A stock closing at ATH is definitely not in Stage 3
Posts tagged Value Pickr
Garware Hi-tech films (Earlier Garware polyester) (09-07-2024)
Polymer price list is given once every 15 days normally. Unless there is a requirement to increase in between, there are no changes until a fortnight.
Techno electric engg ltd (09-07-2024)
In fact, the way I see it, it seems to be a very good investment idea just based on the electricity EPC part of the business. The Data center piece would be icing on the cake.
StageInvesting +Elliot Waves (09-07-2024)
If you have patience, anything is possible.
Raymond – The Complete Man (09-07-2024)
Presentation from today’s investor meet, highlighting different segments and future strategy in all three verticals.
Covers some new initiatives in lifestyle like Sleepwear by launching SleepZ By Raymond and Innerwear in Park Avenue, and more insights about MPPL business on the engineering side.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/dbe36c70-d3e5-461b-85b6-a2d45781506f.pdf
Cosmo Films – Diffentiated player in commodity business (09-07-2024)
i can find Polypropylene prices. but can’t find BOPP & BOPET in the above link.
StageInvesting +Elliot Waves (09-07-2024)
Hi Stage,
I wish to enquire about PGEL – is it at stage 3?
It’s up 1X in ~2 months. How much steam do you think it might have left?
Don’t you think everything is running too fast, or is this how it should be once the stages are identified correctly?
Iris Business Services – Emerging SAAS Microcap (09-07-2024)
Workiva (a much bigger competitor) released their Q1 earnings sometime ago:
- Regulations across the globe
Note: They don’t mention that the SEC climate disclosure rules are currently stuck in legal battle and hence are on stay
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Their new customer growth is relatively slow (6% new logos, ~10 new subscription sales from them) but they’re a retention behemoth! 98% GDR is out of this world for a company of their size and showcases the major fact that once you acquire a customer in this segment, they will stick with you.
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They have been able to drive a majority of their growth by capturing existing customer’s wallet share
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Even with lower CAC, their operating margins are just ~3%. Look at how much they’re spending on Marketing. This is where Iris can struggle because they don’t have anywhere near the capital to spend on marketing.
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Plus they’re loss making (which is decreasing YoY) at 10% loss in 2024 YTD so far
Indraprastha Gas Limited (Special situation/Long term) (09-07-2024)
the fact that ppfas mf has been constantly adding , has really got my eyes here , any substantive thing here in the pipeline in the next 5 years, valuations seem great , but dont know where the incremental growth comes from at a large scale , anyone can higlight some triggers or things that could help build a bull case here ?
PGIL-Sleeping Tiger about to Roar (09-07-2024)
for point 2, it is because of accounting rules. Future lease obligations appear as debt.