Hindistan Media Ventures Limited (HMVL) : A mis-spelt bet 
(read the thread topic )
Disc : Invested with 5% of portfolio.
Posts tagged Value Pickr
Hindistan Media Ventures Limted (HMVL): A mispriced bet in newspaper business (04-12-2015)
Deepak Fertilizers and Petrochemicals (04-12-2015)
Disclosure: Bought some Deepak Fertilizers today
Not expecting a huge upside even if profits reach Rs 200cr. Find the HDFC Sec target of Rs 190-200 realistic. What is the PE that a company like this should get? Current market cap is Rs 1361cr. So about 46% return if share reaches a PE of 10 with profit of 200cr.
ALLSEC Technology – BPO turnaround story (04-12-2015)
I think this stock is best avoided like most of small cap IT/ITES companies. You don't need to over analyze this and company may be trying to do right things.
But ITES market has become hyper competitive and smaller guys have strong niche they can not make money.
e.g. Take solution has found a niche and trying to reinvent itself. Market seems to like it. But even there we will need to see if they succeed.
Companies who could not grow in hey days in last 25 years have very little chance now unless they have a strong niche.
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 (04-12-2015)
I think it is very important to recognize here that both the initiator of an post/stock story and the moderator/admin have good intentions as the primary driver of their posts/actions.
The initiator wants to share his/her views on a new idea which he/she feels has potential to create value for investors and hence wants to share the same with the tribesmen. On the other hand, the moderator has a job to ensure that given the wide spectrum of members on this forum, no unintended damage is done to the investors who are learning the ropes or are entering the market for the first time So, if we work with that basic premise, the context is set right for the discussion.
Then the real focus should be to ensure that the rules/guidelines are so designed to maintain the fine balance between the twin objective of both the stakeholders (Member & Admin). Instead of getting into debate around once specific instance (which of course has triggered this discussion), I feel we should delve upon
- What are the key governing principles around which the guidelines
should revolve/is revolving ?- As we all understand, as any organization/forum evolves so does it's needs. Hence, in the context of VP which is much larger today than few years ago and involves wider spectrum of investors, are current guidelines adequate to serve the need of the forum or do we need to tweak it to ensure that it meets with the needs of larger community without undermining the fundamental principles on which VP is founded?
- What is SOP (standard operating procedure) for handling the deviation from guidelines in terms of communication? How do we ensure that the exception to guidelines are handled in manner that is not harsh to the member?
Having said that, I feel it is very important to have a guideline/rule based forum or else with 11,000 members participating in free flowing discussions,we risk the forum becoming another moneycontrol message board/TED. We must ensure, that VP remains a forum that is regarded for it's structured and balanced discussions and collaborative effort. Thus, having right guidelines and enforcing them dispassionately is critical for the success of VP.
@subashnayak_19_, I am sure many on this forum will recognize your excellent contribution to this forum as I am surely one of them. VP, from it's early years have benefited from time to time from your posts/inputs. I personally feel that it is perfectly fine to have diametrically opposite view point and yet collaboratively prosper together on forum like VP.
I am sure all of us including admin and moderator will agree that VP is because of it's tribe and not otherwise. Based on my limited experience, I feel VP is a unique platform that is created by all of us and belongs to all of us. The sense of belonging that I see in many VP folks is exemplary. We must ensure that this unique experiment in collaborative research grows multifold and benefits the larger investor community in the long run.
Ujaas Energy – Value Migration to Solar Power (04-12-2015)
To be frank I don't have much idea. From a big picture perspective, the hope is that if govt. is serious about this, they will find ways to enforce compliance. Coming to the specifics, I am hoping that there will be a rush as March approaches, since the RPO requirement is on an annual basis.
Cupid Ltd – Helping the world play safe! (04-12-2015)
I'm quoting some important lines from the news article as the significance of this news is immense, given the context of prevailing situation and the country we are talking about.
CFC = Cupid Female Condom.
Outcome of study done starting 2014:
RESULTS from an Acceptability study for the Cupid Female Condom (CFC) in Zimbabwe, commissioned in 2014 by the Ministry of Health and Child Care (MoHCC), the Zimbabwe Family Planning Council and UNFPA have shown that the condom is acceptable in the country.
Cupid Female Condon acceptability:
“Results show that the condom is acceptable in Zimbabwe, in fact the level of acceptability for the Cupid Female Condom CFC is very high. There is evidence that this is a condom that will be liked by all participants of this study; men, women, young people, sex workers and people living with HIV.
Significant statement to make which should help Cupid secure orders:
“Therefore, the Cupid Female Condom (CFC) provides an additional safer sex option and it is recommended to be considered for introduction into Zimbabwe,” she said.
Prevention is better than cure:
Despite the myths and misconceptions, condoms are so far the only method that has been proved to help in the prevention of unwanted pregnancies, HIV and other sexually transmitted diseases.
Source link (posted by a member already in one of the above posts):
Disclosure: I hold Cupid.
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 (04-12-2015)
Maybe I could have resisted from writing this as may not make any difference, but still maybe a last attempt to put across the POV.
True, but please imagine if all members start thinking like this then what would this lead to.
Please think if everybody starts thinking like this then how much more difficult would admin's job become. It is like littering in a public park and if somebody objects, then asking that person to do it himself. Imagine yourself as a supervisor, would you always like to spend your time correcting other's mistakes or would you like to guide them, so that they don't do that mistake again. Also if its easy for admin then its easy for us too. It is just about starting the thread in relevant section.
Let us evaluate or judge the efforts on the basis of how many naive investors can be educated and saved rather than how many weren't. Even if it is 5 or 10 out of 11000, then still it is worth it. Trust me on this, as I have seen people losing thier shirts with responsibility of 2 daugthers to wed or educate. If just by writing 10 additional lines and few additional key strokes on our laptop, from the comfort of our homes, we can contribute towards this cause, then why not.
Times change. Valuepickr has evolved from those times because of positive contribution from people like you ( I personally also like many of your previous posts). Repuation and credibility has been earned by valupickr, it has got more and more visibility. With all this and in markets like this comes additional responsibility which needs to be shouldered by everybody.
Maybe the admin could have used a bit softer words to convey the message as everybody are adults over here and I know people can feel offended in a public forum. But the message was not wrong, it wouldn't have taken much time to just start a thread in the relevant section and add few additional lines.
I personally have a lot to learn from people like you and really do think that some of your posts that I had gone through were really good and value add. Sincere request to put this behind and continue to contribute positively like you have in the past.
Kind Regards.
Agro Tech Foods – A small cap MNC foods FMCG (04-12-2015)
True. I like AgroTech due to long runway it has. If they execute diligently I don't have sale for at least a decade.
It is difficult to value it based on earnings as they are at peak of investment phase and small size makes earnings real volatile.
@reacher sales have not gone anywhere as they slowly did away with agro trading and have stopped investing in low value add product Crystal leading to sales decline.
Cupid Ltd – Helping the world play safe! (04-12-2015)
Dear Rajeev ji,
Its an extremely interesting thread started by you.
Cupid looks like an excellent growth story.
I think I have joined too late.
Pros :
The cake size will get bigger for Cupid from here on., ( in absence of some formidable competition )
They almost have the first mover's advantage., with approvals from UNFPA & WHO.
The company has released their pledged holdings., & is now almost debt-free.
The promoter has good grip & understanding of his business line.
Addition of related products in their product basket.
Cons :
1) No second line management. ( not of immediate concern ).
For a late entrant like me, P/e of 46 is holding me back at the moment.
I would like to know your views on the same.
Rgrds,
Mukesh Tolani
Ujaas Energy – Value Migration to Solar Power (04-12-2015)
@chintans
Any idea on the RPO mechanism. Since quarters, there's no improvement in RPO enforcement.
In every concall, Anurag implants hope through the Supreme Court and APTEL orders but things have not changed on the ground it seems.
Source : http://www.iexindia.com/marketdata/recdata.aspx
Still there's a huge gap between Supply and Demand.
It'll be great if you share your views on the same with us.
Thanks & Regards.