here you go…
In fact this was key in building up my position aggressively.
Posts tagged Value Pickr
My richdreamz portfolio – visit my portfolio to learn together! (08-10-2015)
hi, can you let us know about the source of that info of PI Industries?
HCL Infosystems (08-10-2015)
Yesterday Radhakishan Damani bought HCL infosystems. His investment arm, Derive Investments, bought 28,56,747 shares on the NSE at Rs. 48.90 each and 11,63,680 shares on the BSE at Rs. 49.85 each. By the end of the day, Radhakishan Damani had pocketed 40,20,427 shares by shelling out about Rs. 19 crore.
Disc: Not invested.
Vidhi Dyestuff Management Meet (08-10-2015)
Hi Nikhil,
Thanks for pointing out on trading sales being chemicals and not the end products. I agree with you that the trading sales is not the final product but RM or intermediate one as mentioned in AR annexures. I had missed out that somehow.
Regarding natural colors capacity, my central point is that even if VDSL ventures into natural colors on small scale (as compared to synthetic colors) it can contribute handsomely to the top line. I do recognize that the processing facility may be different from the synthetic color, however if the company is able to develop products and market it, there exist a significant possibility of company setting up capacity and capitalize on this opportunity.
Shilpa Medicare -Racing away on the Oncology API highway! (08-10-2015)
As emphasised time & again, Management Q&As at VP should not be seen as Recommendations. These are reproductions of discussions with Management – where the accent is on understanding the business, the competitive intensity/advantages, longevity & sustainability of the business and the Managements preparedness/plans ofr the medium to longer term.
Newcomers to VP, please do not jump to any other conclusions. Valuations is an entirely different game and current Shilpa’s valuation look rich – especially as the next couple of years may be flattish.
Members also please refrain from requesting Entry/Exit targets (directly or indirectly) from other Members posting. SEBI Analyst regulations pretty clearly restrict that in public forums.
You might have noticed, as per Team VP Code of Conduct all above involved in the preparation and posting of Shilpa Management Q&A have disclosed details of their positions, and confirm that there have been no transactions in last 30 days (before the publication) by them. This will be a standard requirement of all Top Contributors at VP whenever they participate in creation of Stock Story, Management Q&A, Field Reports, or make any detailed post at VP
Cafe Coffee Day – Will you Date? (08-10-2015)
Found this on a moneycontrol analysis:
In Financial Years 2012, 2013 and 2014 and the nine month period ended December 31, 2014, 36, 42, 44, and 175 cafés were closed down. These closures were owing to a variety of business related factors such as non-renewal of leases, low revenue generation from outlets and unfavourable location of outlets. CCD expects to continue to close anywhere between 25 to 40 outlets every year.
I am wondering if the 175 cafe closure at the end is important. In effect, they are opening 215 cafes with the IPO proceeds (after they closed 175 in a year :P).
Discl.: Based on what I am reading here and other sites, I will definitely not invest in a loss-making company when there are far better companies in India that will benefit when the economy turns around.
Shilpa Medicare -Racing away on the Oncology API highway! (08-10-2015)
Hi Guys,
Delighted to bring to you Shilpa Medicare 2015 AGM Management Q&A.
What is even more heartening for us is that the next rung of VP Contributors are now picking up the baton, and completing fantastic runs!
This detailed Q&A has been entirely planned and put together (queries compiled, strategised and painstakingly reproduced) by Ankit Gupta and Ananth Shenoy, supported by Ayush and other VP contributors.
We are sure this will help bring everyone on the same page on Shilpa quickly. Hoping to see folks joining in and focusing on “real” dissection of business.
Cheers
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (08-10-2015)
Dear Rupesh,
Thats rear view investing…doesnt work in real markets.
Net cash flow is negative due to aggressive repayment of loans ahead of date.
Tax paid is low in past ( point agreed, will need to check why ) but for q1 they have paid 4.5 cr of tax on 18.5cr PBT, which is 24.3%.
As company becomes debt free, interest coverage ratio will be infinite ! Also, with debt payback and increased profitability, return ratios will see significant upside.
My take is simple:
For 300 cr you own 2.3 million tpa (2,300,000,000 kg per annum)
for 30 cr you own 230,000,000 kg per annum
for 3 cr you own 23,000,000 kg per annum
for 30 lacs you own 2,300,000 kg per annum
for 3 lacs you own 230,000 kg per annum
So if you buy 3 lacs worth of shares, you personally own a 2,30,000 kg per annum capacity fully integrated cement plant personally ( with captive mines and power plant ) ! that has to be worth owning and cherishing !
My Portfolio – Dhina (08-10-2015)
Sold 70% of HPCL. Replaced it with Orbit exports Limited.
Cafe Coffee Day – Will you Date? (08-10-2015)
http://myinvestmentideas.com/2015/10/coffee-day-enterprises-ipo-should-you-invest/
Good analysis above. Not analyzed the numbers myself but the link says company has been in net loss over the past 3 years. Assuming the numbers are correct, no way I’ll risk my money in a unprofitable business again! + Dividend is out of the picture.
People who want to make highly speculative bets can surely go ahead and invest!
I’ll stick to Charlie Munger’s philosophy –
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent. There must be some wisdom in the folk saying, ‘It’s the strong swimmers who drown.’