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  #2631 (permalink)  
Old 19-08-2016, 07:05 PM
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Originally Posted by jazz View Post
I agree that No. can be understated,but Jaydev Mody is not Donald Trump. With gross mgns of 90%+ ebitda is still "only " 38% as of now.
2 new projects will contribute to earnings in next 2 qtrs.
Miles to go!!

I know there will be people who will say - But ROE is just 4-5% why should i pay more than book of 35/- ??

Originally Posted by jazz View Post
Amazing results of Delta Corp

Gaming revenues up 15% but EBIDTA margins up full 600BPS !!!
Power of Operating Leverage...

Looks like will become 50% ROCE business this year itself..

Originally Posted by jazz View Post
Delta Corp gets another licence to operate a Casino in one of its hotel Deltin Suits.
Indeed this is the inflection year for Delta
Disc : Long with 30% of the portfolio in it

Originally Posted by jazz View Post

As Soros says Go for the Jugular

A still from a report on Delta on Outlook Business. Neeraj Dalal the writer has worked in Rare Enterprises ( RJ firm ) in the past.




Delta Corp

Betting the house paid back
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  #2632 (permalink)  
Old 25-08-2016, 10:19 PM
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Seems a little mind-boggling but read the 2nd para and figure out what the mkt cap of Fortis Mallar (to become SRL) is to be like at 25X EBITDA of 275 crs (with 190crs of free cash to boot). Impossible to catch though due to v.low float.
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  #2633 (permalink)  
Old 10-09-2016, 06:41 PM
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True to his old profession of being an investment banker Keshav kantamani hit the nail with Vector acquisition for just 60crs odd with revenues of 200crs+
Although Stylam outperformed Uniply by miles majority due to pe reratings ii still think uniply will do better in long run
hope uniply gives meaningful correction aftr such hefty upmove
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  #2634 (permalink)  
Old 21-09-2016, 06:51 PM
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What has changed ?
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File Type: png thanga.png (22.5 KB, 17 views)
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  #2635 (permalink)  
Old 15-10-2016, 11:11 AM
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Worth spending an hour watching this video
https://www.youtube.com/watch?v=kl81YgbTvo0
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Old 15-10-2016, 02:04 PM
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Originally Posted by jazz View Post
Worth spending an hour watching this video
https://www.youtube.com/watch?v=kl81YgbTvo0

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  #2637 (permalink)  
Old 16-10-2016, 10:59 PM
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Originally Posted by jazz View Post
Worth spending an hour watching this video
https://www.youtube.com/watch?v=kl81YgbTvo0

What was there in this video that the user removed it as soon as you posted it here?

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  #2638 (permalink)  
Old 17-10-2016, 03:25 PM
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Ya, the speaker stole someone else presentation even without consulting him.
Here is the original presentation.
https://www.youtube.com/watch?v=AQgyd5xmLX4
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Old 20-10-2016, 03:41 PM
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Centum Electronics - Any views? Heard electronic design svcs is a 2L crs opportunity.
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  #2640 (permalink)  
Old 22-10-2016, 03:07 PM
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Originally Posted by kkseal View Post
Lots of 'cross-overs' Revenue, profits, Return ratios, margins all above 3-5yr avgs. Debt low (all secured), CF's adequate (5% FCF to sales last 2 yrs, 3mths working cap cycle), good operating leverg (Ramp-up in Dahej plant) Client industry (tyres mainly) doing well. All signs of an up-cycle in place. Fall in natural rubber production to aid synthetic rubber supply chain.

Decent valuations PEG<1 (assuming a modest 15% SGR) Earnings+Div yield arnd 15% 20% RoIC. EV to IC 1.8.

Threat: Chinese imports (but anti-dumping duty imposed).

Der par durust Still good for 100-ish. Debt reduced further. CFs improved.
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