[bhalothia9]

It will be better that we do not spend time in writing or reading all this about naysayers or people who have criticised company earlier, instead we should be positive and talk, read and write about what’s good. These days, Mr SKR is publishing so many articles on AI, we should discuss and try to find what company may be doing in AI.

[bhalothia9]

Trade Desk starts India operations, they seems always ahead of others
https://www.livemint.com/industry/advertising/adtech-company-the-trade-desk-starts-india-operations/amp-11623854176688.html

[bhalothia9]

@Logan. Thanks for your inputs from time to time.
I have one confusion on which if you could please share your opinion.
As per latest related party transactions update in BSE, Brightcom have invested 99980 Rs in LIL Projects Private Limited, India. However, it’s has received a loan of around 50 Cr from this subsidiary. As I understood Lil projects was recently incorporated, so how this Subsidiary managed to give loan of 50 Cr to Parent ?
Thanks.

[bhalothia9]

When SKR himself want higher valuation for BCG, nobody can stop him.

[bhalothia9]

Arunstockguru mentioned “ Brightcom actually can put you back to work from retirement,it’s that good” on Twitter, I do not agree with him, what do you people say?

[bhalothia9]

Dear @Admin, please define some criteria for Hidden gems, like low PE, revenue 2-3 times to market cap, consistent performance. Only a few should meet these criteria.
Companies with sales less than market cap, high PE or no profits should be kept out of discussion.

[bhalothia9]

Another Subsidiary in US, when would Mr SKR start to empower the Parent company, when would they start investing in parent company, start to think on how to grow business in India?

[bhalothia9]

Regarding Daum, SRK seems in no hurry to settle, and since lycos has already gone back to Daum, as such I myself do not understand, is there still a need to settle with Daum on this? What if both parties are Happy, Daum has got lycos back, and BCG seems have already made good use of lycos when it was with BCG.

[bhalothia9]

@Logan, I have also not received dividend yet, today sent a email, got reply that they will check on Monday.

[bhalothia9]

HDFC sec linked to HDFC Bank, I have not received dividend yet.

[bhalothia9]

@aneelnbamb how many shares you have accumulated? 😊 Few retail shareholders like you if join hands together and demand a Position in Board members.

[bhalothia9]

Daum case was ongoing earlier, which dragged share price to very low value, less than 3, but that seems more or less resolved or better say forgotten. Axis loan, not a big issue. However, business and profits are not growing, and that is the main issue now. Even smaller IT companies in India are doing business and growing, however on standalone basis, there’s no growth, no profits. On Consolidated results, it’s good, but business and profits are not growing. Share price represent what people expect the company will do in future, not what it was in past, and when all money earned is consumed back by business and even then business, profit not growing, why would people buy the share?
Anyway, I hope 2021 will be better, and we see company business starts to grow in double digits.

[bhalothia9]

We are investors and not traders, and so these circuit revisions will not change anything for us. If company results are good, business and profit grow, and if dividends given to investors on time, share price will find its right value.

[bhalothia9]

Good thing is that now average share price is staying above 5, whereas in 2019 it was around 4 I guess, so slowly and steadily we will see BCG back to where it belong.
Another positive seen is that the Number of publishers who authorise brightcom have increased significantly in last one year, from 2.4 to 4.4 now, as seen on Adauth. So lets be Happy with what we got and hope for best.

@Admin Jee, I believe we should capture statistics from Adauth every month, this will help check progress over time.

[bhalothia9]

There’s one FII added, small quantity of shares, probably that’s good.
However, Priya Prakash which was a long term investor, his name is not present.

[bhalothia9]

Dear @Rathi_b jee, if you can share some more information about your discussion with Mr SKR, it may help understand the purpose of the warrants. We thought share price is driven by market, however we have seen in last 2months that how it was controlled so that the warrants are approved. I hope this ping pong in BCG share price goes away now.

[bhalothia9]

Delivery percentage seems is better, above 80, when price goes around 4.8 and it comes down to around 60 when price goes up, around 5.2 Automated softwares I believe finds large deals and help traders join the rally, like today, and so you see less percentage of deliver, but higher volumes.

[bhalothia9]

I wish your prediction is right @Rathi_b . 2
Haarne ka darr aur jeetne ki umeed … in dono ke beech joh ek tension wala waqt hota hai na … kamaal ka hota hai.

[bhalothia9]

In Corporate action on bseindia:
EX Date Purpose
18/12/2020 Final Dividend 0.05

Could this be the reason for today’s rally in BCG price?

[bhalothia9]

@vgsatwork. All this trade, shows as delivery or as non delivery I believe is being done to justify the price at which warrants are issued. Similar level of delivery was shown when shares were allocated to Muskan. And I expect 80% of shares are being rotated between large investors, small retail investors shareholding most likely will have minor effect.

[Author]

Posts