Hi Jitender, Not sure if Piccadily can make significant increase in supply in the near term. They have a good product and they have good demand for their products. Supply seems to be the bottleneck. Or the issue could be distribution. Even if production is sufficient if the distribution network is weak; sales will remain weak.
Posts tagged Value Pickr
Vishnu Chemicals – Is Growth sustainable? (17-11-2023)
Chromium – 87%
Barium – 13%
Domestic business – 51%
Export – 49%
Solar Industries Ltd (17-11-2023)
If it was 2 years ago, then the stake data won’t be relevant, as they’ve raised Series B and are currently raising Series C. Solar did participate in Series B, Series C will also be likely, but the % of stake is not transparent, and will change post round closure.
https://solargroup.com/wp-content/uploads/2019/11/Outcome.pdf
This is the first investment the company did.
Disclosure: invested from lower levels
Venus Pipes- Pipes & Tubes (17-11-2023)
They also indicated targeting 40-50% improvement in EBITDA margin for seamless pipe and a 15-20% improvement for welded pipe
SmallCap Hunter : Trying to find the dark horses with triggers (17-11-2023)
The holding company keeps on holding stock and doesn’t sell whereas in treasury ,they keep on rotating the stocks based on performance. This is the difference.
KDDL (Ethos Watches) – Scalable business model at an inflection point? (17-11-2023)
Latest Investor presentation by KDDL
Capex plan for the next 2 years.
Hope you find it helpful
dr.vikas
Mudit’s Portfolio (Passively Active) (17-11-2023)
What is your YOY return on investment in percentage terms from last year with current portfolio strategy?
