@dd1474 has written in detail about the company, please go through his posts.
Company’s product mix has changed over the years. 10 years ago, engine components used to be more than 3% of the revenue, now almost zero.
Posts tagged Value Pickr
Swaraj Engines – Great cash flows! (18-04-2024)
Swaraj Engines – Great cash flows! (18-04-2024)
@dd1474 has written in detail about the company, please go through his posts.
Company’s product mix has changed over the years. 10 years ago, engine components used to be more than 3% of the revenue, now almost zero.
Indotech – A turnaround story? (18-04-2024)
Hi, Great find! Just began looking for reasons behind these UCs and here you are.
So almost a 2.5x jump in capacity, Interesting.
Indotech – A turnaround story? (18-04-2024)
Hi, Great find! Just began looking for reasons behind these UCs and here you are.
So almost a 2.5x jump in capacity, Interesting.
Just Dial: First Mover of Indian Local Search Market (18-04-2024)
Isn’t it, sole reason for Profit increase is decrease in employee cost ?
I mean Q-Q & Y-Y they are reducing number of employees. Y-Y almost 10% reduction in staff. Even on previous concall people raise this issue & they answer that they are rationalizing staff. But they can’t reduce staff at same way after certain limit.
Just Dial: First Mover of Indian Local Search Market (18-04-2024)
Isn’t it, sole reason for Profit increase is decrease in employee cost ?
I mean Q-Q & Y-Y they are reducing number of employees. Y-Y almost 10% reduction in staff. Even on previous concall people raise this issue & they answer that they are rationalizing staff. But they can’t reduce staff at same way after certain limit.
Selan Oil Exploration (18-04-2024)
Hi Rajul,
I have attached the presentation made by the company following Sept quarter of FY 2021. Here is the snip of the key slide. Bakrol 2P is at 60.8 MMBO vs 1.77 MMBO in Q3 FY 23.
092020 selan corp presn.pdf (2.1 MB)
Selan Oil Exploration (18-04-2024)
Hi Rajul,
I have attached the presentation made by the company following Sept quarter of FY 2021. Here is the snip of the key slide. Bakrol 2P is at 60.8 MMBO vs 1.77 MMBO in Q3 FY 23.
092020 selan corp presn.pdf (2.1 MB)
Microcap momentum portfolio (18-04-2024)
@csteja Late last year someone asked me this question. Instead of just using the buy / sell values, I took the numbers in the broker contracts and redid the entire calculation.
The difference was very small. Over a one year of transaction, the difference is XIRR was about a 1% in value obtained of 130%.
I have not done any calculation recently, but I expect it to be of the order of 1% in the overall result.
Microcap momentum portfolio (18-04-2024)
@csteja Late last year someone asked me this question. Instead of just using the buy / sell values, I took the numbers in the broker contracts and redid the entire calculation.
The difference was very small. Over a one year of transaction, the difference is XIRR was about a 1% in value obtained of 130%.
I have not done any calculation recently, but I expect it to be of the order of 1% in the overall result.