Yes lenders will keep.invoking more pledged shares, unless company doesn’t find a bailout, either in form of take over or liquidity infusion to meet the debt obligations. Lenders are invoking shares left right and center, of all promoter entities ( anmol, puneet and gensol ventures). Guess they have fallen short of proving more collateral and lenders won’t stop selling if they are provided with one, they will recover what ever they can, even if they have to sell for pennies ..read more

It’s a good company no doubt, but Vasa Denticity is an online marketplace vs Laxmi Dental being a manufacturer. With Smileworks there could be competition but other than that I am not sure ..read more

Doesn’t matter with this ratings .. Will see selling at all levels in this counter as many people are stucked here ..read more

Should one consider P/B and P/E while evaluating a Bank? IDFC will grow its book faster than Axis that’s for sure ..read more

Abhishek Bansal Thread on Grand continent Hotels https://x.com/bansalabhishek5/status/1904868926158184785 Anchors: Good Negen/Niveshaay Pre ipo: Neil Bahal Negen Personal capacity + Negen Polycab promoters Personal capacity Good Asset Lite Business Model Promoter: Ramesh Shiva knows his business and past ceo of a regional chain Better cost effective operations with uncompromised quality mid scale hotel on lease model Nos and More details in Abhishek Tweet-please ref ..read more

Sure.. I was only implying that it’s probably good time to buy IDFC First if one’s really interested.. Also, For me personally.. Axis is too big to multiply wealth (in terms of market Cap) compared to IDFC First (Within same timeline) Ofcourse.. This is all in the best case scenario ..read more

vikasbargale: Bigger company AG Enviro Infra is getting merged into smaller company Antony Waste. AG Enviro was already a wholly owned subsidiary of Antony. Not much to read here ..read more

SEBI has proposed only 2 days of expiry : Tuesday and Thursday ; It’s a hit on the knuckles of NSE , very likely that NSE decision on moving expiry to Monday might be rolled back ..read more

Any reason why because anyways revenue was getting added in consolidated revenue right ..read more

Disclosure: Invested. Growth from Maize and Rice has been good and Seed Replacement rate (SRR) is high in both these crops. Pray for good weather conditions and Kaveri will have a breakout sales and profit this year. Risks include Contingent Tax liabilities. Income tax and company seem to have a difference on how seed income should be treated. This difference is totalling to around 130-140 ccr. [Great article on the company, recently read on substack.] (Why Kenneth Andrade is buying Kaveri Seeds ..read more