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New vague announcement in BSE post the huge 1 cr LC

Thanks for all the posts.. am also in BCG for 5 yrs..

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BCG circuit limit revised from 5% to 10% ..
Notification in BSE today..
Fyi

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Anybody knows whether the analysts meet had happened and if it did, any update on it?

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Very carelessly done presentation.. we do not expect such mistakes from a company who wants to woo large investors..
And the slide on pending issues with no clear timeline is going to put off potential investors further !! Disappointed

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BDO is an international network of public accounting, tax and advisory firms which perform professional services under the name of BDO. For the year ended 30 September 2019 BDO announced a total combined fee income of US$ 9.6 billion / € 8.5 billion, representing a year on year growth of 10.1%, at constant exchange rates (including BDO’s exclusive Alliances). BDO public accounting, tax and advisory firms provide professional services in 167 countries, with 88,120 people working out of 1,617 offices worldwide.

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Consolidation being done by BDO global..

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Investor presentation is out.. BSE announcement..

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Big question is who all are the “analysts” joining and their stature in the market…if it is only few along with Goenka group, then it will be a shame.. hope there will be an announcement before or atleast after the meet on who all joined etx..

and again even if big institutional players attend, they will not touch BCG as it stands today..so still onus is on SKR to get the price / PE / loan / litigation /PO scenarios corrected before dreaming of big players entering..

wonder how this will happen so fast..Guessing it is again quite a wait for retailers..cheers and all the best..

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Will they be sending any invites?? Looks like an empty notification without any bang for the buck..

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My worry is stock manipulation may increase when out of T2T as no mandatory 100% delivery required..
And if BCG starts multiple UCs then usually it gets put back into ASM..
This is previous trends!!!
Hopefully this time all barriers are broken…cheers..patience should pay..

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Yes. Noticed the pattern today. 1.2 million shares traded combined..market crashed 800p due to Corona but BCG held on and did not go LC.. which is great sign and hopefully will recover as and when good news is announced. Big one being Oak investor.. fingers crossed..have waited for too long and can wait some more!!
Good that SKR did not go to Korea as it is the largest cases of Coronavirus outside China now! Healthy SKR is the need of the day 😉

[Jays]

Now it seems our waiting is shifted from Daum to Oak exit.. not much excitement in the stock today even after a reasonably good con call.. hopefully SKR keeps his promise and finds a buyer off market for Oak or elder will be hammered mercilessly…
Company business a such is stable and excellent which is the only comforting factor.. hope we all gets the prize we deserve in the future.. cheers

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Guys..Until Oak exit is complete things are not going to be different..and still will be hammered.. Daum final closure also not done and timeline not known currently.. hence woukd be better to forget BCG for another year and keep invested..no fast movement can be seen here..hope for the best.. atleast things are going in the right direction..short term money making is not recommended in this stock with current dynamic situation..

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Great positive call tomorrow..cheers to all the patient LT investors.. hope we will all be rewarded soon..

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I am based out of UK and the below number or the UK dial in number which they usually give worked fine for me in previous calls..

+44 20 3478 5527

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2 hour call is now officially announced by BCG..great news

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1. To review the feedback from Daum on the discussions, including the draft
settlement agreement

Hope Daum has not increased the amount due to Coronavirus scare in terms of potential impact to their revenues in 2020..
😂

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Answer from SKR to all these questions may be..

1)These are forward looking statements and cannot comment..

2)Due to competition and confidentiality cannot release details..

Their has been the SoP till now..

😀

Hope it all changes for the best..I have forgotten my investment for another 1 year…and not looking at day to day movement.. Peaceful..!

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Mathew ji..
All valid points known in public domain..but how can you say this for sure?

On the positive side, all the outstanding issues will be closed by the Q4 result.

Absolutely no guarantee in what is in SKR mind and nobody can predict for sure or say that all will be fine by Q4.. is it not?

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The Highlights:
• Q3 consolidated revenue of Rs. 859.52 Crores, up 1.14% Y-o-Y. • Q3 consolidated EBITDA of Rs. 240.59 Crores and PAT of Rs. 143.84
Crores. • Q3 consolidated earnings per share (EPS) of Rs. 3.02/-
Revenue for Q3 FY2019-20 was Rs. 859.52 Crores, an increase of 1.14% Y-o-Y
and an increase of 36,52% Q-o-Q. EBIDTA for Q3 FY2019-20 was Rs.240.59
Crores, a increase of 23.25% Q- o-Q and an increase of 4.89% Y-o-Y. PAT for Q3
FY2019-20 was Rs. 143.84 Crores, an increase of 4.00% Y-o-Y and an increase
of 36.38% Q-O-Q.
Revenue from Digital Marketing Segment for Q3 FY2019-20 was Rs.749.34
Crores, an increase of 45.09% Q-o-Q and an increase of 1.13% Y-o-Y. Revenue
from Software development Segment for Q3 FY2019-20 was Rs.110.17 Crores
Corporate Update
✓ Corporate restructuring in the works to have 12 subsidiaries under a US
entity to allow for better receivable financing alternatives at the
consolidated level.
✓ Sent settlement agreement draft to Daum on the LYCOS acquisition
dispute. Awaiting favorable response.
✓ Canara Bank loan NOC received and reflected in this quarter’s accounts.
Business and Technology Update
✓ Launched a new version of our core platform called Compass 2.0.
o Signature Optimization Algorithm to serve at the next level
o Advanced Safety tool added -Protector
o Improved Inventory tool added- Adaptor
✓ Featured amongst eDigital’s “Best 72 SSP for 2020” alongside AOL,
AppNexus, Salesforce DMP and theTradeDesk.
✓ Our team attended the conference Programmatic I/O held in NY.

[Author]

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