Nice thread. I have been studying this company for the last few weeks.
One of my concerns is valuation. Can someone though some light on this
Posts tagged Value Pickr
Oriana Power – SME play on Renewable Energy (21-04-2024)
CCL Products (21-04-2024)
CCL-Products–Company-Update–17-Apr-2024.pdf (nirmalbang.com)
“Robusta coffee prices continue to make new highs on a daily basis.
Duration of future orders could be lower, say 3-6 months, thereby indicating lesser visibility than in the past.
While we remain positive, relatively lower demand visibility
and working capital debt overhang might offer a better entry point to
investors in the near term” – Nirmalbang’s view
Smallcap momentum portfolio (21-04-2024)
Please see if you can save it in your drive. If not possible, request access and I think I will be able to provide access to download.
Microcap momentum portfolio (21-04-2024)
Update for entry on 22nd April 2024
50DMA (19833) > 200DMA (17372), hence we continue without any change.
Based on ranking:
- KPIGREEN
- ELECTCAST
- VOLTAMP
- KESORAMIND
- PURVA
- WOCKPHARMA
- SANGHVIMOV
- NEULANDLAB
- CHOICEIN
- STAR
- ARVIND
- TECHNOE
- TARC
- TIMETECHNO
- ITDCEM
- GULFOILLUB
- WABAG
- IFCI
- ANANTRAJ
- ZENTEC
- ASTRAMICRO
- THOMASCOOK
- MSTCLTD
- JPPOWER
- KIRLOSENG
Based on A → Z for easy tracking:
- ANANTRAJ
- ARVIND
- ASTRAMICRO
- CHOICEIN
- ELECTCAST
- GULFOILLUB
- IFCI
- ITDCEM
- JPPOWER
- KESORAMIND
- KIRLOSENG
- KPIGREEN
- MSTCLTD
- NEULANDLAB
- PURVA
- SANGHVIMOV
- STAR
- TARC
- TECHNOE
- THOMASCOOK
- TIMETECHNO
- VOLTAMP
- WABAG
- WOCKPHARMA
- ZENTEC
Exits:
NEWGEN exits.
IMFA and TVSHLTD stay within the top 30 and hence remain.
Entry:
TECHNOE enters.
ASTRAMICRO and THOMASCOOK cannot enter as there is no vacancy.
Smallcap momentum portfolio (21-04-2024)
this sheet not able to download, can you please give download access
Sanghvi Movers (21-04-2024)
Latest SHP
Reclaiming IEPF shares (21-04-2024)
I know this sounds quite far fetched but no harm in trying.
Is there a way to claim lost shares if one doesn’t remember anything other than the name of the company, the share holders name and the number of shares?
I had 100 shares of a company through IPO but lost them some years ago and don’t remember anything else.
Please let me know if there is any possibility of reclaiming them.
Time technoplast (21-04-2024)
institutions must be booking profits. HDFC has been invested for many years. – but this will keep the price under check…
have exited the stock, as
- petroleum prices have gone up and will affect margins in the regular(established) business segment. significant sales is still to regular(established) segment
- hydrogen story is still some time away
- competition increasing in both established segment and composites in India
- price has run up too fast
Microcap momentum portfolio (21-04-2024)
Link to the spreadsheet we used during our discussions this morning.
Smallcap momentum portfolio (21-04-2024)
Video of the second session.