so are you saying that the good q2 operating performance was just a one off due to low rm prices or can they actually sustain and grow these margins?
should dg deep in to surender bhatia and his competence.
Posts in category Value Pickr
Valiant Communications and Avantel may be really big one day (23-11-2015)
aravind,
Please comply with the forum guidelines and put up any idea in its proper format.
Valuepickr doesnt encourage such 4-5 liner threads which shows lack of effort on the part of the idea presenter.
You are hereby requested to read the forum guidelines on posting new ideas and follow them properly instead of these flimsy 4-5 liner topics which resemble something on MMB.
After a point these have started becoming irritating even to the moderators and hence the veiled warning to you.
If u can put up more meaningful write ups we would continue these threads other wise they will be deleted.
Hope u get the message.
KSE Limited — Interesting Business (23-11-2015)
I agree Bheeshma, however you need to acknowledge the fundamental problem with this stock now. Earlier they were able to maintain that water thin margin. Has it changed now is the key question!
And this is because their inability to pass on the increased rice bran prices to cattle feed customers. In last FY 2014-15 AR they indicated they would pass on the prices however you can see from the past 2 quarters, clearly they haven't been. Reason is they are competing with non-profit Govt. organizations who would never increase the prices in the interest of poor farmers. So you see the water thin margin can be boon or a bane and the risk profile of this is high, hence such valuation.
Disc.: Small position, looking to exit!
Is there any rule for max gain weekly, monthly and yearly basis? (23-11-2015)
this should get your started http://www.bseindia.com/markets/equity/EQReports/sur_Price_monitoring.aspx?expandable=6
Lycos internet – way to digitalization (23-11-2015)
Folks don't fall for this company. For those of you remember Geodesic can see the similarity.
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
Sire, you have been a margdarshak, so thanks to you first :).
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
Thanks for taking it in good spirit.
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
There are few important factors which stand out in the acquisition (almost down playing the importance of lower EBITDA margins) :
- Take has revenue breakup of US: 72% , AP : 21%, Europe:7%. Whereas EA has 50% of it's revenue coming from Europe. EA has a good base in Frankfurt. So in effect Take is expanding it's footprint into an important market through this acquisition.
- Take has audited data facility in Chennai and US and EA has an "audit ready" facility in Europe. So from that angle Take is gaining access to a important differentiator in this business.
- Getting right resources (especially on pharma side) is a challenge in this business and with this acquisition TAKE’s subject matter experts will increase by 30% and its life sciences workforce will increase by 50%. So mgmt. sees it as a big positive.
- There is only a 20% overlap in the clients of TAKE and EA. EA has several marquee (like Roche, Fresenius, Danone,Bayer, Piramal, Dr. Reddy, Biocon). So Take sees significant opportunities to cross-sell and up-sell.
- Also, Take mgmt. thinks EA's technology usage is on lower side and gives a lever to increase margins by use of higher automation.
- EA seems to be a CRO (Clinical Research Organization) which in turn uses services of clinical data mgmt player (previously infosys ? or may be multiple players). So in that sense there is hardly any conflict in terms opportunities to cross-sell and up-sell.
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
Thanks will keep that in mind as we should comment within Forum's guidelines but I contradict with you on that part that novice investors could get carried away simply because this is a big forum and someone would have to blindly believe on my comment and also negate all the data written in the blog. And as I am addicted to the blog, I don't want to get kicked out 
so would refrain from writing "baggar" word in the future
Virat Crane Industries Limited (VCIL) – sure shot multibagger (23-11-2015)
As I understand,the product is such that it should not be very difficult for competitors to replicate the quality.Therefore their success hinges upon effective marketing and distribution.Based on their annual report,the company is heavily focussing on branding.In Andhra,Telangana and Orissa the brand has good traction because of many years of branding.In my opinion it would not be easy to enter new markets and become and instant success (because of little difference when compared to products of competitors who are established local players).
@richdreamz I was inspired by your field work and thought I would also check it out for myself.I went to a Reliance Fresh store and found that Durga ghee is placed at the eye-height of the customer while other brands are placed lower down.Durga ghee seems to get better visibility.