kiranam's Message History
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Tanla Solutions
Reply By sukhoi37
Date: 24th Nov, 2009 - 13:38
BSE: Rs 60.35 ( 0.00 % ), NSE: Rs. 60.30 ( -0.25 % )
kiranam,
I am sure you must be knowing, sometimes stock price movement doesn`t really reflect a company`s performance but am not saying everything is alright with Tanla. You see my point? There are variety of reasons for the stock price movement, if one sees no movement that doesn`t mean it`s a bad company and vice versa. Again, there are exceptions in many cases.
Take for example, NIIT. It`s not moving enough, more or less same story like Tanla stock movement since Jan, 2009. So is it a bad company? What about companies like Satyam, Maytas etc which are scam tainted, managed very well with the stock movement. And there is our classic Reliance Telecom example, in couple of trading sessions this stock pulled down from 320 levels to 160-170 level due to some 5,000 crore accounting issue (maybe a scam!) but is it really a bad company?
Not only Tanla, there are many companies which are posting losses from Oct, 2008. It`s entirely investors choice to make an invest or not but no use in writing whatever junk one could imagine (need not to be you). Yes, it`s good to caution investors but we don`t need to scare them away.
Why all that, let`s see my case. I picked a good volume of Satyam @114.25 on 5th October but most of the times am in RED. I might miss my 2nd month target too! So, should i call this company (or stock) a bad apple? No i would not because i took a decision with some calculated risk and hanging on it with patience. Point it, every company has its time to make money or rocketing stock price but some companies really end up badly with huge losses. Let`s hope Tanla`s story a good one in the upcoming quaters... ...
Recruiting in thousands is a big joke for this company. Present staff strength is less than thousand. Earlier they have retrenched people in hundreds. After a gap, may be they recruit few people, may be more than hundred. Sure there is no consistency. The promoters have committed big mistake/may be scam where they lost several crores. It will take more time for revival than what many optimists opine. As Mr. Rao telling, the bottom has reached. Let us hope the management is rectifying their mistake. ...
Tanla Solutions
Reply By pynrao
Date: 16th Nov, 2009 - 11:50
BSE: Rs 59.90 ( 1.61 % ), NSE: Rs. 59.85 ( 1.79 % )
Don`t remember dates but came in regional news papers. if not in thousands definitely in hundreds recruiting and moving into sez.
acquisitions and jvs are good for long term though not yield immediate results.
my view is bottom in place for this company one can see upward revision from the next quarter. markets are funny. let us wait and see....
Tanla Solutions
Reply By pynrao
Date: 16th Nov, 2009 - 09:20
BSE: Rs 58.95 ( -1.42 % ), NSE: Rs. 58.80 ( -1.26 % )
not sure which date. came in telugu regional news papers. if not in thousands, surely in hundreds tanla recruiting.
acquisitions, jvs are good for company long term. my strong view is tanla bottom is in place and we will see recovery from Q3 and upward growth from the next Q4.
my exposure to this stock is very minimal and recently entered in small quantity. so no need to impress you people. markets are so funny let us wait and see.
...
Tanla Solutions
Reply By vjtech
Date: 13th Nov, 2009 - 14:38
BSE: Rs 59.25 ( -0.92 % ), NSE: Rs. 59.05 ( -0.84 % )
Reason -
1) India`s and World telecom sector are not performing at mark.
2)Management has previously stated that, their UK PROBLEM due to gevernment rule of Validation - is in same state and there is no Improvement in favour of TANLA.
3) With Per Second Billing - I am very Bearish on telecom sector in general.
I just wish that, Indian telecom sector, at least will remain , Profitable.
Otherwise I doubt on that too.
4) World economy not performing well....
Tanla Solutions
Reply By vjtech
Date: 8th Nov, 2009 - 17:47
BSE: Rs 58.35 ( 1.39 % ), NSE: Rs. 58.50 ( 2.09 % )
I believe in investing in Company at small MCAP and SCALABLE Model.
Tanla is such a company.
It can expand fully their operation in all over WORLD.
While , company like , Apollo Tyres, Pidilite, Welspun, - can not easily expand their operation all over world - because Manufacturing capacity are already available in all over world.
Also to TANL , there is no Low Cost Substitute from Countries like CHINA.
So Good to buy....
Tanla Solutions
Reply By vjtech
Date: 3rd Nov, 2009 - 12:36
BSE: Rs 57.05 ( -4.68 % ), NSE: Rs. 57.05 ( -5.23 % )
Practically , it is good technology oriented company.
Telecom will remain always good sector through out World.
It has scalable business model.
They can expand their business slowly.
Also, Tanla`s exposure in India is Comparitively less. Which is GOOD SIGN.
Conclusion -
1. there are non grabbed business areas - which can be slowly grabbed.
2. Business is totally Man Power Skill Based - nothing like Huge Capital Investment -
and hence , Tanla will not have any major Break Even to achieve - for profit.
this makes it good company - with Low Break Even.
So Losses are normally not expected.
...
Tanla Solutions
Posted by : kiranam
Date :25th Nov, 2009 - 09:41
BSE: Rs 59.45 ( -1.49 % ), NSE: Rs. 58.80 ( -2.73 % )
Rightly said. I could have some profits by putting money on Pidilite, Apollo Tyres, and even some toy company-Hanung. where as my capital was just eroding when I was with Tanla.
Some traders who could have 10-15 percent trading profits are optimistic and assuming they can have same trading profits. But I hope they will NOT get hurt badly witht this script. This is my hardcore experience for the last 1.5 years. Rest your own decision. I follow and advise so investors will not lose their hard earned money in this type of companies. I repeat, this is another XLtele or HFL in making. ...
Tanla Solutions
Posted by : kiranam
Date :23rd Nov, 2009 - 14:44
BSE: Rs 60.20 ( 2.12 % ), NSE: Rs. 60.60 ( 2.62 % )
This news of fastest growing tech firm in India is Old news. I mean, Tanla was ranked fastest growing company in 2008 also. But you also know the fate of this stock. I wonder what type of this stock when this type of news has come, but could not move even an inch today!!!
Not only that its recent fall was to about 54 (fallen from 74). Now it is trading at 60 for the last one month almost. One can count stocks which have given losses from Oct-2008 lows. Tanla is big one among them. Then what you call what type of this stock?
As you said, if you want to invest, invest and need not worry about messages written against this company.
I am never this much harsh. But with experience I am cautioning investors. ...
Tanla Solutions
Posted by : kiranam
Date :17th Nov, 2009 - 14:33
BSE: Rs 60.30 ( 1.01 % ), NSE: Rs. 59.90 ( 0.50 % )
Fedup talking about this company. We also had similar opinion of yours one year back. By experience you will come to know real colours of this company. All i can say is be cautious....
Tanla Solutions
Posted by : kiranam
Date :14th Nov, 2009 - 10:46
BSE: Rs 58.95 ( -1.42 % ), NSE: Rs. 58.80 ( -1.26 % )
Specify the source for your saying recruiting thousands.
Regarding Nokia agreement - Tanla is buying companies, entering into JVs with several companies - but revenues are coming down by quarter on quarter instead of going up. There is a serious problem with this company....
Tanla Solutions
Posted by : kiranam
Date :12th Nov, 2009 - 15:45
BSE: Rs 59.80 ( -1.56 % ), NSE: Rs. 59.60 ( -1.81 % )
Why this sudden bearish call? You have given strong buy call just 3 days back!!!
Good atleast now you realised.
You need not be surprised if it goes to 15-20 levels like Xltele, HFL etc., which have also shown similar pattern of fall.
Moreoever, Tanla once a closed down company taken over by the present mgt with title change. Tanla prospects itself says the same. So, investors need to be very cautious in this type of stocks. Their money will evaporate within no time instead of small gains - even for traders.
It is any ones guess. Trading ranges are falling constantly for the last one year.
From 120-150; then 100-120; then 80-100; then 60-80; then 60-73; now 50-60.
When Nifty is trading at 5000, this stock is finding difficult to cross 60. Imagine fate of this stock, if by chance nifty to trace 4200 levels. This is a junk....
Tanla Solutions
Posted by : kiranam
Date :10th Nov, 2009 - 13:07
BSE: Rs 60.60 ( 2.97 % ), NSE: Rs. 60.90 ( 3.31 % )
Why this stock has fallen more than 20% even after Nokia contract? You may say market conditions. Why this stock falls heavily if overall market sentiments are poor and do not move that fast when markets are moving up. There lies the answer. ...
Tanla Solutions
Posted by : kiranam
Date :10th Nov, 2009 - 11:45
BSE: Rs 61.35 ( 4.25 % ), NSE: Rs. 61.25 ( 3.90 % )
Sorry, if i am hurting you - but there is a saying - living in fools paradise. This applies to your statement. Ofcourse, we all lived for the last one year thinking in similar lines of yours about Tanla.
But, I doubt Tanla is a company to talk about at this juncture. I repeat, even scam hit companies have risen to decent levels, but Tanla is finding difficult to trace any levels and going no where. What could be the reason? Regarding your opinion about Apollo tyres etc. - yesterday only they announced expansion plans.
More importantly in such companies you will have atleast land bank, machinary, buildings etc., where as in companies like Tanla - you will end up paying huge salaries for the so-called Directors, top management, rents.... even they work or not work - even they have business or no business. More important going after a falling and sick stock will make you sick....
Hi, Very good observation. Must be same operator operating all the above stocks.
Interestingly, Tanla and Hanung are the ONLY stocks which COULD not touch their Jan levels. all other stocks and even penny stocks have touched or crossed their Jan 7th levels. Tanla is worst performer when compared to Hanung or any other stock in the world (Except Pyramid, Satyam, Mytas). Hanung was trading at about 60 levels in Jan and Tanla was at 90 levels. Where as tanla is still 50 percent down at present from its Jan levels. in the event of markets to fall, Tanla for sure will test new lows. I advise investors to be cautious. HOPE This is NOT another stock making in lines with Satyam, Mytas, Pyramid....
Common Vision11,
I repeat Tanla is spanning its wings. Tanla is not just an Indian Co. It is having branches/subsidies in about 8 countries. As you said KPMG may not be registered with ICAI. BUT it is very reputed firm and questioning it is foolish. You search google and give me any material adverse reports against KPMG. In fact, in Satyam case BoD trying to hire KPMG services to clean Satyam financials. Only hurdle is it is not registered with ICAI!! (you know well how registered auditors firms doing). It is like IIM Ahmedabad vs Nagarjuna University. Nagarjuna Unviersity is recognised by Govt. But IIM Ahmedabad is not a recognised Degree and you cannot claim you are a Post Graduate. Do you accept it???
However, I repeat I also join with you and Tanla should share its profits with its shareholders - especially having that it has huge cash balances and no debts.
...
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