Posts tagged Value Pickr
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (11-10-2024)
My thoughts( I am very New to markets):
Management is clearly saying:
EPC Company profits are investigating back into EV leasing EV manufacturing and Solar tracker business.
They have own BESS orders.
They are L3 for the recent BESS tender of 1000MW.
L1,L2, L3 prices are very near.
Their thoughts are clear.
They want to increase the man power from 375 for solar EPC(as on today) to 1000 .
I Love Gensol since they are always ahead of new opartnuity/trend.
NPST – Technology Provider for UPI Tech (11-10-2024)
he says the same thing, right ?
In evok, it’s purely pay per transaction.
In TSP there is combo of both, but for this discussion now, we can ignore TSP.
NPST – Technology Provider for UPI Tech (11-10-2024)
2023 Alpha Ideas SME Stars – Network People Services Technologies Ltd
See the video from 20:00
Equity Investing as a full time career? (11-10-2024)
You are interpreting it wrong. Full TIME investor has an important word Time in it. How much of your time is involved in the activity will decide whether your are full.time or not. It doesn’t depend on whther you are fully invested in equity or partially.
Also if you are managing other people’s money, then you are no longer full time investor…Then you become money management professional. And its a 24 hours occupation just like doctor, CA or lawyer. Many people , when their corpus is ready, they quit their job and declare themselves as full time investors only to find themselves within few years being money mangers and indulging into full time profession of managing money for others.
NPST – Technology Provider for UPI Tech (11-10-2024)
Can you post the snippet from the call please, which qtr? Even as of Q324, this is what their presentations carried and my understanding is evok has only pay per transaction.
NPST – Technology Provider for UPI Tech (11-10-2024)
Dont have the answers but it looks like this discussion on NPST on valuepickr has caused the stock to correct from Rs 3500 to Rs 2400.
Matrimony.com Ltd – Lot of opportunity to grow (11-10-2024)
A lot of companies announced buyback after the current budget, matrimony.com also announced a buyback in the first week of September. However we haven’t seen any announcement related to that , I wrote an email to the investor team this morning but no response. Company’s share price has been stable since last month, while mid/small cap corrected during the same time. Not sure but something doesn’t seem right here.
Usha Martin- Coming out of Chaos (11-10-2024)
YES. Any idea why ? some instt interest increasing.
New plant close to commissioning or what ?