Hi, I’m just sharing this very interesting data. Look at the number of investors in IEX. The growth in the number of retail investors is simply mind-blowing.
Posts tagged Value Pickr
Newgen Software (18-01-2024)
@Vinay_Rai → its about 10 times its revenue (TTM) not 20.
Karan’s small/micro cap portfolio (18-01-2024)
Hey Shivam,
Good point about the ilmenite situation! Yeah, those beach sand deposits are running low, which isn’t great news for Cochin Minerals. It sounds like they only have about 15-20 years left at this rate. But hey, they’re not just sitting around waiting for the sand to run out! They’re digging deep (literally) and exploring these new inland deposits in Tamil Nadu and Kerala. Could be a game-changer if they find enough there. Plus, they’re looking at these titaniferous magnetite ores, which have way more ilmenite in them.
It’s a tricky time for them, but I’m also excited to see them branch out into higher-value products like synthetic rutile and leucoxene. No more relying on just the regular stuff – they’re going all gourmet! And who knows, maybe these new products will make them less dependent on that ilmenite grade altogether. Fingers crossed!
Anyway, just wanted to say you’re on the money with that ilmenite observation. Keep those insights coming!
Best,
Karan
Mazagon Dock: aptly called “Ship Builder to the Nation” (18-01-2024)
Any thread available for Swan Energy pls ?
Karan’s small/micro cap portfolio (18-01-2024)
Hi Karan. Interesting to see the name of Cochin Minerals in your list. Would really appreciate if you can throw some light on the thesis behind it given the constraints wrt sourcing ileminite. Thanks.
IDFC First Bank Limited (18-01-2024)
I mean Market Cap will be big for combined entity and then it will enter in the big league Banks so, RBI will increase its limits of compensations offered to Higher managements
IDFC First Bank Limited (18-01-2024)
There is no business coming from IDFC Ltd so merger will not make any difference except that IDFC Ltd holders hold 1.55 idfc first bank shares & there will not be any promoters.