on a lighter note, the rush you see in the pic is outside the shop, not inside 
Posts tagged Value Pickr
Raymond – The Complete Man (28-08-2024)
Focus Lighting & Fixtures Limited (SME) (28-08-2024)
wikipedia… google read
Kilburn Engineering – Huge undervaluation (28-08-2024)
Came across this on Kilburn:
So people should exercise caution.
Kilburn Engineering – Huge undervaluation (28-08-2024)
True. From what I read, the promoters have the right to exercise the warrants during a period of 18 months. I may be wrong. I did not come across the info whether they have the right to not exercise warrants. I think that would be very unfair if they had that right- if the stock price is much lower, they wouldn’t exercise and if it’s higher, they would. I think in previous round of warrants, they exercised at a cost of 70 rs over the face value while the stock price was 300 odd.
Kilburn Engineering – Huge undervaluation (28-08-2024)
Yes, Kilburn equity was diluted a lot (~17-18% if I remember right, maybe off a bit), esp in FY23-24 for various fund-raising & ME acq.
For my query, Kilburn management did assure there’ll be no more equity dilution, but with this new binge there’ll be more dilution but not as bad as last FY. Interesting to note, promoters are getting warrants and not direct equity, checking details how these warrant payments are structured over years and if warrant holder can decide not to exercise in future.
While their profits are rising, we can see EPS isn’t rising proportionately as denominator (share count) is also increasing.
Kilburn Engineering – Huge undervaluation (28-08-2024)
Naive question: whenever there’s issuing of warrants or QIP, is there equity dilution? I would have preferred if they delivered a quarter or two of results with ME energy. After that, the Ambernath factory and now this Monga family – it makes for a heady ride but getting synergies at such breakneck speed isn’t easy at all.
The Russian carbon black supply shortage has resulted in companies like PCBL benefitting, and their orders of rotary dryers are benefitting Kilburn. We’ve seen chemical companies getting stuck in heavy capex at the top of the cycle – hope Kilburn management knows what they are doing and not just blindly extrapolating the past and present into the future.
Deepak Fertilizers and Petrochemicals (28-08-2024)
In the below tracker, I have started tracking important company goals for Deepak Fertilisers. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-38.xlsx (147.7 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
REPCO home finance (28-08-2024)
In the below tracker, I have started tracking important company goals for Repco. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-37.xlsx (147.7 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
Permanent Magnets – Business under transformation? (28-08-2024)
In the below tracker, I have started tracking important company goals for Permanent Magnets. These goals are referred to as ‘monitorables’ in the tracker.I will update this document regularly to reflect the current status of these goals.
Here’s a snapshot of what the tracker includes:
- Company Ticker: For identifying the company
- Monitorable Description: Description of the goal or metric being tracked
- Date of Announcement: When the monitorable was announced
- Deadline: Target date for achieving the monitorable
- Status: Current progress (e.g., Not Fulfilled, Pending)
- Verification Link: A link to see where I got the information about the goal.
I hope this information makes it easier to observe how well companies are progressing towards their stated goals.
Screenshot of the tracker below:
Full tracker attached below:
Tracking Company Monitorables-36.xlsx (147.1 KB)
Post Script: DM if you want me to track the monitorables for any specific company.
Axiscades Engineering – Untested and a high Potential Opportunity (28-08-2024)
Axiscades – Mistral