Route going strong & touching ATH in todays weak market.
discl-invested
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Hi Vivek, a couple of questions:
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For Lauras Labs, are you not worried about the questions raised about their accounting practices? Eg: https://twitter.com/soicfinance/status/1323633177068384261
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Route Mobile has been on LCs back to back. Is the current price a good entry point? What is the intrinsic value according to your calculations?
Kind regards,
Sameeir
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Borrowed conviction doesnt work in mkt.
Need to do own homework scuttlebutt on promoter n sector to build conviction.
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HI, agree. Can you revert on Route if this is a good entry point or should one wait for the next quarter’s results?
Kind regards,
Sameeir
1 Like
Route now under this ridiculous 5% ckt limit which will lead to lot of volatality. Let it come out of it.Earnings last qtr was a pleasant surprise. Go thru concall transcript n abv interview to build your conviction.
https://www.bseindia.com/corporates/anndet_new.aspx?newsid=063b95a5-f706-4bc5-ac8e-209eadc1f0d6
Valiant Organics Ltdhas informed BSE that the meeting of the Board of Directors of the Company is scheduled on 13/11/2020 ,inter alia, to consider and approve Pursuant to the provisions 29 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, we wish to inform that a meeting of the Board of Directors of the Company is schedule to be held on Friday, November 13, 2020, to consider and approve inter-alia the following:
- Audited Standalone and Consolidated Financial Results of the Company for the Half Year ended on September 30, 2020.
- To declare Interim Dividend for the Financial Year 2020-21, if any.
- To increase in Authorised Share Capital of the Company and consequential amendment in the Memorandum & Articles of Association of the Company.
- The proposal for issuance of Bonus Shares to the shareholders of the Company (Equity Shares and Optionally Convertible Preference Shares
Valiant Organics to announce bonus issue & interim dividend
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Applied in Gland Pharma IPO as there was firm allotment in both HNI & Retail category.
Bought more on listing with 2 year POV.
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Seems still some more upside possible even in short term. Long term ofcourse the opp size is huge n Gland execution has been superb. Growth mindset of both Gland & Fosun is good…
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GLAND LISTING CEREMONY
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Route mobile UC… 
just analyzed further and observed the following:
revenue model
1.Notification commercials - per msg fee based on terminating country code. fee remains the same whether it is text or rich media and applies to all mobile terminated messages. eg - delivery update, booking statue, OTP, transaction confirmations etc
2.Session commercials - fixed fee. session lasts for 24 hours from the recent MO message. any queries handled, chats, agent talks etc.
3.Hybrid communication -
-Programmable bots - one time dev and monthly recurring
-Programmable contact center - set up and monthly licence per agent.
RML api available - Github, gitlab, postman and use web tokens for auth.
Enterprises, intermediaries can use the API to integrate.
also provides dashboards on msg - received, read, sent, failed etc.
Supports 17 languages.
Basically this is a play on digital transactions and adding more clients to the messaging environement.
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THIS INTERVIEW WITH FOSUN FOUNDER IS GOOD ONE.GLAND IS IN SAFE HANDS WITH GOOD HUNGER FOR GROWTH N EXECUTION TRACK RECORD AS ALREADY SEEN IN LAST 3 YEAR PERFORMANCE OF GLAND.FOSUN TARGETING 10 TIMES GROWTH IN 10 YEARS.JUST RIDE IT.
DISCL- INVESTED SINCE IPO N BT MORE ON LISTING
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I agree with Atul Suri & Madhu Kela bullish POV .I remain optimistic.
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Do u typically apply in retail category ? usually the allocation size is so small (1 lot) that it may not be meaningful. This one is an exception though
Yes Gland was an exception as firm allotment was there in HNI category. Better buy on listing otherwise unique n quality stocks.
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PF at ATH courtesy the run up in chemical pharma & IT stocks n good allocation in them.
Must be similar ATH experience for many VPers as well.?? .
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A must watch FOR ALL WHO WANT TO UNDERSTAND PHARMA SECTOR WELL presentation by Tushar Bohra & Sajal Kapoor.
https://indianinvestingconclave.com/alpha_series
https://indianinvestingconclave.com/alpha_series?scroll_to=event-26
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Hello sir, i want to ask you that when do you decide to exit your positions from any stock ?
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When headwinds for sector appear or a better opp present itself n if funds are limited
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Hi Vivek, I was wondering: how do you think about stock specific exit? Do you have some framework for thinking about how to treat a few quarters of bad earnings? Do you have some framework to work out whether the business downturn is temporary or a change for the medium/long term?
Mostly I remain invested in core PF stocks for long term unless headwinds appear like implications due to ILFS or Covid leading to exiting from NBFCs / financials. Some pointers like Stock breaks 200 DMA also helps.
When Opp like Gland listing appear one can sell low allocation n laggards in PF to buy the new idea whose performance is expected to be strong. Gland at 1500 in IPO with firm allotment in HNI n even at 1710 in pre open was one such opp.
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