Bad show by Tricoat 
Posts tagged Value Pickr
Apollo Tricoat Ltd(ATL) (25-07-2022)
StageInvesting +Elliot Waves (25-07-2022)
POLYPLEX
Thanks for explaining in details. Can you please provide your view on POLYPLEX?
Is it good for 6 months to 1 year hold?
Thanks
Disclaimer : Have invested at lower levels
Vimta Labs Ltd (VLL) (25-07-2022)
Vimta Labs results out today. Very good growth y-on-y and marginal growth q-on-q. results attached.
vimta q1 fy 23.PDF (5.9 MB)
Investing Basics – Feel free to ask the most basic questions (25-07-2022)
Long term loss cannot be set off against short term gain. However, long term gain can be set off against short term loss.
Rail Vikas Nigam – profitable PSU (25-07-2022)
Couldn’t find a thread about it so starting one here.
About Company
Rail Vikas Nigam Limited (RVNL), a CPSE under Ministry of Railways, was created with the twin objectives of raising extra-budgetary resources and implementation of projects relating to creation & augmentation of capacity of rail infrastructure on fast track basis. The Company, incorporated on 24.01.2003, became fully functional with the appointment of all Directors of Board by March 2005. The Company has been granted Mini-Ratna status on 19.09.2013.
RVNL is implementing projects by awarding composite contracts on turnkey basis as per the international practices and standards. As on 31.03.2017, RVNL has completed 213.82 km of New Lines, 1590 km of Gauge Conversion, 2353.32 km of Doubling and 2837.07 km of Railway Electrification i.e. 6994.21 km of project length. In addition, five Workshop Projects and one cable stayed bridge have also been completed. These projects are being executed through 36 PIUs spread across the country.
Besides Doubling and Gauge Conversion, RVNL has also diversified to:
- Railway Electrification
- Railway Workshops
- Metro Railways
- Technically challenging new Hill Railway lines, etc.
The Company generally works on a turnkey basis and undertake the full cycle of project development from conceptualization to commissioning including stages of design, preparation of estimates, calling and award of contracts, project and contract management, etc.
The projects undertaken by the company are spread all over the country and for efficient implementation of projects, 37 project implementation units (PIUs) have been established at different locations to execute projects in their geographical hinterland. They are located at Delhi, Mumbai, Kolkata (4 units), Chennai, Secunderabad (2 units), Bhubaneshwar (3 units), Bhopal (3 units), Jhansi, Kota, Jodhpur, Waltair (2 units), Bengaluru, Pune, Raipur (3 units), Lucknow (2 units), Rishikesh, Ahmedabad (2 units), Kanpur, Varanasi (2 units), Chandigarh, Mughalsarai, Ambala and Guwahati.
The company’s major client is the Indian Railways. Its other clients include various central and state government ministries, departments, and public sector undertakings. Rail Vikas Nigam Limited came out with an Initial Public Offering (IPO) of 253,457,280 equity shares of Face Value of Rs 10 each of the company through an offer for sale by the President of India, acting through the Ministry of Raliways, Govt. of India (the selling shareholder) for a cash price of Rs 19 per equity share aggregating to Rs 477.11 Crores. The face value of equity shares is Rs 10 each.
sources: https://in.linkedin.com/company/rvnl and Markets
Financials
Profit and loss
Balance Sheet
RVNL has a good order book. It has guided for order inflow of ₹15000 cr in FY23E. It has bid for orders of ₹21000 cr. Of the of opened tenders of ₹6000 cr, it has won orders of ₹2000 cr.
It is also trying to diversify from railways. Rail Vikas Nigam announced that its consortium with P Singla Constructions has been awarded the Letter of Award (LoA) by National Highways Authority of India (NHAI) on 11 July 2022 for Construction of 4 laning of NH-S from Kaithlighat to Shakral Village in Himachal Pradesh. The estimated cost of project is Rs 1844.77 crore.
Key risk is that it is almost entirely dependent on government.
Disclaimer: Invested since ipo.
Aditya Birla Capital – A complete Financial Inclusion (25-07-2022)
As speculated here, more top level changes happening at AB Cap. Important disclosure from subsidiary – now the Housing Finance vertical has a new CEO, 19 year ICICI veteran Pankaj Gadgil.
He is also ICICI Bank’s nominee on the board of NPCI. Profile here –
https://www.npci.org.in/who-we-are/board-of-directors/mr-pankaj-gadgil
Hitesh portfolio (25-07-2022)
To be fair, management has guided back in Q4 itself that Q1 and Q2 is going to be subdued for SDA segment which was approx 40% of their FY22 topline. They did advise this is a temporary pain due to semiconductor shortage as auto emission control is a major application for SDAs. And this segment should be back firing in Q3 and Q4 so much that it should cover for the subdued Q1 and Q2. So, I think we should hear the management out. If the commentary changes, this can be taken as heading in the wrong direction.
But if by Q3 growth is expected to be back, the long term business would still be intact. In fact, backlash in the short term due to these and potentially similar Q2 numbers may provide entry points.
Disc: Not invested but on watchlist to invest at reasonable valuations.
Investing Basics – Feel free to ask the most basic questions (25-07-2022)
Short term capital loss is not allowed to set off against long term capital gain. Its always Long term gain set off against long term loss. In your case, even long term gain is also not there.
Embassy REIT: Is this “Blackstone” promoted REIT is real diamond? (25-07-2022)
That property belonged to Embassy group Sir. The REIT is separate. And hence the flags on the post 
Will delete in a bit.
Selan Oil Exploration (25-07-2022)
Has anyone looked at these news? I mean both these can be very impactful for the company, right?
With first news, now Selan is no more bound to sell the Produced Oil to ONGC. They have a dispute ongoing on price difference. Somewhere in their past presentations it was mentioned.
With the second news below, the new management has shown intent and started taking steps.
Waiting since ages to see the stock turn around.