How to buy Tesla stock
Posts in category Value Pickr
CCD – a new opportunity (27-09-2015)
The company has received institutional investment commitments worth almost 7-8 times its anchor book size of Rs.350 crore, which is a good response, given the size of the issue, he said.
The anchor book is that portion of the IPO which bankers can allot to institutional investors on a discretionary basis. Anchor book subscription opens one day prior to the launch of the IPO.
I would encourage further enlightment of knowledge on this topic by admin and other reputed professionals.
POKARNA LTD ( Stock opportunities ) (27-09-2015)
Caeser stone's sourcing from India is very minimal - less than 5 % of their total sales.
My concern is not on availabiity of quartz or otherwise but about the way quartz mines are allocated in a completely opaque manner. I can't see any bids/solicitation of bids/even names of owners who have been allocated these mines in the past. Are these owned or leased ? if they are owned, what did the owners pay for it upfront ? what are clauses for termination ? etc
any help from anyone will be helpful.
Motherson sumi : Recent opportunity to buy (27-09-2015)
Swiss too imposed a limited ban on VW vehicles. Typically other EU countries too follow. This issue is a long drawn and there will not be any quick resolution on the impact and financial burden. VW will have to squeeze its vendors.
Ambika Cotton Mills (27-09-2015)
Hi Varun,
Please do share your notes from the AGM
Motherson sumi : Recent opportunity to buy (27-09-2015)
The moneycontrol consolidated PE might be more accurate at 34:
http://www.moneycontrol.com/india/stockpricequote/auto-ancillaries/mothersonsumisystems/MSS01
The trailing EPS seems to have been adjusted for the bonus at 1:2.
Control Print – Deservers attention? (27-09-2015)
Vardha,
Couple of more thoughts, what mater for valuation in my opinion is free cash flow ( Operating cashflow less capex) and not only OCF. While calculation of OCF would be low, may be free cashflow would be higher given limited capex. I have not calculated same and stand to be corrected based on facts.
Secondly, please compare Opto circuit and suzlon debt equity ratios. Please note that the company has lower but positive operating cash flow which I believe was not the cash with Sulzon or Opto.
Anyway, your observation about OCF to Market capitalisation is valid. But finally, one need to take its own call about investment based on comfort. Thanks for providing valid issue for discussion.
8k Miles Software Ltd, Cloud Computing (27-09-2015)
Adding in a few more details from what I have understood about this company till now and trying to map it in my own crude way with the business quality framework suggested by Donald and team:
Strategic Assets
- A company which offers services based on cloud platform. It is also diversifying its portfolio based on it cloud expertise to mobile services, identity management, server management etc.
- Expertise and tons of experience on cloud makes it a niche player.
- Access to businesses which need cloud and hence it is doing backward as well as forward integration across the cloud business value chain.
- Access to and partnership with most large cloud providers.
Disproportionate Future
- Recent buyouts in healthcare area could help with Obamacare gaining momentum.
What Can Go Wrong?
- There are many other companies in the market which "could" offer "similar" services and hence the differentiation could be lost. All Indian IT companies can offer such services, though 8k miles will invariably beat them in quality and efficiency.
- Cloud services, at this point in time are more in demand from small SMEsMSMEs and hence predictability of earnings is suspect. In terms of business development, this approach is diametrically opposite to how large Indian IT companies gain money by "partnering" with larger corporates.
- With my limited understanding of their solutions, I believe that they don't have any specific products that they sell yet and they are still primarily a services provider.
New Products/Innovation/Branding
- Niche services in cloud healthcare space
- Cloud is a service model in which the client is completely dependent on the cloud provider and hence as an extension on the service provider for cloud too.
This is based on my limited understanding, Will keep adding as I gather more details.
Some questions I haven't found an answer to yet:
- Do they earn by providing services - the usual time and material or fixed bid models, or do they get a share of the profits of the business? Or do they charge based on transactions?
- How long have they been serving their oldest client?
- How well are they able to mine a client?
Control Print – Deservers attention? (27-09-2015)
Vardha,
Appreciate your view but I think I did said that it not HLL kind free cashflow business!!! Finally, it is individual call to invest or not. I got comfort after management discussion so would hold. You and other investor can decide on your behalf.
All the best to all of us.
Regards
Dhiraj Dave Mobile: +91 98216 63555
8k Miles Software Ltd, Cloud Computing (27-09-2015)
Serious investors must ask questions to themselves whether 8k have economic moat. What does it do which the other established IT peers can't do in near future. As basically it's doing ims do such high pe justified. As the biggest wealth is created and destroy in pe expansion and pe contraction.