@ImSRGurjar any recent update?
Posts tagged Value Pickr
Aatmaj Healthcare – SME hospital with a unique business model (03-03-2024)
Yes, let’s see if the price forms a rounded bottom over the next few months.
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (03-03-2024)
Are the valuations justified for a purepaly EPC company???
EPC road is more technical then EPC solar 
Any moat
Disclosure: Not invested
Borosil Renewables – Bright as sunlight (03-03-2024)
Company is planning to raise Rs.500 crore through rights issue details of which will be disclosed later. Meanwhile, the company has also filed a plea with government to impose anti dumping duty on solar glass imports from China, Malaysia and Vietnam.
Borosil Renewables – Bright as sunlight (03-03-2024)
Reliance is coming up with module capacity of 20 GW, so it make sense for him to have Solar glass manufacturing unit as it will be a backward integration for it.
As supply is coming up it will impact margin even after removal of anti dumping duty.
Disclosure: Tracking position for understanding the sector.
Buy Unlisted Shares (03-03-2024)
Many new age startups like Paytm, Byjus have failed miserably. Others similar startups couldn’t do justice as per market’s expectation as well.
That could be one big reason why there is not much hype around OYO, even after positive consecutive PATs.
Disc: invested
Aaron Industries Ltd- The Elevator Play (03-03-2024)
Aaron Industries acquired new from Salvagnini for the fabrication of elevator components. Production capacity to multiply by at least 3 times, lead to better efficiency and quality with reduction in costs.
AARON_01032024123109_PressRelease_ImportofSalvagniniMachine_01032024.pdf (1.6 MB)
Lincoln Pharma … the next mid-cap pharma in the making …? (03-03-2024)
Rekha Patel and Nishit Patel have been on selling mode. Charts suggest we already have a breakout and my target is 930. But this continuous buying and selling by promoters spooks me. By the way, Rimo Capital also bought shares last quarter.
B C C Fuba India Ltd: PCB Manufacturing Nanocap (03-03-2024)
(post deleted by author)
Sejal Glass – Turnaround (03-03-2024)
Certainly the Promoter Mr. Gada (with 0% ownership now) was sounding confident of successful transition and future business. I’m sure Mr. Gogri will have close eye on it.
Hopeful of successful turnaround. Keeping watch on it. May take small bet to have ownership interest and may increase subsequently basis on quarter result as put forward by the promoter.