jay69

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  • in reply to: Accidental suspension of forum #11180
    jay69
    Registered Boarder

    Thanks 🙏 @admin for taking immediate efforts for restoring the forum at the earliest as any delay would have led to negativity and unwanted rumours.

    This forum has become a lifeline for all the investors (big and small) of BCG as the investors share their views and also get vital information about the company and the business, hope that one day in the near future we will succeed in the endeavour for which this forum has been created.

    in reply to: General Discussion/Ask Queries #11172
    jay69
    Registered Boarder

    How to find real and detailed shareholders list (SHP) in MCA website.

    How to find out the name of the shareholders of a company using the MCA website?

    in reply to: General Discussion/Ask Queries #11170
    jay69
    Registered Boarder

    @Diana Do you mean the G gang is there in an invisible manner? Kindly clarify.

    in reply to: General Discussion/Ask Queries #11159
    jay69
    Registered Boarder

    The promoters had enough time & opportunities to directly increase their stakes at a lower prices but all they chose to do is bring 2 preferential issues within a year at throwaway prices and diluted the equity of the company by massive quantities allegedly to their friends/associates/acquaintances to increase their stakes through backdoor but they are yet to release their own pledged stakes which is roughly 33% of promoter’s holdings & if they don’t get it released at the earliest then they risk their stakes & the company they fondly created/nourished to be taken over by big corporates who are entering the digital ad-tech space.

    This company is a “prime takeover candidate” as its stock price is already so low that it can be taken over by a rival company very easily even by its book value which is about Rs.50 now that Airtel has entered the digital ad-tech business it will try all routes (organic/inorganic) to grow & if it gets a global company with several prized assets spread across the globe at a price of Rs.3000 crores (at its book value prices) even then its very cheap as its real prices are several times higher than the book value but its available at such low prices only because of the management’s pathetic attitude towards corporate governance & it may be a deliberate ploy so as to keep the stock prices low for reasons best known to them but by doing such lowly & cheap acts they are doing a great disservice to not only retail shareholders but also to their own prospects, so its high time the game played for years of not allowing the prices to reach its “real prices” is stopped otherwise those playing the games will loose their company to some takeover tycoon.

    #COPIED

    in reply to: Random Discussions #11158
    jay69
    Registered Boarder

    The promoters had enough time & opportunities to directly increase their stakes at a lower prices but all they chose to do is bring 2 preferential issues within a year at throwaway prices and diluted the equity of the company by massive quantities allegedly to their friends/associates/acquaintances to increase their stakes through backdoor but they are yet to release their own pledged stakes which is roughly 33% of promoter’s holdings & if they don’t get it released at the earliest then they risk their stakes & the company they fondly created/nourished to be taken over by big corporates who are entering the digital ad-tech space.

    This company is a “prime takeover candidate” as its stock price is already so low that it can be taken over by a rival company very easily even by its book value which is about Rs.50 now that Airtel has entered the digital ad-tech business it will try all routes (organic/inorganic) to grow & if it gets a global company with several prized assets spread across the globe at a price of Rs.3000 crores (at its book value prices) even then its very cheap as its real prices are several times higher than the book value but its available at such low prices only because of the management’s pathetic attitude towards corporate governance & it may be a deliberate ploy so as to keep the stock prices low for reasons best known to them but by doing such lowly & cheap acts they are doing a great disservice to not only retail shareholders but also to their own prospects, so its high time the game played for years of not allowing the prices to reach its “real prices” is stopped otherwise those playing the games will loose their company to some takeover tycoon.

    #COPIED

    3+
    in reply to: General Discussion/Ask Queries #11156
    jay69
    Registered Boarder

    The management/promoters are shooting on their own foot by continuing with the charade by not ending legacy issues quickly in fact it seems that they are very happy living with those problematic issues, all management’s are selfish to an extent but even in that the company’s shareholders as a whole gain by way of higher stock prices, higher dividends, bonus shares etc. but this management is totally clueless about what its doing and what is the benefit of deliberately keeping the stock prices depressed for such a prolonged periods of time?

    They have issued 2 preferential issues within an year at throwaway prices to a chosen few of their friends/well wishers as a means to gain back door entry for owning higher amount of stakes but yet are trying to keep the prices down by keeping the positive news flow taps closed by deliberately delaying the closure of legacy issues, there may be even a greater possibility that very vital news which can lead to the stock prices soaring are being deliberately suppressed.

    Its in the interests of all stake holders (from management to retail investors) that the share prices of the company is allowed to find its own real value at the earliest as it benefits all and hurts none otherwise there are big business sharks who will takeover the company overnight as its available at almost free of cost if considered the prized assets the company possesses.

    in reply to: Fundamentals and Business Related Activities #11155
    jay69
    Registered Boarder

    @odysee You hit the nail right on its head, the management/promoters are shooting on their own foot by continuing with the charade by not ending legacy issues quickly in fact it seems that they are very happy living with those issues, all management’s are selfish to an extent but even in that the company’s shareholders as a whole gain by way of higher stock prices, higher dividends, bonus shares etc. but this management is totally clueless about what its doing and what is the benefit of deliberately keeping the stock prices depressed for such a prolonged periods of time?

    They have issued 2 preferential issues in an year at throwaway prices to a chosen few of their friends/well wishers as a means to gain back door entry for owning higher stakes but yet are trying to keep the prices down by keeping the taps closed by deliberately delaying the closure of legacy issues there may be even a greater possibility that very vital news which can lead to the stocks soaring are being deliberately suppressed.

    Its in the interests of all stake holders (from management to retail investors) that the shares of the company is allowed to find its own real value at the earliest as it benefits all and hurts none otherwise there are big sharks who will takeover the company overnight as its available at almost free of cost if considered the prized assets the company possesses.

    4+
    in reply to: Fundamentals and Business Related Activities #11153
    jay69
    Registered Boarder

    In a bull market which is only one of its kind in many many years all the managements of listed companies in their right frame of “business mind” like to see their stock prices zoom to dizzying heights but then there are some unique ones who are very happy in artificially keeping their share prices lower/subdued for their own vested reasons which totally lacks logic.

    With Airtel throwing its hat in the ring of digital adtech business the much bigger company like Reliance may not be far behind as they have already shown interest and intent in entering/competing in most of the digital business.

    So its time the management of BCG buckle up as the company not only faces the imminent threat of competition on the business side but also faces a takeover threat/risk from these corporate giants (theoretically and practically possible) as the stock prices of the company is languishing around Rs.8 with a total market cap of just Rs.400 crores which is peanuts in valuations compared to the size of its sales and profits as such an acquisition will give a headstart to the new entrant, all these due to the callous attitude of the management towards corporate governance which is taking its toll on the valuations of the company the management may be doing a very good job on the business side but if they ignore the corporate governance part not only does the investors suffer but also the company, the issuance of PWs to the chosen few at throwaway valuations was a very clumsy act on the part of management to raise their stakes through backdoor as alleged by many investors this may save the management from takeover after their conversion into shares (after 18 months) but there is always the chances of a slip between the cup and the lip if someone very big planned a takeover on the company in the next few months, the management is very happy and elated about the rapid growth in the number of retail investors over the past few months but if someone offered a price of say for example Rs.40-50 almost all investors barring a few will surrender their shares to that buyer, so the withholding of prices by artificial methods for whatever reason at these low levels for a prolonged period of time will only prove counterproductive.

    Its high time the management sorted out the remaining legacy issues at the earliest focus fully on growing the business at a faster pace along with quickly improving the corporate governance side too so that the perception about the company in the eyes of markets and investors changed for the better resulting in the stock prices attaining their rightful levels at the earliest.

    in reply to: General Discussion/Ask Queries #11152
    jay69
    Registered Boarder

    In a bull market which is only one of its kind in many many years all the managements of listed companies in their right frame of “business mind” like to see their stock prices zoom to dizzying heights but then there are some unique ones who are very happy in artificially keeping their share prices lower/subdued for their own vested reasons which totally lacks logic.

    With Airtel throwing its hat in the ring of digital adtech business the much bigger company like Reliance may not be far behind as they have already shown interest and intent in entering/competing in most of the digital business.

    So its time the management of BCG buckle up as the company not only faces the imminent threat of competition on the business side but also faces a takeover threat/risk from these corporate giants (theoretically and practically possible) as the stock prices of the company is languishing around Rs.8 with a total market cap of just Rs.400 crores which is peanuts in valuations compared to the size of its sales and profits as such an acquisition will give a headstart to the new entrant, all these due to the callous attitude of the management towards corporate governance which is taking its toll on the valuations of the company the management may be doing a very good job on the business side but if they ignore the corporate governance part not only does the investors suffer but also the company, the issuance of PWs to the chosen few at throwaway valuations was a very clumsy act on the part of management to raise their stakes through backdoor as alleged by many investors this may save the management from takeover after their conversion into shares (after 18 months) but there is always the chances of a slip between the cup and the lip if someone very big planned a takeover on the company in the next few months, the management is very happy and elated about the rapid growth in the number of retail investors over the past few months but if someone offered a price of say for example Rs.40-50 almost all investors barring a few will surrender their shares to that buyer, so the withholding of prices by artificial methods for whatever reason at these low levels for a prolonged period of time will only prove counterproductive.

    Its high time the management sorted out the remaining legacy issues at the earliest focus fully on growing the business at a faster pace along with quickly improving the corporate governance side too so that the perception about the company in the eyes of markets and investors changed for the better resulting in the stock prices attaining their rightful levels at the earliest.

    in reply to: General Discussion/Ask Queries #11143
    jay69
    Registered Boarder
    in reply to: Fundamentals and Business Related Activities #11142
    jay69
    Registered Boarder
    in reply to: General Discussion/Ask Queries #11138
    jay69
    Registered Boarder

    @drjaysee In the case of Vipul Organics the promoters stakes are already high around 64% and even the warrants issuance to promoters are just about 7% of the total equity capital.

    In the case of BCG the promoters have a comparatively low stakes of about 37% in that too about 1/3rd of their stakes are pledged (which may be an important reason for them not taking PWs directly) over and above that the size of PWs issued by BCG is massive (about 60% of current equity) hence the issues of artificial price control either in the markets or even by a deliberate stoppage/delay in resolving legacy issues or flow of good news is possible because only then the prices of the stock will be subdued otherwise it would have climbed sharply by now.

    So there is a method in the madness to serve a specific purpose and it will become clearer in the next few weeks/months.

    in reply to: General Discussion/Ask Queries #11130
    jay69
    Registered Boarder

    @vgsatwork @odysee Even the previous payment of Rs.5 Crores to the Axis bank done in the past week was not informed to the stock exchanges separately so they may have paid the amounts as informed by the CEO during the recently held investors concall but they may present all the informations to the courts during the next hearing on 2nd March 2021.

    5+
    in reply to: General Discussion/Ask Queries #11125
    jay69
    Registered Boarder

    BCG promoters/management may be jubilant about increasing number of retail shareholders every month/quarter but at the same time they should also be worried/concerned about the high quantity of floating stock in the market or in the hands of the retailers as this will invite easy takeover bids if retailers are offered say Rs.20 or 30 by a rival company as it would cost them not more than Rs.500-700 crores to takeover the company and its management control for a 51% stake most of retail shareholders (who have invested for short term profit) will happily offer their shares though the company has the potential to rise even 20x or 30x from the current price levels.

    Since the company is having such a big sales and profits its natural for any rival to takeover the company when the stock is available at a throwaway price leading to a market cap being just Rs.400 crores for 100% stake which even private equity players, HNIs or every startups will easily takeover if the retail shareholders are offered an attractive price from the current prices.

    So the management/promoters should come out of their slumber and stop the game of deliberately using poor corporate governance methods or withholding prices at the lower levels in markets (if true as alleged according to few investors) for the smooth sailing of PW approvals etc. because it will prove detrimental to their own interests in business and also in markets as perception is a very important issues which cannot be easily earned once it gets damaged or eroded.

    *Disclaimer: This is neither a buying or selling recommendation so use your own discretion.

    in reply to: General Discussion/Ask Queries #11121
    jay69
    Registered Boarder

    @nitin_asce At the moment retailers may be loading up at the current levels but if the stock prices doubles or triples from here in the next 6-9 months (for example) the number of retail shareholders will be much lesser from the current levels of 67000, due to the huge sale by the likes of OAK and later on by the goenkas etc a huge quantities of stocks are sloshing around in the market for the past few months if the floating stock currently held by small retailers starts shifting to strong hands like institutions or HNIs this excess liquidity/supply in the stock will reduce and this will happen only if the stock prices go up at least by 2x or 3x in the next few months for that to happen the company’s financial performance should have to improve along with the improvement in corporate governance, even if the performance is good but the perception is bad as is the case right now the stock cannot move substantially higher so for the stock prices to move substantially higher the company should improve not only its financial performance but also the corporate governance aspect.

    8+
    in reply to: General Discussion/Ask Queries #11119
    jay69
    Registered Boarder

    @nitin_asce I was thinking about this topic for the past several days, a lot of people think that having a lot of retail shareholders as a larger percentage of shareholding group is good but most of the times (except few exceptions like RIL) a lot of retail shareholders in a company is not good for the upward movement of share prices because at every small rise (say 10-20%) there will be a lot of sellers which actually puts a speed breaker for further rally/rise which is not the case when a large chunk/percent is held by big institutions or HNIs if the holding of retailers are about 25-30% max the stock can rally much more faster and higher than a stock where retail holding is 50% or above.

    The management may be feeling proud and happy that retail shareholders are rising by the day (67000 according to latest concall) constituting about 65% of the entire shareholding but if the stock has to rise say 5x 10x or 20x from current prices it has to move to fewer & stronger hands which will not happen in a quarter or two if the company posts huge growth in sales/profits from current levels there will be huge churning which will lead to weaker hands selling and exiting at every 5 or 10 rupee rally in the stock, the day it reaches a value of say 75-100 Rs (for example) most of the shareholders holding mostly about 1000-2000 odd shares would have exited the stock, retail shareholders as a percentage in most of the companies have a holding of 100-1000 shares and higher the stock rises the number of individual/retail shareholders and their holdings in the company decreases substantially as most of the shares gravitate towards stronger hands i.e big institutions, HNI, PMS, FIIs.

    in reply to: Brightcom Group’s Valuation #11115
    jay69
    Registered Boarder

    A very big and important milestone has been reached/achieved by BCG as it has crossed the 1 lakh accounts mark in its global business.

    Its a great moment for all the BCGians they should be happy & proud and also congratulations to the management and entire global personnel/staff of the BCG for this humongous achievement, sooner or later even the stock market investors will also take note of this feat and value the company at the levels it rightly deserves.

    1+
    in reply to: General Discussion/Ask Queries #11113
    jay69
    Registered Boarder

    A very big and important milestone has been reached/achieved by BCG as it has crossed the 1 lakh accounts mark in its global business.

    Its a great moment for all the BCGians they should be happy & proud and also congratulations to the management and entire global personnel/staff of the BCG for this humongous achievement, sooner or later even the stock market investors will also take note of this feat and value the company at the levels it rightly deserves.

    in reply to: General Discussion/Ask Queries #11018
    jay69
    Registered Boarder

    @logan actually the entire 54 minutes recording of the concall has been put by some person in a telegram channel by the name of BCG investors group, the link of the telegram group is given below

    BCG Investors Group
    https://t.me/brightcomgroup

    in reply to: General Discussion/Ask Queries #11011
    jay69
    Registered Boarder

    Artificial Intelligence has come as a great solution for healthcare, taking over tasks that would normally require a lot of unnecessary time and human effort. Experts believe that this technology will reach around $150 billion by the year 2026, and models will only get better with time.
    Sam Daley shares some of the best AI uses in healthcare in his Built In article

    https://lnkd.in/e-9Kgkj

    #copied from linkedin page of edgecase.ai

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