Greenpanel Industries conducted their earnings con-call today at 4:00 pm
"One of the major MDF player in India"
Here are the key highlights of the call 😀👇
@varinder_bansal @nid_rockz
- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.
- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.
- Company has witnessed larger growth in towns and cities and things are slow in urban areas specially in western states.
- Extent of industrial growth from company point of view is that it have grown above 25 percent in previous times and further it can growth above 15 percent next quarter
- Non availability of containers for shipment is impacting imports.
- Company have sufficient space in Andhra Pradesh to do brownfield expansion
- Value added MDF contribution has gone up this quarter.
- For next couple of years growth can be of 15 to 20% in MDF segment. In plywood in bad times 3 to 4% and in good period 6 to 8%.
- Net debt: 452 crore at end of current quarter, 400cr by 31 March 2021 and Around 200 crore by 2022.
-There have been a change in the product mix for the company. There is a dip in plywood realization as people shifted to other alternative.
- After MDF full capacity expansion there will not be a lot of Marketing expenditure
More from The Tycoon Mindset
Framework on Buyback covered till now.
This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.
{Thread of Threads}
🧵👇
Basic of Buyback
Just Dial buyback experience & Notable Learning
Past Case Studies with different learning:
1. TCS Buyback
2. Gandhi Special tubes
This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.
{Thread of Threads}
🧵👇
Basic of Buyback
BASICS OF Buyback:
— The Tycoon Mindset (@tycoonmindset05) August 31, 2021
This thread is important for every investor who invest in Equity Market
Topics Covered:
1. What is Buyback?
2. Why buyback is important for every investor?
3. How to invest & participate in Buyback?
4. What not to do to avoid Buyback failure?
\U0001f9f5\U0001f447 pic.twitter.com/zR4XPpfU74
Just Dial buyback experience & Notable Learning
Buyback experience:
— The Tycoon Mindset (@tycoonmindset05) September 22, 2020
JustDial buyback just ended. We made a return of ~47% in a quarter by following our Buyback Strategy & technical analysis@gauravgsgs @NeerajMarathe @Prashanth_Krish @mysticfuture @MysticWealth11 @suru27 @tapak7 @stockifi_Invest
Thread of Buyback Play\U0001f447\U0001f9f5
Past Case Studies with different learning:
1. TCS Buyback
Releasing our another piece of buyback analysis on TCS.
— The Tycoon Mindset (@tycoonmindset05) October 11, 2020
Summarizing our article for anyone who wants to have a quick look in our further thread.@shyamsek @SumitResearch @Prakashplutus @tapak7@SanaSecurities @Maaachaaa69 https://t.co/m83G9JZAtN
2. Gandhi Special tubes
Gandhi Special Tubes has come up with buyback at a price of Rs 550. Buyback is ~5% of the total capital.
— The Tycoon Mindset (@tycoonmindset05) July 7, 2021
With higher retail shareholder and promoter participation, Buyback is still lucrative.
Read here, about what's intriguing in this buyback play \U0001f447\U0001f600https://t.co/iKe25GTaYo
More from India
Ambedker's 22 vows Vs BUDDHISM
/Read it Full /
Ambedker-1: I shall have no faith in Brahma, Vishnu and Mahesh nor shall I worship them
BUDDHISM: I believe in them as a subordinate to buddha, we have different philoshphical model regarding them,we have many eg ,My many sect...
.Worship them , respect them ; some sects consider them to be emanation of Boddhisatva Avlokiteshwara,In tantra they are worshipped
A2: I shall have no faith in Rama and Krishna who are believed to be incarnation of God nor shall I worship them
B: Buddha says Rama was his.
.. previous life ,and Krishna was one of previous life of Sariputta ,My many sects worship them as previous life of Buddha, Krishna is not very much known but his sculpture is seen in Buddhist temples,you can pay respect to them atleast
A3: shall have no faith in ‘Gauri’, Ganapati and other gods and goddesses of Hindus nor shall I worship them
B: Hindu goddess gauri and Ganesha is widely accepted by us we have our own mantra for them ,they seek dharini from buddha ,Our some sects worship them
A4: I do not believe in the incarnation of God
B: Ok! This is acceptable,but we do have previous life/births of Buddha and rebirth ,which you Rejected
A5: I do not and shall not believe that Lord Buddha was the incarnation of Vishnu I believe this to be sheer madness and false
/Read it Full /
Ambedker-1: I shall have no faith in Brahma, Vishnu and Mahesh nor shall I worship them
BUDDHISM: I believe in them as a subordinate to buddha, we have different philoshphical model regarding them,we have many eg ,My many sect...
Navayan and Buddhism of Ambedkar
— \U0001f1ee\U0001f1f3Sonal \U0001f1ee\U0001f1f3 (@Dharma_Vaarta) January 2, 2021
BR Ambedkar announced to accept Buddhism on 14th October, 1956 in a press conference.
He formed a new sect Navayan inspite of following pre existing sects such as Mahayana, Vajrayan and Heenayan. pic.twitter.com/gQgYtSDzf7
.Worship them , respect them ; some sects consider them to be emanation of Boddhisatva Avlokiteshwara,In tantra they are worshipped
A2: I shall have no faith in Rama and Krishna who are believed to be incarnation of God nor shall I worship them
B: Buddha says Rama was his.
.. previous life ,and Krishna was one of previous life of Sariputta ,My many sects worship them as previous life of Buddha, Krishna is not very much known but his sculpture is seen in Buddhist temples,you can pay respect to them atleast
A3: shall have no faith in ‘Gauri’, Ganapati and other gods and goddesses of Hindus nor shall I worship them
B: Hindu goddess gauri and Ganesha is widely accepted by us we have our own mantra for them ,they seek dharini from buddha ,Our some sects worship them
A4: I do not believe in the incarnation of God
B: Ok! This is acceptable,but we do have previous life/births of Buddha and rebirth ,which you Rejected
A5: I do not and shall not believe that Lord Buddha was the incarnation of Vishnu I believe this to be sheer madness and false
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I’m torn on how to approach the idea of luck. I’m the first to admit that I am one of the luckiest people on the planet. To be born into a prosperous American family in 1960 with smart parents is to start life on third base. The odds against my very existence are astronomical.
I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.
In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.
So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.
Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.
Ironies of Luck https://t.co/5BPWGbAxFi
— Morgan Housel (@morganhousel) March 14, 2018
"Luck is the flip side of risk. They are mirrored cousins, driven by the same thing: You are one person in a 7 billion player game, and the accidental impact of other people\u2019s actions can be more consequential than your own."
I’ve always felt that the luckiest people I know had a talent for recognizing circumstances, not of their own making, that were conducive to a favorable outcome and their ability to quickly take advantage of them.
In other words, dumb luck was just that, it required no awareness on the person’s part, whereas “smart” luck involved awareness followed by action before the circumstances changed.
So, was I “lucky” to be born when I was—nothing I had any control over—and that I came of age just as huge databases and computers were advancing to the point where I could use those tools to write “What Works on Wall Street?” Absolutely.
Was I lucky to start my stock market investments near the peak of interest rates which allowed me to spend the majority of my adult life in a falling rate environment? Yup.
