Is anyone tracking feed prices and could share what’s the latest?
Posts tagged Value Pickr
Redington India : Strong Performance history, re-rating candidate (09-10-2024)
Having further gone through the historical data, the inventory write-offs are minimal and AR bad debts are minimal.
Company intends to sell Paynet to reduce interest costs in Turkey as they have turned positive after drop in inflation.
Overall drop in PAT has led to re-rating which should correct with decrease in interest costs.
My Portfolio (Updates and Suggestions) (09-10-2024)
More or less, they all are the same. They hold papers that mature in 91 days. So you can go with the bigger fund houses or the fund houses whose names you know or are comfortable with.
If you want to park your money in these funds, redeem them to buy stocks, in the time of a correction in the equity market, it is better to have some funds in liquid ETFs too, as you can sell the ETFs and use 80% of the proceeds instantly on the day of the fall. Just to make use of the fall which sometimes happens for a day or two, like when it happened in the last few days. And market can continue going up or consolidate for a month. With liquid funds, there could be instant redemption limit, and it could take a couple of days for the funds to get credited to bank account.
Addictive Learning Technology limited (LAWSIKHO) (09-10-2024)
Few more quality investor invested
Ramesh Damani &Manoj Aggarwal (pre ipo)
Sahil Sharma @sahil_vi (ipo and after listing)
Sage one (Samit Vartak), Ashish Kila, Sixth venture, pine oak, saint capital, prabhudas lilladher (prefential)
P N Gadgil Jewellers Ltd (09-10-2024)
Went through their DRHP
They talked about it many times but i am not able to find exact percentage,
Sorry for that as i am a Novice investor
link to DRHP is below
1711629761734.pdf (4.2 MB)
Below are screenshots from Icra
Care rating
Link to crisil rating
Not able to find exact percent of hedged portfolio
Will be extremely thankful to fellow members if something can share it. looking forward to concall for further details
Over here P N Gadgil Jewellers Ltd – #5 by Kandukuri_S
you asked about hedging policy of the company. How It can effect the return ratio and PAT both in good and bad ways depending on gold price movement.
There was no mention about hedging as percent of their portfolio.
I was not ble to find exact percent so in last line i have written
“So volatility in gold price will effect majority of organised players in same manner depending upon how much of their portfolio is hedged”
And its heldging policy is also available on DRHP you can read over their and thank them too along with gemini and gpt.
No matter from where information comes if it helps.
Lancer Containers (09-10-2024)
on 07.08.2024 shareholding was published by the company and same is available at BSE site
Aug 07, 2024 Elara Capital Plc 19,080,000 8.01%
Jun 2024 Elara Capital Plc 16,218,000 6.89%
Any idea to increase shares by Elara!!!
and
Again, right issue is coming of Rs 150 Cr
My Portfolio (Updates and Suggestions) (09-10-2024)
best way to access a situation is to be in the other person’s shoes. and my words should not be “pathar ka lakhir”. just take the points that makes sense for you. hence.
like for others it can be a basket of stocks…
but for me when i am <25, i can have a very high risk taking appetite since my portfolio will be negligible(compared to the veterans here)… hence, i concentrate my portfolio with just 3-6 at the max(influenced by pabrai’s style of investing). with a couple of stocks to sprinkle money… hence, different risk appetite for different people.
My Portfolio (Updates and Suggestions) (09-10-2024)
Hey! Why did you say “just 2 cents if i were you”?
My Portfolio (Updates and Suggestions) (09-10-2024)
Can you suggest some Liquid Funds?
I am waiting for a correction to deploy the capital.
Glenmark Life Sciences (09-10-2024)
Glenmark Life Science name Changed to ALIVUS LIFE SCIENCES LIMITED (ALS) to establish its separate Brand identity from Glenmark
GLS name Change to Alivus Life Sciences (ALS).pdf (325.9 KB)