It is indeed ironical that a Great discovery of La opala made on this forum about 3 years back and which continues to generate phenomenal investor returns has not been tracked on this forum since almost a Year. This, in spite of Krishna Kumar posting its 100 bagger achievement in the preceding comment a Year back.

I was going to open a new thread on this when VP told me there was an existing one. Has anyone noticed that the company has acquired another listed entity, Jauss Polymer Ltd.

I was recently going through recent company results when I came upon the Sep’15 results of Jauss Polymer.
Excellent performance – 7.32 crore / 2.60 crore vs 4.92 / 0.08 crore in Sep’14 (Rev / NP). Half yearly performance stands at an EPS of ~8 compared to full year FY14 EPS of 4. Currently, the company is trading at ~Rs 24 at a PE of 3.

Now the question which arises is, Jauss Polymer actually seems like a better bet than Innovative Tech Pack. I also noticed that Innovative Tech Pack is not showing consolidated results with Jauss included. What could be the reason for that? The management of both companies is now the same. Would Jauss be delisted at some date?

At the moment, there seems to have been some catalyst for Jauss Polymer’s results, any clues on what has happened? Could not be purely just raw material costs, as top line has expanded significantly.

I was quite interested in Jauss Polymers, but Innovative Tech Pack does not appeal to me and I do not know if I wish to get into bed with this management.

Thanks ignited_minds for reviewing my portfolio. I know I don’t have any unknown names. That’s exactly what I want ie to concentrate on compounders. In my early days of investing I was looking for multibaggers all the time and I had numerous stocks and some did become multibaggers but unfortunately I had poor capital allocation. In the end I lost out. I don’t get much free time to monitor the stocks adequately. So sticking to stocks tracked by valuepickr’s gives me lot of peace. Even with the limited effort I am able to get 40% IRR when nifty returned negative last one year! One new entry to the pf is syngene international.

Like other large banks, SCB has shut down some divisions. The UK is pushing for privatisation with sale of stake held in Lloyds Banking Group and RBS. The major pain for SCB is also due to the Asia focus and Chinese slowdown.

Raising Capital, Cutting Costs

Considering to start buying in small quantities.

The results for the the 2nd quarter are out. Link: http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/9E940896_0321_48CC_9F2E_FCCE746E8005_135047.pdf

The results should be compared Y-o-Y as it is a seasonal business (mentioned in result footnotes also). Though Y-o-Y the loss has widened due to lower sales. Employee costs have gone up (This I feel should be compared Q-o-Q); Depreciation cost has gone down.
The major kick in sales should come once they acquire another OPV for which the CFO has already said that they are in advanced talks and we can expect a notification on the same very soon.

Disc: Invested. Looking to add more at dips of 15-20%