Vivek Gautam Portfolio

Ssinfra became one of few sme cos to declare the dividend albeit a small one of 30 paise. My bet remains on promoter who are competent architect n civil engg of repute having passed out from good colleges and having good experience as well. But they seem to be pure technocrats and financially not very savvy . Things shud improve going forward qith new financials team in place.

Sme stocks have been butchered tks to risks associated with some.small.cos n fin frauds whivj have happened in some of them like Ashapura Momai etc n all sme stocks have been impaceted

One needs to revisit one checklist and buy more or stay invested if the story has not changed . Ssinfra with an order.book of 130 Cr pe of around 4 to 5 Opm of 35% n Npm of 16% implying good hold in its niche business of defence enabong orders on nomination basis n good dividend yield which is expected to.improve in future along with earnings shud entail more digging. Here Hyderabad based VPers can help similar to.the scuttelbutt done in Sheetal.Cool.which created good wealth . Pl help

Risks remain small.size of co n promoter now in 50s n they being financially not v savvy n poor travk record of LM Pantomath
Discl invested sine ipo