sir i m also an investor with a long term view, but its taking all of us on a rollar coaster ride, will definately call u on it
Posts in category Value Pickr
POKARNA LTD ( Stock opportunities ) (18-09-2015)
Pokarna’s Quartz exports to US were 98cr. Assuming $10 persqft realization, the volume must be 1.6 lsqm (15.6 lsqft). Extrapolating monthly US imports to annual (potential error), imports from India were 21 lsqft. Its quite possible that majority if not all of India Quartz exports are from Pokarna, especially since it is the only company with Breton technology in India.
But extending the same logic further, they sold 37 cr of Quartz to ex-US destinations. Considering the production of 3 lsqm, the volume of ex-US Quartz sold was 1.4 lsqm. This means a price realization of $3.9 per sq ft which seems too low. Why would they sell at such low prices elsewhere?
Similar issues crop up when tying up the granite story. Maybe I’m missing something, so would love to hear from you all.
POKARNA LTD ( Stock opportunities ) (18-09-2015)
Have to look at competition as well,
In Granite, Canada stunned by growing 10times last year
while in Quartz Turkey and Czech Reb have gained huge scale.
I guess they have eaten market share from Spain
IDFC Special Situation September 2015 (18-09-2015)
wats the ex date on this 1.
Prof. Sanjay Bakshi’s Lecture link (18-09-2015)
I have learnt so much from Prof Bakshi and his blog articles. He is a good teacher. The only criticism can be about his presentations. I did not enjoy even one. I was like on the edge of the seat…uncomfortable…because I felt he was not very comfortable. He looks very uncomfortable in front of crowd and his delivery is too fast, subdued tone and awkward kind. He will be even more effective if he improves his presentation. Otherwise a top notch teacher of value investing in India. And very generous teacher I would say. Would love to meet such remarkable person.
Poddar Developers – An affordable housing story (18-09-2015)
@Aragorn
Both Ashiana & Poddar have been telling of the general decline in real estate off take. Next few quarters are not expected to be good hence the froth is coming off the stock prices. With no near term triggers the stock is still positive on a YTD basis. No apparent reason for the same and hence the price correction. Saying all this there is no one who can predict near time price movements of a company. Do a detailed analysis on your own and you will have the answers
Poddar Developers – An affordable housing story (18-09-2015)
Any idea what has triggered the steep fall in the price of Poddar? I presume the initial drop was owing to the general real estate slowdown but there has been a further decline in the past few days. Just wondering if there is some specific trigger/event driving it.
MOLD TEK PACKAGING—dividend plus growth (18-09-2015)
@ankitgor44 –
1. What is the status of their Dubai plant.
a) Total investment was supposed to be Rs.30 cr. Has there been any change?
b) When will full capex be deployed.
- What is the plant wise current capacity IML & Non-IML and what is the % utilisation .
Radix Industries – The Bizarre Human Hair Business (18-09-2015)
One year back when i am digging more into this story some red flags are shown about promoters, if you haven’t i will try to post it when time permits.