Another order win of 10 MW for 91cr. including O&M from Sardar Sarovar Narmada Nigam at Vadodara.
http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/4CAB68F0_CEE3_4536_8815_7DA1FAF5DBDC_181117.pdf
Posts in category Value Pickr
Ujaas Energy – Value Migration to Solar Power (03-12-2015)
Cupid Ltd – Helping the world play safe! (03-12-2015)
Agree Vijay. But the risk may be that although the opportunity size is large, there may be many more other players (after getting due licence etc. ofcourse) who may jump into this business and destroy the pricing power/oligopoly of the market. If the new entrant is with deep pockets and better technology it may even bring cupid to knees. Any thoughts on how cupid will be able to sustain or protect moat around it for next 10 years would be welcome.
Disc.: Tracking closely
Cupid Ltd – Helping the world play safe! (03-12-2015)
Not exactly. Short term tax will be lot more than profits on such a trade. Holding long term makes lot of sense in such stocks.
I see cupid as a brilliant business for next 10 years. The female condoms is a relatively new product. Opportunity size is large. It may shift some of the business consumer facing. 30 pe is actually not a high valuation.
Holding since 110 levels
Cupid Ltd – Helping the world play safe! (03-12-2015)
Superb timing Raj, looking at your earliest post, I was asking myself, what if Cupid get another order? 
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (03-12-2015)
Hello Subhash, the reasons for posts coming down from old VP timers is for the following:
a) There are no easy pickings in the market. You do not have an Ajanta/Astral/Mayur and the early VP stories which are available at a huge discount and which can be accumulated quarter on quarter. Quality in the current market is at a premium and we are all aware of it.
b) There are SEBI guidelines which are followed by most old timers and if someone is accumulating a stock it takes quite sometime to start posting on the forum.
But the above two cannot be considered good enough reasons to post without due diligence, without having an idea about management, without doing a proper risk assessment. Personally I do not post unless my conviction in the business is high, the promoter integrity is a given and if I do not see that something is left on the table for the rest of the community. Another criteria that I choose is that I should have a minimum of 5% in the story (neck in the game). Also when I post on an open platform like VP I carry a moral responsibility that I do not end up mis-guiding folks even unintentionally. The ethos of VP are quality and trust with an objective for collaborative equity research and I try to ensure that in all my posts specifically when writing a new stock story.
I have found some of your thread/responses valuable to the community and myself, I hope you keep doing contributing and doing the good work.
Deepak Fertilizers and Petrochemicals (03-12-2015)
aditya,
gsfc is an inverted head and shoulders pattern. Whats needed is a heavy volume breakout to confirm the pattern.
I cant see any cup in rcf. However the chart does look bullish. Which time frame are u seeing a cup in RCF? And against two great quarters i.e q1 and q2 of fy 16 for both chambal, gsfc and deepak, rcf results have been lacklustre.
Even Coromandel International chart seems interesting. On monthly candle stick pattern, it has posted a bullish engulfing pattern in Oct 2015 and since then seems to be consolidating.
Deepak Fertilizers and Petrochemicals (03-12-2015)
attached a recent hdfc securities visit note on deepak fert. detailed report on the company.deepak fert hdfc visit note nov 2015.pdf (222.4 KB)
Agro Tech Foods – A small cap MNC foods FMCG (03-12-2015)
Yes opportunity cost is key risk here. Will hold for 2 years and then take a call.
Emmbi Industries – Boring name. boring business (03-12-2015)
Two key risks i can think are Crude Oil price and asset heavy business model. I see profit is increasing along with debt.
However their ROE and ROA showing improvement in the last 2 years. It used to be low margin business(approx 3% Profit). However i believe, going forward their margin would increase against the backdrop of low crude oil price and purchasing their product by the leading e-commerce retailers for packaging.
Disclosure: Invested at Rs 9 and Sold at Rs 12 in 2012-2013 after realizing it was low margin business. Bought again at Rs 24 and holding as i realized it's fortunes are changing for the reasons mentioned.