Below is the page for Global Phase 3 trial of WCK 5222. It was last updated on 14Dec23. It might be useful to track the page nonetheless –
https://clinicaltrials.gov/study/NCT04979806?term=wck%205222&aggFilters=phase:3&rank=1#locations
Posts tagged Value Pickr
Rategain – Fast Growing SaaS Leader (27-02-2024)
Rategain has entered into a strategic partnership with FLYR hospitality. To my understanding this will boost revenues from DaaS and distribution segments for Rategain. Need to see how much of this translates to the top line and the bottomline for the company.
DCX Systems Ltd (27-02-2024)
@Devanshi02 thank you for contributing.
The only part of your write up that I am not aware of is:
*While the company is focusing on Non-IOP segment for further resilience of its portfolio but there is a big opportunity of $13.5 billion from the IOP category which is to be executed in seven years.
—–DCX systems is well positioned to capitalize on this IOP contracts given its long-standing presence in IOP category.
** Out of $13.5 billion nearly $4 -$5 billion would be electronic requirement and DCX is well situated and capable to capitalize on this opportunity”
Can you share the original reference for this information?
Maithan Alloys Ltd (27-02-2024)
As per my understanding, the margins, earnings are cyclical, linked to steel industry. Currently, steel prices are depressed due to imported steel being cheaper, so while India is producing lots of steel, prices are dictated by imported steel which is lower than Indian prices.
The costs (i.e raw materials, power costs, etc.) cannot be passed on to the customers, because the customers dont get the prices (for steel) they want. Also there is overcapacity in ferro alloys segment. So no pricing power.
The company bought IMPEX as a distressed sale, but soon shut down the plant as it was unviable to continue the operations. The company is also planning a greenfield capacity, which I believe is going slow, and they have decided to halve the capacity from what was originally planned.
The company has lots of cash/investments on its books, and they refuse to give that to the shareholders citing needs for acquisition. sometime ago they said they will take a decision in 12 months, but I guess those 12 months are long gone.
In the 3 quarters of this FY, their other income is more than the core operating profit. With nil debt and such a low depreciation, it looks like a steal with the Other Income and the investment/cash on books.
I also got interested in the company and was very keen to invest, but havent.
Disc: invested very small amount.
DCX Systems Ltd (27-02-2024)
From where this data is sourced?
What’s the right price to enter? (27-02-2024)
When you talk about timing, entries, gains and rallies, you are a trader, not necessarily an investor. So you have to have a trading system to capture such stocks. Find sectors in momentum, find stocks in momentum, buy as per certain criteria, ride the tide, and get off as per the plan, not to mention the stop loss. Valuations do not come into picture, as these are trades.
If these are investments, even technofunda bets, then FA should be added, there is a whole forum for this.
Indostar Capital Finance Limited (27-02-2024)
Indostar Capital Finance approves preferential issue of convertible warrants
7518865b-a233-42a7-9704-75891e6f3aa3.pdf (321.3 KB)
Investing Basics – Feel free to ask the most basic questions (27-02-2024)
A tracking position means tracking the company. So if one is confident that he has tracked the business to the point of buying more, he can start building a position.
It can happen that, we might have got excited knowing about a business and bought some shares out of excitement, and after a few days the excitement may disappear, and we by ourselves may feel that we have made a mistake. So, it does not do harm to wait for a couple of weeks.
If there is no such thing, we can wait for the immediate 1 or 2 quarters’ results to come, and go forward, we can also check what others in the stock are doing, how price w.r.t results is behaving, and price w.r.t business is behaving, and then act. Of course, we can buy irrespective of what others are doing, but this means that, we have done some work, and we have an independent view, even an opposing view to others, seeing value when others are not, so we are buying even if others are selling.
Also, if it is considered a long-term holding, building a position need not be quick, we can go slow, we can buy more with time, even buy at a higher price, and participate in a long journey.
Some thoughts, and it can be done in many other ways too.
Hitesh portfolio (27-02-2024)
Couldn’t just like and leave, more so when you have given such an elaborate answer spending your precious time, even if you like providing answers.
Thank you sir, thank you for imparting your knowledge and wisdom each time we ask, in such a lucid and succinct manner, which help us.
