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Buy Flawless for Fabulous returns

Flawless Diamon

Posted by : Hi Mumbaiyatee
Price when posted : BSE: Rs 34.50 ( 5.02 % )

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Dear Investors,

Within two days company will announce huge order and execution for overseas buyers.

On account of EPS Rs 8 on FV Rs 10/- it is worth buying and hold for Rs 6 per share after split to FV Rs 1 and

Record date is now 4th December 2009.

Buy Buy Flawless Diamonds it like Classic Diamonds / Shrenuj and it has to go upto Rs 60/- per share plus....

Bihar govt issues legal notice to RIL

Reliance

Posted by : moon 1
Price when posted : BSE: Rs 2174.70 ( -0.95 % ), NSE: Rs. 2176.50 ( -0.84 % )

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my dear iinvester no one is innocent in this corporate world including rattan tata or birla even ambani...what we need is whether they can create wealth for us are not that’s important and ambani family creating wealth for there shareholders and even they are creating millions of jobs in India and contributing Indian economy. business is a business dude...

In reply to:

Bihar govt issues legal notice to RIL

Posted by : iinvestr

PLEASE BE FOREWARNED THAT I WILL NOT TOLERATE DISTORTION AND WRONG REPRESENTATION OF INFORMATION BY YOU. AS A STAKEHOLDER OF THIS NATION I WILL RESIST ALL LIES AND FALSE STATEMENTS MADE BY YOU IN THIS BOARD.

We Won

Manaksia

Posted by : amkan
Price when posted : BSE: Rs 65.15 ( 13.90 % ), NSE: Rs. 65.10 ( 13.61 % )

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Manaksia Charts have broken the roof and heading towards 80.Buy .............

Could Do WIth Help with Nalwa

Nalwa Sons Inv

Posted by : Kalyanmitta
Price when posted : BSE: Rs 1345.00 ( -0.09 % ), NSE: Rs. 1335.05 ( -1.12 % )

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Addressed to  nadhi,  jashn24

Dear jashn24,

Saw your posts in the inbox. Just glanced through them. Looks like an impeccable and thorough job.
Will read at leisure after finishing the day. THANKS.

I seek your help on Nalwa Investment
[Jindal Strips] a holding company, also projected as a finance company, now.
I feel you will enjoy looking it
over )-:

I see a different PE and EPS across different forums/sites.
EPS ranging from Rs 21 to 356
and PE ranging frpm 7 to a 100+

Please, could you kindly look at it and share. I have a very very small exposure.. I am intrigued and interested, but right now unable to dig.

I am happy to know you picked up P-COM.
I felt like asking you to..
nadhi and I have spoken of ramsarup also and i have exhaustive reports with me... No exposure yet.. Feel a lttle wary...
CMP, DEBT, QIP and equity dilution to come... looks like a great story though..

Regards KM

...

Business Standard, 23.11, part 2

Geodesic

Posted by : comatose
Price when posted : BSE: Rs 93.00 ( 2.59 % ), NSE: Rs. 92.85 ( 2.60 % )

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Rumple, I am still not very sure that Geod will make a lot of money from Spokn, due to a variety of reasons. Some of them are :

1) Geod has till now operated with high margins, from 35% to even 60 % of gross. For the first time, they are moving into an area which has margins less than 10% of gross billings. Culturally, the way to maximise profits from this kind of business is totally different. I don`t think they can make the transition so comfortably.

2) Being generally risk averse, historically, Geod has not made major investments into marketing in any of its product areas. A product like Spokn has to be launched against various established players and will need major promotional investment.

3) The ideal course of action would be for Geod to ally itself with a global biggie, taking a minor stake in a JV, make the global Co. launch the product with all fanfare and with the necessary firepower. However, this approach doesn`t seem to be contemplated.

I wonder what is the take of our boarder friend Madhur Kotharay on this subject.

...

In reply to:

Business Standard, 23.11, part 2

Posted by : Rumple

Hi Comatose,

If I remember right you were not too bullish on VOIP & Spokn earlier. Thanks to your research you are very positive now.

You did say you used Skype often earlier. Have you registered for Spokn. Would love to hear your first hand comments after using Spokn regarding it`s advantages over Skype, apart from being cheaper.

I have never used Skype and have no one to call internationally, so no need for spokn either.

Bharti Airtel: Book Profits!

Bharti Airtel

Posted by : shweta6375
Price when posted : BSE: Rs 281.70 ( 2.14 % ), NSE: Rs. 282.30 ( 2.56 % )

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No use of commenting on telecom sector now better to hold for long term what u r holding as my cost is 400+ it will take more than a year to come so better to leave this board and sit patiently. Bye...!...

In reply to:

Bharti Airtel: Book Profits!

Posted by : nikhil_khetan

as you are predicting 200, i thought you started short sell at 300... :P why are you asking as all your posts are with confidence that bharti will go below 200.

gut-wrench

Blue Bird

Posted by : chief_kamani
Price when posted : BSE: Rs 28.40 ( 2.34 % ), NSE: Rs. 28.35 ( 1.80 % )

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pitquote-Hope you have noticed that stock has become dull,slow and sluggish devoid of any excitement!!That could only mean that all good/bad news are factored into CMP!Your views???...

In reply to:

gut-wrench

Posted by : pitquote

dear
i rarely visit blue bird since i am sure- my money is safe. Investment in Blue bird is like investing in US DOLLAR.

DOLLAR IS ONLY DEPRECIATING- BUT WILL NOT VANISH
BLUE BIRD IS ONLY DEPRECIATING- BUT WILL NOT VANISH.

Cheers and keep posting

Can you please tell me whether RAJAT BRAND BELONGS TO BLUE BIRD

Downturn made valuation of LyondellBasell Attractive

Reliance

Posted by : bhusbhac
Price when posted : BSE: Rs 2172.50 ( -1.05 % ), NSE: Rs. 2176.50 ( -0.84 % )

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moon 1 - Absolutely correct assessment. On one side there are some experts and some boarders on this MMB who portray Mukesh & RIL as fraud and cheats. On the otherhand they feel that he and RIL will be overpaying and / or be cheated in acquisitions.

Doesn`t make any sense.

The arguments in this highly sensitive and emotional market in favour of RIL and Mukesh requires a lot of evidence and backed by strong information whereas it is easy to bring down RIL based on mere baseless statements, rumours, stale news and emotional sentiments in favour of Anil Ambani.

Strange!

...

In reply to:

Downturn made valuation of LyondellBasell Attractive

Posted by : moon 1

RIL`s offer to acquire majority stake in global petrochemical giant LyondellBasell (LB) is different from previous big overseas
acquisitions by Indian companies, which created financial troubles for them.

The earlier mega deals like $12.2 billion of Corus by Tata Steel, $6 billion of Novellis by Hindalco and $2.3 billion of Jaguar Land Rover by Tata Motors have proved a huge drain on resources for the Indian giants.

In most of such deals, sizes of the acquiring companies were smaller than acquired companies. Acquiring companies leveraged balance sheets of acquired companies to fund the transactions, which created problems, with global economy slipping into recession, a senior merchant banker said.

But in case of RIL, the situation is different. According to Goldman Sachs, the main advantage is that after the downturn, LB has filed for bankruptcy in US which has pulled down its enterprise value to around $12 billion. Against this - in 2008 - when the equity market was booming, the market capitalization of LB was $55 billion. So, in 2008, a bid would have cost RIL a minimum of $55 billion.

Also, RIL need not leverage LB`s balance sheet to raise funds to finance the deal. According to equity research firm CLSA, RIL is adequately funded with $4 billion in cash and $8 billion in treasury stocks. The company can also raise debts on its own balance sheet.

Merchant bankers feel that the size of the deal should be around $12 billion. Therefore, the actual cash outflow of RIL will depend upon the quantum of stake it buys. CLSA said if RIL acquires 51 per cent, cash outflow will be around $6 billion, which the company can easily fund.

CLSA said $14-$15 billion would be a fair enterprise value for LB. But, a safety margin is needed to discount the chance of a persistent downturn and environmental litigations. Therefore, it felt that the acquisition would be positive for RIL if the enterprise value remains below $12 billion.

Goldman Sachs said that the deal would give RIL access to LB`s distribution network in Europe and US and will also improve its presence in the Middle East through LB`s upcoming low-cost olefin capacities. LB has the world`s largest capacity in polymers (11.3 million tonne), the fourth largest ethylene capacity (6.5million tonne) and has leading positions in chemicals and oxy-fuels, besides owning two refineries in Houston and France.

LB also has a strong technology franchise that brings in $300 million in annual EBITDA (earnings before interest, tax, depreciation and amortization), from poly-olefins licensing and catalysts.

Credit Suisse in its report said LB has large petrochemical capacities, a good technology portfolio and JVs in the Middle East. RIL`s petrochemical business is mostly India-centric. The credit Suiss report said that faster petrochemical growth for RIL requires access to global markets which LB provides in large scale

Profit booking seen at Rs 2.16

Firstobject Tec

Posted by : Guest
Price when posted : BSE: Rs 2.16 ( -4.85 % )

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Dear All,

After hitting continuous upper circuits, stock moved from 80-90 paise level to Rs 2.4, hence giving handsome 3 times returns to investors who accumulated FTL at lower levels.

Looking at fundamentals FTL is a long term story, for short term traders and investors who entered at 85 paise or 1.5 Rs levels, today is the day of profit booking which was clearly observed looking at todays trading volumes.

Long term investors can purchase this stock at Rs 2 levels also, liquidity gets freezed if 1 Rs face value gets converted to 10 Rs face value and help filtering daily traders and value unlocking of FTL.

Looking at consolidated net profits, i believe the fair price of stock is around 6-7 Rs with a PE multiple of 12 to 15.

I have gone through the published report of First Call Equity Advisors who rated FTL as a multibagger with a price target of 15, Firstcall advisors is holding 14 percent stake in this company, but its a fair deal as they also invested heavily in small cap turnaround company, every analyst buy value stocks first and later recommends, so nothing unfair about it. Going through analyst report, one thing was clear that FTL is highly undervalued stock, hence recommended at 1.41 with a target of 15 Rs with expected earnings for next 2 years.

Moreover, I am impressed with today volumes in the counter with new investors buying the script. Further waiting for AGM annoucement where management will speak about future plans for coming period.

My only suggestion to FTL shareholders is to hold the share for next 2 years and do add on dips or below your purchase price.

I have received my dividend @ 1 paise per share.

Regards,

Hidden Gem Finder... ...

GLODYNE-BROADLLYNE BENEFITS TO EDUCATION SECTOR

Glodyne Techno

Posted by : sajidta
Price when posted : BSE: Rs 375.00 ( 1.34 % ), NSE: Rs. 375.00 ( 1.72 % )

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Buy Glodyne Technoserve, target of Rs 455: Reliance Sec
Published on Wed, Nov 04, 2009 at 14:52 | Updated at Wed, Nov 04, 2009 at 14:57 | Source : Moneycontrol . com...

In reply to:

GLODYNE-BROADLLYNE BENEFITS TO EDUCATION SECTOR

Posted by : kedarrkulkarni

if glodyne is such nice bet... then why no MF, market analyst talking about it.

Avoid reliance above 2000....

Reliance

Posted by : chief_kamani
Price when posted : BSE: Rs 2173.65 ( -1.00 % ), NSE: Rs. 2173.35 ( -0.98 % )

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danand-There were two block deals today in Reliance!!So if you short sell RIL means your portfolio/pockets will have holes!!So think twice!!...

In reply to:

Avoid reliance above 2000....

Posted by : danand

Or in other words, short selling RIL means playing with future of your portfolio.

What happened?

Amtek India

Posted by : GameChanger
Price when posted : BSE: Rs 53.00 ( 6.00 % ), NSE: Rs. 53.30 ( 6.71 % )

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Why is the stock up 7% today? Some new news?...

target achived

Sintex India

Posted by : sandipnavdhare
Price when posted : BSE: Rs 244.65 ( 3.21 % ), NSE: Rs. 244.90 ( 3.57 % )

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bUY SINTEX INDIA TARGET 297-300-312 IN NEXT 4-5 WEEK.IF THE BULL CONTINUES....

In reply to:

target achived

Posted by : hail2one

amazing guys i got my target achieved on 3 day

Volumes picking up

PNB Gilts

Posted by : pune_swengineer
Price when posted : BSE: Rs 30.20 ( -0.17 % ), NSE: Rs. 30.25 ( -0.49 % )

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We know that merger ratio is going to be 1:10 . That is not that important. We want to know by when the merger process would be over so that we can unlock the value....

In reply to:

Volumes picking up

Posted by : smartakka

I think the processs involves both the managements declaring a ratio of merger and other formalities like share holders meeting, etc. will follow later. We are interested in knowing the ratio of merger and that should not be difficult for PNB to decide as it can dominate both the boards. Some other boarder has quoted Nahar capital holding a big chunk. I am sure they must be having some inkling about merger ratio to hold such good quantity

Accumulate at dips

Jindal PolyFilm

Posted by : kushhal
Price when posted : BSE: Rs 315.00 ( 0.11 % ), NSE: Rs. 315.00 ( -1.33 % )

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Addressed to  shriny

dear sathiyanvimalan,
Also the company had completed `share buy back` recently and reduced the public shareholding.
Have you noticed? PAT doubles on QOQ basis for consequetive quarters. surely will continue for this quarter too.
After Q3 results, the price will touch 500 levels.
kushhal...

In reply to:

Accumulate at dips

Posted by : sathiyanvimalan

Mr. shriny,
I really appreciate your recent statement about the jindal polyfilm. It FV is Rs.10, EPS- Rs.73, BV- Rs.391, PE- 4.67, High rate- Rs.376, Low rate- Rs. 121 and the current rate is Rs.313 and it belongs to great jindal group. The most low quoted and most strong fundamental company of jindal group is jindal polyfilms. Certainly it has to go up to Rs.500 minimum soon. Thank you for your valuable guidance for our general investors. By- sathiyanvimalan- Pondicherry.