Thanks @Aditya_Chugh for initiating this thread.
Looks generally undervalued comparatively.
But the question is , is it warranted considering its history, size, and also the trajectory of Multiplex screens industry? their growth projections makes it worth exploring.
I have couple of quick questions,
what does it mean by fully fitout and tied up? does it mean they are just acquiring some existing local screens that are operated by small players?
And they(management) keep emphasizing low capex model, what does it mean ? how does it their Rs2.5cr per screen compare to others, is it an additional spending after acquiring fitout and tiedup?
Is ATP of Rs270 per show (I assume there can be 4-5 shows per screen as per PVR reprt) or per seat /day?
Is it possible to get the break up of avg cost towards producer/distributer per ticket? whats the cost per ticket towards entertainment taxes and other regulatory charges?
Unfortunately this industry is capital intensive and low has returns.
Posts tagged Value Pickr
Cineline India – Picture abhi baaki hai (11-12-2023)
Cineline India – Picture abhi baaki hai (11-12-2023)
Thanks @Aditya_Chugh for initiating this thread.
Looks generally undervalued comparatively.
But the question is , is it warranted considering its history, size, and also the trajectory of Multiplex screens industry? their growth projections makes it worth exploring.
I have couple of quick questions,
what does it mean by fully fitout and tied up? does it mean they are just acquiring some existing local screens that are operated by small players?
And they(management) keep emphasizing low capex model, what does it mean ? how does it their Rs2.5cr per screen compare to others, is it an additional spending after acquiring fitout and tiedup?
Is ATP of Rs270 per show (I assume there can be 4-5 shows per screen as per PVR reprt) or per seat /day?
Is it possible to get the break up of avg cost towards producer/distributer per ticket? whats the cost per ticket towards entertainment taxes and other regulatory charges?
Unfortunately this industry is capital intensive and low has returns.
Priyank’s Portfolio (11-12-2023)
Update – 11 Dec End of Day
| Name | % of Equity PF |
|---|---|
| PPFAS🔒 | 21.28% |
| Godrej Agrovet🔒 | 9.08% |
| Triveni Engg | 7.27% |
| BCL Industries | 6.00% |
| Sansera Engineering🔒 | 5.56% |
| Exide Industries | 5.49% |
| Ami Organics | 5.01% |
| Gokaldas (GOKEK) | 4.78% |
| Max India Ltd🔒 | 4.55% |
| Lupin | 3.98% |
| M.K.Ventures🔒 | 3.68% |
| Shyam Metalics | 3.63% |
| TATA Motors – DVR | 3.62% |
| Borosil Renewables | 3.54% |
| L&T | 3.40% |
| TIIL🔒 | 2.88% |
| Ion Exchange | 2.68% |
| Cosmo First🔒 | 1.88% |
| Niyogin Fintech | 1.06% |
- Less than 1% holdings (each): Banka Bioloo, SJS Enterprises, Helios Flexi Cap
- Raising Cash: Sold MMP industries (somewhere around 60/70% up than investment value)
- Not able to find anything with a safety margin.
Priyank’s Portfolio (11-12-2023)
Update – 11 Dec End of Day
| Name | % of Equity PF |
|---|---|
| PPFAS🔒 | 21.28% |
| Godrej Agrovet🔒 | 9.08% |
| Triveni Engg | 7.27% |
| BCL Industries | 6.00% |
| Sansera Engineering🔒 | 5.56% |
| Exide Industries | 5.49% |
| Ami Organics | 5.01% |
| Gokaldas (GOKEK) | 4.78% |
| Max India Ltd🔒 | 4.55% |
| Lupin | 3.98% |
| M.K.Ventures🔒 | 3.68% |
| Shyam Metalics | 3.63% |
| TATA Motors – DVR | 3.62% |
| Borosil Renewables | 3.54% |
| L&T | 3.40% |
| TIIL🔒 | 2.88% |
| Ion Exchange | 2.68% |
| Cosmo First🔒 | 1.88% |
| Niyogin Fintech | 1.06% |
- Less than 1% holdings (each): Banka Bioloo, SJS Enterprises, Helios Flexi Cap
- Raising Cash: Sold MMP industries (somewhere around 60/70% up than investment value)
- Not able to find anything with a safety margin.
National Peroxide (11-12-2023)
Any updated on listing of NPL Chemicals?
Demerger happened two and half months back, still no info…
Have anybody wrote to management and go reply ?
National Peroxide (11-12-2023)
Any updated on listing of NPL Chemicals?
Demerger happened two and half months back, still no info…
Have anybody wrote to management and go reply ?
Shakti Pumps – solar shakti (power)! (11-12-2023)
My view is that these are old transactions. And you can’t really find integrity anywhere if you look hard enough. The company has been doing a lot of investors presentation and meets right now, so don’t think there will be obvious red flags at the moment. With that being said i am fairly new and have minimal knowledge of financial shenanigans. Invested
Affordable Robotic & Automation Ltd – Niche business (11-12-2023)
The management appears to be making desperate efforts to prevent the stock price from declining ahead of the upcoming rights issue. The stock has been undergoing corrections since its last peak, indicating an evident overvaluation. Following yesterday’s media release, it experienced a 7% surge. There are high expectations for the future performance of both ARAPL and ARAPL Raas. The fulfillment of management commitments remains to be seen, and only time will reveal their ability to deliver on these promises.
Here is a latest media release-
7739cfef-9c13-466e-b25a-744feccba92d.pdf (334.4 KB)
Disc- Invested a lower levels
Sundaram Clayton (11-12-2023)
Is anyone still tracking this company.
Is the demerger over, and shareholders received the shares of demerged entity.
If not, if someone invests now, will he get the shares of demerged entity.
Satia Industries – Journey towards Cyclical to Shallow Cyclical? (11-12-2023)
From the valuations point of view its looks interesting to study