Dear Manas,
@Kumar_manas
Its been long since you posted here. Hope you are doing great.
You are the person who has the highest conviction and with highest allocation (I think close to 60% of your postfolio) in this business. We all now can see that you were spot on… Some of us gained from your continuous post on this thread. Unfortunately, for me I could not hold on to it at a time where I though that it would come down for some time. So I sold and waited for correction, which eventually did happen, but I wanted more correction… you know, the ‘greed’ and it started the upward journey. I could not catch it again. Which again was a great mistake as even if I could bought it 50% more than my selling price, I would have been still a winner… anyway this happens I guess.
So, thank you. It would be really great if you could share some of your current thoughts on GPIL.
Posts tagged Value Pickr
Godawari Power – Any Trackers? (25-02-2024)
Ranvir’s Portfolio (25-02-2024)
Some companies that reported strong Q3 results, pointed at continued strength in business over next 1-2 yrs, are still avlb at not so expensive valuations ( IMHO ) are as undermentioned –
Time Technoplast
Piramal Pharma
Kopran Ltd
Eris Lifesciences
RPG Lifesciences
Kamat Hotels
Dhanuka Agritech
Akzo Nobel Ltd
Dodla Dairy
Alembic Pharma
FDC Ltd
Nippon AMC
Usha Martin
Disc : I am holding shares in all of these, biased, not SEBI registered, not an investment advice, one is requested to do his own due diligence
RS Software – Will they pay investors too? (25-02-2024)
I invested in RS Software way back in 2013. Made very good multibagger returns in this stock that time. This is a company which at that time did not disclose the name of its single biggest client. The share of this company grew more than 100 times and almost nobody still knew this company as it is a very secretive company.
After a gap of almost 6-7 years of negative returns, this company is finally turning out a new chapter in its life. It has invested 100-150 Crores of its own money in developing the backbone of new generation Indian payment system Unified Payment Interface (UPI). They have also produced Bharat Bill Payment System (BBPS) and various other popular softwares for Fraud Risk Management etc. Many other countries are now waking up to the huge payment revolution in India and they and their financial institutions want to copy this success in which RS Software can help them. These software implementation tenders can be in millions or billions which only the future can tell.
But one thing I have learnt from past times is that this company generally has a good performance window (fundamentally) of atleast 4-5 years, once it starts growing. If the company can just repeat its current quarter Consolidated EPS of Rs 3 in the coming quarters, then the yearly EPS in future can be easily Rs 12. I am not including extra Rs 2 per share of Depreciation being shown yearly in the P&L which if added will make the EPS Rs 14 as Depreciation is not actual cash going out of business.
If the company grows for the next 4-5 years as its products have finally started gaining traction, then sky is the limit and EPS could be Rs 40-Rs 100 in that long time frame. In good times a fast growing company could easily command a PE of anywhere close to 50 which can make this stock a Mega Multibagger like NPST (EPS*PE). Hence I am a long term investor in this company until and unless I get a serious red flag, on which I can easily sell my entire holding. Hoping for the best for this exciting fast growing company and multibagger returns for myself.
Disclosure: Invested in this company since almost one year for the very long term. Will sell in an instant in case of some serious red flag or the growth slowing. My calculations can be wrong. I am not a SEBI registered advisor. Please take anything I say with a pinch of salt. This is not a buy or sell recommendation. I have contract notes to prove my point.
Amit Goyal
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (25-02-2024)
yes you have got it right. An article written by sn expert on the subject.
The problem with renewable energy storage is
(1) Batteries for grid scale application becomes bulky and maintenance cost /recurrent replacement cost is high
(2) Pumped hydro storage system can not be built everywhere. It requires two large storage reservoirs – one at higher elevation and the other at lower level. You can not get every where. Hilly area , perhaps more suitable.
So , now perhaps the future lies in Solar wind energy to Green hydrogen via electrolyser and then Green hydrogen to Electricity generation via fuel cell. Grid stability is ensured.
Currently the cost is higher , but as technology for fuel cell evolves, cost should come down. electrolyser – fuel cell- Grid is an established technology…is the ultimate for power generation.
Battery)pumped storage is the immediate and intermediate solution
The Role of Fuel Cells in Enhancing Grid Stability and Reliability
Archidply (25-02-2024)
On February 12th 2022, company incorporated a wholly owned subsidiary viz. Archidpanel Industries Private Limited for manufacturing Medium -Density Fiber board (MDF) and its allied products, with installed capacity of 250 CBM/day. On July 2nd 2022, AIPL got possession of 25 acres land at Sitarganj, Phase -II Uttarakhand – 262405 from State Infrastructure Industrial Development Corporation Uttarakhand Ltd for setting up of Industrial unit.
Phantom Digital Effects Limited (25-02-2024)
Its true skilled manpower is extremely important in the field. Their attrition rate should be tracked which seems to be in acceptable range for now. As for training mostly its on job in addition to formal training. From an AI perspective it will be destructive but still there is time. This field involves lot of interaction with Director before the movie is shot. Lot of planning goes in which needs human interface for now. Also this is niche area and competition cannot erupt overnight.
Ramit’s Portfolio (25-02-2024)
I have few questions.
Do you have access to some research service?
How do you get the ideas?
Hitesh portfolio (25-02-2024)
@hitesh2710 ji
As the markets have run up a lot and also based on past history of market movements around general elections, do you see a major overall correction (20%+) in the months before / post elections?
Ramit’s Portfolio (25-02-2024)
Can we know your thesis behind your positions in Zen Technologies and Sandhar Technology