Alphageo (India) the stock for Value Investors !!!

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Sonia, Sep 12, 2017.

  1. Sonia

    Sonia Member

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    What is value investing?
    When the herds are chasing fancy names, a Value investor piles up stocks which are less than their intrinsic values and believes the market has undervalued.

    Alphageo is the stock for Value Investors, this is also my Diwali pick 2017 in advance for all members on this Forum :)... we shall see the performance and returns on next Diwali 2018.

    Alphageo is India’s leading seismic survey service provider, takes informed decisions on where to explore for oil. A large order book of 1100 gives visibility to earnings growth over the next 2 years. For the year, 2016-2017 Alphageo has given growth of 332% and with increase of 590% Profit after tax; year on year basis. The board of directors have recommended a dividend of Rs 4 per equity share.

    From the annual report 2017, the top shareholder, the first 2holders make my investment more easy.

    - Kenneth Andrade ;)
    - Alchemy India Long term fund ;)
    - IL&FS Securities
    - Religare Securities
    - ICICI Bank
    - and many more.

    Market cap of 490 crore and an order book of 1100 crores from ONGC makes it an attractive investment bet.
    CMP - 772
    P/E - 8.53
    Debt- 0.2
    ROCE-30.26
    OPM - 31%

    Alphageo (India) is the stock for Value Investors, you may take allocation upto 12% of your portfolio, the stock is at CMP of Rs.772/- and can be bought upto Rs 832/- hold for multibagger returns.


    Disclosure: Holding 15% of my portfolio with nerves of steel :)


    For more details, please refer latest annual report.

    @kharb @Srouta Mukherjee @RAMA MURTHY SASTRY CHALLA @ValueInvestorSav @Livermore @Long Term @w4wealth
     
    Last edited: Sep 13, 2017
    BKJ, Adiy, Bull_Khan and 2 others like this.
  2. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Sooper stock recommendations. Stock has gone for uc in morning session. congrats :)
     
  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    WHat stocks you have in balance 85% of portfolio. How much is allocated to each stocks?
     
  4. wild_hipman

    wild_hipman Active Member

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    @Srouta Mukherjee

    We have been waiting a longtime for you to disclose this very same information
     
  5. Sonia

    Sonia Member

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    @Srouta Mukherjee

    Thanks.....Alphageo hit 20% today as "The Union Cabinet today approved a Rs 3,000 crore project to acquire seismic data for prospecting of oil and natural gas reserves".

    Alphageo has lot of chances to bag this order, being the number one player for seismic survey service provider.


    http://economictimes.indiatimes.com...s-reserves-appraisal/articleshow/60482687.cms

    Alphageo definitely a value investor stock, for multibaggar returns :)

    As a value investor my portfolio is never attractive, since its for long term ;)
     
    Last edited: Sep 13, 2017
  6. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Congrats for good stock pick please post other stocks ideas also :)
     
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  7. Rajbir

    Rajbir New Member

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    Hi,
    Whats your avg buying price?
     
  8. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    congratulations sonia
    last 1 year promoter increased stake nearly 6 %
     
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  9. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Looks like good stock if crude prices goes up stock will shoot up :)
     
  10. Ravikumar

    Ravikumar Active Member

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    Yes. Looks very attractive. Entered in very small quantity. looks a worthy bet.
     
  11. Sonia

    Sonia Member

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    Only when the tide goes out do you discover who's been swimming naked. - Warren Buffett

    Friday's massive selling in the stock market gave a clear picture on the stocks which had ran up without any fundamentals, falling from 8% -20%

    Alphageo remains unshaken, treat yourself with the upcoming dividend and sit tight :)



    @Kritesh Abhishek @kharb @Srouta Mukherjee @RAMA MURTHY SASTRY CHALLA @ValueInvestorSav @Long Term @w4wealth @mightytechy @adi16 @adrian007 @good stocks @wild_hipman@BKJ @om sangani @vinodvaddi @investor1997 @shakti khanduri @ssgeethan @dhinakarh @Jagadeesh Atukuri @shubham @D Viswambharan Sharma @pksbravo @Ajay Hooda @thotapathi @vinmech[/USER] @Raaz @KK Shah @Premkumar166 @Warren Buffet Jr. @shakti khanduri @krish123 @Jagadeesh Atukuri @Hem T @Shailendra72 @BKJ @pksbravo @MoneyWorks4ME @rakesh0306 @MRTY @Raj123 @Vandan M @Equity @adi16 @Sagar Arora @sushil tandey @7cr @Ashish Datta @W210 @vinodvaddi @Shena Majumdar @Ruby Patel @shakti khanduri @Kishorekumar @Madhu veeramalla @animon09 @guru4482 @PrashantA @tadvai @mscratnesh@ARUNVIGNESH @G_One @Manmohan Gupta @nayantravels @srinivas997 @Definate @D Mohan @Victor @Ajay Hooda @krish123 @yembee @starry_eyes @Ruchir Joshi @kedar b @RectangularPaper @Nidhi Hingorani @Gopal Sharma @KK Shah @Manmohan Gupta @ajay daram @Ashish Datta Datta @investor1997 @ssgeethan @adrian007 @Epicram @Livermore @amit1212 @Jagadeesh Atukuri @jacobvacha @rakesh0306 @Fun_Da_Mentalist @guru4482 @adi16 @adrian007 @good stocks @wild_hipman@amit1212 @BKJ @om sangani @vinodvaddi @investor1997 @shakti khanduri @ssgeethan @dhinakarh@Jagadeesh Atukuri @shubham @D Viswambharan Sharma @pksbravo @Ajay Hooda @thotapathi@Jagadeesh Atukuri @vinmech @Raaz @KK Shah @Premkumar166 @Warren Buffet Jr. @shakti khanduri@jacobvacha @krish123 @Jagadeesh Atukuri @Hem T @Shailendra72 @BKJ @pksbravo @MoneyWorks4ME@rakesh0306 @MRTY @Raj123 @Vandan M @Equity @adi16 @Sagar Arora @sushil tandey@Fun_Da_Mentalist @7cr @Ashish Datta @W210 @vinodvaddi @Shena Majumdar @Ruby Patel @shakti khanduri @Kishorekumar @Madhu veeramalla @animon09 @guru4482 @PrashantA @tadvai @mscratnesh@guru4482 @ARUNVIGNESH @Manmohan Gupta @nayantravels @Bull_Khan @Adiy @Rajbir @Ravikumar @srinivas997 @Definate @D Mohan @Victor @Sankar B
     
    Last edited: Sep 23, 2017
  12. Sonia

    Sonia Member

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    India will offer investment opportunities worth USD 300 billion in the hydrocarbon sector

    Good news :) for Alphageo Investors as the company has recently bid for Aerial Geophysical surveys, these are predominantly used for Hydrocarbons and mineral exploration, Alphageo likely to bag the order. Also clarified that recent news on Rs 3000 crore includes the Rs 1300 crore order received by Alphageo from ONGC.

    http://economictimes.indiatimes.com...r-dharmendra-pradhan/articleshow/61024876.cms

    @Kritesh Abhishek @kharb @Srouta Mukherjee @RAMA MURTHY SASTRY CHALLA @ValueInvestorSav @Long Term @w4wealth @mightytechy @adi16 @adrian007 @good stocks@wild_hipman@BKJ @om sangani @vinodvaddi @investor1997 @shakti khanduri @ssgeethan @dhinakarh @Jagadeesh Atukuri @shubham @D Viswambharan Sharma @pksbravo @Ajay Hooda@thotapathi @vinmech[/USER] @Raaz @KK Shah @Premkumar166 @Warren Buffet Jr. @shakti khanduri @krish123 @Jagadeesh Atukuri @Hem T @Shailendra72 @BKJ @pksbravo@MoneyWorks4ME @rakesh0306 @MRTY @Raj123 @Vandan M @Equity @adi16 @Sagar Arora @sushil tandey @7cr @Ashish Datta @W210 @vinodvaddi @Shena Majumdar @Ruby Patel@shakti khanduri @Kishorekumar @Madhu veeramalla @animon09 @guru4482 @PrashantA @tadvai @mscratnesh@ARUNVIGNESH @G_One @Manmohan Gupta @nayantravels @srinivas997@Definate @D Mohan @Victor @Ajay Hooda @krish123 @yembee @starry_eyes @Ruchir Joshi @kedar b @RectangularPaper @Nidhi Hingorani @Gopal Sharma @KK Shah @Manmohan Gupta@ajay daram @Ashish Datta Datta @investor1997 @ssgeethan @adrian007 @Epicram @Livermore @amit1212 @Jagadeesh Atukuri @jacobvacha @rakesh0306 @Fun_Da_Mentalist @guru4482@adi16 @adrian007 @good stocks @wild_hipman@amit1212 @BKJ @om sangani @vinodvaddi @investor1997 @shakti khanduri @ssgeethan @dhinakarh@Jagadeesh Atukuri @shubham @D Viswambharan Sharma @pksbravo @Ajay Hooda @thotapathi@Jagadeesh Atukuri @vinmech @Raaz @KK Shah @Premkumar166 @Warren Buffet Jr. @shakti khanduri@jacobvacha @krish123@Jagadeesh Atukuri @Hem T @Shailendra72 @BKJ @pksbravo @MoneyWorks4ME@rakesh0306 @MRTY @Raj123 @Vandan M @Equity @adi16 @Sagar Arora @sushil tandey@Fun_Da_Mentalist @7cr @Ashish Datta @W210 @vinodvaddi @Shena Majumdar @Ruby Patel @shakti khanduri @Kishorekumar @Madhu veeramalla @animon09 @guru4482@PrashantA @tadvai @mscratnesh@guru4482 @ARUNVIGNESH @Manmohan Gupta @nayantravels @ @Bull_Khan @Adiy @Rajbir @Ravikumar @srinivas997 @Definate @D Mohan @Victor@Sankar B
     
  13. Darshan

    Darshan New Member

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    What should I do if anyone can guide me I have alphageo at 995 ,what should be the target and duration
     
  14. Darshan

    Darshan New Member

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    What should I do if anyone can guide me I have alphageo at 995 ,what should be the target and
    time frame



    @Sonia
    @Kritesh Abhishek @kharb @Srouta Mukherjee @RAMA MURTHY SASTRY CHALLA @ValueInvestorSav @Long Term @w4wealth @mightytechy @adi16 @adrian007 @good stocks@wild_hipman@BKJ @om sangani @vinodvaddi @investor1997 @shakti khanduri @ssgeethan @dhinakarh @Jagadeesh Atukuri @shubham @D Viswambharan Sharma @pksbravo @AjayHooda@thotapathi @vinmech[/USER] @Raaz @KK Shah @Premkumar166 @Warren Buffet Jr. @shakti khanduri @krish123 @Jagadeesh Atukuri @Hem T @Shailendra72 @BKJ@pksbravo@MoneyWorks4ME @rakesh0306 @MRTY @Raj123 @Vandan M @Equity @adi16 @Sagar Arora @sushil tandey @7cr @Ashish Datta @W210 @vinodvaddi @Shena Majumdar @Ruby Patel@shakti khanduri @Kishorekumar @Madhu veeramalla @animon09 @guru4482 @PrashantA @tadvai @mscratnesh@ARUNVIGNESH @G_One @Manmohan Gupta @nayantravels@srinivas997@Definate @D Mohan @Victor @Ajay Hooda @krish123 @yembee @starry_eyes @Ruchir Joshi @kedar b @RectangularPaper @Nidhi Hingorani @Gopal Sharma @KK Shah@Manmohan Gupta@ajay daram @Ashish Datta Datta @investor1997 @ssgeethan @adrian007 @Epicram @Livermore @amit1212 @Jagadeesh Atukuri @jacobvacha @rakesh0306@Fun_Da_Mentalist @guru4482@adi16 @adrian007 @good stocks @wild_hipman@amit1212 @BKJ @om sangani @vinodvaddi @investor1997 @shakti khanduri @ssgeethan@dhinakarh@Jagadeesh Atukuri @shubham @D Viswambharan Sharma @pksbravo @Ajay Hooda @thotapathi@Jagadeesh Atukuri @vinmech @Raaz @KK Shah @Premkumar166 @Warren Buffet Jr. @shakti khanduri@jacobvacha @krish123@Jagadeesh Atukuri @Hem T @Shailendra72 @BKJ @pksbravo @MoneyWorks4ME@rakesh0306 @MRTY @Raj123 @Vandan M @Equity@adi16 @Sagar Arora @sushil tandey@Fun_Da_Mentalist @7cr @Ashish Datta @W210 @vinodvaddi @Shena Majumdar @Ruby Patel @shakti khanduri @Kishorekumar @Madhu veeramalla@animon09 @guru4482@PrashantA @tadvai @mscratnesh@guru4482 @ARUNVIGNESH @Manmohan Gupta @nayantravels @ @Bull_Khan @Adiy @Rajbir @Ravikumar @srinivas997@Definate @D Mohan @Victor@Sankar B
     
  15. Michael Gonsalves

    Michael Gonsalves Member Staff Member

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    Alphageo's fortunes are tied with that of crude oil. It is difficult to predict the trend of crude oil because it is dependent on a number of factors.

    This is one of the risks of investing in commodity stocks. There are too many unpredictable issues.

    According to some experts, crude oil prices will see a spike in the near future. However, there are an equally large number of experts who hold the bearish view.

    I think a small allocation to Alphageo is justified because it is a very well run company and has good prospects. If crude oil prices do spike, stocks like Alphageo, Selan exploration etc will be the first movers.
     
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