Last earnings report balanna. No change in liabilities
machan right issue declaration has been made on March 2024. Rights has been excercised on May. So you have to look for June report if you need find what they have settled.
2) June report shows , appox Rs 200 mil reduction
3) Sept Report show more reduction , from Right proceeds
4) In June report, they clearly show how they plan to use the Right issue money to settle loans. Read Last 7 & 8 pages of June report to clarify how they utilize right issue money.
@මතo කියපු එක හරි


මම LVEF.N ගැන දන්නේ නැ. දැන් නිකන් අන්තිම රිපෝට් එක බැලුව. "Property, plant and equipment" මොනවා හරි විකුණලා වගේ පේනවා. assets අඩු වෙලා කලින් ට වඩා. එක නිසා හොදට හොයලා බලල ගන්න...මොකද Property විකුණලා ලාබ අවා වගේ පෙන්නනනේ...
machan uba kiyanne NAV reduction eka neda/? let me explain that too. I prefer type in English specially for finacial clarifications.
1) In June report , they seems to have used Weight Average of shares ( not counted the NEW additonal right shares)
to calculate the NAV. Essentially even in June NAV should have been lower than 8.92
2) In Sept ,
a) there was about Rs 290 mllion Foreign currency translation loss.
b) Plus dilution due to Right issue was in full effect.
c) I still think 8,21 NAV is not correct. It should a bit more lower. They seems to be still not using
the full Right issue incluced # of shares to do the NAV calculation
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Post added on Jan 10, 2025 at 7:01 AM
machan right issue declaration has been made on March 2024. Rights has been excercised on May. So you have to look for June report if you need find what they have settled.
2) June report shows , appox Rs 200 mil reduction
3) Sept Report show more reduction , from Right proceeds
4) In June report, they clearly show how they plan to use the Right issue money to settle loans. Read Last 7 & 8 pages of June report to clarify how they utilize right issue money.
machan uba kiyanne NAV reduction eka neda/? let me explain that too. I prefer type in English specially for finacial clarifications.
1) In June report , they seems to have used Weight Average of shares ( not counted the NEW additonal right shares)
to calculate the NAV. Essentially even in June NAV should have been lower than 8.92
2) In Sept ,
a) there was about Rs 290 mllion Foreign currency translation loss.
b) Plus dilution due to Right issue was in full effect.
c) I still think 8,21 NAV is not correct. It should a bit more lower. They seems to be still not using
the full Right issue incluced # of shares to do the NAV calculation
------ Post added on Jan 10, 2025 at 7:01 AM
This share is worth quite a bit more machan .Thjey should report easily eps over Rs 1 &can declare a diviend around 30-40 cent after many years . Just imagine PAP - a share with 3.86 NAV and 22.4 MW generating capacity trades at 7.60 . How can we justify LVEF - a share with 8.21 NAV and 267.3 MW generating capacity (both local & overseas plants) trading at 6.50? answer lies there . this share is still stagnating because some group is still exiting. So this is not for short term lovers. &also Bangladesh crisis is slowly recovering but it takes some time . If you have the capacity to hold it for medium term this has lot of room to appriciate .
Please dont get me wrong machan . Im not promoting this share to you guys. I joined elakiri around 2016. mama hamadama meken dewal igena gaththa witharai.mama IT & other subject gana nodanna nisa meke inna ungen godak dewal igena gatta.man CSE join une 2011 aga. eka nisa meka gana tikak dannawa. Ubala financial stability gana balana eka hodayi. But Future outlook eka gana podi research ekakuth dapan.because past kings not always be future kings. turnaround wena companies walin thamayi lokuma gain ekak enne. mage mathaya dan Bank nm godak run wela iwarai . NTB thama undervalue. 2025 godak hoda NBFI sector ekata. vehicle import restriction ayin wenawa. keep an eye on COCR . most undevalued Gem in NBFI .
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Post added on Jan 10, 2025 at 7:29 AM