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[Stock note]: Gulshan Polyols…government supporting Ethanol Industry

Recently, Govt. of India supported grain-based ethanol players by reducing the price of FCI broken rice from Rs 28 to Rs 22.50 per kg. Gulshan Polyols has set up a large capacity of Ethanol of around 26 crore liters annually and expects benefit from reduction in grain prices. Below, we have shared notes from the Q3 FY 25 concall to understand the potential of the company better.   Important Update: Recently, we recommended a new stock under “(opens in new tab)Insider…

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[Stock Idea]: Lloyds Metals – 100 + bagger since Mar’20…How to identify Turnaround stocks early?

Sometime back I came across Lloyds Metals & Energy. It’s been a 100 + bagger since Mar’20. While going through the financial performance of the company, was thinking to myself, how can we screen for such turnaround stories at an early stage and make great returns on stocks? Just look at how the numbers changed since FY 22. Source: Screener   Important Update: Recently, we recommended a new stock under “(opens in new tab)Insider Bets“ subscription and this Friday will share a new…

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Stock ideas – List of companies where Insiders bought shares from open market

These days, common questions are “How long will the correction last?“, or, “Is it the bottom?“ I think nobody knows. All we know is, it’s been a decent correction and instead of trying to time your purchase, spread your purchase over the next 12 months. What’s good though is that Promoters/Insiders of many companies where the stocks are down 40-50% from the top have started buying from the open market. Legendary investor Peter Lynch once said: ‘Insiders might sell their shares for…

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[Stock note]: Som Distilleries…One of the fastest growing Beer companies in India

If you enjoy your beer, you might be interested in reading about Som Distilleries Breweries which commands the highest market share in the Beer segment in the state of Madhya Pradesh. In Aug’23, the company had allotted 1,28,75,000 convertible warrants at an issue price of Rs 110/- per warrant. Out of the same, 1,21,25,000 warrants were allotted to Promoters and only some 24 lakh warrants are pending conversion by the promoters. Below, we have shared notes from the Q3 FY 25 concall to understand the company better.  …

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