Hey great to see someone put-up a post on this. The earlier post had been locked by the moderator. I am tracking this one and did not see these numbers for the 3 verticals posted anywhere. Great work.
Here are my views on this one:
1 - Our company is related to Environment and sustainability activity - Awesome space to be in today and in future - my #1 reason for investment in this sector.
2 - Our Management looks sound, genuine and genius - my #2 to be interested in this company.
3 - Currently TSL is a microcap - So there is huge potential from here on based on just the size of company - my #3 reason to track and invest now.
4 - Looks like they have Mutiple triggers- scalability may not be an issue - my #4 reason to stay invested longer.
5 - - Looks like this one is still not “discovered” - my #5 reason for the interest.
6 - I feel their knowledge is their biggest MOAT. - my #6 reason for staying put.
Please do note that i am not an avid investor and my views could be biased because i have taken a position on this. and i do not really understand financial numbers and jargons.
Recent i had attended TSL investor meet (1st ever of my life ) so dont know if i can give any significant heads up but here is what i could gather most out of the meeting other than the positives listed above (of course the positives got cemented after the investor meet)
1 - The management is open to discussions and questions.
2 - The company is knowledge oriented and is focused to build on that.
3 - Though they said they have a big vision - they did not mention the size and mentioned that there may be some news coming pretty soon on some of the developments.
4 - They are coming up with a saas product which may become a game changer in the business of Enironmental clearances. they spoke of about 40k industries (orange and red category) in Maharashtra which could be potential targets for this product.
5 - Air cleaning gadget at urban level - this also could be a game changer if adapted by the government. (you can see some of them in chembur mumbai)
6 - They are tapping UAE market and have already achieved some success in implementing few things.
7 - They seem to be flooded with work and are actually being picky in selecting clients!
Some concerns:
1 - The management seemed to be taking their own time to scale up, as if they dont want to scale up fast and want things to be more organic, so its possible we may not get flashy numbers or worst a much slower pace of growth - which could mean holding gold for a longer period to get good returns and the equqity market may not value it richly.
2 - It a microcap so the associated risk.
3 - For a small time investor like me who mostly invest only in the likes of tcs and sbi - a company having a minimum lot size of 800 is definitely a concern as i am unable to build positions sequentially.
4 - They still have to prove their scalability and market penetration.
5 - They have to depend on people/ human resource for their implementation - i think this is the biggest concern - can they scale up and keep up the knowledge human resource or do they end up being sole proprietors of growth visibility?
My question you Santosh or someone in the forum is - Can you decipher the financial numbers in simple language for me? Because though i do understand the story and vision but not the mathematical derivation of this and probably that’s why i may be underinvested for now.
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