super compilation and efforts, kudos to you.
Posts tagged Value Pickr
Cosmo Films – Diffentiated player in commodity business (25-07-2024)
Folks,
So, here’s a simple idea from my pattern-loving brain: if we can find companies exporting flexible PP/PE packaging (no IBC, no corrugated, no rigid). I hear (I made sure, I wasn’t dreaming in these days of imaginative bull theories 
) most of these exporters have their order books full till Dec-24, so their export revenues might go up by 30% from last year. Maybe it’s because of shipping uncertainties or European demand finally waking up from its nap.
Anyone know how much of CosmoFirst’s revenue comes from flexible packaging exports? The trick is to find companies with significant export revenue. They might have some strong quarters ahead. Or do you guys think this is already known to certain audiences, since prices already started moving last month?
D-Tracking.
Maithan Alloys Ltd (25-07-2024)
Hi Santhavel
I am still awaiting their response. I had sent multiple reminders to their IR team but no one cared to reply or connect to the relevant person. I first invested post covid, exited around the peak in 2021-22
I entered again recently with a small position. But after this episode, I exited my position completely
In their past annual reports 5-6 years back, they mentioned conserving cash for future growth opportunities. It made sense as they were quite a small company but somehow I feel they have completely missed the bus, while other alloy companies expanded and are now reaping the fruits, they have not been able to acquire something big nor grow organically.
Techknowgreen Solutions – Microcap in need of the hour business (25-07-2024)
Its on Saturday from 2 to 4pm. As of now, I am planning to attend
E2E Networks Ltd – Listed small Cloud computing player (25-07-2024)
I got the sense that this time, Management was treading the waters carefully regarding not being perceived as giving any numbers as guidance, after the 800 cr. So they were going out of their way to clear any guidance being implied from their statements.
Tips Industries Limited – Ready to RACE ahead! (25-07-2024)
Fair point @praky. Looking at the Q1 Inv PPT, we can clearly see a drop in content costs for FY24. On average it is ~25% of revenue over last 3 years. So, yes, we should expect a moderation in bottomline for FY25 as content acquisition picks up.
Importantly though, do you expect a moderation in revenue growth for FY25 as the content ages a bit and sustaining this level of 30+% revenue growth might be a challenge until new content acquisition resumes?
MAS Financial Services – High RoEs, Decent Growth (25-07-2024)
Despite Good results of Q1 FY25, its not appreciated by Market, MAS aim for Loan growth of 20 to 25 percent without compromising asset quality which i think its biggest strength but not liked by Market & present era market is only cheers up above 30 percent growth without caring for Asset Quality/NPA. I think one has to show patience for next 2-3 quaters before Market realizes its strong business modal & financial prudence.
Oriental Carbon and Chemicals Ltd (25-07-2024)
Any idea when the demerged company will be listed ?
StageInvesting +Elliot Waves (25-07-2024)
India Stock Market Charts -EW +Stage Investing
We would be sharing our favorite stocks at following place.
Great articles to read on the web (25-07-2024)
Why one shouldn’t expect to make money without bearing risk, but you shouldn’t expect to make money just for taking risk. You have to sacrifice certainty, but it has to be done skilfully and intelligently, and with emotion under control.
The Indispensability of Risk – The Indispensability of Risk (oaktreecapital.com)