1. Not Youtube. I'll be using a separate platform that dedicated to community buildups. It's called "Circle". It will have -- 1. Research & Followups, 2. Discussions, 3. Videos, 4. Q&A and 5. Offline/online events.
Unlike courses which are wrapped up as a community but lack interaction, I want this to be a real fraternity with members wanting to learn, contribute & participate. I'll go to the extent of encouraging members to pick a stock/sector, research it thoroughly & present it to others (ofcourse I'll help put all this together)
It's going to be a lot of work at my end which is why I'm slowing down YT to make time for Alpha (that's what I'm calling it). I'm hopeful this will be the go-to place for long-term wealth creation via learning & sharing
2. I'm pricing it at ₹9,999 for the year. This is inclusive of GST
Thank you for the video posted today on the Deep Industries, just wanted to confirm if the Barge is in action now or its still awaiting some equipment which they were trying to get from USA? And was trying to get to your alpha product and the link seems to not work. Could you please let us know on the Alpha.
Deep industries Q4 consolidated PAT at -79cr, due to -245cr other income. Any idea what happened all of a sudden ? This update has been very disappointing.
Yes, there's an exceptional loss related to their recently acquisition of Dolphin and Kandla. The management explained it in their Q4FY25 concall yesterday. Pls have a listen (audio file uploaded yesterday on their website: https://www.deepindustries.com/call-recording.html)
While the proposed QIP will lead to EPS dilution on the one hand, but if the QIP money is used to do an acquisition as you say, it will also contribute to some EPS accretion, have you factored that?
Sir, this company revenue depend on majorly on three customers 49% from ONGC 11%,11% on other two customer. This good or bad and ONGC se much case ka bhi issue hai.
Thanks for the excellent review. I joined your newsletter a week back and found it very methodical. I appreciate your way of analysing companies and taking us back to basics - P/E ratio
I also understand you are about to start a paid subscription model as well, I would appreciate if you can add me the list of communication in this regard and i would in due course be happy to join in it as well.
Thank you Mr. Ramakrishnan, I am glad you like my work
I plan to release the paid community communication early next month. Prior to that, I’ll release a video so that everyone can get a gist of what it’ll contain.
Do watch out for today’s email — it reviews of all previous 12 newsletter issues (not really a review but quick highlights)
Sure, but I’ll take some time to update the worksheet as there are a few pending projects at my end. But if you have 2-3 hours in a weekend, then you too can update it by extracting data from niftyindices.com (that’s the source of that video)
Sorry, I won’t be able to give investment advice. You’ll need to contact a financial advisor for the same.
My only concern is the QIP, which management opted for despite having the option to raise debt. Their rationale was to strengthen future borrowing capacity, given their confidence in upcoming orders. I’ll be watching to see if this holds—does the order book grow enough to justify both QIP and debt? If not, using QIP for working capital or brownfield capex seems unwarranted.
Most welcome & thanks for your views. Yes, I too was a little bemused with their textbook answer. I'm hopeful they won't dilute equity anymore from these levels for atleast until close of FY27
Management's were doing QIP instead of bank loans is a bit worrying factor,in which the Management might be lethargy as it's a kind of free money,Hope Founders were Sincere about their spendings and create wealth for everyone.,Your thoughts Shankar Ji ?
I'm not worried, but it would have been better if more information had been provided on that question. There were some breadcrumbs for us to understand though. Like a capex requirement of ₹160 crores in 2 years for PEC. I don't think that's included in the ₹500 crs the management was referring to. Money is needed for it so doing an equity raise and increasing borrowing capacity might be justified to some extent
Let's see. Maybe in the next quarter call, more information might be revealed on this
Good Evening.
As always thank you for your succinct analysis.
Where can I learn more on what your community offers and how I might become a member of it.
Thank you! I'll be launching the community in 2 weeks, will inform all over email & as a post on YT.
Thank you for your review of the developments
Most welcome 🙌
As usual a no nonsense analysis , thanks and keep it up
Most welcome 🙌
Thanks for timely updates. As you said your paid community will start soon, will it be here or on YouTube? And how much are you thinking as entry fee?
Most welcome
1. Not Youtube. I'll be using a separate platform that dedicated to community buildups. It's called "Circle". It will have -- 1. Research & Followups, 2. Discussions, 3. Videos, 4. Q&A and 5. Offline/online events.
Unlike courses which are wrapped up as a community but lack interaction, I want this to be a real fraternity with members wanting to learn, contribute & participate. I'll go to the extent of encouraging members to pick a stock/sector, research it thoroughly & present it to others (ofcourse I'll help put all this together)
It's going to be a lot of work at my end which is why I'm slowing down YT to make time for Alpha (that's what I'm calling it). I'm hopeful this will be the go-to place for long-term wealth creation via learning & sharing
2. I'm pricing it at ₹9,999 for the year. This is inclusive of GST
Awesome, waiting desperately for it, it’s a win-win game for all.
Waiting fo Samhi Q3 review...
Thanks for your patience. Highlights will be shared on 22nd Feb via email. Detailed review will be available in my community
Thank you for the video posted today on the Deep Industries, just wanted to confirm if the Barge is in action now or its still awaiting some equipment which they were trying to get from USA? And was trying to get to your alpha product and the link seems to not work. Could you please let us know on the Alpha.
Thanks,
Yagneswar.
Deep industries Q4 consolidated PAT at -79cr, due to -245cr other income. Any idea what happened all of a sudden ? This update has been very disappointing.
Yes, there's an exceptional loss related to their recently acquisition of Dolphin and Kandla. The management explained it in their Q4FY25 concall yesterday. Pls have a listen (audio file uploaded yesterday on their website: https://www.deepindustries.com/call-recording.html)
While the proposed QIP will lead to EPS dilution on the one hand, but if the QIP money is used to do an acquisition as you say, it will also contribute to some EPS accretion, have you factored that?
Tax rate in profit loss statement looks uncertain
Sir, this company revenue depend on majorly on three customers 49% from ONGC 11%,11% on other two customer. This good or bad and ONGC se much case ka bhi issue hai.
I m wright or wrong
I would like to learn about decryption of data from the guidance given by corporate companies Note: Not a finance background student.
follow-ups are always great, great job, keep going.
Thanks for the excellent review. I joined your newsletter a week back and found it very methodical. I appreciate your way of analysing companies and taking us back to basics - P/E ratio
I also understand you are about to start a paid subscription model as well, I would appreciate if you can add me the list of communication in this regard and i would in due course be happy to join in it as well.
Thank you Mr. Ramakrishnan, I am glad you like my work
I plan to release the paid community communication early next month. Prior to that, I’ll release a video so that everyone can get a gist of what it’ll contain.
Do watch out for today’s email — it reviews of all previous 12 newsletter issues (not really a review but quick highlights)
Thanks for your review. I want to contact you. Please share details.
Pls email: hello@beginnersbuck.com
Hello sir could you please update your smart beta worksheet and suggest us that Is this good time to invest in smart beta etf
Hello:
Sure, but I’ll take some time to update the worksheet as there are a few pending projects at my end. But if you have 2-3 hours in a weekend, then you too can update it by extracting data from niftyindices.com (that’s the source of that video)
Sorry, I won’t be able to give investment advice. You’ll need to contact a financial advisor for the same.
Thanks for the review, Shankar ji.
My only concern is the QIP, which management opted for despite having the option to raise debt. Their rationale was to strengthen future borrowing capacity, given their confidence in upcoming orders. I’ll be watching to see if this holds—does the order book grow enough to justify both QIP and debt? If not, using QIP for working capital or brownfield capex seems unwarranted.
Most welcome & thanks for your views. Yes, I too was a little bemused with their textbook answer. I'm hopeful they won't dilute equity anymore from these levels for atleast until close of FY27
Management's were doing QIP instead of bank loans is a bit worrying factor,in which the Management might be lethargy as it's a kind of free money,Hope Founders were Sincere about their spendings and create wealth for everyone.,Your thoughts Shankar Ji ?
I'm not worried, but it would have been better if more information had been provided on that question. There were some breadcrumbs for us to understand though. Like a capex requirement of ₹160 crores in 2 years for PEC. I don't think that's included in the ₹500 crs the management was referring to. Money is needed for it so doing an equity raise and increasing borrowing capacity might be justified to some extent
Let's see. Maybe in the next quarter call, more information might be revealed on this