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jmathewRegistered Boarder
FCF
Q1 205cr
Q2 216cr
Q3 92cr
Q4 pending receivable from Q3 (100 cr) + Q4 (200cr) = 300 cr
Total FCF q1+Q2+q3+q4=813cr
15% will be around 120cr.
So they may declare a dividend of a minimum of 50 Paisa.
Let us wait and see.12+Compare Jan 25th, 2022 SHP with March 31st, 2022 SHP
As of Jan 25th, 2022 SHP
Total number of shares – 1,18,16,83,124
Promotors holding -> 19.74 %
Institutions -> 11.55 %
Individual share capital in excess of Rs. 2 Lacs -> 17.69 %As of March 31st, 2022 SHP
Total number of shares – 1,21,07,53,124
Promotors holding -> 18.38 % (We all were expecting promotors holdings will be increased but …)
Institutions -> 12.09 % and increased to 14 % as per Sep 22 SHP
Individual share capital in excess of Rs. 2 Lacs -> 26.63% and 26.39 % as per Sep 2022 SHP (I think here is the catch. Why there is a sudden increase in this category, an increase of 9% within two months? I think maybe a major part of this belongs to the promotors group. Just my wild guess.There are lots of questions on SHP but we don’t have any way to get them clarified.
10+jmathewRegistered BoarderGDPR
jmathewRegistered BoarderBCG already released notification that they owing to the GDPR nomes.
SEBI need upgrade and study what is GDPR ( eu) and CCPA California
Thank to Mr.Vijay Anand for sharing these infoAttachments:
jmathewRegistered BoarderSome corection after a long run. I don’t think management will allow the MCAP to go below $1 billion . Hopefully we can expect q2 result in this month itself.
5+jmathewRegistered BoarderDear Brightspotji,
After the recent developments, it is just a matter of time for BCG to trade at decent pe. The market is waiting for the Q2 result and the name of the targetted company which BCG is going to acquire. US audio firm acquisition news is also expected very soon. At EPS of rs 8 ( forward-looking after Q2 result ), BCG should be rerated to a minimum pe of 20 by end of this year if not more. 4xfrom here is very much possible in the next three and a half months. Cheers.jmathewRegistered BoarderNumber of shares are increased to 74 cr. List is for investors with more than 1% holding.
Example promoters holding percentage is also reduced.jmathewRegistered BoarderTotal equity after bonus + warrants+ new issue of 12 cr shares = 116 cr.
Looking forward diluted eps will be around rs 5 from the existing business plus earning from the new acquisition. We can very much expect loc by end of this year which will add another 30 % . Few more acquisitions are expected plus new businesss
I belive we are on the way to non stop rs 100 plus, even all time high.
Average industry pe is 34 and I won’t be surprised if bcg move to pe 40 plus non stop.
Enjoy the ridejmathewRegistered BoarderjmathewRegistered BoarderInvestors, I just want to bring your kind attention to, few points from the conference call. I may be wrong so please do your research.
1. Please try to listen to the cc completely and try to connect all the dots.
2. SKR want to revisit for LOC after a quarter or two and before that, he is eyeing a good valuation
3. LOC will add another 30 % growth
4. SKR want a good valuation for the company before consolidating a few subsidiaries and QIP
5. He is looking for a sales target of $ 450 Million plus asap which will add more cash flow.
6. Few acquisitions are expected in the coming quarters.
7. He is looking for a famous J curve too (many after a couple of years)
As per my view, a minimum decent pe after bonus issues and PW dilution are around 20 (current sector pe is 34). Timeline – I expect pe 20 by end of this year. Best wishes to all the BCG investors.jmathewRegistered BoarderBCG’s eps, Rs 9 (FV 2), and Affle eps is Rs.50 (FV 10). If we split Affle FV to Rs 2 then EPS per share will be 10 and the share price is rs 950. So BCG with eps 9 trading @ 16 and Affle with eps 10 tradings at rs.950. BCG is present in many countries and much bigger than Affle. Bcg’s next stop will be at its book value. I expect many investors will shift from other stocks to BCG and will be able to make a multifold returns. Loc and audio firm acquisition news are expected at any time. 85-90 % of the shares are with Top 2000 shareholders.
Note: This is not a buy or sell call. Please do your research before investing.jmathewRegistered BoarderNoticed that more than 25 cr shares are traded in th last 3 months. Average delivery around 60 percentage. Seems like many weak hands are exited and probably majority of sgsres are gone into the kitty of needy.just my view only. Looking forward for a closing above rs 13 next week.
jmathewRegistered BoarderJust my view below I may be completely wrong.
1. PW investors accumulated more during the last few months with the help of operators and management
2. PW investors paid 25% so both of them met their requirements.
3. Management cannot continue with the price suppression as the time is running out for them.
3. They need to release the news on pledge share release, LOC, Daum closure and audio firm acquisition
4. A good full year result with decent dividendSo the up move started prior to the good announcement
It is a joke to see that 400 CR profit making global digital firm’s market cap is at 500 CR where it suppose to be minimum 15K cr to 20K cr market cap
cheers and best of luck.jmathewRegistered BoarderDears,
It is true that the price is not moving up anywhere near to our expectations. We expected a minimum of 52 weeks high after Axis closure. But now even after PW approval, we are not seeing any kind of buying interest in BCG.
But a couple of good news like 1. SHP with no pledge shares 2. New acquisition 3. LOC 4. Daum closure can move the price up very quickly to BV or if management decides then towards the fair market price.
Cheers2+jmathewRegistered BoarderFriends very interesting days are ahead. Let us hope that management will make the right decision so that BCG will trade at a decent pe very soon.
1.Axis loan is closed.
2.NCLT -> Will be closed by March 10th. NOC and pledge shares release by April End
3.PW, the company may have confirmation, and notification is expected any time after 10th March
4.LOC is also expected soon, looks like BCG is waiting for PW to finalize the LOC.
5.Daum closure may take some more time as the management is not at all in a hurry to close it. A one-time settlement with a better deal is expected.
6.Expected some good announcement after PW
7.Industry average pe is 32
8.Affle is trading above pe 160
9.Tanla pe is around 80
10.BCG trading pe below 1.5
Cheers and all the best.jmathewRegistered BoarderDears,
We all know that Axis is closed and BCG is debt-free.
We all know the reason, why the price is kept in this range.
We all know BCG is highly undervalued.
We all know what is going to happen after the PW approval.
We all did our homework for years in BCG and holding us per our capacity. Add more if possible, at this range.
I have doubled my holding after this forum is created. Thanks, and My Salute to Admin and all selfless boarders.Great Quote by George Bernard Shaw
“If you have an apple and I have an apple and we exchange these apples then you and I will still each have one apple. But if you have an idea and I have an idea and we exchange these ideas, then each of us will have two ideas.”
CheersjmathewRegistered Boarder@Logan Sir, Thank you very much for correcting me.
Dears,
Tanala Book value is rs 32 and trading near to Rs.700
Affle Book value is rs 90 and trading near to Rs. 4000
BCG current Book value is rs. 55 and trading below 10 ( after PO and Daum settlement, expected BV is around Rs.35. Lycose BV and EPS will be added to BCG after Daum settlement).
Averager industry pe is 28. Bamboo/OAK tree, BCG is fully loaded with fundamentals and will be the share of the year 2021. Best wishes to all the BCG investors and see you all after the Q3 result.jmathewRegistered Boarder#9905
Just for your info.
Tanla total revenue is around 1100 Cr and the Market cap is 9300 Cr
Affle total revenue is around 200 Cr and the market cap is around 10000 Cr.
BCG total revenue is around 2800 CR and Market cap is below 500 CRThe market is fully aware that, BCG’s management is very serious in closing all outstanding issues and expects it will be done before Q4 result. BCG will be debt-free by April 2021 with an adjusted book value of Rs.35 and eps of Rs. 6 (I may be wrong in BV and EPS) and BCG’s will move very quickly to a minimum market cap of 5K by Q1 2021, before finding its fair value by April 2022.
jmathewRegistered Boarder##9905 based on this report (5 years target) a blind buy at this level. BUY And hold for couple of months and Take the capital out and hold the remaining shares for long term Even 5 years target can be history by Dec 31 2021. Cheers and all the best to BCG investors.
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