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Posts tagged Value Pickr
GHCL – Soda ash & home-textiles player (06-02-2024)
Is there a way to track soda ash prices in India
Som Distilleries and Breweries (06-02-2024)
Until now the promoter buying have been tini-tiny 10,000 shares a day or so. on Feb 1st, the buying have been sizeable. Almost 4 Lakh 84 thousand shares are bought by promoter.
Prakash Industries Ltd. (Prakash) (06-02-2024)
There is a rating agency report
What is re-confirms is that investment in developing the coal mine are about 500 Cr. and out of which ~350 Cr. are from internal accruals. The report is also reconfirming that mining lease will execute in about 7-8 weeks from now. operations will commence from ~ Q2’FY25. Additional revenue will start coming in.
What would be very interesting to know is the potential revenue/cost savings that the company is hoping for on account of this coal mine. @Rakesh_Arora sir, would you be able to share some views.
Link to report update report – https://www.careratings.com/upload/CompanyFiles/PR/202402130231_Prakash_Industries_Limited.pdf
FAZE THREE LTD. –A Textile co. Rising From ASHES to GLORY (06-02-2024)
Any guidance/updates post the quarterly earnings for Dec’23 ? There seems to be a momentum loss as far as growth is concerned. Any new information/updates/analysis will be highly appreciated! Thanks!
Roto Pumps – Fluid Engineering Company (06-02-2024)
The company has incurred a cumulative phase wise capex of Rs. 75cr for downhole, mud motors and solar pumps. Some scuttlebutt indicates that ROTO has best quality pumps and hence command some brand value.
At the annual meeting, management also stated that, in contrast to positive displacement pumps, which have operating margins of 20% plus, solar pumps will be a low-margin product with operating margins of 14–16%.
Zen technologies – A micro cap in the defense space! (06-02-2024)
Zen Technologies Counter Unmanned Aerial Systems (CUAS)
Zen anti-done system. There are more beyond RF jamming.
Regards,
Raj
Disc: Invested
PayTM (One 97 Communications Ltd) (06-02-2024)
Reserve Bank’s decision to freeze Paytm shows faulty understanding
– Andy Mukherjee / Bloomberg
https://www.business-standard.com/companies/news/reserve-bank-s-decision-to-freeze-paytm-shows-faulty-understanding-124020600093_1.html
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (06-02-2024)
Not sure how much of this ISMA report is accurate, looks like Maha has already crossed the 6.5M production estimate from earlier.
It’ll be difficult to expect sugar companies to manufacture & store cane juice, esp when food secretary refused any cane diversion this year 3-4 days back. I’m thinking distilleries will by & large be idle this sugar year except for some C-Heavy (which is miniscule vs total ethanol output last year) and grain prices have gone up.
Diversion can be expected only next sugar year when Govt has good handle on sugar stocks