Posts tagged Value Pickr
Indian Energy Exchange (IEX) (24-09-2024)
Policy based corrections and vagueness is always the norm, when you deal with things sarkari
Apeejay Surendra Park Hotels – Potential Value Unlocking (24-09-2024)
Occupancy rate is occupied rooms/total number of available rooms*100
So if 10% is under renovation, then the available room also reduce by 10%.
I think this is the case, correct me If i am wrong.
IRB INVIT TRUST- new game in the town! (24-09-2024)
Okay I thought you meant something else. Also I don’t think IRB calculated nav based on discount rates or future cash flows. you can read more about that in their valuation reports, but I think they decide it based on asset market price – loan on invit per unit.
IRB INVIT TRUST- new game in the town! (24-09-2024)
(post deleted by author)
Tata Motors – DVR (24-09-2024)
I think part of the reason that nobody is talking about unfair price of DVR is because most people including mfs bought when there was 40-60% price discount so when they gave 7:10 ratio, they happily accepted it. Not saying it’s fair but seems like that’s the case.
Gurugram Valuepickr (24-09-2024)
A Sunday evening well spent.
It was an amazing breakdown of the Pharma – CDMO and an amazing framework for many of us to go deeper.
Thank you Riju Gupta sir & Apeksha ma’am
If you’re serious about Investing and willing to contribute/learn through F2F meets (Gurugram only) you can join here
Rahul
Disclaimer : I have not taken explicit permission to share this photo here from ALL the members in the pic. If anyone has an issue, let me know, will remove it )
Virtuoso Optoelectronics Ltd – A promising micro Cap (24-09-2024)
Yup, Virtuoso is sitting on cusp, this might become a multibagger from here, entered around 400 levels for long term. I like deep freezer and water dispenser segment more.
Sealmatic India Limited (24-09-2024)
Disc: Invested.
As the head of the company has said, the seal sale is secondary to to the flow of maintenance contracts. If the notification had told us what the number of seals were and the complexity that they are expected to solve, we would better relieved. I assume we are only supplying the mechanical seals. I got the below from an internet search:
Thermal power plants use a variety of seals, including:
Oil seals
These rubber seals prevent dirt and fluids from leaking in, and create a thin layer of oil to prevent oil from leaking past the sealing lip. They can be made from materials such as Nitrile Buna Rubber (NBR), Polyetrafluorethylene (PTFE), and silicones.
Mechanical seals
These seals are used in pumps and consist of a stationary primary element and a rotating mating element. The two elements are pressed together to minimize leakage.
Leaf seals
These seals are made up of many thin plates that are laminated to form a ring-shaped segment. When the rotor rotates, a thin film of fluid forms between the leaf and the rotor, which lifts the leaf slightly to create a non-contact seal.
Seal oil systems
These systems use radial oil films to seal the shaft exits of a generator. The seal rings are lined with low-melting Babbitt metal and supplied with pressurized seal oil to prevent hydrogen gas from escaping the generator shaft.