http://rakesh-jhunjhunwala.in/ashish-kacholia-nirmal-bang-home-in-on-mega-bagger-micro-cap-stock/ Vishnu Chemicals is the new entrant to the list. A wonderful article by RJ blogger Arjun on this topic and the attached video in the link is awesome and takes us virtually through the available instruments and plants in Hyderabad
Posts in category Value Pickr
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (16-11-2015)
Hey thanks a lot...It was really helpful...I got the logic...
Innovative Tech Pack (16-11-2015)
Merging Jauss will take time and a lot of regulatory compliance (share swap etc). At the moment, Jauss seems to be a better bet in terms of performance.
Corporate Fraud/Misdemeanor – Public Domain – India lessons (16-11-2015)
One small company came on my radar was Pune based Rajkumar Forge Ltd, while going through the details, i have found that company sold close to 11000 Sq Mtrs plot at Rs 72 lakhs only. Its close to 2 acre plot. When i asked as a shareholder about the selling process and how selling price was fixed, i did not get any reply. Since i bought only 10 shares to track this company, i sold off and moved on.
Sterlite Technologies | Digital India play (16-11-2015)
Hi @Sailor1980, this is just what i was thinking as well. The power business was acting as a drag on the telecom business and this was leading to suppressed prices. The demerger makes sense as most of the debt on the balance sheet was pertaining to the power business.
With respect to EBITDA Margins of OF/OFC segment, you have raised an interesting point. Will need to do some more research on EBITDA margins of this industry.
Disc: Invested since 60 levels
Kitex Garments Limited (16-11-2015)
interesting article on kitex http://indianexpress.com/article/india/india-news-india/kerala-civic-polls-how-a-company-won-a-panchayat/
Is it good Value Pick (Ion Exchange (India)) (16-11-2015)
It gave good returns in last two years..
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (15-11-2015)
This infra company is not the only place where money is splurged.
http://techcircle.vccircle.com/2015/10/30/ride-sharing-app-lifto-raises-130k-in-angel-funding-2/
"Mumbai-based Teilen Infoservices Pvt Ltd, which runs and operates people-to-people (P2P) ride-sharing app LiftO, has raised $130,000 (Rs 85 lakh) in angel funding from Tree House Education’s Rajesh Bhatia"
This is on October 30 2015 when promoters own company is hitting all time lows. Excellent promoter.
Because of consistent equity dilution the past years growth has yielded zero results to us the shareholders. This company is only for the benefit of promoters and early Pre IPO investors like PE firms like MATRIX who timed the exit to perfection with true x times returns.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (15-11-2015)
All K12 school are in losses, its erasing the preschool earnings. Due to 30 year contracts they have no choice but to pump in money every quarter. That is the reason for debt increase inspite of 200cr QiP money. Headed to one bottomless pit.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (15-11-2015)
Sry. I did not know of this treehouse thread. Reposting from corporate misdemeanor thread.
Treehouse education & accessories:
Incessant pledging ( as early as Friday evening)
Poor cashflows, high account receivables. Aggressive accounting : brought to light by a NGO
Spiraling Debt : A increase of 60% in one quarter. This is after a equity dilution to QIP in march for 200cr!!
A easy to understand business. Throw in words like niche, scarcity premium , high growth(investment driven and not by internal accurals ), FII validation(easy money).
A perfect WEALTH DESTROYING machine.
Disclosure : Invested from 2012. Exited on friday.