Another pattern to be wary of
6. 95% + posts from a person are on a single business
Will shortly put up an example of forum abuse that came to our notice
Another pattern to be wary of
6. 95% + posts from a person are on a single business
Will shortly put up an example of forum abuse that came to our notice
Increase in NPA could be for bad monsoon and festival periods as any non payment for 90 days (I guess it is 90 days) to be marked as NPA. The NPA increases during festivals and decreases during harvest and non festival season probably by end of the year.
Disc: Invested upto 30% of the portfolio
Content Services 2012: Journal Production Services: Changes, Trends and Future Directions - a dated 2012 article by Nishith on Publishers weekly
Selected excerpts. - helps in understanding the scope of work for MPS then, and how its moving. Maybe useful to track developments in these directions - where it has reached today. @manoj - we can look at articles like this to grasp the Journal/Technical Books Production Services market
Automation is key to journal publishing of any discipline. Special tools need to be scripted to reduce processing time and manual intervention while providing good and consistent quality output for on-time delivery. As such, MPS has a group of technologists and software specialists dedicated to developing tools for any process imaginable: file receipt/downloading, metadata extraction, template authoring, XML creation, pre-editing, copyediting, graphics processing (including auto-resizing of images), page composition, proof correction, bibliographic information/issue makeup, index generation and linking, quality control, and even file delivery. "We use an in-house tracking system to monitor each step and manage end-to-end production activities. Extensive reports are available and integrated with other production tools, along with real-time online status reports. And wherever possible, we integrate our tracking system with our client's system."
Many publishers these days are moving toward an online-only publishing strategy, thereby eliminating printing and distribution costs, says Arora. "The publishing model has shifted from ‘print then distribute' to ‘distribute then print if required.' The increased usage of mobile and handheld devices also means that publishers can get their content across to more readers than before. It is now possible to package rich multimedia and interactive content—something that readers have been looking for—as part of the article or issue. Obviously, for the print version, such content would have to be hosted separately and provided as links to readers."
But journal publishers are way behind book publishers in moving content to mobile and handheld devices. And one main reason behind this tardiness, says Arora, is the popularity of the traditional subscription model. "As for delivering content over mobile and handheld devices, publishers are adopting different strategies. Some are providing tools for searching content on mobile or handheld devices with full content access available via the host website. Some are using Adobe Digital Publishing Suite to create issue-based rich-media journals that take full advantage of the functionalities offered by such handheld devices as tablets. Others go for native app development for iOS and Android platforms. Then there are those looking for a hybrid iOS and Android compatible app—which supports both images and HTML5-based embedded content—that can be used as a wrapper for a single issue or multiple journals."
Hi All,
Couple of questions :
1) Any idea which of those 20 odd ANDA were approved and their market opportunity
2) What is the main catalyst for AP's growth, their domestic and Africa business or their to be launched drugs in US ?
Disc : Recently invested around 3% of the portfolio
Thanks @Donald, @ayushmit, @aveekmitra and @rohitbalakrish_
It was great to read the management Q&A as well as the BQ and MQ docs prepared by you all. My takeaway is that, yes there is a huge opportunity size. I had begun to doubt this part as the revenue growth seemed to be missing. I am invested for more than 2 yrs. Thanks for helping me sustain the conviction in MPS. Waiting for the tipping point when the outsourcing by the publishers would really gather pace.
Why did Arun Jain sell Polaris Consulting and Services? http://forbesindia.com/article/special/why-did-arun-jain-sell-polaris-consulting-and-services/41499/1
Thanks to @ayushmit @rohitbalakrish_ and @aveekmitra for the Q&A
I totally agree with @mahesh points. I dont have any doubt that the management is just excellent. Its a delight to hear the management in concalls. However, low organic growth is a sour point for me. I dont understand why the story is not reflecting in the numbers. Management hasnt come out with convincing reasons for this inspite of saying many times that the opportunity is huge.
Discl: Close to 10% of my PF
First, thanks to all the people involved in the questioning and the BQ MQ sheets - the output has come out beautifully smooth to read and grasp.
It is mentioned in the Management Q&A (last question) that TCS / Infosys sites reveal either they are already in this space or are fully ready to target this space. To which the answer was that new vendors will not be entertained. I have a doubt here that if likes of TCS really want to enter, can they not do it through acquiring existing players in this place and slowly build on.
Decent debt reduction both LT and ST
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