Have to look at competition as well,
In Granite, Canada stunned by growing 10times last year
while in Quartz Turkey and Czech Reb have gained huge scale.
I guess they have eaten market share from Spain
Posts tagged Value Pickr
POKARNA LTD ( Stock opportunities ) (18-09-2015)
IDFC Special Situation September 2015 (18-09-2015)
wats the ex date on this 1.
Prof. Sanjay Bakshi’s Lecture link (18-09-2015)
I have learnt so much from Prof Bakshi and his blog articles. He is a good teacher. The only criticism can be about his presentations. I did not enjoy even one. I was like on the edge of the seat...uncomfortable...because I felt he was not very comfortable. He looks very uncomfortable in front of crowd and his delivery is too fast, subdued tone and awkward kind. He will be even more effective if he improves his presentation. Otherwise a top notch teacher of value investing in India. And very generous teacher I would say. Would love to meet such remarkable person.
Poddar Developers – An affordable housing story (18-09-2015)
@Aragorn
Both Ashiana & Poddar have been telling of the general decline in real estate off take. Next few quarters are not expected to be good hence the froth is coming off the stock prices. With no near term triggers the stock is still positive on a YTD basis. No apparent reason for the same and hence the price correction. Saying all this there is no one who can predict near time price movements of a company. Do a detailed analysis on your own and you will have the answers
Poddar Developers – An affordable housing story (18-09-2015)
Any idea what has triggered the steep fall in the price of Poddar? I presume the initial drop was owing to the general real estate slowdown but there has been a further decline in the past few days. Just wondering if there is some specific trigger/event driving it.
MOLD TEK PACKAGING—dividend plus growth (18-09-2015)
@ankitgor44 -
1. What is the status of their Dubai plant.
a) Total investment was supposed to be Rs.30 cr. Has there been any change?
b) When will full capex be deployed.
- What is the plant wise current capacity IML & Non-IML and what is the % utilisation .
Radix Industries – The Bizarre Human Hair Business (18-09-2015)
One year back when i am digging more into this story some red flags are shown about promoters, if you haven't i will try to post it when time permits.
POKARNA LTD ( Stock opportunities ) (18-09-2015)
@alpeshp72: As per the link,the total quartz import from India in July 2015 is 176,905 sq.feet. If we convert that into metres,it comes to 16434 sq.metres.If we do a back of the envelope calculation for 12 months,it comes around 200,000 sq.metres.
Pokarna's total capacity is 8.89 lakhs sq.metres annually. I have few questions here:
1.Is my calculation right?
2.Does this indicate Pokarna is the only quartz player from India?
3.Even if we assume 2 lakhs to 2.5 lakhs sq meter of annual exports from India for this year,it does not even come close to 1/3 rd of pokarna's capacity.
POKARNA LTD ( Stock opportunities ) (18-09-2015)
@varadharajanr: I am here to learn ,not to get sentimental or biased towards my stock ideas.I would be more happy if people like you find the blind spots in the ideas we discuss here.We all work hard to make our living and save our money.It is better to have our theory be challenged constantly by others so that we become very thorough on our ideas.This way we can learn as well as sleep peacefully with our stocks.
Tonight,I will try call them and find the answers.If not,next week i will try to get the answers.