[sgbuffett]

I wanted to reinvest some dividends from my reits bit reits are too high causing yield to drop.

I wanted something that can pay 6% or higher dividends sustainable....not new fangled growth stocks as these are very high now and causing wild.volatility in my portforlio.

I did a fresh scan.....this stock that have been listed for very long showed up....

The stock is Thakral
.....

[abc123]

I wanted to reinvest some dividends from my reits bit reits are too high causing yield to drop.

I wanted something that can oay 6 or higher dividends sustainable....not new fangled growth stocks as these are very high now and causing wild.volatility in my portforlio.

I did a fresh scan.....this stock that have been listed for very long showed up....

The stock is Thakral
.....

Can you dig into the last five dividend payment and what it is the payout ratio? This kind of low cap is always risky that its dividend is not sustainable

[sgbuffett]

I wanted to reinvest some dividends from my reits bit reits are too high causing yield to drop.

I wanted something that can oay 6 or higher dividends sustainable....not new fangled growth stocks as these are very high now and causing wild.volatility in my portforlio.

I did a fresh scan.....this stock that have been listed for very long showed up....

The stock is Thakral
.....

Can you dig into the last five dividend payment and what it is the payout ratio? This kind of low cap is always risky that its dividend is not sustainable

I am not worried about that at all. Look below ...the  family holding the largest stake offered to buy from other shareholders at 50cts. What does this tell you?

The dividends are steady. But surely the majority shareholder trying to expand its holdings by offering to buy at 59cts is a clear sign for me that the the cash flow analysis I did is correct. This company will pile up cash at 8-12% a year.

[Cmpunk]

Bro your jackpot

[sgbuffett]

Up 7% in one day. There are 700 stocks....I dig through and picked this one...

[sgbuffett]

Look at the cash and cash flow ...its keeps getting better...but nobody will bother. It will move up and people hesitate to buy as company is below radar...very little attention...but over time it will pay well.

https://www.businesstimes.com.sg/compani...uct-growth

[Sharexchange]

Yr thakral up. Congrat

[sgbuffett]

Up 6% today. For a total gain of 38% plus 8% dividends for  total of 46% return in less than a year.

[Cmpunk]

What happened now?

[sgbuffett]

Up 7% in one day. There are 700 stocks....I dig through and picked this one...

Up another 9% today

[sgbuffett]

Up 7% in one day. There are 700 stocks....I dig through and picked this one...

9% gain in one day as .more investors want to buy the stock

[sgbuffett]

28 Feb 2025 

Thakral&rsquo s FY2024 earnings surge to seven-year high of $28.8 mil

Thakral Corporation has reported earnings of $28.8 million for the FY2024 ended Dec 31, 2024, 3.5 times higher than its FY2023 earnings of $8.2 million. The 252% y-o-y surge also marked the highest set of earnings in seven years.

Earnings per share (EPS) stood at 22.53 cents on a fully diluted basis, up from last year&rsquo s EPS of 6.4 cents.

FY2024 revenue rose by 36% y-o-y to $288.8 million as revenue from the investment and lifestyle segments rose.

Revenue for Thakral&rsquo s lifestyle segment grew by 37.4% y-o-y to $273 million as its beauty and fragrance business in Greater China continued to see strong demand for the group&rsquo s portfolio of brands.

The group&rsquo s drone and drone related distribution business, including accessories, digital action cameras, gimbals and other products from DJI, which also falls under this segment, gained &ldquo significant momentum&rdquo in South Asia. The region has seen expanding use cases and applications for drones across various sectors including enterprise, agriculture, construction and cartography. The region also saw higher demand for drones and accessories used in cinema, broadcasting, journalism, and the blogging ecosystem.

Thakral&rsquo s investment segment also saw higher revenue of $15.8 million, 16.3% higher y-o-y, mainly due to GemLife. The group&rsquo s over 50s lifestyle resorts venture saw strong demand and sales as it settled 355 homes in 2024 and attained 1,804 homes occupied.

The group also recorded an unrealised fair valuation uplift and dividend and interest accruals of some $7.5 million on its equity stake and debt instruments in The Beauty Tech Group (formerly CurrentBody.com Limited) in the year.

In FY2024, profit from operations grew by 56% y-o-y to $23.9 million.

&ldquo FY2024 has been a strong year for us both in terms of results and embarking on Thakral&rsquo s new growth initiatives. GemLife continues to drive growth capitalising on the increasing ageing and retiree population of the country. We have a clear roadmap to deliver 6,500 homes by 2033. As we hit critical mass, the group will be able to enjoy a sizeable recurring income from the weekly site fees,&rdquo says Inderbethal Singh Thakral, group CEO and executive director.

He adds that the group&rsquo s beauty and fragrance business in Greater China continues to be a &ldquo key driver&rdquo of its lifestyle segment. &ldquo With the expansion of retail stores for our portfolio of brands in 2025, we remain confident in the long-term potential of this market,&rdquo he notes.

&ldquo In South Asia, we are strengthening our position in the drone sector by increasing our stake in Skylark Drones to 23%. This investment will enable the launch of advanced software designed to complement and enhance the performance of our expanding portfolio of enterprise and agricultural drones, in turn driving demand,&rdquo he adds.

Thakral has proposed a final dividend of 2 cents, bringing its total FY2024 dividend to 4 cents. The year&rsquo s dividend translates to a yield of 6% as at Dec 31, 2024.

[sgbuffett]

Rises to new high congrats to all who bought

[Zannn]

Rises to new high congrats to all who bought

Bro did you revisit those lost money calls and repost them? Like skywork solutions yr multi bagger buy call at US120 (now $60) and Q&M and others cannot remember.

[sgbuffett]

Thakral up 16% in one day blows past $1 mark a 100+% gain since thread started.

[Zannn]

Thakral up 16% in one day blows past $1 mark a 100+% gain since thread started.

Bro u have many loss making calls too. Go dig up, if not wrong like the Q&M and US listed skyworks drop more than 50% from yr multibagger recommendation.which mean now need 100% upside just to break even. Share those too if not readers might follow blindly.

[sgbuffett]

Up another 17% in one day.

[sgbuffett]

Up another 8% as more investors realise the large asset base of the ckmlany ks worth much more.

Conrgats to all who bought.

[sgbuffett]

Bro did you revisit those lost money calls and repost them? Like skywork solutions yr multi bagger buy call at US120 (now $60) and Q&M and others cannot remember.

Not all my picks make money. But overall they do well. Just to be accurate I made money kn Q&M But lost on Skyworks. Nobody is 100% win. Q&M was part of my annual picks which I said I will review after one year and not update.

So far my muotibaggers are Centurion, Thakral, OKT, etc 

Like I said I dig through 700 stocks to pick Thakral.

[sgbuffett]

Up 18% in one day

[sgbuffett]

After rising by 200% Thakral has market cap of $185M but it is still too cheap. Here is why.

1. Thakral own 31% of GemLife in Australia.
2. GemLife is heading for IPO soon.
3. GemLife is valued at $2B .

This single asset alone is worth $620M more than  triple its current market cap! Even if Thakral go up to $4.5 it only value this single asset.

There are other assets held by Thakral that has not been revalued for 20+ yrs especially those in Gurugram outside New Delhi where asset prices have risen more than 500%...because it is New Delhi expansion plan jn nect 10yrs as a major tech hub

Like I said....up alot but still too cheap...I am.not selling.

JP Morgan appointed. Last IPO they did in ASX was $4B.

[sgbuffett]

Up another 8% in one day as more investors realise that Thakral investment in GemLife will be qorth $4.5 a share after IPO.

[sgbuffett]

Just out.

The IPO will be underwritten at $2B.

Thakral's 30% stake will be $600M or $4.50 per share.



Despite tripling Thakral stock price  $1.50 is only one third of $4.50 not including its other businesses and assets.

I have been updating on Thakral since below 50cts.

[sgbuffett]

Up another 6% yoday as more investors realise the underlying assets are worth much more.

[sgbuffett]

GemLife IPO in July 2025....once it is  listed Thakral valuation will go to $600M

[sgbuffett]

I have decided to go all in Thakral
.Sold many other stocks i have to buy in Thakral when i saw it dip to around $1.50 and below due to profit taking.

Next week Gemlife  IPO will be finalised and there will be no more  uncertainty.

Thakral asset will be revalued to more than 3 times its current valuation on just one of its many assets.

Yes its risky to put eveything in one stock ....i know but i feel  its a risk worth taking. All the information is right infront of us...everything checks out ...mall that is needed is guts.

If it goes down i will be buffered by the profits i already made in the stock when i started buying at 50cts.

I just hopes it turns out well to take me to next level.

[sgbuffett]

All in Thakral!

IPO on the way...$2B valuation

[p1acebo]

One of the super rare calls from Sgbuffet where he actually made money

Although it did take him 4 long years

[Cmpunk]

News already released no longer a gem

[sgbuffett]

Update on IPO

..IPO size increase.