Valuepick

An investor in stocks for 30 years.Views are personal,not a SEBI registered R.A.Please consult a SEBI regd.analyst/advisor before investing .No paid service.

[Valuepick @valuepick]

Though the market is ignoring it right now, other than Neogen Chemicals and Aether Industries, another company making serious efforts in semiconductor chemicals - Jubilant Ingrevia.
https://t.co/omtsFFPf1r

#Jubilant Ingrevia
# Semiconductor Chemicals

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@vb110586 Ashapura management earlier explained the situation in last concall itself , so not a surprise.

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The following 3 SME Cos. are currently running at near-maximum capacity, with major new production facilities either recently started or slated to go live within the next 6 months( tentative)

Madhusudan Masala (Prom. Stake 70%)
​Sacheerome ( PS. 72%
​Accent Microcell(PS.55%)

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@Arun_brave Positive on JayKay , Swan is the one most disappointed in recent times.

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@metnelu Didn't perform as expected

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@yogeshsarda001 No

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@SanSur46115406 As of now not tracking

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@miteshshah2608 Many tailwinds

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@mohit4uu Satin Creditcare and Spandana spoorthy are new one's

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@SUDARSHAN115 Need more hardwork from management

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@mahheshbedekar Not closely tracking now

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@metnelu Zappfresh - Cash flow trend should be tracked closely.

Workmates - One of my Top holdings 😊

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@TanejaShobhit Hold

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Discl: Holding

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@sathish14632 A good company may not always be a good investment , entry price is very important.

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1/4
Surprised to see Rs.460 Cr fund infusion in a zero business Rs.150 Cr MCap Company?. Yes,that's happening in Transchem Ltd,the Co.owned by the same promoters of Crest Ventures .What is more interesting is the pedigree of the Co  infusing Rs.356 Cr out of this Rs.460 Cr.

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@vb110586 No change

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@Anandstweeet 👍

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@sa8ypr Rs.10 is FV of warrant , check the premium details in their old announcement.

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Just sharing the info.Not a recommendation.
Discl: Holding small qty