nitin_asce

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Viewing 16 posts - 61 through 76 (of 76 total)
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  • in reply to: General Discussion #7316
    nitin_asce
    Registered Boarder

    I think this update by auditor is based on situation at 31st March 2020. We might get additional information in concall.

    7+
    in reply to: General Discussion #7134
    nitin_asce
    Registered Boarder

    @diana your views on the same will be very helpful.

    0
    in reply to: General Discussion #7133
    nitin_asce
    Registered Boarder

    My understanding is oak has very limited time left to sell the shares as fund is closing. So they might have bought for 30 rs a share but the current offer might be for rs 10 when share price was lingering at 5. So 12 rs means less loss for oak.

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    in reply to: General Discussion #7130
    nitin_asce
    Registered Boarder

    Just a wild guess @DH, the agreement with oak might have been made at a price less than rs 10 and oak might want to get more money by seeing the quick price appreciation in bcg. Hence those shares came in open market.
    I am considering rs 10 since new shares were allotted at rs 10.

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    in reply to: Questions to ask / Post-Conference Update #7085
    nitin_asce
    Registered Boarder

    @admin the result of bcg will be coming soon. Maybe we all collectively draft a set of questions to be asked during concall. This will help to avoid repititive questions or info already available on this forum.

    0
    in reply to: General Discussion #6438
    nitin_asce
    Registered Boarder

    Intersting thing is they have lined up buyers for oak stake as per today’s ppt.

    0
    in reply to: General Discussion #6415
    nitin_asce
    Registered Boarder

    From the presentation it looks like subsidiary are already consolidated only announcement is pending. Maybe it will coincide with daum closure announcement.

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    in reply to: Brightcom – Account Receivables #6284
    nitin_asce
    Registered Boarder

    Very good study. At least it helped me to clear doubts regarding receivables and why so much investment in technology.
    I am now slowly understanding what Mr reddy wants to do.
    But one question still remains why now. He could have done this couple of years earlier also. Is it like the company was not ready so da was dragged and now company is ready to grow.

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    in reply to: General Discussion #6210
    nitin_asce
    Registered Boarder

    Dear fellow investors, the timing of this notification leads me to think management is keeping close watch on what is being discussed in this forum. Like today so many messages on preferential issue by fellow investors and surprise the company clarifies about in evening.
    Never seen a company doing this.

    0
    in reply to: General Discussion #6183
    nitin_asce
    Registered Boarder

    My opinion is global consolidation is complete and only then such information could be published.

    0
    in reply to: General Discussion #6178
    nitin_asce
    Registered Boarder

    I think they are readying for Line of credit in US that’s why ppt in USD. Rest important point to note working capital is 305 million usd.

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    in reply to: General Discussion #6169
    nitin_asce
    Registered Boarder

    Latest article in India business journal.

    I think investor ppt and these articles. Generally a company does this when they want to penetrate in local market.

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    in reply to: General Discussion #6168
    nitin_asce
    Registered Boarder

    My perception, The extensive description of Lycos provided in introduction leads me to think that Daum is done and dusted.

    Also one key thing to note that the investment in future technologies is being done like AI and sales from AI has not started.
    So AI is a black box for now and not sure how much growth it will add, but there are high chances that it leads to next leg of growth for BCG.

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    in reply to: General Discussion #6158
    nitin_asce
    Registered Boarder

    I am bit surprised at such an presentation. It looks like that management actually wants to push share price up.

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    in reply to: General Discussion #6115
    nitin_asce
    Registered Boarder

    Somehow I got a feel that Facebook and whatsapp will be targeting for digital ads through jio ecosystem and subscribers. This might lead to very huge growth in digital advertisement revenue in India.

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    in reply to: General Discussion #6111
    nitin_asce
    Registered Boarder

    Seniors

    Can anybody guide about any positives/negatives for Brightcom due to jio Facebook deal.

    0
Viewing 16 posts - 61 through 76 (of 76 total)