Unfortunate that this has come when BWLPG is now listed in NYSE, with such pedigree sponsors backing , I feel GBL will weather the storm !!
Disc : Invested, On Hold
Posts tagged Value Pickr
Ganesh Benzoplast – Cash rich chemical storage/tank king (30-04-2024)
HBL POWER SYSTEMS: Booting-up for the Race of the Century (30-04-2024)
I recently had a chat with a representative from one of India’s leading data center providers. Last FY they have given 150-200Cr worth order for batteries (fresh and replacement) and most of it went to HBL. This used to go to other battery players but gradually shifted to HBL. This transition is because of superior longevity of HBL batteries, which reportedly last for 10 years compared to the 5-year lifespan of competitors.
Disc: Not invested
The HS Portfolio (30-04-2024)
So, BSE I had originally bought in may of last year from 520 till 700 and then foolishly sold it at around 1200 odd.
Missed buying it again at 2200 two months back.
This was a opportunity to buy it back for me and me making amends for selling it early like a fool.
The Rationale is simple. The BSE thread has great insights and details I do not want to repeat here.
My outlook is even lets say the markets slow down and derivates volumes cut by 25% we are still looking at it doing 1000-1100 CR topline and 600 Cr bottomline at worst estimates.
BSE cash turnover has started going up and I am hopefull will stay strong.
At 50x PE it’s still cheap for something which has a long runway ahead even in bad times.
Equity markets have just started to take hold in India at a mass level. The management is aggresive and launching new products.
There will be redflags out there like this sudden penalty but I believe its more of a buy on dips opportunity.
Basilic Fly Studio Ltd (30-04-2024)
More than P&L performance, one should check its balance sheet. FY24 Debtor days stand at more than 6 months. Which company gives average credit of 6 months?
Basilic Fly Studio Ltd (30-04-2024)
Results are on expected lines, in fact slightly better in terms of revenue given the strike in hollywood. The expenses are higher because of additional manpower needed for fast rampup. The Tax expense is a bit high but that is more accounting than business. Overall, in line results. Given the increase in manpower expenses, FY25 is expected to be a strong year from Revenue perspective.
Advanced Enzyme Technologies Ltd – The Enzyme company (30-04-2024)
May be they have just trimmed so that it will go down below 1% …they dont want to disclose what they are doing with the money so many sadhak are donating them…Their Devotees may start getting doubts about their intentions.
The HS Portfolio (30-04-2024)
The HS: Request you to share or point to the rationale.
Basilic Fly Studio Ltd (30-04-2024)
standalone results are fine. Revenues are like H1 mainly due to the Hollywood strikes. on a consolidated level results are down due to increase in employee expenses in the UK and Canada subsidiaries. There is virtually no sales from these subsidiaries with massive increase in employee expenses. when the company scales up these subsidiaries the numbers will look quite different.
FY 25 will be interesting to watch out for.
Disc – Invested
Matrimony.com Ltd – Lot of opportunity to grow (30-04-2024)
My view on Matrimony is that jeevansathi is loosing steam. They have tried multiple models (freemium etc), burnt a lot on marketing for several years but have not gained market share.
Investors are asking tough questions to infoedge (during conf calls) and they can not continue to burn endless money on jeevansathi. The management is also showing signs that they have to stop at some stage.
Matrimony has stood against relentless competition. That shows strong moat. Once the competitive pressure reduces matrimony will get re-rated as their margins will improve substantially.
Further, they are cautiously playing out new bets on mandap, luv.com and investing wisely. We have to see how these bets will turn out going forward.
Disclosure – Invested and hence biased. Not a SEBI registered analyst.
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (30-04-2024)
Is there an error in screener.in for last year’s EPS?