Dolly Khanna favourite micro-cap fertilizer stock, Rama Phosphate, is up 300% YoY

Discussion in 'Portfolios Of Famous Investors' started by Arjun, Jan 18, 2022.

  1. Arjun

    Arjun Chief Executive Officer (CEO) Staff Member

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    Dolly Khanna is bullish about fertilizer stocks. She holds 2.3% of a micro-cap named Rama Phosphate which is up 300% YoY.

    Fertilizer stocks like Coromandel, Chambal, RCF etc are sparkling on Dalal Street and posting mega gains because of reports that the Government will provide massive subsidy to farmers in the Budget 2022.



    Dolly Khanna had, as usual, foreseen the boom for fertilizer stocks and added a micro-cap named Rama Phosphate to her portfolio.

    Rama Phosphate has a market capitalization of Rs 656 crore. It is engaged in manufacturing Phosphatic Fertilizers viz. Single Super Phosphate (SSP) in Powder as well as Granule form, Mixed Fertilizers namely NPK of various grades, Fortified Fertilizers namely Boronated Single Super Phosphate (Powder and Granule), Micronutrients namely Magnesium Sulphate. Chemicals like Sulphuric Acid and Oleum. Oil division is engaged in the extraction of Soy Oil with value-added product Lecithin.

    Dolly had invested in 3,34,596 equity shares of Rama Phosphate in the September 2020 quarter, which amounted to 1.9 per cent holding.

    In the December 2021 quarter, Dolly Khanna has added 0.4 per cent stake in Rama Phosphate, taking her total holding to 4,04,947 equity shares (2.3 per cent).

    Rama Phosphate has been a scorching multibagger with a return of 300 per cent in the last one year.

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    Dolly has added more micro-cap stocks into her portfolio such as Ajanta Soya, Simran Farms, Control Print and Tinna Rubber.

    We will have to study the prospects of these stocks minutely.

    She has stayed loyal to her earlier favorite stocks like Nitin Spinners, Mangalore Chemicals, Deepak Spinners, Rain Industries and NCL Industries and retained them in her portfolio.

    She has increased her holding in some other favourite stocks such as Butterfly Gandhimathi Appliance, NDTV and Talbros Automotive.

    A few stocks like Aries Agro, KCP Ltd, and Asahi Songwon Colors are precariously on the chopping block. Dolly has reduced her stake in these stocks and sent them a grim warning to either shape up or be shipped out!
     
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