Make a spreadsheet & add columns for % of allocation, what triggered the investment & what is the exit strategy. Without these details, it looks just like a lucky dip.
Posts tagged Value Pickr
Methanol Engine (13-12-2023)
Cost and forex can be another reason to push it. Ofcourse availability / manufacturing capacity will be a factor as well.
India is net importer of methanol.
Rural Elect Corp (13-12-2023)
Interesting, does someone have the NIM% for IREDA I could not find it.
AGI Greenpac- on the cusp of growth? (13-12-2023)
@01_Sandeep_Ahir I could not find any negative news on the company so far…Even no bad news on the company’s aquisition.So hopefully profit booking is what led to this.
Maybe the rally has been due to soda ash price fall.
(Disclaimer:Invested)
I have added on dips.
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (13-12-2023)
Huge volumes traded today. More than 10% of total shares. Any idea who’s buying?
Methanol Engine (13-12-2023)
Methanol/ ethanol technology in IC engines are as old as 50 years.
But the point is the process in which methanol is made ?
is there any carbon emission?
For example if it is made from Coal or Natural Gas , then it is not sustainable and there will be no takers.
But if there are other process which does not involve carbon emissions , then there will be many takers.
PI Industries – Superior Business Model (13-12-2023)
some important points from it and CNBC interview management gave.
- China already has some capacity.
- Patent expiring in 2025 and beyond in different countries at different time. China patent has already expired.
- Rainbow Agro is third largest pesticide company in China. It should take some time to put up plant and stabilize it.
- PI has very diversified portfolio.
As per PI Ind Pyroxasulfone still in growth phase, even chart suggest that.
Is PI making it for Kumiai Chemical Industry? there must be many partners making it for Kumiai!
Disclosure: invested
Glenmark Life Sciences (13-12-2023)
Is there a different chain where we can compare similar MCap pharma companies? How do these 4 companies stack up in terms of revenue growth, margin expansion in next few years? I have given some data below – no one stands out on all parameters
| Mcap | PE | Annual Sales 2022-23 | Net Profit 22-23 | OPM | |
|---|---|---|---|---|---|
| Caplin Point | 9036 | 21.67 | 467 | 377 | 30% |
| Marksans Pharma | 7261 | 24.5 | 1852 | 265 | 18% |
| Glenmark Life Sciences | 7791 | 15.4 | 2161 | 467 | 30% |
| Neuland Labs | 6580 | 24.7 | 1191 | 164 | 23% |
Regards,
Abhinav
Methanol Engine (13-12-2023)
While Hydrogen IC engine and Hydrogen fuel cell are making frequent news in mainstream media, silently few are are testing Methanol engine. Ashok Leyland in collaboration with IISc built a prototype of 100% Methanol engine. Test results seems to be promising. We already saw an Indian Railways locomotive running on Methanol engine based on collab with IOCL. Nice to see Indian government being technology agnostic when it comes to Powertrain mix. Niti Aayog too is involved in this Methanol engine.
So I would say it’s nice to keep some Methanol companies in radar. Eg. GNFC, Vinati Organics etc.,
Glimpse of my PF. Is it too risky for a newbie like me? Please provide your valuable feedback (13-12-2023)
Agreed that chemicals are but risky…may be there could be some improvement in one or two quarters. Q on Q results shows some promise for many companies. That’s why i am getting a feel that worst is over for Chemicals.