I understand. That still answers only part of the question (that you have zero connections with the promoters). However the other part - “The sale is for personal reasons for the family”, this information is impossible to get except from the promoter himself or people close to him or the company management. If you have sources within the company, that is fine. Would be better if you spell it out as such. Otherwise we have no way to verify whether what you have said is true or not.
Posts tagged Value Pickr
Microcap momentum portfolio (03-07-2024)
sir apologies if you have already answered this but my question is the calculation behind 3.4 lakhs for the 25 stock microcap pf - how many of each stock should we buy? we only seem to get 3 of tvshlt based on above calculation
Seamec Limited: formidable player in niche space; in a dull & boring sector (03-07-2024)
They are the largest player in this niche space, so they do have sort of a monopoly. The nearest listed peer is GE shipping – which is more into bulk transport. Within offshore support and diving support vessels, there are other players like Bernhard Schulte Shipmanagement (BSM)
Few more points from the interaction with management:
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Entry barriers –
- Initial capex required is significant for a new entrant – if they want to enter
- Customization needs - Vessels have to be customized, tweaked and built as per requirements of ONGC.
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Indigenization | Atmanirbhar theme
- Difficult for a foreign player to enter Indian markets in the segment and make inroads. If a foreign player has quoted lower on a tender, a company like Seamec gets the first right to match that price; and favoured over foreign players
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Divers: Upto 150 to 200 m – company deploys human divers. In case of higher depths, machines are deployed.
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Opportunities in East Coast – Lot of opportunities coming up in East coast too, with ONGC exploring new oil production from East coast
Common Man’s Portfolio (03-07-2024)
Could not find the two companies from the list you posted on Screener. What are they into?
Sanrhea tex
United van der host
IDFC – Infrastructure Development Finance corporation (03-07-2024)
Cash in the Consolidated Balance sheet as on 31.03.2024 is Rs.241.37 Crore (Check page 15 of the link attachment https://www.bseindia.com/xml-data/corpfiling/AttachHis/5ca2c249-7c2c-4038-b001-47cc1af5823c.pdf). However my doubt is how much of it is already factored in for the merger with IDFC First Bank. We will find out tomorrow.
Angel One: Metamorphosis into a Fintech? (Previously Angel Broking) (03-07-2024)
Stage Analysis is a strategy for longer term trend trading. It was discussed in detail by Stan Weinstein in the book Secrets for Profiting in Bull and Bear Markets. Stage Analysis uses chart patterns to describe four distinct stages that a particular trade can be in.
Stage 1: Base Formation
Stage 2: Advancing/Uptrend
Stage 3: Consolidation/Topping
Stage 4: Decline
A link to read stage analysis: Trading With Stage Analysis
Soic has a video explaining the same: https://youtu.be/HHZBnmnFdjQ
Microcap momentum portfolio (03-07-2024)
@Sudhakar_Subramanian As you have still not started, it might worthwhile to wait to understand the impact of a new SEBI order that might make discount brokers start charging brokerage. If they continue as today without brokerage, then we are all ok to continue.
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This pf has got three high value scrips, TVSHLTD, VOLTAMP and BASF. Further, this is a 25 stock pf. Therefore, with all stocks in place, the min amount will be Rs. 3.4 lacs. Without TVSHLTD, the min amount is Rs. 2.98 lacs. Without TVSHLT and VOLTAMP, the min amount is Rs. 1.3 lacs. With all 3 not included, the minimum falls to 66k.
Similarly, the smallcap pf has one high price stock, POWERINDIA. With this included, the min amount is 2.79 lacs. Without POWERINDIA, the min amount is Rs. 85k. This is 20 stock pf. -
Yes, the universe and the rebalancing frequency.
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For some MFs (index funds and ETF) it is possible. Google Finance may not have symbols for all MFs.
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Please clarify what you mean by rate of change and over what look back period? We use 2 look back periods of 1y and 6m and we also have a volatility control factor.