Discover and read the best of Twitter Threads about #specialsituation
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Narmada Gelatine - Super Special Situation
A change of management and promoter will empower the future growth
A thread 🧵
#investing #specialsituation #narmadagelatine #stockmarket
A change of management and promoter will empower the future growth
A thread 🧵
#investing #specialsituation #narmadagelatine #stockmarket
About Narmada Gelatine - A 200 crore market cap co-manufactures gelatine with decent fundamentals 
Now, Pioneer Jellice India (one of the largest manufacturers of Gelatine in India) bought 75% stake in the company at INR 229 per share. Triggering Open offer at INR 303 per share
About acquirer : pioneerjellice.com/about-us/
About acquirer : pioneerjellice.com/about-us/
#Specialsituation #Spinoff #Demerger #AARTIPHARM🧵
- Business overview
- Financials
- Valuations
- 1 year Concall highlights (Q1 FY22 to Q1FY23)
Took long to compile this
Retweet♻️ & Like👍
For wider reach
@soicfinance @itsTarH @Shubham_TLI @ValueEducator @Gautam__Baid
1/14
- Business overview
- Financials
- Valuations
- 1 year Concall highlights (Q1 FY22 to Q1FY23)
Took long to compile this
Retweet♻️ & Like👍
For wider reach
@soicfinance @itsTarH @Shubham_TLI @ValueEducator @Gautam__Baid
1/14
2/ Co. overview
3/ Segments:
APIs & Intermediates for innovators & generic firms for a variety of applications like anti-cancer, anti-asthmatic, antihypertensive, oncology medicines.
Xanthine derivatives are used for beverages, as well as nutraceutical and other pharma applications.
APIs & Intermediates for innovators & generic firms for a variety of applications like anti-cancer, anti-asthmatic, antihypertensive, oncology medicines.
Xanthine derivatives are used for beverages, as well as nutraceutical and other pharma applications.
#ISMTLTD #ISMT Ltd & #KIRLFER #Kirloskar Ferrous Industries Ltd (KF) announced a mega #merger plan. #specialsituation
If we recollect, KF had done a major investment in ISMT in Mar 22, and ISMT settled its huge debt with lenders at a huge discount.
Here is my quick learning:-
If we recollect, KF had done a major investment in ISMT in Mar 22, and ISMT settled its huge debt with lenders at a huge discount.
Here is my quick learning:-
1) KF has fully backward integrated operations ranging from iron ore mines to machined castings as well has a very strong client base across the globe. ISMT is one of the most diversified manufacturers of specialized seamless tubes in the world.
2) Apart from the regular synergy like economies of scale & cost optimization, the merger will help in expanding reach, cross selling opportunities and better combined unit economics and financial ratios.
Thread on Aster DM Healthcare:
#SpecialSituation #Brownfield #AssetLight
Special Thanks to:
@AdityaKhemka5 - for idea generation
@soicfinance - for teaching how to analyse the sector
@NeilBahal - for educating us on special situations
#SpecialSituation #Brownfield #AssetLight
Special Thanks to:
@AdityaKhemka5 - for idea generation
@soicfinance - for teaching how to analyse the sector
@NeilBahal - for educating us on special situations
1st on the sector - Sector is shallow cyclical.
The hospital industry, like the hotel ind, is consolidating, and well-known brands are drawing more interest
According to estimates, this industry might offer 7.7 trillion dollars in opportunity in FY25, up from 4.5 trillion in FY22
The hospital industry, like the hotel ind, is consolidating, and well-known brands are drawing more interest
According to estimates, this industry might offer 7.7 trillion dollars in opportunity in FY25, up from 4.5 trillion in FY22
Business Model:
In this sector, companies have considerable pricing power and control how many days a customer use their services, how much he/she spend, among other factors.
Where the hospital provides the complete ecosystem, customer stickiness is inevitable.
In this sector, companies have considerable pricing power and control how many days a customer use their services, how much he/she spend, among other factors.
Where the hospital provides the complete ecosystem, customer stickiness is inevitable.
