Company is concentrating on IMFL. They have recruited several experienced people for IMFL segment in the last 3 years. Mountain Oak is getting good attention in WB
Posts tagged Value Pickr
Globus Spirits (28-03-2024)
They have mentioned in Mn Cases for consumer business in PPT.
Current Portfolio for 6 months – 1 year (28-03-2024)
Age – 22
Investing since last 2 years.
Holdings with good returns exited-
- Rategain Travel technologies – Got at IPO price and then bought 15 more. So, avg. buy price = 421. Profit = 105%
- Exide – Avg. buy price = 182.05. Profit = 100%
New stock holdings –
- CIE Automotive – 25 shares / Rs. 455.48 (Bought today)
- Usha Martin – 20 shares / Rs. 282.25
- Shivalik Bimetal – 10 shares / Rs. 508.8
- HFCL – 40 shares / Rs. 92.23
- Balrampur Chini mills – 14 shares / Rs. 390.57
- Praj industries – 20 shares / Rs. 448.67
- Amara Raja – 16 shares / Rs. 646.05
- Jamna Auto – 80 shares / Rs. 123.71
- All Cargo – 117 shares / Rs. 69.31
- Coal India – 15 shares / Rs. 448.9
These have been bought at different times since last year.
Might exit some stocks during Election period or within 6 months if suitable targets reached.
I want to add more of sugar-based and EV space companies.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (28-03-2024)
There are reports that next year its going to be La Nina…excess rainfall in India …drought in Brazil
This shortfall in sugar production has been expertly dealt with by the Modi govt in a win win manner…farmers are happy, mills and consumers are not complaining…and a by product of all this will be a clean sweep in the upcoming election in the sugar belt…i have held that those betting on upcycle in sugar sector are basically betting on bungling of the sugar sector by Modi govt…the govt has again won.
Next year…if there is excess production, then india will first build a buffer stock…then use the excess production to export and for ethanol production
It may take quite a few years for the sugar sector to become bullish again…till then lets try not to get trapped here…
Guys …pl dont try to fight the market…dont get stuck in sugar stocks for next few years by over analysing…do remember investing in cyclicals is a game of momentum…the long term charts of frontline sugar stocks are clearly signalling an exit.
If you really want to play cyclicals…have a look at HEG / Graphite India…SAIL…THIRUMALAI…ETC
Good bye
JTL Industries – Fast Grower at an inflexion point (28-03-2024)
I feel low cash flow issues could be partially explained by high growth. Their inventory and receivables are eating into the net profits… not great but i did not think it caused a major concern given the growth.
JTL Industries – Fast Grower at an inflexion point (28-03-2024)
I think @Akash_Lalwani is referring to Zenith company being allocated a large number of shares during the preferential issue. Thats definitely a concern.
My only counter argument is that (1) Preferential shares are allocated at 300rs per share so minority shareholders were not short changed. (2) Management gave a clarification that they do not know Zenith (3) To re iterate their commitment, Promoter bought shares during the downfall although thats considerably a low number of shares.
At this stage, there do not seem to be any more clarification other than share price continue to be down. Market may know something that not all shareholders are privy to. I sincerely hope that there is no issue. I am invested and holding it.
Sandeep’s Long Term Concentrated smallcap portfolio( Learnings and Mistakes) (28-03-2024)
congratulations…KEI has become 6 bagger…Only 2 stocks in portfolio??
Sirca Paints India Limited (28-03-2024)
@sameernics please find the article below ( mobile screenshots , pro not working properly on website )
Photo.pdf (4.6 MB)
Zoom webinar on stage investing (28-03-2024)
I am interested. @StageInvesting promised it and I hope they will keep the word!