Thanks for insight by learned contributors.
Can someone also project Book Value for FY26 or 27 with all foreseen Equity Dilution ?
Posts in category Value Pickr
Indiabulls Housing – A compounder from here? (19-08-2024)
Rategain – Fast Growing SaaS Leader (19-08-2024)
One thing I would like to point out that, Mgmt had guided for 20% rev growth in Q4fy24 and did achieve that guidance, despite some issued faced by the mgmt.
^ One of the Expedia partner sites is getting consolidated & it was a big volume generator for us. And so, as a result of that strategic direction, we are seeing those volumes get reduced on one of these OTA sites.
^ One customer, renegotiate the pricing , because of the larger volumes we had to discount. We usually do not entertain, volume discounts. This was a one-off case where it was a, very large customer & the footprint that we have with them is quite significant. We had this one contract from DISHCO acquisition, where we were charging significantly & given the importance of this large customer, we had to entertain lowering the price. I don’t see this as a systematic trend.
^ On Martech, we had like a big large chain that bought like a mid-sized chain, which was a customer for us on the Martech side. So, we’ve seen some bumps.
Had these issues not been there, I think they would achieve higher revenue growth.
Disc: Invested & Biased.
Kamat Hotels (India) Ltd- A Possible Turnaround Story! (19-08-2024)
Sbi mf checks in
Rategain – Fast Growing SaaS Leader (19-08-2024)
This was mentioned by Ishmohit on SOIC channel recently that he did video on Decoding PE
Caplin Point Laboratories (19-08-2024)
Caplin Point Lab jumps 13% as Brazil regulatory approval opens door to new market
Mazagon Dock: aptly called “Ship Builder to the Nation” (19-08-2024)
I have sold Mazgaon dock today and bought two drone companies.
Tata Motors – DVR (19-08-2024)
The notice mentioned the following.
“According to the company, cancellation of the ‘A’ Ordinary Shares and the consequent issuance and allotment of the Ordinary Shares will be treated as ‘Deemed Dividend’ to the extent of accumulated profits as on the Effective Date and shall be subject to applicable taxes (including deduction/withholding of taxes).”
Can someone explain the meaning of this?
For example,
Tata motors price = 100
Tata motors DVR price = 70
I have100 DVR shares bought at price 50.
So, my capital gain on DVR shares = 20 * 100 = 2000
WIll this 2000 be considered as dividend income?
Tata Motors – DVR (19-08-2024)
The notice mentioned the following.
“According to the company, cancellation of the ‘A’ Ordinary Shares and the consequent issuance and allotment of the Ordinary Shares will be treated as ‘Deemed Dividend’ to the extent of accumulated profits as on the Effective Date and shall be subject to applicable taxes (including deduction/withholding of taxes).”
Can someone explain the meaning of this?
For example,
Tata motors price = 100
Tata motors DVR price = 70
I have100 DVR shares bought at price 50.
So, my capital gain on DVR shares = 20 * 100 = 2000
WIll this 2000 be considered as dividend income?
Bull therapy 101-thread for technical analysis with the fundamentals (19-08-2024)
@phreakv6 – I always look forward to reading your posts here, as well as on the other one, where you post your book reviews, delight to read!
Ceinsys conducted their first ever con call, posting the link here: https://www.bseindia.com/xml-data/corpfiling/AttachLive/601a35d1-aa0b-42ac-8d5a-65b1a6b44e61.pdf
Some key takeaways:
• VTS aquisition might add 3-4M$ to topline of Q2
• The overall fund raise will be in the range of around $25 to $27 (for new acquisitions, appointed Care rating agency for overseeing fund usage)
• Growth Potential: Sector growth expected to be around 20%-30%.
• Order Book: Current order book worth 750 crore to be executed in 2-3 years.
• Recent Acquisition: Acquired VTS, a US-based geospatial company with a top line of $3.5-$4 million.
• Future Growth: Planning to raise $25-$27 million for further acquisitions.
• Data Centers: Setting up tech-enabled data centers in Singapore.
• Revenue Expectation: Potential target revenue of 20-30 crore from new data centers.
• EBITDA Margins: Expected to maintain +20% margins, aiming for 25%-30%.
• Government Business: 65%-70% of business from government tenders.
• Seasonality: Q4 typically the strongest quarter due to financial year-end project completions.
• Government Project Payments: Generally prompt, with 15-20 days outstanding; occasional delays due to fund allocation.
• Joint Venture Performance: AllyGram contributes significantly with 26% margins and a projected 45 crore top line.
Addictive Learning Technology limited (LAWSIKHO) (19-08-2024)
What are your thoughts on today’s fundraising? Promoters are planning to increase their holding through convertible warrants at price of Rs 292/share.