SIRCA_28072022222724_INTIMATION.pdf (5.8 MB)
Posts tagged Value Pickr
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (28-07-2022)
Of course not. Where did I mention that.
All I’m saying is red flags exist, haven’t called biz a fraud at all. Cg issues exist, past record isn’t clean, political affiliations exist. Price action shows a graver story than just poor biz performance(this is however subject to change, so you may disregard this one), my impression of the promoter fell after forbes article(which I maintain seems to have been written for a reason). All I’m saying is as shareholders of Tanla, these are points to keep in mind.
Who knows I might be dead wrong and they truly have turned around and are cleaner than before. Mentioning the bank accounts where cash is held doesnt mean its all clean and rosy, CG is just a parallel narrative to keep in mind along with biz itself.
Its a bit late and I won’t attach the article nor the chart(excuse my laziness) but the chart has been painting a bleak picture since a while(when I exited breakeven at 1377 or so). 2 high volume 20% drops are usually indicative of more than just poor biz performance for a quarter(again make of technicals what you will).
Again I might be wrong but regardless one should track this side too.
Disc – not invested since a while.
Jubilant Foodworks (28-07-2022)
Is it diworsification? Is buying a tech company needed? Of course it is a saas tech for food delivery but…
Tanla Platforms ~ Leading player in the fast-growing CPaaS market (28-07-2022)
So, in your opinion, the turnaround in the business, the acquisitions it made so far, the association with Microsoft, big investments by FIIs, MIT, Azim premji etc. all are red flags?
Laurus Labs – Can Business Transform to Next Level? (28-07-2022)
one more concall note with key insights mentioning cdmo revenue being one off.
Disclosure: Invested.
Redington India : Strong Performance history, re-rating candidate (28-07-2022)
There wasn’t anything new to take away from the AGM so, I didn’t bother making notes. I believe you can download the recorded video from the company’s website.
Vadilal Ice Cream (28-07-2022)
(post deleted by author)
Indian Energy Exchange (IEX) (28-07-2022)
Posting this here, may help in very long term thinking for IEX
With renewables bound to take up majority of grid share in the world in the coming decade, super grids are not just a necessity but inevitable
We are already seeing very very early signs of this, with Bhutan, Nepal and Bangladesh either sourcing electricity from IEX or in talks to do so.