EVEBITDA

EVEBITDA | Joined since 2021-10-17

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

103

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
103
Past 30 days
0
Past 7 days
0
Today
0
User Comments
Stock

1 month ago | Report Abuse

@observatory, Litrak proposed to sell their Assets at say 7% WACC. Thats the v...

Stock

1 month ago | Report Abuse

@observatory hope i have clarified ur concerns.

Stock

1 month ago | Report Abuse

technically we shareholder, if we held on to the shares till expiry would have...

Stock

1 month ago | Report Abuse

WACC is the dicount rate used on the FCF of Litrak to arrive at the valuation ...

Stock

1 month ago | Report Abuse

cost of debt is for Litrak specifically and not for ALR. ALR is buying at WACC...

Stock

1 month ago | Report Abuse

10Y MGS was 4.5% in April and now its 4.06%. hope this calrifies ALRs position.

Stock

1 month ago | Report Abuse

csan, the bonds rates have peaked in April 2022 and has been on downtrend sinc...

Stock

2 months ago | Report Abuse

Ya agreed any dividend paid will reduced final payout. But as shareholders if ...

Stock

2 months ago | Report Abuse

wait for Litrak Q4 (march 2022) results. if they pay higher dividend than 15 s...

Stock

2022-02-12 02:13 | Report Abuse

the new facility in TTDI will enhance valuation by 15 to 20%... if all other t...

Stock

2022-02-12 02:05 | Report Abuse

looks like Q4 results will be good and potential privitization will be presemt...

Stock

2021-11-28 08:24 | Report Abuse

for those holding.. time to add more at 1.00.. u cant fight the downtrend but ...

Stock

2021-11-28 01:31 | Report Abuse

SM only enriches himself. its a fact and its all written in the wall ie relist...

Stock

2021-11-28 01:27 | Report Abuse

MMC was a great play for all those who bought in last 3 to 4 years... sorry fo...

Stock

2021-11-28 01:17 | Report Abuse

cashflows were also good inspite of bad times. great opportunity to buy and le...

Stock

2021-11-28 01:13 | Report Abuse

strong support is at 1.00... which is 3 mth low. results was great esp during ...

Stock

2021-11-28 01:11 | Report Abuse

well said @thinkcarefully. the esos sell down may bring price down and also du...

Stock

2021-11-18 01:32 | Report Abuse

3.80 will be coming soon... technically but we also have results soon.. at 3.8...

Stock

2021-11-18 01:29 | Report Abuse

those who bought the call warrant would have made more esp the C29. kudos and ...

Stock

2021-11-18 01:26 | Report Abuse

wow fantastic. earlier than my expectation. well done but u guys will be even ...

Stock

2021-11-18 01:23 | Report Abuse

heavy volume today coz probably EPf sold. price of Gamuda also up. similar tr...

Stock

2021-11-08 01:10 | Report Abuse

well said @ observatory. thank you and i have learnt alot from u.

Stock

2021-11-07 10:22 | Report Abuse

however note 21.02 also says can buy provided its not a pre arranged transacti...

Stock

2021-11-07 09:59 | Report Abuse

they are quite responsive.

Stock

2021-11-07 09:58 | Report Abuse

@observatort.. Para 21.02 of the takeover code prohibits buying shares above t...

Stock

2021-11-06 22:54 | Report Abuse

very intersting ... now I am concerned if I missed out anything understanding ...

Stock

2021-11-06 21:48 | Report Abuse

kesas has abt 2 years or less to go and smart not much in value in the whole s...

Stock

2021-11-06 21:46 | Report Abuse

am sure Scientex will have their plan on whats next and hence the decision not...

Stock

2021-11-06 21:43 | Report Abuse

my explanation earlier is on the basis of buying above the offer price... at o...

Stock

2021-11-06 21:42 | Report Abuse

12 Jan to 15 Mac is the 60 days. yes they can buy below or at offer price.. no...

Stock

2021-11-06 20:29 | Report Abuse

a revision in offer can be made anytime before the 46th day. once offer is clo...

Stock

2021-11-06 18:08 | Report Abuse

"someone" has taken over this company. but to avoid a GO has broken the block...

Stock

2021-11-06 18:01 | Report Abuse

in next 9 days should announce book closure dates and suspension. expected pay...

Stock

2021-11-06 18:00 | Report Abuse

the tax is not at group level but at various subsidiary level. not sure how ma...

Stock

2021-11-06 17:58 | Report Abuse

in short when u have good, steady and somewhat predictable cashflow, borrowing...

Stock

2021-11-06 17:56 | Report Abuse

i just gave a simple theory. the ppl at gamuda and the advisors will know how ...

Stock

2021-11-06 17:52 | Report Abuse

an offer can only be revised if its kept open on the 46th day. total period fo...

Stock

2021-10-29 00:56 | Report Abuse

offer or value of litrak based on the same parameters if there is a highway tr...

Stock

2021-10-29 00:54 | Report Abuse

on the same parameters of the earlier valuation the new offer should be almost...

Stock

2021-10-29 00:52 | Report Abuse

value after 2 years of the proposal assuming no loss due to covid effect. henc...

Stock

2021-10-29 00:49 | Report Abuse

the value of 2.75B is a discounted value based on CF. assuming its discounted ...

Stock

2021-10-28 13:18 | Report Abuse

to increase its reserves they may consider revaluation of its concession to fa...

Stock

2021-10-28 13:16 | Report Abuse

possible for litrak to do a 10 yrs bond with 300M going to bond repayment and ...

Stock

2021-10-28 13:14 | Report Abuse

u r right... gamuda may push for the trust with extension as they can continue...

Stock

2021-10-28 13:13 | Report Abuse

normally if steady cashflow of 350M can easily do a bond of 6 to 7X or 2B to 2...

Stock

2021-10-28 13:10 | Report Abuse

early redemption of bonds attracts penalty... ie pay interest in full till exp...

Stock

2021-10-28 08:42 | Report Abuse

yes treat it as a 10 yr bond with little excitemnt of early payout. surely u c...

Stock

2021-10-28 08:40 | Report Abuse

highway trust, shareholders will get paid in their discounted CF today vs bond...

Stock

2021-10-28 08:37 | Report Abuse

whether its a highway trust or just a simple fund raising via a new bond issue...

Stock

2021-10-28 08:34 | Report Abuse

chances are litrak will announce a debt equity/ a capital mgmt structure 9 to ...