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samirarora  [ Belongs to: Platinum Circle ]

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about samirarora  
Joined on: 5th May 2002
Posted 556 messages to date
Visitors: 223 Till date
Boarders tracking samirarora: 15 see all
Mostly writes on:

Adlabs FilmsNDTVUTV Software 

Last Visited by: fmlakhani, mogo_gopa, rohanranjan
 
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samirarora's Message History


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Best of Luck

Parekh Aluminex

Posted by : samirarora

Date :24th Nov, 2009 - 15:14

BSE: Rs 111.45 ( 0.13 % ), NSE: Rs. 111.00 ( 0.45 % )
Dear Sir,
I own some paral and you message seems to suggest that you are not too sure about the prospects of this company and hence have sold out your holding.
Could you kindly shed some light on the matter, as even i am so far disappointed with the performance of this stock and am thinking what to do.
I have purchased at rs.108 average.

All the best,
samir....

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5.25% shares accumulated so far during T2T

Roman Tarmat

Posted by : samirarora

Date :12th Nov, 2009 - 13:11

BSE: Rs 48.80 ( -0.20 % ), NSE: Rs. 50.75 ( 2.63 % )
Many thanks for the reply.. it is good to hear that the promoters are good, which was my main concern. I shall continue to hold the same, even if share price does not rise too much but dividends are good, even thats ok by me.

best wishes,
samir....

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5.25% shares accumulated so far during T2T

Roman Tarmat

Posted by : samirarora

Date :11th Nov, 2009 - 16:00

BSE: Rs 48.90 ( -2.10 % ), NSE: Rs. 48.60 ( -4.14 % )
Mukutji,
It does not much matter to me, whether the stock underperforms for a while, as long as its a fundamentally strong stock...Could you kindly re-assure, whether to your good judgement, this company has its fundamentals intact and more importantly, that it has honest and hard working promoters?

I am in fact, more worried about promoters of a company rather than its business, hence if promoters are bad, i will happily take a loss and exit the stock , before i lose any further money.
I will look forward to your informed reply,
best wishes,
samir....

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buy TGT 1000

UTV Software

Posted by : samirarora

Date :10th Nov, 2009 - 15:13

BSE: Rs 453.20 ( -0.41 % ), NSE: Rs. 452.65 ( -0.54 % )
UTV software has a very very low floating stock and hence , while i am tempted at different times to sell at a high and buy back at a lower price, i refrain from doin so, because i dont know when it will happen, but provided utv software remains fundamentally strong, i will end up selling high.. and then will not get an easy opportunity to buy it back.. one has to be careful in holding stocks which have a low free float.. thats all...

Best wishes,
samir....

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buy TGT 1000

UTV Software

Posted by : samirarora

Date :10th Nov, 2009 - 10:44

BSE: Rs 455.70 ( 0.14 % ), NSE: Rs. 456.50 ( 0.31 % )
The warrants were convertible at rs.860.00 a share... 10 percent advance was paid, which has been forfeited and warrants have lapsed, with unilazer saying, that they give up the rights to the warrants.

With cmp at 450 and warrants convertible at rs.860, it comes as no surprise that warrants were allowed to lapse without buying into them.

An ideal situation would have been if promoter had bought the warrants at 860, even while current share price is 450.. but this is less than an ideal world..and other than probabaly the TATAs, i dont think any promoter would have bought them..

Anyway, the warrants story is now over, but now UTV is doing a 750 crore placement and now it remains to be seen, what they do regarding this, as i think this is the last stumbling block,we as shareholders will have to pass... needless to say, once this placement is done, our stake in company will half, as equity is going to be diluted, but on the other hand, companywill be worth much more than it is now.. i am looking forward to seeing as to what will happen, as i have no ideas regarding this at this stage.

Best wishes,
samir....

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sell

MTNL

Posted by : samirarora

Date :8th Nov, 2009 - 18:31

BSE: Rs 71.70 ( -0.69 % ), NSE: Rs. 71.65 ( -0.69 % )
Hi Mukut,
i have been watching roman tarmat myself.. you think its a good stock... may i kindly have your opinions about this stock..
thanks
best wishes,
samir....

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Big Game is Being Played in Telecom Stocks

Idea Cellular

Posted by : samirarora

Date :8th Nov, 2009 - 18:29

BSE: Rs 50.55 ( -5.51 % ), NSE: Rs. 50.50 ( -5.61 % )
Q3 results are expected to be extremely bad.... if one must get into the telecom sector, i would think a good time to buy would be in jan feb, before the results are announced, as that time, market will be expecting the worst and hence tele stock prices will be very subdued.

Further, since telecom stocks are expected to underperform atleast for the next few quarters, there is no hurry to get into them at this time, and in fact, one should at this stage move into another sector that is performing, or else will find that he/she had capital tied in a stock for a year and not only did the capital did not appreciate.. instead, its probabaly showing a loss..

Careful- Friday idea went lower on huge volumes, there is liquidation going on.

Best wishes,
samir.

PS- there might be some relief rallies in tele stocks,but those should be used to liquidate and not to accumulate.. but as usual, public is going to do exactly the opposite :-)...

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