Auditors have resigned in this company citing irregularity.
Posts in category Value Pickr
Commodity and Cyclical Plays (22-08-2024)
The only company I track really well in this space (Chlor Alkali/CPVC) is Epigral. There has been an excellent product mix change that has taken place here as well. Tracking well since I’m invested since 2021. You may want to study this company.
Gufic BioSciences Ltd (22-08-2024)
You always want to look at stocks with the lens of opportunity cost. It is easy to get carried away by management narratives and hope, and that would be okay if opportunities were few and far between. However, there are some wonderful opportunities, even in the pharma sector that are much better positioned and whose management always walks the talks (case in point is Caplin Point which has been growing consistently for more than 20 quarters in a row).
We as investor have this bias that patience is a virtue and our patience is almost always rewarded and the more we spend time studying or following a company, the more we get married to its story. The fact is, patience can destroy your wealth if you put it in a bad company and the common thing about good and a bad company is, they both tell a good story. So judge a company not by the story they tell, but the numbers they deliver.
Disclosure: I was invested in this company two years ago but have since exited.
Zomato – Should you order? (22-08-2024)
How has he estimated that Zomato could have built the same itself for less than 200 crores?
Affle India – India Mobile Internet Advertising Leader (22-08-2024)
Anyone knows what has been reason behind such a high change in Net Cash flow in last 3 yrs ?
Godfrey Philiips – Safe value stock in a momentum chasing market (22-08-2024)
Has there been any update on court case?
The Anti-Portfolio (22-08-2024)
Update:
I have sold out both Arman and Sanghvi movers, have added SAMHI hotels, bit of loss booked for taxes and want to diversify into a new sector. Thanks to @shankarnath for the idea 
Gufic BioSciences Ltd (22-08-2024)
Great company with Great management , with innovative product .
but I have few concern valuation is bit hefty if does not support growth
than big concern,
another thing to not financial is that calculate interest that company
capitalize and check again . you find different view ,
although my view is that business can grow at 15-20 % as management
guided , but working capital is stretch and reliance on debt and long
watch debtor days have to closely watch.
Gufic BioSciences Ltd (22-08-2024)
(post deleted by author)
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (22-08-2024)
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I don’t have any idea about payment schedule, else assuming just int cost of 13.98cr per annum, I think they have the discretion to show it in any qtr of that year. Generally they spread it even, but here also they are trying to do the same. They considered NCD int which is paid already but the other amount they might not have paid. So its natural to show NCD int cost only now, as the other int amount is also not much big but int cost becomes big for the revenue they are making if its included in the 1st qtr.
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If the keys increased to 2200 from 1500 its 47% increase, if its 2000 its 33% increase. Then there is a scope to increase ARR as well as occupancy by another 10%. So its possible if the boom in hotel sector continues.
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Yes, ARR halving was mentioned, but she could not able to answer int cost it self properly. She took the concall as chitchat and gave yes to all questions. Moreover she was comparing peak rates in q3/q4 to q1/q2. I just took q1fy24 and q1fy25 for comparison.
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No its not typo, I too think its difficult for fy25. My be 350 cr revenue for fy25.
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I wish they send the notice for investors vote on mergers at the earliest.
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Also I wish they send the information to exchanges about the pledge release, so that investors don’t see warning messages while buying.