Very interesting / informative Investors Conference - Transcript
Please click ;-
Blog Credit to ;-
Mr. Vijay, Jalandhar , m 7009409142
himanshusoi478@gmail.com
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From the above Investors Conference , points
Blog Disclaimer ;PLEASE RECHECK THIS INDEPENDENTLY BEFORE TAKING ANY INVESTMENT DECISION-
NO RESPONSIBILITY WITH THIS BLOG
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Page 5 of the Investors' Conference Transcript
The second tranche is finally because the RHI shares are locked in for six months till August
and we hold almost 15% shares of RHI India. So again, it requires some time for the cash flow
to be generated within the DBRL business. So I think the timeline has been designed based on
that. So to ensure that there is enough cash flow in DBRL and the promoter entity which will
have to be paying this money up
Blog Comments
So , further monetisation and hefty dividend payout by Dalmia Bharat Refractories after August 2023 as the new promoters , Sarvpriya Healthcare , have to redeem debentures issued to Dalmia Bharat
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Page 6
Now the remaining business left is small and subscale businesses in Germany and China which
are also in the process of being divested
Blog China Unit would also be sold
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Page 6
INR 800 crores minus INR 402 crores that is roughly about INR 398 crores will be the profit in
March accounts, because now these investments will be held for sale and at realizable value and
the tax implication on this gain will be close to about INR 50-odd crores which will get paid in
the next financial year when the actual consummation of the transition happens. This will be
long term capital gain.
Blog Comments
Roughly Rs. 398 crore profit
March means March 2023
Page 9
So, I
think, best is, what is the purpose, purpose was not give the return to the shareholder,
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Blog Comments
Shows the real intention of the Promoters
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OLD POST
April 17, 2023
Dalmia Bharat Rrefractories- EGM- E -Voting on Shareholders Oppose All Resolutions
Physical Mode EGM , at a
Remote pace , on 20/04/2023 -Notice of Dalmia Bharat Refractories.
Physical EGM may lead to spread of Corona.
https://crimg.kfintech.com/bmails/files/15733_DBRL_Final_Notice.pdf
German Unit - Dalmia GSB Refractories sold for around Rs. 100 crore
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OLD POSTS
April 02, 2023
Dalmia Bharat Refractories- TOPI GHUMAANA,- 20/04/ 2023-EGM Not Virtual But in Remote Part
Dalmia Bharat Refractories is doing , called in Share Investment circles , as TOPI GHUMAANA . Iski Topi Uske Sar-Uski Topi Iske Sar
Non Promoter / Public shareholders of Dalmia Bharat Refractories want their fair share in these windfall Profits . They are not interested in a Tamasha
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Saadda Haq , Ethey Rakh
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JAB APNA HISSA MANGEY GEY
IK BAGH NAHI; IKK KHET NAHIN
HUM SAARI DUNIYA MANGEY GEY
( Josh Malihabadi
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April 16, 2023
Dalmia Bharat Refractories- Why Promoters Not Buying From Metropolitan Stock Exchange ?
Dalmia Bharat Refractories' promoters are Buying / Selling its shares at Rs. 427/ share.
Metropolitan Stock Exchange is reporting share transactions of Dalmia Bharat Refractories around Rs 160 / share.
It makes a perfect Business sense for Promoters to buy more of these shares from Metropolitan Stock Exchange at these rates.
Blog Credit to ;-
Mr. Vijay, Jalandhar , m 7009409142
himanshusoi478@gmail.com
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Blog Comments
1 . Why is Dalmia Bharat Refractories avoiding BSE / NSE Listing ?
2 . After the holding Company of Dalmia Refractories Dalmia Cement sold its entire stake at Rs. 427 / share why are Non Promoter shareholders not given an offer of exit at Rs. 427 / share.?
3 Why is the EGM dt. 20/04/2023 not being held Online but in Physical mode in a remote place ? Online EGM makes a perfect sense as Corona cases have staged a come back .
Aggrieved
shareholders of Dalmia Bharat Refractories are planning a protest rally
at Jantar Mantar , New Delhi . Online participation is also being
worked out.A Memorandum is being prepared for presentation to the
Hon'ble Finance Minister .
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OLD POSTS
March 27, 2023
Dalmia Bharat Refractories -Public Shareholders to Approach Hidenburg Research
Hidenburg Research
https://hindenburgresearch.com/
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March 29, 2023
Dalmia Bharat Refractories Selling German Unit And , Giving Loans / Guarantees , Investment in Dalmia Bharat Shares, Hippo Stores Shares
EGM on 20/04/2023 -Notice of Dalmia Bharat Refractories
https://crimg.kfintech.com/bmails/files/15733_DBRL_Final_Notice.pdf
German Unit - Dalmia GSB Refractories sold for around Rs. 100 crore
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Blog Comments
Nothing for Public / Non Promoter shareholders of Dalmia Bharat Refraxtories.
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OLD POSTS
March 27, 2023
Dalmia Bharat Refractotries Shareholders Demand Buyback Offer at Rs 427 per Share , Also BSE Listing -JPC Probe Demanded
Dalmia Bharat Refractories - Promoters Sell Stake to Another Group Company at Rs. 427 /share
Please click ;-
https://www.bseindia.com/xml-data/corpfiling/AttachLive/8fba22df-82d3-45d6-836c-076dd281a0d9.pdf
The remaining Non Promoter shareholders should also get a Buy back offer / Exit Option at Rs. 427 per share. There has been a Change of Promoters
Further , there should be immediate BSE listing , as was promised by the Promoters at the time of merger of Dalmia Refractories and OCL Refractories.
Investors are shocked to see that Dalmia Bharat Refractories has been listed at Calcutta Stock Exchange , which has no share trading and Metropolitan Stock Exchange .
How come Metropolitan Stock Exchange was reporting, a few days back , share transactions of Dalmia Bharat Refractories at Rs. 150 / share ,where as Promoters are selling their shares at Rs.427 / share.
Investors are demanding a full enqiry into the workings of Dalmia Bharat Refractories and Metropolitan Stock Exchange .
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Old Post
March 27, 2023
Dalmia Bharat Refractories - Promoters Sell Stake to Another Group Company at Rs. 427 /share
Please click ;-
https://www.bseindia.com/xml-data/corpfiling/AttachLive/8fba22df-82d3-45d6-836c-076dd281a0d9.pdf
Blog Credit to ;-
Mr. Vijay, Jalandhar , m 7009409142
himanshusoi478@gmail.com
We
are, further , very thankful to Mr. Vijay, for calculating for us the
price , paid by the Promoters , Damia Bharat Cement,for one share of
Dalmia Bharat Refractories . This is Rs 427 / share
For 42;4 % stake price paid - Rs 800 crore
Full value of Dalmia Bharat Refractories Rs 1887 Cr
Share capital of Dalmia Bharat Refractories Rs. 44 cr 20 Lakh
Per Share price paid - Rs 427
Blog Comments
It appears that some shares of Dalmia Bharat Refractories are available for Sale / Purchase with Dealers of Rare Indian Shares.
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General Warning : Investment in Shares Can be Injurious to Your WEALTH
Disclosure
: The Blog writer in his / family names has holdings in this Company
So please make suitable " provisions " for any likely Over Optimism
NB
:All information given in good faith. Please recheck every point before
taking any investment decision. No responsibility with this Blog or
Blog Writer.
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