| shilac [ Belongs to: Silver Circle ] | |

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| Last Visited by: | vishaaljmodi, desikan30, mitz |
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shilac's Message History
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Tracked by: 0 Boarder stock is tankingPosted by : Date :10th Feb, 2010 - 00:30 BSE: Rs 245.35 ( 1.15 % ), NSE: Rs. 244.70 ( 0.82 % )I do not know about FEMA violations.. can you post any link on this? I thought the promoters of this company is trust-worthy... I do not think it is because of the US exposure, in fact, the US subsidiary is doing very well and it added 40 Cr to the bottomline in Q3. The company looks very attractively valued at this point...good strong order books, improving margins, leadership position in many segments, high growth.
I m going to stay invested for a longer term and see what happens .. the stock may touch 400+ in a year`s time if the economic recovery continues.... Tracked by: 0 Boarder could not agree morePosted by : Date :9th Feb, 2010 - 00:52 BSE: Rs 200.15 ( 0.18 % ), NSE: Rs. 200.05 ( 0.13 % )thanks for the info.. Right now, I do not want to enter high beta plays like NCC. I am planning to look into few smaller companies like Ahluwalia/Unity and Pratibha....
Tracked by: 0 Boarder stock is tankingPosted by : Date :8th Feb, 2010 - 22:49 BSE: Rs 242.55 ( -3.42 % ), NSE: Rs. 242.70 ( -3.27 % )do not know why this stock is tanking... it has been the worst performing stock in my portfolio ...currently sitting with huge losses. do not know why... i guess it will be good in the longer term.....
Tracked by: 0 Boarder any ideas why the stock is not moving?Posted by : Date :3rd Feb, 2010 - 21:44 BSE: Rs 190.55 ( 0.77 % ), NSE: Rs. 191.00 ( 1.14 % )In spite of very good results, the stock is not moving. Any negative news?...
Tracked by: 0 Boarder could not agree morePosted by : Date :31st Jan, 2010 - 22:42 BSE: Rs 197.10 ( -2.93 % ), NSE: Rs. 197.00 ( -3.00 % )goldentip, I could not agree more. In fact, I have been looking to pick up NCC around 140-145 levels. In this space, Era is the best pick followed by NCC...
Tracked by: 1 Boarder q3 results ouPosted by : Date :29th Jan, 2010 - 21:06 BSE: Rs 77.05 ( -1.78 % ), NSE: Rs. 77.20 ( -1.91 % )revenues in line at 107 Cr but margins under pressure. profit of 20 Cr.. very good but I was expecting better...
Tracked by: 0 Boarder get your facts rightPosted by : Date :29th Jan, 2010 - 16:32 BSE: Rs 197.10 ( -2.93 % ), NSE: Rs. 197.00 ( -3.00 % )Era is not in the same league as gayatri,pratibha etc. those are much smaller companies. it is in the same league as IVRCL,NAGARJUNA but having much better growth, much better margins and much better cash flows and it is available at a significant discount to all of these. This is by far the best pick in the midcap infra space...
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