I hope so. Still need to be discussed in upcoming concall
Posts tagged Value Pickr
Nithin’s Portfolio (11-01-2024)
My 2 cents : My thoughts, not to criticize anyone and open to constructive criticism
- Everyone is bullish on RENEWABLES
- Everyone is bullish on EV
- Everyone is bullish on POWER
What people are missing here?
BATTERIES
The most important criteria for everything.
This point is stressed in Indian Parliament and today in Vibrant Gujarat
- India Targets for 50 GW by 2030 for EV.
- Battery Production will start on February 2024. PLI ACC Scheme will kick in…
- They did mention this WITHOUT BATTERY NO FORWARD MOVEMENT ON AUTO FOR EV…
- The government will reduce cost of EV and full focus on building EV eco system here in India.
- All the imports they will Ban as they will source out Lithium from Jammu and research is going on ALUMINIUM ION Battery, SODIUM ION Battery in IIT…
Future plans :
- 4 lakh crore export
- 12 lakh crore industry
- Maximum part of revenue to GST and state government
- AUTO will be number 1 in the world
Researching about
- Sodium ION
- Aluminum ION
Banka BioLoo Limited (11-01-2024)
Very late to go through this thread TAM one can visualise with number of wagons coming up with Minister announcing the plans The other areas extra bonus I am investing based on the sheer busines and not on financial numbers DRDO tech will be given priority as Atmanbhir is the theme now
Pennar Industries Limited (11-01-2024)
not at all to worry about , its for working capital . they use LC instruments . company is sitting on close to 150+ Cr in cash . they can take out the pledge it in a flash
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (11-01-2024)
The general economics like that,
- Convert entire Can Juice to Ethanol: Output Sugar “0” and High grade Ethanol ” 78 Ltr.
2.Convert to Sugar and use B-heavy molasses for Ethanol (Normal case or current trend in industry) : Output 101 Kg and Medium grade Ethanol “21 Ltr.
3.Convert to Sugar and use C-heavy molasses for Ethanol : Output 116 Kg and Low grade Ethanol “10 Ltr.
Annapurna Swadisht Ltd – A Swadisht FMCG investment? (11-01-2024)
Gone through above comments. It was really helpful.
@Chethan_Ck @Moonrise @Rezang_La Do you guys know why they are acquiring 100% of Darsh Advisory Private given they have common director Shreeram Bagla and business is not similar to Annapurna?
Also how much are they paying to acquire this company? It may be a very native question but still want to know.
How to register with SEBI as a Research Analyst? (11-01-2024)
For RA, you need a bachelors degree + 5 years finance experience OR
Just a masters degree in Finance related subjects (no work ex needed). If you can prove documentation on the 7 years of handling client queries, that could help. SEBI, the registration authority will have final say, so best might be to contact them and clarify what experience certification works for them.
Also refer to RA Master Circular https://www.sebi.gov.in/legal/master-circulars/jun-2023/master-circular-for-research-analysts_72612.html
Manappuram Finance (11-01-2024)
While there is no mention of the IPO being put on hold on the official SEBI website, this information is only available in news reports.”
can you please share the link for where it mentions on sebi website
Polycab India ~ Connection Zindagi Ka – W&C, FMEG and EPC Player (11-01-2024)
Waiting to hear what the company has to say about the income tax findings but it always amazes me how promoters don’t think about the larger picture. In trying to save a bit they lose so much more in wealth destruction. Do they think they won’t get caught? It makes ‘somewhat sense’ from a promoter’s perspective if the company is not doing well and cooking the books but here they seem to be underreporting if anything. Just ridiculous for a company with this kind of market cap.
