Just read the news and wanted to inform the forum members and you beat me to it.
This is good news and management is fulfilling their commitments timely which again speaks highly of their execution skills. Q3 should see the full impact on the revenues that will get added from this plant.
However, I do not have how much revenue will be added from 1000 MT production at its peak. Time to dig the past data. Any one has the numbers off the hand?
Hot off the press (Sep 30, 2015 - 07:21pm) -
PI Industries Ltd has informed BSE that the Company has commenced the commercial production at its second unit located at Sterling SEZ facility, Jambusar in State of Gujarat w.e.f. September 26, 2015.
The new unit will enhance the production capacity by nearly 1000 MT per annum at Its peak production.
Source: http://www.bseindia.com/corporates/ann.aspx?scrip=523642&dur=A&expandable=0
The management of this company draws a lot of similarity with Nebraska Furniture which warren buffet had bought.
TV today had a good move today, any idea on whats the reason behind it?
The sell decision is as important as a buy decision at right time and price. I think Kaveri was your top holding few years back and it has been a multibagger. I think it would be helpful to know your thought process/reasons to sell Kaveri, unless if it's not related to business fundamentals/growth prospects/risks and related to personal cash requirements.
Disc: Invested and holding
The sell decision is as important as a buy decision at right time and price. I think Kaveri was your top holding few years back and it has been a multibagger. I think it would be helpful to know your thought process/reasons to sell Kaveri, unless if it's not related to business fundamentals/growth prospects/risks and related to personal cash requirements.
Disc: Invested and holding
Also keep close watch on Cash Conversion Cycle (CC Cycle), here in this case link here CC Cycle latest 2015 has CC Cycle is 205, coupled with this we need to have judgement on working capital requirement to support up to 205 days, if they have sufficient cash then it can be managed or else it may lead to fund rising.
Company A is Page Industry, Company B is Suzlon and Company C is Opto Cicuit. So CFO/PBDIT Ratio for Page industry also appear very mediocare at around 40% if we take FY11-FY14 period. Not that free cash are not important, but isolated ratio would give incomplete picture. That is the limited point.
Thanks Vardha for raising valid concern which resulted some more number crunching and conviction in process.
If my reading of Zauba data is correct then export of Ablify(aripiprazole) has dropped drastically from 260 million USD to 30 million USD from last quarter to this quarter. This also may mean that the projection by the analyst is not far off for Ablify.
@mmpcse; @varadharajanr
The table are in context of Vardha concern about lower Operating Cashflow/EBITDA for Control Print. Vardh did raise valid concern about lower Operating cashflow/EBITDA which led me to do some more number crunching. I enclosed the table to get reply from Valuepickr as which company you would like to invest based on the numbers in table?
Thanks for sharing details about Cashflow management and manipulation.