^^
Thanks, I have been investing for a long time and I understand how bonds or debt funds work, though my primary passion is equity investing.
So, whatever I will invest is at my own discretion only 
Posts tagged Value Pickr
My portfolio updates and investment journey (16-02-2024)
Cosmo Films – Diffentiated player in commodity business (16-02-2024)
What do you think about thier increasing debt?
They are in a bad cycle and will pull through but I would have felt more comfortable with lower debt levels than what they have now
HDFC Asset Management Company (16-02-2024)
HDFCAMC crosses lifetime high achieved in 2020
Any views on valuation?
Eco Recycling Limited (Ecoreco (16-02-2024)
You have validquestion on the valuation. No point in me trying to answer them, so i’ll let it pass. Mgmt. indicated in the last call that, EPR could have added another 5 cr. to last Qs revenue. EPR site had been delayed and now it’s under operation. So hopefully we will be able to see the full revenue (including the EPR revenues) potential from Q4 onwards. One thing mgmt. accepts that this line of business has opening for 100s of Ecoreco’s. So don’t expect them to be a differentiated business. It’s about capacity building & execution. Let’s see how they do it.
Eco Recycling Limited (Ecoreco (16-02-2024)
I have seen it but the market seems to be discounting perfect execution from a company which could not grow or execute over the last 5-7 years. EPR is not a new thing at all. Its not like EPR started in Mar’23 and hence why Ecoreco is growing now.
And their annual report for 23 shows they spent more money on equity investments than CAPEX…
Eco Recycling Limited (Ecoreco (16-02-2024)
Have you seen what kind of capacity expansion they are doing and what turnover they can do at peak capacity?
Indotech – A turnaround story? (16-02-2024)
While checking about the company had come to know that the promoter in fact wanted to delist the company after acquiring it. Didn’t happen ultimately, although don’t know the exact reason why.
Promoter is in the same line of business.
Looking at the valuations that this sector is getting, hope they get a thought of doing a reverse merger with the listed entity (wishful thinking though).
Discl: Invested.
Allied Digital Services Ltd (16-02-2024)
Thanks for pointing this out @CA_Hitesh
He’ll be coming in as an advisor and his incentives will be linked with revenue growth for Allied
https://www.linkedin.com/in/rramanan27
His advisory might be very valuable for the company to grow further in the govt business
More clarity and exchange notification will be out soon acc to the management
Allied Digital Services Ltd (16-02-2024)
Addressed in recent concall
