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Wednesday, August 1, 2012
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dear sir, in case of India gelatine, as per quarterly results, the sales and profit would have been more, had there been no major overhauling of certain machinery items. I presume you suggest to hold the same. Regards MMM
ReplyDeleteYes Sure,the point you have mentioned is indicated as Note No.1 in result announcement.
DeleteThis result is after losing some production due to maintenance during quarter. Very nice pick.
ReplyDeleteKale also looks headed for decent gains ahead.
Thanks for very nice insights.
Thanks
DeleteMr. Valuepick, firstly on behalf of all small investors a big 'thank you' for all your valuable hard work and insights.
ReplyDeleteCan you please comment on outlook for network18/TV18/voltas. If feedback is bad I want to get out and use the remainder to invest in your suggestions. many thanks.
Voltas is not bad , Not tracking the rest
Deletesir can we buy Aries agro from current levels?
ReplyDeleteand whn shud we consider averaging in by vulcan enggs?
regards
Low Monsoon may be a problem for Aries in near future.In the case of Vulcan ,latest result is bad and hence it may show some weakness - average below Rs.20/- if it falls
DeleteSir, any thoughts on Bliss GVS Pharma holding for 1-2 yrs? Thanks.
ReplyDeleteAlready mentioned last week or so , please search
DeleteSir,
ReplyDeleteDo you have a view on Vulcan Engineering after the quarterly results for June?
It is really below expectation .But I believe it will improve after the commissioning of own plant and some change in current industrial climate - will take some time.
DeleteSir,
ReplyDeletedo you expect the performance to continue in next qtr too once the overhaul of machinery gets over?
yes
DeleteHi,
ReplyDeleteIndia Gelatine is not picking up. Any reasons? Bought at 68. Should I exit?