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whySharesRegistered Boarder
Webinar/ICFAI Seminar dated 25 Feb 2022 where Brightcom presents- View the World with a Digital Tilt_The Brightcom Way
whySharesRegistered BoarderTo read the full article in ET Prime about Big Bull Junjunwala invested in Brightcom, you need a paid subscription to ET Prime which I have. But you can see a (pirated?) full article on
IRCTC, Affle among 6 cos whose sales & profit doubled in Q3. Should you invest?
whySharesRegistered BoarderTo quote from an article appeared on Economic Times. It says the Big Bull Junjunwala has invested in Brightcom….
Quote:
“…Jhunjhunwala stocks Delta Corp and Brightcom Group are not tracked much by analysts. Delta Corp reported a profit of Rs 71.29 crore in the December quarter compared with a modest Rs 1.04 crore profit in the year-ago quarter. Its sales rose 104.61 per cent YoY for the quarter to Rs 247.22 crore. Meanwhile, Brightcom reported 168 per cent jump in bottom line and 130.07 per cent rise in top line for the quarter…..”
whySharesRegistered BoarderwhySharesRegistered BoarderJust a contra question
Could it be possible that the CNBC interview was deliberatly negative, with the agreement of all, to drive share price down? The aim: to create a buying oppertunity to vested interests12+whySharesRegistered BoarderFII share holding now 11.5% campared to almost NIL one year ago
Very soon FII will corner more shares and there will remain very few floating shares – a recipe for astronomical rise in share price6+whySharesRegistered BoarderMy above and the following comment is pure speculation by me. Please comment on whether it could be correct or not.
Many investors are also angry about the preference shareholders bonus shares not being locked in. They feel the management issued the bonus shares to favour the preference share holders. I don’t blame the management, because the money brought in by the preference share holders has helped BCG to grow, by buying some high profile companies, which will accelerate the growth of BCG in future. One of the preference share holder, Shanker Sharma, was responsible for the rapid rise of BCG from 37 to touch 200. Now we need to have patience and not worry about BCG going down to 130 levels, may be!
4+whySharesRegistered BoarderMy view of the present situation
The crash in BCG share price is because the preferential shareholders have a lockin period of one year on the shares allotted to them through preference issue, but the bonus they get on those shares have no lockin period. The SEBI rules on lockin period for preferential shares is very clear, but there is no rule regarding bonus shares on locked in preferential shares.
Many feel that the preferential guys will try to recoup their capital by dumping their bonus shares in the market once bonus is issued and there will be a big fall in prices because there will be too much dilution when all these shares come together in the market.
As investors we just have to wait it out. One or two months after bonus issue the value of your holdings will keep on rising.
This is just my view of the present situation.
Usual disclaimer – share markets are subject to risk ———3+whySharesRegistered BoarderThere is one important angle to the MediaMint acquisition that is not being highlighted. MediaMint was using the TRADE DESK Platform, and now with BCG acquiring it, MediaMint, and their very high-profile clients, will be converted to the BCG Platform. That is a huge benefit for BCG
https://mediamint.com/the-trade-desk-playbook-enhance-your-omnichannel-campaign-performance/
whySharesRegistered BoarderA very negative review of BCG has been posted on youtube just about an hour ago. Please let us all know about your reaction to this
1+whySharesRegistered BoarderHere is my reading of why BCG is hitting Lower Circuits
BCG shifted back to T2T segment because of the high speculation. This means no margin trading or day trading. Hence all those who were doing day trading has to unwind their positions, hence desperate selling and the Lower circuit. Those buying now are the long term investors. This downward trend may continue for a few days but after that it will come back to its upward journey. When the bottom will be hit is anybody’s guess.
From tomorrow, 1st December BCG enters into the MSCI index. So the chance is there that FII (Foreign Institutional investors) may start buying and today’s low may be its lowest point for some time or it may never see this low ever again.
This is just my guess – I may be wrong
The experts in this forum please comment. It is disheartening to see this forum with no new messages at all for many days.
Please post something everyone – Please!
whySharesRegistered BoarderwhySharesRegistered BoarderNow that BCG is in the ‘MSCI India Domestic Small Cap Indexes List”, I think there is every chance that BCG will be promoted into the F&O segment within 6 months. Is it too big a dream ????
8+whySharesRegistered BoarderSatish Cheeti to head Brightcom Audio
2+whySharesRegistered BoarderPeshwa Acharya to steer Brightcom Group strategy as President
1+whySharesRegistered BoarderBCG will take off now. Results announced show 75% increase in sales and doubling of profits, but PE remains the same due to doubling of Equity base due to Bonus shares and new issue. Industry leaders like Peshwa Acharya and Satish Cheeti (Link below) have joined BCG in top positions. Inclusion in the MSCI index is recognition of BCG as an investable stock for FPI (Foreign Portfolio Investors).
The 75% increase in sales must be a compounding increase each month and the trend should keep on for some time. Expect substantial increase in turnover and again doubling of profits next quarter.
Looking forward to many UCs and a rapid rise in the share price4+whySharesRegistered BoarderThe link to the first page about MSCI is
http://raconteur.digitalmagazines.online/msci-difference/p/1whySharesRegistered BoarderGreat news for Brightcom – it has been included in the new ‘MSCI India Domestic Small Cap Indexes List” effective from 1st December 2021. MSCI stands for ‘Morgan Stanley Capital International’, and their indexes are the benchmarks on which Foreign Investors base their investing decisions on. Most of them invest only in Companies that are included in MSCI indexes. So this is a big deal for BCG and may be todays breakout volumes in BCG trade in NSE and BSE could have been the result of FPI (Foreign Portfolio Investment).
This is the link to the new MSCI India Domestic Small Cap Indexes List:
https://www.msci.com/index-review-india-domesticThis is the link to know what MSCI is:
http://raconteur.digitalmagazines.online/msci-difference/p/5whySharesRegistered BoarderHere is a presentation that Brightcom submitted to the exchanges on 21 October 2021
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