are 589cr which are more than Short term debt of 344cr. Since inventory of Jewellery companies is mostly precious metals/ stones which are as good as cash therefore I will argue that company is mostly debt free.
Torrent Pharma Ltd (08-12-2015)
Will it have any impact on Torrent?
Pfizer Enters Into Agreement With Catalent
Mon, 12/07/2015 - 10:23am by Northern Exposure
Catalent Pharma Solutions announced that it has entered into an exclusive long term supply agreement to produce Pfizer Inc.’s leading over-the-counter (OTC) heartburn treatment, Nexium® 24HR (esomeprazole), also marketed as Nexium Control® outside the United States.
Under the agreement, Catalent’s Winchester, Kentucky, facility will formulate and manufacture the 20 mg Proton Pump Inhibitor drug into enteric coated, delayed release pellets using fluid bed technology. Catalent will also encapsulate these pellets into two-piece, hard-shell capsules, where the company has invested extensively in capsule banding technology required for OTC products.
Pfizer secured the exclusive global rights to market Nexium for the approved over-the-counter indications from AstraZeneca in 2012. Nexium 24HR is now the number one OTC heartburn brand in the US. AstraZeneca continues to manufacture and sell the prescription product.
“Nexium is one of the leading global OTC medicines and its manufacture is well suited to our recently expanded Winchester facility, where we have both the capacity and flexibility to accommodate programs of this scale,” commented Barry Littlejohns, Catalent’s President of Advanced Delivery Technologies. “We are proud to partner with Pfizer on delivering this important product to patients worldwide.”
Godrej Properties – Brand, Business model & Scale (08-12-2015)
Godrej Properties Ltd, the real estate arm of the Godrej Group, has sold 300 apartments within a week at its flagship project — The Trees at Vikhroli. The value of the apartments was over Rs 700 crore, making it the firm’s best launch, the Mumbai-based developer said in a release.