Does anyone understands how this new acquisition gels with Axiscades? May be there are some parts of epcogen that are relevant but at the surface, it appears unrelated.
Posts tagged Value Pickr
My richdreamz portfolio – visit my portfolio to learn together! (08-12-2023)
That is fantastic to hear Richdreamz. I am so glad you are achieving these goals. I understand there must be a lot of effort & discipline that must be going into it to achieve those. Your passion for investing & sticking with ideas is what I always admired alongwith a large heart to share those with others. I loved all the 8 points you mentioned & I agree with each one of those. I am personally trying to work on those.
My best wishes to you for the wonderful & disciplined path you have chosen. Now you can continue watching Gran Turismo 
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (08-12-2023)
Dhampur sugar mills (as per the last concall) is already using maize instead of cane juice in its distillery. If maize is available at reasonable price then profits will be higher than last year.
Whatever is happening now in the sugar industry is not a surprise. sugar was more profitable than ethanol at Rs. 34-35. sugar prices have continued to rise for past many months and wholesale price will increase to Rs. 40/ 41 this year and Rs. 42/44 next year. Whatever the govt may do they cannot produce the sugarcane !! Maharashtra cane is actually 50% lower and recovery is hardly 8% – production will be 65% down.
Even if ethanol plants are idle, UP sugar mills will make higher profits than last year. If SAP is increased more than expected then sugar prices will go up accordingly.
BCL Industries – Ethanol Pick (Capacity 3.5x in Next 2 Yrs) (08-12-2023)
Agree.
Also i was wondering how come BCL Industries is moving up, despite bad news on Ethanol production circular (Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! – #1513 by nithin_Shenoy). BCL make ethanol from Grain, whereas sugar stocks are getting impacted due to sugarcane restrictions on Ethanol.
Seems everything going good for BCL at this time.
Techno electric engg ltd (08-12-2023)
Finally market is realising techno electric’s data centre business and its capabilities and slowly giving it the deserved valuations after their collaboration with KEPPEL group 
Congratulations to all shareholders for new ATH.
Disc: Invested since last year, one of my top 3 holdings. Biased views
CCL Products (08-12-2023)
because of high working capital needed
Beta Drugs Limited (08-12-2023)
Beta Drugs Limited, one of the leading manufacturers of oncology medicines in lndia, announces its new setup of a “state-ofthe-art, oral suspension plant of cancer medicines. This plant is meant for the manufacture of suspensions and dry syrups of
existing cytotoxic drugs. This month, our company is poised to introduce the NDDS formulation of Megestrol Acetate
suspension, marking the first-ever launch of this innovative product in Asia
Disc…invested
Indo Count Industries ~ Global Home Textiles Bedding Segment Leader (08-12-2023)
Hi Neil,
Are you still tracking the company. The company achieved 1000 cr revenue in recent quarter.
@harsh.beria93 @Worldlywiseinvestors what are your views on the Indo Count. it seems to be market leader in bed linen. Gone through recent con-call notes.
Management guided volume for FY24 to a range of 90 million to 100 million meters, new geographic expansion, spending 50 crore investment in 10 MW solar power generation project, EPS is INR 5.77 in Q2 FY24 and for the half year FY24, it is INR 9.49. Net Debt to Equity ratio 0.33.
Regards,
Satya Yenumula
Aurangabad Distillery Ltd (08-12-2023)
Please check why they are not going for expansion with such stable business. Also please check about related party transaction.