OK looks like sufficient number of interested participants. Can someone form a telegram group as i beleive that dosent require disclosure of Phone numbers up front. Lets add there and then see when we can have a meet.
Posts tagged Value Pickr
Exide Industries (27-11-2023)
The assumption of “Every EV requires a auxiliary lead acid battery” is a bit unrealistic. My be the lead acid 12V batteries will go , the current constraint is legacy low voltage design architecture. (subcomps that are designed for legacy 12V system)
But for an EV it looks like a burden, because , in spite of having a large HV pack , we have a 12V lead acid battery and a DC2DC converter (to support legacy LV architecture). may be in India it might happen slowly, but there is a possibility it can happen fast, because at the current state of EV technology , the electric cars are unaffordable, so large optimization will happen from what Tesla has industrialized.
Meanwhile, I think Exide is expensive, considering its single digit profitability, high capital intensity, very little growth and uncertainty of future market for its current legacy products…
NPST – Technology Provider for UPI Tech (27-11-2023)
It’s extremely hard to comment on valuations. As it would require to predict the future.
But we can break down the future into three possible scenarios:
- QoQ growth goes negative but YoY retains: Stock will go for time correction
- QoQ and YoY both go negative: Depending on management commentary, the stock will go for derating or correction.
- General market correction (high chances in the small-cap): Stock will go for correction along with the market.
Chances of #1 and #2 are low as management has stated in concall that they are confident of achieving 14 to 15% revenue growth on a QoQ basis for the next five years (the market is trusting this statement for now). The PE of 90 might look expensive but if they are able to grow at the same pace then earnings will compensate for the increase in price.
My personal advice is you may take a position at this moment only if you have extra funds to average it in the future.
How to value a cafe business? (27-11-2023)
Had you mentioned that you had worked with CCD, may be I wouldn’t have given the link. I thought there would be something in the thread that could help your query, considering the business is same, and as there has been some discussion on the business.
A lot of times, members present different views about a business, as they are from different walks of life, and are from different professions. So generally it helps to read.
Avanti Feeds (27-11-2023)
What is the level of shrimp consumption in India…
Companies with 20%+ growth guidance for next few years (27-11-2023)
That is my goal too. We can remove the companies from the initial list who has provided guidance, but didn’t achieve it. Since we have the list from Q1/Q2 guidance, we will have to wait for some time to see if management is doing walk the talk or not.
We can start adding companies who achieved what they committed.
Thomas Cook India (27-11-2023)
Latest my disclosure: Exited and booked profit last week
Companies with 20%+ growth guidance for next few years (27-11-2023)
Should we have data which guides us on How management committed to achieving what they guide? Many management gives guidance on super high growth but not achieve it and keeps changing goal post by giving non relevant excuses.
Let’s have list of companies whose management achieved what they committed
National Peroxide (27-11-2023)
@ parash :you may check the valuation again is way higher, calculation is already mentioned in my previous post.
Companies with 20%+ growth guidance for next few years (27-11-2023)
Any guidance by companies by themselves ? Would you please give try the reference to the guidance ? MM Forging is going sideways for such a long time.