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Beat The Street Profile picture
@BeatTheStreet10
Jun 12 • 7 tweets • 3 min read Twitter logo Read on Twitter
Narmada Gelatine - Super Special Situation

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 Image
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/ Image
That's the thesis to bet on - Change of Management

Stock today up 16%-20%
Risk :

M&As are extremely complex transactions to understand for a normal investor.

Low volume so will not be able to get enough quantity

The strategy is very high risk can go wrong or price may swing too much

Disclaimer - Not a Recommendation, only sharing for information
The most important question investors have in mind?

How we can track these situations going forward?

Read exchange filings that's it. Bet on the companies when nobody is betting
Don't just chase numbers, gain real business knowledge! Follow @BeatTheStreet10 to discover the world of business beyond stock prices and become a truly informed investor.

#ReadBusinessNotStockPrices

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More from @BeatTheStreet10

Beat The Street Profile picture
Jun 12
Continuous delay in Merger Proceeding by Creditors
SEBI’s Shirpur Gold Refinery Order on Fund siphoning

Now,
SEBI asked resignation of Punit Goenka, MD CEO of Zee as well Mr. Chandra of Essel Group.

Let’s take a deep dive into this interim order and understand!

#Zeel Image
Background

Resignation of 2 Independent Director - Sunil Kumar and Neharika Vohra in Nov’19 on misappropriation of FD of Zee by Yes Bank for squaring off loan of other Essel grp entities
Mr Subash Chandra, then chairman of Zeel/Essel grp provided LoC to yes bank on 200 Cr Loan o/s in Essel Green Mobility Limited. as per LoC, he accepted that Essel group companies incl Zee will have FD of 200 Cr that can be used in event of default
Read 11 tweets
Beat The Street Profile picture
Jun 9
#Greenlam 🔼 20% today!
In 1 Month 58% up!

Why???
Let’s understand! Image
The news came today -
Setting up of Greenfield project by subsidiary
Capex - 130 Cr
Capacity - 18.9 Mn sq ft
Potential Rev - 400 Cr on full capacity Image
Existing Revenue FY23 - 2026 Cr

20% Addition to the Top line
At 12% EBITDA for at least 8-9 months at 75% capacity (just become operational) can add 20 Cr to existing PAT. (~15% PAT)
Read 5 tweets
Beat The Street Profile picture
Jun 8
IEX 🔻 8.47%!🤯

Power Ministry has directed CERC to undertake the process of market coupling in a timely manner.

BIG Negative for IEX - this will potentially take away IEX’s moat of being the most dependable platform price discovery.
#IEX Image
Market Coupling means a uniform market clearing price for buyers and sellers in all exchanges operating in an area.
Market coupling is the process where the collected orders from all the power exchanges are aggregated together and then matched to discover a uniform market clearing price.
Read 4 tweets
Beat The Street Profile picture
Jun 7
Milestone Furniture - Auditor mil nahi raha h so as Financial data bhi nahi mil raha h

Co running without MD CEO CS

They intimated about the CEO resignation on 25th May-23 who actually resigned on 12th May-23

Promoter stake 0%

#Redflag ImageImageImageImage
The same auditor on 26th May-23 signed the financials of Mangalam Organics - bseindia.com/xml-data/corpf… Image
Zero Revenue of the co #milestonefurniture Image
Read 7 tweets
Beat The Street Profile picture
Apr 14
EXPOSED - SEBI DROP THE HAMMER ON BRIGHTCOM ⚠️

BEAT THE STREET EXPOSED MULTIPLE REDFLAGS, CG ISSUES LONG AGO

SEBI HAS EXPOSED MORE DARKER SIDE OF BCG - Misleading disclosures, profits, shareholding patterns, CG issues

Thread 🧵

#brightcom #brightcomgroup #bcg #sebi #redflag
Preface SEBI order covers
1. Misleading Promoter SHP
2. Undisclosed & Non - audited subsidiaries FS
3. DAUM Settlement
4. Misleading Disclosures
5. Statutory Auditor & Indep Director - inelligible
6. Accounting irregularities

This order is one of the best, give it a read
1. Misleading Promoter Shareholding - comparing promoter shareholding disclosed to the exchanges & available with RTA, Sebi found promoters inflated shareholding by 10% to 29% since 2016🧐😯 (see table below), we wrote this about in our previous thread Image
Read 30 tweets
Beat The Street Profile picture
Mar 10
How to read and analyze Order Book ? A quick thread 🧵

Dont get fared away by fancy statement Current Order book is X times of TTM revenue

#investing #curatedread #StockMarket
Most of stakeholders get flown away with big order intake or order book size which is XX times of TTM revenue. This is ❌️ approach

Always see the timelines of revenue realization of order book which will give you clear picture of potential future annual revenue from order book
Here is one example

Data Patterns which is having order book of INR 880 crores will be realized & executed in next two years thereby generating revenue of INR 440 crores which is in-line with current TTM revenue of INR 449 crores.
Read 5 tweets

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