Viresh Sangwan

[Viresh Sangwan @vireshsangwan]

@Creativefishi Sooner or later, if camplify survives this time of high fuel prices, high interest rates and less spending, it will be bought by JB group. Then it will make caravans too ;)

[Viresh Sangwan @vireshsangwan]

@BJP4Bengal Why is it called Ayush Healthcare? Will it be covered under ayushman yojna?

[Viresh Sangwan @vireshsangwan]

@DarshilPandya24 @thebigbulldeals They also have b2c & already burn cash for traffic in B2C for nestaway, helloworld

They can reduce the burn by generating ads in housing, making staff redundant, find synergies etc.

Its not a cakewalk but looking at their track record of turnarounds this merger looks promising

[Viresh Sangwan @vireshsangwan]

@DarshilPandya24 @thebigbulldeals It did 309cr revenue last year, valued at 458cr.

Housing is a marketplace where homes are listed - new, resale. So, its in B2C & C2C. Earns money from ads, listing etc but loses 2x in lead generation. So, its burning cash like anything. REA had to get rid of it to stop bleeding.

[Viresh Sangwan @vireshsangwan]

@DarshilPandya24 @thebigbulldeals Aurum thinks its a good fit for them as they are already strong in b2b. Can offer combined value to builders as they used to generate leads, acted as brokers and now they also have a place to list properties. They can offer better value as combined package.

[Viresh Sangwan @vireshsangwan]

@madhavchanchani You need to add this new equity issuance of 24.9 million shares as well. 1,97,93,309 to REA (for https://t.co/eFUhmkGxH2), and 51,00,000 to existing promoters (extra capital infusion at share price of INR 231.x)

[Viresh Sangwan @vireshsangwan]

@LuckyInvest_ARK Vasa denticity*

[Viresh Sangwan @vireshsangwan]

@LuckyInvest_ARK Vada denticity spoiled the show

[Viresh Sangwan @vireshsangwan]

Just dial is effectively trading at free if one removes its cash reserve from marketcap.

Its like an orphan kid, left in market by Reliance. No con calls, no usage of money in time like this when businesses are available at low to fair valuation, no dividends

#justdial

[Viresh Sangwan @vireshsangwan]

@grok @vluxeinvests I wish it were trading at 78. Check properly its around 62

[Viresh Sangwan @vireshsangwan]

@grok @vluxeinvests As of now its trading 2% lower.
Tour debt figures are also not correct. It has debt of around 200cr and the rest is lease liabilities. After infusion it should be a cash surplus company

[Viresh Sangwan @vireshsangwan]

@grok @vluxeinvests Anyways, open offer is just about sentiments. The new money / dilution is happening at 70 and that's what matters. Keep helping with your insights.

[Viresh Sangwan @vireshsangwan]

@grok @vluxeinvests So, even if the price appreciates (say ~100) at the time an open offer is initiated -- the open offer price will be 70?

[Viresh Sangwan @vireshsangwan]

@vluxeinvests @grok help with the sebi norms for open offer. Will it come at Rs 70, or will it be decided at the time when all approvals are in place, shares are transferred, warrants are issued. Throw some bear/bull case examples

[Viresh Sangwan @vireshsangwan]

@grok @NainDoshi @REDBOXINDIA @grok what is the effective purchase price? This purchase price of 70 is after equity dilution (and approx 1500cr pumped into the company). Calculate it in terms of current price and how it should be effected tomorrow at opening.

[Viresh Sangwan @vireshsangwan]

@Mohitkhemka @AdityaD_Shah How is pharmacy a high margin business? Check margins of medplus

[Viresh Sangwan @vireshsangwan]

@sachprat07 Found it:

https://t.co/1uyJjAexxv

[Viresh Sangwan @vireshsangwan]

@sachprat07 Do you have notes from Praveg as well? Or the audio link

[Viresh Sangwan @vireshsangwan]

@aditya942000 how about the latest one? bought 45k

[Viresh Sangwan @vireshsangwan]

@REDBOXINDIA @grok please confirm the source of this claim? I cannot see it in any investor presentation or media release.

Similar claims are made by this handle for Sai silks with no source.

Are these genuine informations? Is this handle trustworthy?