Point about cashflow well taken. Only limited issue I was highlighting as compared with other sector where high operating cashflow but huge capex requirement would leave very limited free cashflow. While in cash of control print, OCF is almost equal to FCF without any capex. It would be great to get free cashflow business. Control print does not fit into to A+ business model. Hope this bring clarity.
Posts tagged Value Pickr
Energy & Transportation disruptions : Impact on Indian companies (27-09-2015)
It has already become quite normal in large cities of Japan to not own a car. Most of those don't even have a driver's licence. The effects of efficient public transportation, parking hazzles and overcrowded roads could lead to reduction in car ownership. And in case of India, as told in a speech by Mahindra, it could be Uber and Ola instead of public transport that could make travel cheaper... Cheaper than actually owning a car. It's all speculation for now though
Arrow Textiles : This Arrow surely going to hit multibagger tag (27-09-2015)
You mean the Mar'15 quarter or Jun'15 quarter?
Technocraft industries (27-09-2015)
Few month back Radhakishan Damani, Kotak Mahindra Investments and Reliance Capital Trust has bought the stock near 250
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (27-09-2015)
I heard it on researchbytes. There's also an interview by mayank singhal on some tv channel i think cnbc. u can google it and get the link.
Kaveri Seeds – Temporary thread for clarifications (27-09-2015)
Kaveri AGM on 29th Sep.Lets post queries for VPers who may attend it.from mine side
1) How big is threat from price control from State govt on line of Maha Govt
2) Whats the status of Monsanto royalty & when n how is it expected to be sorted out?
3) What are the chance of increase in cotton acreage for next season? Will India remain worlds biggest producer?how big is opp size for cotton clothes & garments & why?
4) How big is the threat from CICR new BT cotton included seed expected to be available @150 vs 900 .can it be reused next year also?
5) Will dumping by your competitors stop & steps u rtaking to mitigate it?
6) How is the threat from new Bayer new seed First Class
7)r u developing new seed which r more drought resistant & how to cope with monsoon vagaries?
8) how r u reducing dependency on cotton seeds?
rgds
Lycos internet – way to digitalization (27-09-2015)
They have done a soft launch for wearables with no big marketing in the initial phases to see the consumer/customer response. The spend is bound to be higher as it is a hardware + software business. I guess they are trying out things (btw InMobi has changes its business model a number of times!)
Could you please highlight how does the Alexa rank come into picture for Lycos as they are a digital advertising play. People would not come and visit their site like a search engine or e-commerce company?
Kaveri Seeds – Temporary thread for clarifications (27-09-2015)
The Ministry of Agriculture released the data for Kharif sowing for the week ended 18th September 2015. As per this data, Area sown for non-food crops declined by 1.5 per cent to 35.4 million hectares by 18th September 2015 on a y-o-y basis. This was on account of a fall in area sown for jute & mesta and cotton. While area sown for jute & mesta fell by 4.1 per cent to 0.8 million hectares, area sown for cotton declined by 8.4 per cent to 11.5 million hectares. Area sown for oilseeds rose by 3.1 per cent to 18.2 million hectares.
Energy & Transportation disruptions : Impact on Indian companies (27-09-2015)
- What will happen to the existing battery manufacturing companies ? Can Tesla Battery throw them all out ?
Batteries are being developed by all and sundry, Tesla , Research universities as well as the Japanese. So like atom bomb or the calculus, a lot of people would hit a breakthrough around the same time.
Electric Vehicles will have 100x fewer moving parts than today's gas based ones", which will put some of the auto-ancillary companies out of business
It'll be a slow death, since battery technology would have a evolution rather than revolution. Even then there are lots of places & Industry where internal combustion engine would be to be present, viz. Mining & Pakistan (or Bihar).. So people will have lots of warning.Which conventional energy companies will be most impacted by Solar power disruption ?
The nuclear power industry & it's manufacturers would be the first casualty of plentiful (if not necessarily cheap) solar power. As a side note, Saudi Arabia, Libya & Egypt & neighbours would be greatest beneficiary.With new business models like "Car-as-a-service", they may be far fewer cars bought in future and how would that impact all car manufacturers?
It seems to me that people .. sorry MEN get a car (or any vehicle be it an animal) to move. They like to own the thing not for the utility but for the assurance that they can move without somebody else's help. Even now, Uber is making it quite cheap & easy to move around, yet nobody thinks of examining the economics and evaluating if their locomotion needs can be fulfilled without them owning a car.With self-driving cars, what kind of technology companies will emerge as the leaders ?
The companies that make cars duh. As for who'll have the technology, you can't say. It can come from evolution or revolution, unlike batteries here algorithms matter more and somebody could get that in his dream.
The reason auto companies are not investing & focussing in self-driving technology is because they see it as a computing problem, not a transportation problem. As and when their customers demand self-driving technology, they'll license it from Google/Apple/MS/Whoever has the tech.
POKARNA LTD ( Stock opportunities ) (27-09-2015)
Mahesh
i did ask but caeser stone does not disclose their vendor names. They only disclose it country wise and India is not a big portion of it unfortunately.
I suspect unless we get someone in this business from India, this looks like a dead end to me. Caeser stone being a listed company won't talk too much - we have to find a quartz mine owner/someone in the value chain to get these questions answered. It looks like an incredibly opaque, heavily regulated industry like all cash cow natural resource businesses in India and mines being allocated based on discretion