I think the key consideration is whether the property was adequately insured or not – there is an insurance premium of about 7 lakhs in the P&L. Also they were constructing an additional capacity of 18k tons and this was also nearing completion – I could not find proper reference if this was on the same site or a different one. If it was different, it would mean that bigger part of their capacity was safe
Posts tagged Value Pickr
Sky Gold ltd. – Will it reach the sky? (27-01-2024)
Superb Q3FY24 results.
-Sales up 72% YoY.
-EBITDA up 48% YoY.
-PAT up 40% YoY.
-EPS growth of 15% YoY.
EPS growth lower than PAT growth due to issue of new shares in Q3FY24.
Waaree Renewables – old Sangam Advisors – can it keep on renewing? (27-01-2024)
@Worldlywiseinvestors Sir waaree renewables sales growth Q3 2024 was amazing. Earlier PE was 598.7 but after eps growth it is 65.1 and it’s median PE is 55.9.
So is it worth to buy at this point or it is expensive now.
Its 1 year return is phenomenal.
Please advice how to look this company at this valuation.
Please refer screenshot.
Selecting a broker (27-01-2024)
I have JM finance accounts since 8 years . Frankly they are worst brokers. They don’t care for small clients. Any given day they will not allow trading in sme or any penny stocks or asm / gsm shares.
Once they allowed to buy me sme shares and next day they didn’t allowed to sell that same shares
My portfolio updates and investment journey (27-01-2024)
Thanks for a detailed reply.
I agree despite being in some turbulent times the last decade and half while seeing turbulence has been great for investing.
I am not losing sleep over my investments as i have large exposure outside equity build last and current year alongside monthly sip in equity. But Incrementally I will investing my savings in Equity regardless of its movement. I do anticipate an fall in broader markets and defence/Renewable themes.
Thanks for your perspective.
Laurus Labs – Can Business Transform to Next Level? (27-01-2024)
what is the value of this post LOL so much for standards of valuepickr these days.
Laurus Labs – Can Business Transform to Next Level? (27-01-2024)
Go check his PMS record you post covid investor. Read his old books, attend some events like the CFA event. Admin will delete my post that I know. This forum cannot be used to speak against a certain financial influencer and laurus fanboys.
Shreeji Translogistics (27-01-2024)
@LarryWink check out ritco logistics, It looks good
Shreeji Translogistics (27-01-2024)
If you examine the most recent financial results, it appears that a significant portion of the profit, approximately 4 crore, is derived from other sources. It seems plausible that this could be attributed to the company selling its outdated fleet of trucks. Furthermore, a comparison of the investor presentation reveals a discrepancy in the number of vehicles owned, with the latest figure indicating 285 vehicles, in contrast to the earlier mention of around 312 vehicles.