Did anyone attend the AGM? Request you to share if anything noteworthy.
Posts tagged Value Pickr
Trent — A value unlocking story from the house of TATA (03-08-2024)
@Devsuman Thanks for not taking it personally and understanding my rationale. I will look forward to your Trent’s Q1FY25 analysis! Please keep it up. 
Astra Micro Huge Growth Ahead in Offset Space (03-08-2024)
ASTRA Micro has walked the talk and executed beautifully. Tailwinds also strong in sector.
What a journey it has been from 24 rs to 900 rs since 2012 when this thread was initiated.
so many similar examples in VP
Tailwinds still strong for co n sector in Modi 3.0. Promoter quality excellent
IPO had come in 90s thru now defunct OTECI route . So co cleared 15 year hump rule and still doing well
Eris Lifesciences – 100% of sales from India Pharma Market (03-08-2024)
Eris is able to integrate the acquisitions well and improve the margins on acquired entities. I think they will be able to generate more cash than they are anticipating. Hence the debt repayment will happen earlier than projected. In the very detailed investor presentation here. They have provided outlook for each of their line of business.
Disc-Invested
Manohar’s Portfolio (03-08-2024)
Update as on 03-Aug-24
| Company | current price | avg buy price | % of Portfolio |
|---|---|---|---|
| Neuland Laboratories Ltd. | 11,078 | 3962 | 10% |
| Va Tech Wabag Ltd. | 1,321 | 839 | 8% |
| Sunteck Realty Ltd. | 583 | 454 | 7% |
| Caplin Point Laboratories Ltd. | 1,639 | 815 | 6% |
| Krsnaa Diagnostics Ltd. | 680 | 660 | 6% |
| Sandhar Technologies Ltd. | 661 | 544 | 5% |
| Strides Pharma Science Ltd. | 1,081 | 432 | 4% |
| Hindustan Oil Exploration Company Ltd. | 286 | 227 | 4% |
| Prakash Industries Ltd. | 190 | 178 | 4% |
| Dollar Industries Ltd. | 502 | 530 | 4% |
| Sanstar Ltd. | 120 | 109 | 3% |
| Eris Lifesciences Ltd. | 1,121 | 903 | 3% |
| Time Technoplast Ltd. | 332 | 198 | 3% |
| India Pesticides Ltd. | 221 | 219 | 3% |
| Deepak Fertilisers & Petrochemicals Corporation Ltd. | 962 | 719 | 3% |
| Techno Electric & Engineering Company Ltd. | 1,710 | 1296 | 2% |
| Senco Gold Ltd. | 987 | 806 | 2% |
| Aegis Logistics Ltd. | 735 | 442 | 2% |
| Housing and Urban Development Corporation Ltd. | 306 | 254 | 2% |
Remaining 17% are 14 other stocks with smaller quantity.
Quite a few changes since last update during May. Election results caused huge turbulence in portfolio.
- Sold out Balu (regrettable :)), Godawari(I still want to re-enter), Laurus, Bector, 3B BlackBio
- Reduced holding in Time;
- Increased holding in Wabag, Sandhar, HOEC and Dollar. Sanstar was bought on listing day.(tactical buy)
My thoughts – I am keen to build the portfolio around pharma, oil & gas, water treatment, textile and agrochem. To me these pockets have not run up too much and provide relative comfort on valuation front for next 6-12 months.
Please feel to share thoughts/suggestions.
Focus Lighting & Fixtures Limited (SME) (03-08-2024)
Yes , something going on !!!
FOCUS_25072024155708_OutcomeofInvestorsMeet25072024.pdf (186.8 KB)
OutcomeofBMwithresults_02082024174957.pdf (nseindia.com)
Q1 FY25: Revenue 55.35 Cr
EBITDA 12.05 Cr (21.77%)
PAT 9.09 Cr (16.43%)
EPS Rs 1.38
Current Market Cap ~ 800 Cr
Basilic Fly Studio Ltd (03-08-2024)
they are hiring seasoned compositor, track artists.
Disc- Invested
Basilic Fly Studio Ltd (03-08-2024)
saw this on linkedin. Good to see basilic hiring , inspite of adding 300 employees in one of us acquisiton. looks like they are posied for growth.
Disc- Invested
Basilic Fly Studio Ltd (03-08-2024)
Thanks Dharmesh for sharing it. Out of curiosity, what are the factors that you think would help BFS double there revenue in next 2 years?