The company is holding Rs. 660/- worth of investment, bank balance and cash. The stock price is Rs. 1111/-. Nil Debt, Good earning, good margin, good management, in short all good parameters Why isnt the stock moving. Something amiss.
Posts tagged Value Pickr
Investing Basics – Feel free to ask the most basic questions (27-02-2024)
There is no single way. You need to figure out whether you are convinced about the potential of the company and the hopeful positive impact on its share price. And that is when you decide to increase the amount of investment that you put into the company.
James Portfolio – Views Invited (27-02-2024)
There has been multiple churns here. I use my personal PF as high churn and regular profit booking. Caplin Point is untouched. Pi Industries bought more, some Natco Pharma bought after trading earlier IDFC Bank changed to IDFC for the full investment, bought back some Dynacon Systems. The PF looks as below. Suggestions are welcome
Insecticides India A stock with good Opportunity size (27-02-2024)
Insecticides India usually do 60-65% business in Kharif season
Macfos Limited- A niche E-commerce Company (27-02-2024)
Sageone is a nice name, and its investment in the company is a welcome step. This investment shows the strength of business model of the company and integrity of the management. This is Sageone philosophy in a nutshell-
The company is issuing 5,81,397 shares [6.17% of the company] to Sageone at the rate of Rs. 430/- per share aggregating around 25 crores.
Issuance of shares has been on a slightly lower price, it could have been on slight premium to the market price.
But the fundamental question is as to what the management is planning to do with this capital? The founders have created this company with almost no capital. I am sure, with judicious use of this capital, the company can go much higher.
Hi-Green Carbon Ltd – Play on Renewable energy endeavoring wealth from waste (27-02-2024)
Hi green ISCC plus certificate.pdf (1.3 MB)
Hi Green got reputed ISCC certificate from EU -this certifies that Hi Green is sustainable manufacturing company and produce material which are sustainable …so it will get premium price and also get ESG mileage .
Company worth studying in detail .Few pointers :
- Capacity expansion by 3x in 1.5 years with incentive on capex
- From waste ,products are made with zero solid and liquid discharge
- Huge scabality in India with edge in capex cost bcos of technology
Discl: Views may be biased bcos of my holdings
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (27-02-2024)
India’s sugar output set to plummet to 28 million tonnes in 2024-25
-
Depletion of water reservoir levels has hurt cane plantings in southern India
-
No diversion to ethanol likely
Smallcap momentum portfolio (27-02-2024)
Please find his thread here…
Hester Biosciences – Growing Steadily (27-02-2024)
Internet and general observation is saying pet ownership is increasing but the management is saying otherwise.
Macfos Limited- A niche E-commerce Company (27-02-2024)
https://www.bseindia.com/xml-data/corpfiling/AttachLive/bcaf1da4-7984-4498-8a92-2674a3861ff3.p
SAGEONE
FLAGSHIP
GROWTH 2
FUND – 465117
Equity
shares
SAGEONE
INVESTMENT
MANAGERS
LLP-
116280 Equity
Shares
Constituting 6.17% of the share capital