ya… I think it is just an opportunity to accumulate more.
Posts tagged Value Pickr
Newgen Software (19-07-2024)
Bear markets ( or market going down) is very secular…It takes everything down with it. No questions asked.
JTL Industries – Fast Grower at an inflexion point (19-07-2024)
How different the company is from APL Apollo tubes?
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (19-07-2024)
Working capital increase has been substantial - which will lead to jump in interest cost. this will be the case for all sugar companies. Sugar sales will be higher due to higher prices as volume increase is only marginal. Impact of huge drop in ethanol sales will be very negative… again for all sugar companies.
Maize based ethanol plants are even worse off. pl see interview of BCL. I have been highlighting these challenges for many months.
https://www.youtube.com/watch?v=oBs0c7CckFk
The only way forward for ethanol plants (sugar and grain based) is closure of a few plants as the industry is not sustainable anymore.
The companies focusing on other products based on sugarcane will do much better in the future - like Balrampur (bio plastics), Triveni (IMFL), etc.
Sugar/ ethanol companies like Dhampur Bio, Dhampur Sugar will have to focus on reducing production costs to increase margins.
Delta Corp – A huge but risky opportunity (19-07-2024)
Thats right, they are accommodating the changes to become compliant. However, the only question is what happens to the Old GST demand notice? I think GST dept will withdraw or reduce the penalty and close the case.
I am fully convinced with this stock. They don’t have many competitors as of now.
Natco Pharma: Focusing On Complex Products (19-07-2024)
Natco Pharma is a kind of company that I like to stay invested in… I sleep easy when my capital is invested in it. Granted that it went through a 7 year period of no returns but that happens in every stock/companys evolution. Many have burnt hands investing in it during its stagnation, myelf included, where it was taking it time evolving into a serious disruptor in the complex generics space…
Their recent investment in domestic CART cell therapy company is a testament to the razor sharp focus of the promoter management of the company to be in the cutting edge of cancer treatment… the only critiism it merits is maybe the equity percentage they went for was a tad less…but they did say they have an option of increasing their investment so lets see how it goes… their unflinching resolve to plough back 8 to 10 percent of their standalone revenues into Research & Development makes their commitment to being serial disruptors a serious one…
The promoters appear to be mindful of what the overwhelming majority of investment pundits point out is the inability of projecting it future growth and thereby not being able to proscribe a partiular PE valuation to the company hence they have listed out a bevy of sustainable growth drivers of the coming future:
- growing their fledgling domestic agro chemical division
- launching more products in their foreign subisdiaries and creating new subidiaries in RoW growth markets, thereby getting access to more markets
- Increasing Para IV filings inorder toget more and more Para IV approvals, so much so, that routinely every other year they get to launch one or two products
- focusing to grow domestic business (this was hit hard due to price capping)
- brownfield acquisition… very tactfully they have given themselves 2 years time to make the acquisition to be in time to set off the falling gRevlimid topline impact…
Over and above this I wish they get their act together on their API exports which have been stagnating for the past 3 years…
The management has guided for a solid 20% growth on the back of a high base and Q1 result in the weeks ahead will dispel worries on that front… retail public holds some 25% of natco pharma equity and DIIs continue to reduce stake… this I think is most unfortunate… In the end market is always right, this however, is just the beginning for Natco 2 point O, what do you say?
Great articles to read on the web (19-07-2024)
More like “Markets can remain irrational longer than you can remain solvent”
KEI Industries Ltd – A consistent performer over the last decade (19-07-2024)
KEI Industries has respected 30 Weekly EMA in last 3 years and from that line it has taken support .
Newgen Software (19-07-2024)
I think the stock price is going down because whole nifty midcap and smallcap index are going down. The results were already factored in when the stock rallied in last two weeks.