@RajeevJ
do anyone on valuepickr know who is Pratyush Mittal holding 60426 shares i,e 1.23 % in the company
Posts tagged Value Pickr
Duke Offshore – Hidden Gem? (19-12-2015)
My long term portfolio (19-12-2015)
Hey !!
Views are invited on my current portfolio. Have got into stock investing 8 months back . I don't like selling my shares like to behave more as a shareholder of a company. Will post my portfolio , and would like senior boarders ( all are senior to me here ) to guide me . In the process , I am sure my learnings will be enhanced.
Share Average buying price. Percentage
Granules. 97. 38%
Ambika cotton. 907. 22%
Repco. 665. 16%
Canfin. 670. 14%
Shilpa. 465. 7%
Seven. 258. 3%
Regards
Rahul
Neuland Laboratories Limited – Transformation towards niche APIs? (19-12-2015)
Hope these family connections do not bring bad name for Neuland as they did with Aurobindo. I do not regret but my biggest miss was Auro. I never considered again after its name cropped up in Jagan's scams.
Disc: Invested along with Strides and Granules in the pharma basket
Byke hospitality – Truly asset light? (19-12-2015)
AngelBrokingResearch_BykeHospitality_IC_090915_090915134452.pdf (398.2 KB)I liked the observations made in this research report. What do you have to say?
Introduction & Portfolio (19-12-2015)
Well, not a single multibagger, not a single defensive to create long term wealth, not a single known name to play safe, all speculative.
BKT
SBI
NMDC
are below avg. but compounders
Neuland Laboratories Limited – Transformation towards niche APIs? (19-12-2015)
I hate to talk like a boss, but got info that big heads of Telugu land and film industry biggies are buying heavily into Neuland Labs. They were the same ones who took Auro Pharma up and then sold to FII's their families are all connected and hence they ask them to buy at market as a favour, so I dont want to discuss the names but I give you a hint that they are a pack and they all have it in their own names. Their families are in telugu film industry and politics.
Disc: Not invested, but looking to get in at a dip. Momentum too strong
Suven Life Sciences – Embedded triggers (19-12-2015)
the classy way you put it, I liked it. I think with Venkats hardwork and their team they will do something by 2017. Suven can be a multibagger
Nandan Denim Limited – No. 1 position in denim play (19-12-2015)
Dear All,
With all due respect.
I use to track this scrip when it was around Rs. 30 (2.5 years back) and bought decent quantity as well but exited at Rs 55.
Few Red flags which I noticed at that time were:
1) At that time there was no separate website. They have one group website.
http://www.chiripalgroup.com/index.php?page=manufacture_home&id=7
2) Other unlisted entities which are also into textile division. Not able to understand why they got listed only one entity and not others.
3) CFO (Mr. sanjay Agarwal) said pledge share was due to loan taken for other group companies but not for NDL.
4) Criminal case against its promoter and other group companies.
http://www.chiripalgroup.com/Right%20Issue-Final%20Lof-14-12-07.pdf
5) Lavish lifestyle of promoter. (This may not be the concern of many but I personally look for it).
Almost after 6 months of my tracking Crisil came out with Buy report and at that time only, long stuck Orange Mauritius Investments Ltd exited from the stock and Globe Capital Market Ltd & New Leaina Investments Ltd entered. Thereafter, promoter started buying and Dolly Khanna (Globe Capital Market Ltd exited) entered in the range of Rs 60-65 from where stock sky rocketed and touched Rs 170.
Contradictory event,
Promoter is buying shares through open market but not releasing its pledge shares rather diluting it through issue of warrants at higher price.
Is below situation possible?
Raise money by pledging shares ------ start buying (at lower price) in open market to attract investors-------roped in well known punters and take the price to higher levels------dump the stock either by issue of warrants or QIP at higher price-----Enjoy holiday in Las Vegas….
[Just a view]
Regards,
Pix transmissions – low profile microcap company (19-12-2015)
Dics: I am a long term holder of Pix
Now what happened in the stock markets is not our business, but its still doing well, its paying dividends, its creating wealth and most of all Somi Belts is not a real competition as its the only listed Indian company as Pix has foreign promoter and great experience in doing the job, as soon as india picks up, we need machinery and they needs Material Handling that can only happen using belts provided by these guys, they supply many belts for various industries and have a great reputation. I think there will come a day when every Indian company making some thing needs MH and convener belts are going to be used, then you wont get Pix at Market Capt to Cash Flow: 2.18. I am positive the days inventory outstanding will reduce.