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Posts tagged Value Pickr

Vinati Organics (20-10-2015)

Hi,

I am actively tracking Vinati Organics. They have recently announced capex plan of 200 Cr in May-2015. You can find the details below:

http://www.nseindia.com/corporate/Letter_to_NSE_270515_05272015124001_1.zip

They are making new plant for IBP which is intermediary for IBB and Ibuprofen. Also, they are expanding capacity of IB for which they have monopoly in India.

I got in touch with Mr. Vinod Saraf (management) to inquire about the progress. They informed that the work is progressing as desired and they are still having some statutory approvals pending for the same. The revenue from this is expected to flow by end of FY16.

Happy to discuss any other queries. Thanks.

Disclosure: Invested

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Vinati Organics (20-10-2015)

accumulating in SIP mode due to confidence on the management....... no idea about expansion.................

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Byke hospitality – Truly asset light? (20-10-2015)

how revenue expected this quarter

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Vinati Organics (20-10-2015)

anyone invested/tracking vinati organics? Does anyone has any update on capacity expansion or new products?

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Somi Coveyor Belts (20-10-2015)

One of the earliest discoverer of Avanti feeds who holds more than 1% stake astute HNI investor Girish Gulati had invested in this co

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Somi Coveyor Belts (20-10-2015)

the broader economic slowdown might have been responsible for it but yes you are right we cannot take the management's word at face value.

Manish can you share who sent you this note? some brokerage house or a stock picker?

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Somi Coveyor Belts (20-10-2015)

Hi @manishchopra1993

i went through the FY15 annual report and the management has given very aggressive guidance. according to AR, mgmt targets 80% rev growth in FY16 and further 100% in FY17.
But the mgmt has history of giving aggressive guidance and not achieving it.
Here is the transcipt of the interview in Oct 2010 where mgmt gave guidance of 30-35cr revenue for FY11 and Rs. 80 cr for FY12. http://www.moneycontrol.com/news/business/somi-conveyor-beltings-projects-rs-30-cr-revenue-for-fy11-_490428.html
the co managed to achieve sales of 25 cr in FY11 and 36 cr in Fy12. in FY15 revenue stod at 75 cr.

Discl: Not invested

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Canfin homes ltd (20-10-2015)

Hello everyone ,

Is the net and gross npas anything to worry about ?

Disc invested from lower levels

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Canfin homes ltd (20-10-2015)

Hello everyone ,

Is the net and gross npas anything to worry about ?

Disc invested from lower levels

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Realtime Alerts for BSE Corporate announcements (20-10-2015)

Yes Raj. Truly deserves our appreciation.

No longer do we need to log into different sites and time intervals to check if the results have been uploaded. So much time is saved if you have a large portfolio like I have.

Delivered straight to your mobile phone (read inbox)

Brilliant indeed!

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