Esperion , a listed company in the USA is a client of blue jet for commercial quantities
Posts tagged Value Pickr
Unemployed investors portfolio (10-07-2024)
Esperion , as they have recently received USFDA app for bempedoic acid , which has treatable market of maybe 7x , plus EU approval , now a better way to play that is the Indian Proxy Blue jet Health care right ? Relatively cheap valuations , entry of large hands and good promoter quality ,and stable 5 year growth visibility in contrast media and the new supply order with Esperion, management seems to be on the path of under promising and over delivering in the next 3 years seems to me by the tone.
Only risk being the frequent factory disasters , company in q3 has promised to improve upon , and basic macro issues
looking like a solid 5 year growth business with strong fundamentals
disclaimer invested price - 355
HBL POWER SYSTEMS: Booting-up for the Race of the Century (10-07-2024)
Summary of July 2024 Concall and rough transcript transcribed using AI tool to convert Audio to text. (Please use your discretion and common sense, the concall transcript from audio is a very rough transcription)
HBL POWER JULY 2024 CONCALL.pdf (177.0 KB)
SUMMARY HBL JULY 2024 Concall.pdf (81.8 KB)
Kiri Industries: Loan reduction and demand surge (10-07-2024)
Excerpt from June 2024 concall -
With regards to the DyStar case, Kiri has recently received a significant judgment on May 20th, 2024 from Singapore International Commercial Court regarding legal proceedings related to the enforcement of a buyout order, issued earlier by SICC. According to the order Kiri is entitled to receive Rs.603.8 million as the priority from the en block sale of entire shareholding of DyStar. The remaining balance from the proceeds of sale of DyStar with go to Senda.
Moreover, the court has ruled that en block sale of DyStar will proceed without any reserve price, and the long-stop date is set for December 31st, 2025. This judgment makes a significant milestone for Kiri to secure Rs.603.8 million after a long journey of litigation against its joint venture partner. Signaling that the end of the tunnel is finally in sight.
Thought it was USD 603.8 million. Isn’t this really careless on the part of the company?
Anyways this sums up the latest status as per the litigation.
Now am hunting for promoter credibility and growth triggers to ascertain what could happen of the inflow.
Disclosure: Actively studying the stock
Kalpesh’s Portfolio (10-07-2024)
Hi. India Pesticide seems to be one among Agrochemical that is yet to show any kind of recovery. Rest of the agrochemical companies shown good recovery atleast in share price.Recovery in pricing of their products are yet to be seen.can you please share rationale behind your addition. Is it buying the pessimism or just chasing the odd one left in the sector?
HDFC Bank- we understand your world (10-07-2024)
Wondering why there are no talks around the hot topic on the higher probability of $5 billion inflows into HDFC Bank in August MSCI India Index rebalancing… Experts opine that this might take the share price to more than 1800 levels. What are our members view?
The harsh portfolio! (10-07-2024)
@harsh.beria93 can you please share portfolio updates.
Garware Hi-tech films (Earlier Garware polyester) (10-07-2024)
agreed.
im unable to get the pricing in https://www.plastemart.com . Please help where to find
ASM Technologies – Engineering innovation (10-07-2024)
Hi @aastar98 . Regarding ASM, please bear in mind that anything I say is coming from someone with a low cost basis (227), who therefore has the luxury of a good margin of safety.
Other than what I have already mentioned above, please take a moment to go through the details of the 170 cr preferential allotment that was announced a few months ago.
The semiconductor space is clearly in vogue, but it remains to be seen which Indian listed companies in this sector will actually perform in the long term. However, the fact that Mukul Mahavir Agrawal is making such a sizeable investment in ASM Technologies is something that keeps me optimistic. In addition, the promoters are investing even more than he is into the company as well.