Posts tagged Value Pickr
MPS Ltd (05-11-2015)
I think I could not explain properly.
The Moolah lies in servicing the needs of the Academic/Educational STM (Science Technology Medical) Journal & Books Publishers.
I would think catering to Digital Publishing requirements of these customers is profitable - as The Digitally transformed product is only (one of) the Outputs. The main technology service that MPS like providers provides is what is called pre-publishing processes & workflows. From the Time an author submits a manuscript or file to the publisher to proof-read to editing to cross-referencing author reference for scholarly articles referred, to integrating bibliography to design to content rendering/transformation or print. The technology service provider game is to provide quick turnaround from author file to reader consumed final product - to be available for the Publisher's platform.
Catering to digital publishing requirements of non-STM segment like say an Amazon.com self publishing platform cannot be that profitable or for that matter say fiction or business or fashion books/magazines and the like.
Hope this time I could explain better
Manali Petro- Capacity Expansion (05-11-2015)
Only thing I will be concerned about it is - "This huge stockpile of cash is utilized properly and for the interest of all shareholder"
Any pointer towards promoter's background?
Manali Petro- Capacity Expansion (05-11-2015)
I have a query on their announcement dt Aug'15 "Pending receipt of approval of TNPCB for consent to operate at higher capacity, utilization of the plants has been restricted."
If their current capacity is under question for Pollution board how come a big capacity planned by the company will not face such risk in future?
Second in their May press release they had plan to invest Rs 100cr for capacity expansion
But in Sep they signed MOU of Rs 500cr investment which includes power plant as well
Discl - Exited fully in 2 phases...want to buy again post some clarity on capex
MPS Ltd (05-11-2015)
Got it. thanks a lot for quick reply. I am reading the real moolah lies elsewhere as ... Multi B $ opportunity in print publishing outsourcing.
Nitin Spinner – textile yarn story (05-11-2015)
http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/2641D161_381D_41EF_8125_8A00AF9F3C09_134315.pdf
results just came out
Not as stellar as last qtr but still decent
MPS Ltd (05-11-2015)
Manoj,
You are right about that - we did not focus on digital publishing. Because that is not a segment that matters. Refer to the Segment info on BQ Sheet1.
Where is the FOCUS then - only one thing - if the business has done well in the past, why will it be sustainable in the future; Just why can't somebody dislodge it from its perch in its own niche - that's the one answer we want to find out - either way. Focus on where 80% of the business comes from.
Digital Publishing is an important segment no doubt in the overall publishing industry, and set to grow faster bigger in the years to come - the way content consumption needs are changing - multiple devices, multiple formats.
However competency - one would reckon is open to anyone and everyone, lots of players, not a protected market for them unlike the Academic/Educational Books & Journals segment; though they will continue to offer these services - more to complete service portfolio where existing customers - Academic/Educational customer need digital publishing/content transformation solutions, or newer customers like Apple say; volumes will be small, margin profile should be poorer. They might have some Marquee customers in this segment too, one can reckon. But the real moolah lies elsewhere
Singer India Ltd – a possible turnaround a.k.a. Symphony (05-11-2015)
Is anyone attending AGM today ?
MPS Ltd (05-11-2015)
MPS BQ and MQ are awesome. Loads of info. I am new to MPS and please excuse my stupid questions.
In Management Q&A, I didn't find much questions on Digital Publishing segment. eBooks, School books on tablets are fast becoming the norms of western world. Is MPS having any expertise in this segment ? Any plans to ramp up this segment in the future ?
MPS Ltd (05-11-2015)
Thanks, Donald for working on this with me. You have been very patient with me
Working on the BQ sheet was an enriching task. It helped me understand MPS much better.
The BQ sheet has some really tough questions and working on it makes one clear how much one knows about the business/company.
Agree with @ayushmit that it's a great excercise to keep a BQ & MQ sheet for business where one has worked in detail. It just makes a lot of things clear in your head and cuts the clutter.
Here is my attemp at MPS BQ - MPS_BQ_Insights.pdf (1.7 MB)
Views invited.