Forum Replies Created
sometimes market sentiments are so strange, TTML financials are completely messed up from what we could find through available sources but look at the stock price movement. And BCG is a gem stock, I have not found a single stock other than BCG which has such an emerging business backed up with strong financials and continuous growth. Market will definitely take it to right valuation sooner or later.
@Logan – we all love you and all senior members of this board for educating us with excellent details of BCG business, future prospect, how to evaluate and figure out intrinsic value of this stock. Who cares for Naysayers who talks without any knowledge base, at least we don’t.
@hw_tw, can’t agree more on promotor’s stake being low. To add on that my question to people do not agree on this – how does it matter? Take example of Infosys, promoter’s stake is around 13% and look at massive wealth it created for investors. So why it should matter when business is good, zero debt, organically and inorganically company is growing. BCG is very undervalued and as per it’s financial it should trade on 80 PE. I believe it’s matter of time, and BCG will definitely achieve adequate valuation in next 1 year. Remember what Shankar Sharma tweeted on BCG – “Sir, the next time you see a trade like Amzn, Aapl, Indusind, Twtr, Tata Motors, HFCL,at multi year lows, tell us.We’ll buy too”.
I laugh:”You never wud because you’d say”Too risky’.
In hindsight,all great trades seem easy. But they weren’t so then.
This you tuber has missed many points what Logan has been pointing out to educate all of us. Also I can see clear frustration of missing a great rally in this stock. He also missed the organic growth and projection what BCG management has even given to exchanges too. And last but not the least inorganic growth which is expected to be kicked off soon. Also I remember someone from our group analyzed Affle Vs BCG very well unlike this you tuber who is biased on Affle and not on top of all BCG business and financial numbers.
when shares allotment to FPIs will complete, they are supposed to have 10% of total shares right? Appreciate if anyone share insights in this regard.3+
Agree Jay69, Q2 result actual vs projection is crucial to establish trust in the market, even after such a wonderful result still big players miss to board the bus then acquisitions can ensure to get them on-boarded. With strong financials and all the plans in place, value unlocking has to happen and yes no one can stop BCG to rise to great height. Happy Investing!!
Good catch Logan sir. These small-2 things matter a lot for Corporate communication. I strongly feel that BCG must hire a senior person for corporate communication to strengthen the governance process. The current team was never impressive, they have been making mistakes, it true that we have seen some improvement in last 2 quarters but now it’s a need of an hour when company is growing fast organically and multiple acquisitions are in pipeline.
@Admin, could you please send an email on behalf of investor group asking them to correct this? I believe that accepting mistake and correcting also give strong positive message to market.
Dear Boarders, can any of you share insights on book value, which too got reduced to 34.9 in screen.in today? How book value is linked to share value adjustment due to bonus shares issue?1+
@Investor_2022, if from tomorrow price will be adjusted as per bonus ratio, means reduced by 20% of today’s closing price, then there is no business case to buy today to get bonus shares, right? because anyways we can buy 20% cheaper after bonus, is my understanding correct? Please share your insights on benefits for investors who bought today and last few days.2+
@Deepak – its a surprise, how come it has been credited before the record date?1+
Agreed Investor_2022, it’s very well summarized response from BCG reflecting a significant improvement in corporate governance, investors relationship, process and communication, also hunger to increase their market share. Personally I feel no stopping until 150 but I am completely sold to Logan”s theory of intrinsic value, value recognition vs realization that current developments and approach are going to help BCG to achieve their intrinsic value which is much higher than 150.
Very well articulated Logan, value realization has just started. Bonus shares, ESOP, FPIs entry and most importantly acquisition are very strategic approach to unlock market value and business growth. This rally wont stop until Bonus shares received, that means stock price should reach 100 non stop and then acquisition will take it to 150 by Dec, after that all depends on company performance to take the price to around 300 for Nasdaq entry. This is my personal opinion on based of events happened and plan shared by company. Please share your thoughts. Happy Investing in BCG.
Today’s Outcome of the Board Meeting – Preferential Issue – 12.5% further dilution, does it mean these investors too will get bonus shares if they pay full amount before bonus shares allotment?
Also I am curious to know that why India’s big bull and investment companies are not investing, do they invest only on certain market cap and stock P/E > 10 ? Appreciate if anyone can share some insights.6+
CI Sir, thank you for the insights on BCG business, roadmap and stock movement with growth story. You also mentioned Subex and 3i, need your help to understand why do you think these 2 are also potential multibagger stocks. Both Subex and 3i seem to be very expensive stocks as stock P/E 77.3 and 65.9 respectively. 3i has delivered a poor sales growth of -11.57% over past five years and Subex is trading at 6.89 times its book value. Appreciate your insights on Subex and 3i with more details.
Thank for sharing the audio clip of conf. call, here is my summary from this –
1. BCG management answered all investors questions with details, central lender coming so now with LOC confirmed, plan of acquisition, business growth as 30 to 40 percent new business BCG is not able to pick up due to capital issue.
2. Axis 17 cr. agreed – 11 cr. will be paid by Feb 22nd and once remaining 6 Cr. paid BCG will be zero debt company.
3. New center opened in Berlin and new product launched recently. Hopefully market will see all these and valuation will be accordingly in near future.
I request all experienced and knowledgeable investors to share their feedback.
@All long term investors friends, I am invested in BCG for past 5 years, reading all the messages for past 1 year and following you. I wrote an email to firstname.lastname@example.org on Feb 10th and sent reminder email today. There is no communication or response to my email so far. Hope to get dividends credited to my account ICICI bank linked with Sharekhan soon. Please advise.1+