The Most Valuable Commodity Is Information!

Posts tagged Value Pickr

Renaissance Jewellery (08-12-2015)

Hi Gaurav,

What you need to get is the debtor list of the company. Then you need to
find which of these are related party/sister concerns/companies run by
friends/family of promoters. that information is almost impossible to get
most of the times. that is one of the reason for opaqueness of the industry
and why it is so closed.

Once you have the information u then need to know other details like
payment terms, who are end customers of these companies etc to really
understand what is the actual sales.

The second risk is you will rely on inventory valuation given by company.
Auditors don’t audit the value of diamonds used :).

Having said that this is still one of the better companies in the industry.
I know this since i had approached them multiple times to avail banking
facilities from my erstwhile org :).

PS- they had a loss making retail venture. not sure whats happened of that.
but u can check.

Overall, my comment: Too many variables where we dont get information or
wont have information. Hence its a miss for me.

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Deepak Fertilizers and Petrochemicals (08-12-2015)

I take your point :blush:
Was looking at the reason for fall in RCF and Chambal, and the news flashed on CNBC. They even interviewed Zuari Agro management on this :smiley: Lets see if the news is posted on their website

In any case, I take that as an opportunity to buy more of Deepak. In my opinion, the company is not so adversely affected even if the arrears are delayed. The risk of losing the upside on gas availability is higher. What I am concerned about though is the fall in commodity prices, which might delay an uptick in mining activity (negative for ammonium nitrate).

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Torrent Pharma Ltd (08-12-2015)

Stock price movement is a function of the collective wisdom of markets. And its difficult to make out what moves the stock price.

But over a longish period of time say more than 6-12 months time frame, stock prices do tend to follow earnings.

In case of torrent market concerns may be related to the perceived lack of blockbuster molecules post these abilify, detrol and nexium. (I am not too sure what kind of concerns may be there in marketmen’s thoughts)

But as I have written somewhere else, I am not too bothered about these temporary gyrations in stock prices especially when I am not on the lookout to raise funds by selling the stocks. :grinning:

Usually the triggers for stock price rise esp sustained rise is sustained rise in earnings and high dividend payouts.

Both these triggers are still some time away.

Many a times its the positive surprise that moves stock prices. e.g better than expected earnings or order booking or any other kind of surprise that seems to be good news for the company

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Deepak Fertilizers and Petrochemicals (08-12-2015)

any links to the above news?

I saw the prices of all these fertiliser stocks and I see that they are hardly 1 to 2 % down or flat.

If stocks go down 1 to 2% and people come out with statements that they have taken a hit then it seems the whole market has been taking a hit since a long time. :grinning:

I think the key remains to maintain a balance and keep away from all these kind of sensational news designed to grab eyeballs rather than providing any useful information.

These days the problem is of excessive information overdose. (and most of this info is irrelevant or useless)

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Deepak Fertilizers and Petrochemicals (08-12-2015)

Fertilizer stocks including Deepak have taken a hit today as Government officials say that fertilizer subsidy arrears of Rs 40,000 crore are not likely to be paid this fiscal

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Tree house education and accessories ltd. – Potential candidate for improvement in RoE (08-12-2015)

it again started to low…any bad news flow or just temporary profit booking?
I did not find anywhere any news on this.

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ABM Knowledgeware Ltd (08-12-2015)

Hello Rahul,

Could you please elaborate on the Political Connections? They seem to have done work in other states as well.

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CLSE – the next KRBL? (08-12-2015)

I own a good position and intend owning for the next several years if they can sustain their growth momentum.

2015-16 will be a great year for the company with eps crossing Rs.45 (as compared to Rs.20 for FY15). and that too without too much debt.

They have recently started selling in the Indian markets and hope to cross 125 Cr (around 20% of total sales) in the next year or two. Internationally their marketing is taking them to newer geographies.

The price is stuck at 313 for the last 2 weeks on BSE due to circuit filters. The company has taken steps and they feel that clse should move out of t-to-t by december end. They also plan on having listed on NSE before the next fiscal year starts. My guess is that we should see 500 (adjusted for split that will be announced tomorrow) by mar 2016.

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Kaveri seeds company limited — kscl (08-12-2015)

I read through the transcript of the management’s conference call. Management claims that the planting for new seedlings is done in Feb to May and the harvesting is done post Oct. Now, this con-call took place before the recent heavy rains in Chennai and also AP. So I am wondering what is the impact of the rains on the new seedlings. If they are washed away then KSCL has lost its entire or bulk of raw-material?

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Renaissance Jewellery (08-12-2015)

This sector has far too many satyams/Enrons….Gitanjali, C Mahendra, Winsome Diamonds (earlier known as Su-Raj Diamonds) (& many more)….check any diamond companies, numbers will never be consistent (compare sales growth, Operating profit, Cash Flows, Receivables, etc)…More than that numbers aren’t trust worthy. Market has far better sectors and companies to focus on.

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