Yes, the intrinsic value of Geodesic, an old good stock, cannot be compared with new companies (un-tested strength and intrinsic value like RCom, Bharti Airtel etc.). It is certain that Geodesic will bounce back anytime. I know particulary the stock Geodesic that it is developing a product which will sensationally thrill the VOIP (Internet voice telephony with genuine giant customers like Google) very shortly. BUY and Hold (Wait) for this stock to jump anytime to 20% UC consecutively for some days within nwxt 20 sessions. Technically, it is now at the major support level of Rs.89/-....

good informative post...

Hello Jashn24, Can you predict the time to achieve following levels? 1. Rs 25 2. Rs 55 3. Rs 200 ...

Dear jashn24, I complemented on presenting a summary of the key fiancials. But the ones presented did not by themselves make it "a stock must have" in one`s portfolio. The stock price may rise, as you say, but that also would not make it an investment grade stock.. Much more scrutiny would be needed for that... Seeing the nature of the business, tarding, the first obvious question was, what is it that goes into making the book value, particularly if the scrip was at Rs. 4 not too long back and is at 14 vesrsus a book value of 90/- Can what the comapnies say about their Book Value be taken on face value? Here is the first para from Graham`s book on "Interpreting Financial Statements".. "In the spring of 1975 I began my career at Mutual Shares Fund, Max Heine asked me to look at a small brewery, - the F&M Schaefer Brewing Company. I will never forget looking at the balance sheet and seeing a +/- $ 40 million net worth and $40 million in” intangibles.” I said to Marx, “It looks cheap. Its trading for well below its net worth… A classic value stock!” Max said, “ look closer.” I looked in the notes and at the financial statements, but they didn’t reveal where the intangible figures are from. I called Schaefer treasurer and said, “ I’m looking at your balance sheet. Tell me, what does the $40 million of intangibles relate to?” He replied, “ Don’t you know our jingle, “ Schafer is the one beer to have when you’re Schaefer is the one beer to have when you are having more than one.?” That was my first analysis of an intangible asset which, of course, was very overstated, increased BOOK VALUE, and showed higher earnings then were warranted. All this to keep Schaefer’s stock price higher than it otherwise should have been. We didn’t buy it. How many of today’s jingles are carried on balance sheets? Billions? Or have things changed? ……...." I have not looked at the Annual Reports. Otherwise occupied. Will not be able to do so. Regards KM ...

Thanks Ji For pointing the Mountain to Mohammad... Regards KM...

These Financial Institutions do commit mistakes. Otherwise why would they fall?...

Dear jashn24 Could you please share on the components that go into making of the Book Value. How real are they. Regards KM ...

Kavveri products present very competitive value propostions to their clients, as can be seen from the orders they`ve been winning regularly.
Co has three canadian subsidaries, which add to its value greatly
tiltek(dot)com dci(dot)ca spotwave(dot)com
kaveritelecoms(dot)com
Portfolio
In today`s highly competitive market space, constant endeavors to offer what the customer needs, is the key to Kavveri Telecom’s success. Kavveri Telecom believes in providing compelling value propositions to all its customers.

The fundamental goal of Kavveri Telecom is to fulfill all the diverse telecom needs of its customer`s, from basic Antennas to the more sophisticated RF Repeaters, TMA/TMB and Solar products.

...

well, the first target of 25 looks very likely to be achieved within one year, from technical charts.

However,Rather than predicting the rest, its best to maintain a long term view of about 2 years, as market decides stock uptrend based on many parameters, where earnings also play a very important part.
Also, it remains to be seen how well the manufacturing operations contribute to its eps, down the line.
Still there is also the huge trigger, unlocking of value that needs to be priced in by the market whenever its subsidary co is sold or demerged. But 200 may be stretching expectations too far. It could achieve 0.8 ( or even 1.2) times its BV of 90rs based on a positive combination of the above outcomes, in a favourable market, or maybe more.Even 0.8 times BV of 90 comes to a huge appreciation from current levels.
Whenever the subsidary sale comes through, it will be a huge trigger, as its valuation would be about 100cr -150cr , which means rs25.3-rs 37.97 value per share additional. So its wise to hold till then , for multiple returns .

Regards
...

get hold of these lovely looking tiny vitamin capsules that are produced in very attractive colours and batches , before they vanish :)-...

number of free float stocks seem quite low now. only 6.3k traded in bse so far, and delivery down to 97.63%

Interestingly, stock is very near its break out level....

seems like huge accumulation going on 2-3 days and for today, buyers currently at 3mn, sellers around 3lakh, outnumbering sellers by 10:1. Should be resuming uptrend soon....

dear sd3,

many thanks for the info. I downloaded the same from scribd, the world debt scenario worst case rep by societie generale.

Regards,
Jashn...

Hi Ricky 14,
A 4.8 eps is complete mistatement of the facts. and 60% fii holding? i dont think so.
As per official announcement on bse, consolidated EPS YTD sep09 end is 1.21 rs
and Q2 FY 10 eps( sep) is 1.20 rs.
As for shareholding patterns, 73.39% is in GDRs placed with Deutsche Bank. Though it may be possible that pormoters are holding a good chunk of the gdrs indirectly, i`m not sure of this however.

...

mate,simple point to note - there has been no change at all in fundamentals of the stock :)- many quality mid caps and small caps are getting hammered.stock has corrected 27% already. Fundamentals are rock solid. Results coming in two-three weeks time,buy more in dips is recommended, for averaging cost down. dont bother about a few points up/down if you have invested for medium to long term of between 0.5 to 2 yrs. In fact, you are getting a stable, growing, expanding, profit making business of bookvalue 90 at near face value rs 10 at around 11rs flat, which is doing around 400Cr of business annually,along with huge investments.Further, company doesnt have any operational cash flow concerns,with big reserves.
do keep a look out for expected results improving q-o-q. Fair value as per some analysts comes to 50 -60rs. Fill it up and forget it :)- Come august 2010 (FY10E) results and in all probability, one cant even lay hands on such stocks for rs 28 also - if market is going that way.This is a multibagger stock, and like all multibaggers, patience is the key.

However, dont invest all you hard earned money in any single stock , not even in bluechips.
Happy investing
Jashn...

On a lighter note, even the annual report was very tempting :)-
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Compact Disc is in fact,one of the 12 equity master hidden treasures picks of the past year, dont know if they`re still covering it though. No better time to buy this stock, in fact it hasnt fallen much even though its circuit filter is a bit scary. But the annual eps of 40rs makes it a risk worth taking, with the incentive of possible 40% buyback looming. One of the best counters for the short to medium term, fundamentally very sound.
Dont bother about the circuit filter,which is keeping most investors away.Future is bright.Ready for immediate take off.
Happy investing,
Jashn...