Thursday, September 6, 2012

GRANULES INDIA - UPDATES




GRANULES INDIA
Recommended on 24 Mrach 2012 @ Rs.79 / - and currently trading @ Rs.196 /-


For old posting ,Click HERE

Mr. Harsha Chigurupati - Executive Director  of  the Company  purchased 12000 shares from open market at an average rate of Rs.191/- per share.

35 comments :

  1. Sir,

    Are you feel that it is a good buy even at current level

    ReplyDelete
    Replies
    1. Great to see your face. We just used to look at the plant and a man watering it.
      So now we just dont know your name.

      Delete
  2. please comment upon Fortis hospitals as the future of healthcare , Management quality , looks promising and the growth in account is taken around 5% taken for the next 5-10 years in the price of around 93/- ( book Value =79 )

    If you think it is suitable please comment

    ReplyDelete
    Replies
    1. Whether it is good or bad depends on your Investment style.These type business need large capital spending in the initial years , but reaching at a critical mass there will be good cash flow .So patience is the key.

      Delete
  3. Dear VP,
    Smiran farms is in daily upper circuit after your recommendation :)
    It has now crossed 52 weeks high of Rs.34,do you think it is still a buy or one should wait for script to cool down once short term traders book profit.
    Please share your views.
    Prakash

    ReplyDelete
    Replies
    1. All details with me already shared ,try to find a fair value.

      Delete
  4. what you think about kisan moulding ltd at rs.19 only.. when mr sp tulsyan say it is multibager company for long term period
    whats your opinion???

    ReplyDelete
  5. I m following your blog since 4 months. I purchased granules @ 115. Helping so many people great jon sir..

    Best Wishes

    ReplyDelete
  6. VP,
    There are messages floating around that company is going to make some announcement on 7th Sept. I am not sure what announcement but even Tulsian was referring about some corporate announcement.

    This is becoming an excellent story and will be the same for next year...

    Thanks for this wonderful recommendation.

    ReplyDelete
    Replies
    1. Dear Nimesh,

      I think time and again, history has shown that one should never take advice from manipulators like Tulsian.

      Delete
  7. Hi VP,

    Unusual activity by Granules promoters. They are buying at every 52-week high price. Why so, Any idea ? Because, if they ought to buy from open market, they could have moped up sufficient quantity at lower levels also.

    Roopa

    ReplyDelete
    Replies
    1. Dear VP,

      I second Roopa's thoughts. Why are the promoters buying in such a disjoint fashion? If they were so happy about the company they would have bought it much earlier. Please reflect your brilliance on this matter Mr VP. Any guidance is appreciated. Thank you

      Delete
    2. Roopa,
      In light vien...
      Just chiping in, may be promoters were not as smart as our VP :))
      They realized their company's potential after VP brought to public's notice :)

      Delete
  8. when promotors buy at higher level i also get suspesious. they know expansion they could have bought at 70 to 80 level 6 months back. i had same experience with Tilaknagar industries. promotors bought at 55 level, scrip did not move for last 6 months and it has come down from 60 level to 43 level. so while buying at by promotors at high level needs to be seen with cautiosly!!!!

    ReplyDelete
    Replies
    1. Since I am not tracking Tilaknagar ,No comment on that .As far as my understanding promoters of Granules buying shares from open market from a level of Rs.75 in March 2012 onwards and still continuing even @ Rs.200/-

      Delete
    2. Regarding Tilaknaga, the stock fell down as they ventured into different territory which was not related to business.

      Regarding Granules India, if the promoters are buying at 75 and now at 200, it tells many things that the company is still undervalued and they know what type of qtrly results will come out with the massive expansion.
      So people booking profits may be in for another surprise....?

      Delete
  9. Tons of Thanks for ur work .... U r indirectly educating peoples on how to make money in market .. thanks again

    ReplyDelete
  10. RESPECTED VP SIR
    I AM GAURAV 4M JALANDHAR.
    I AM IN GREAT DESPAIR AND DISMAY. I BESEECH U 2 HELP ME.
    I'VE GOT STUCK IN DHANLAXMI BANK. MY ACQUISITION PRICE IS 162 WHEREAS IT IS LANGUISHING AT 45. SIR PLS TELL WHAT SHOULD I DO.
    GORAVS.JAL@GMAIL.COM
    9815498982

    ReplyDelete
  11. Dear Valuepack,

    Can You please let me know your view on ASTRAZENECA PHARMA and ORACLE FINANCE at the current level

    Regards

    ReplyDelete
    Replies
    1. Book at least partial profit in Astra Zeneca .Hold Oracle Financial Services software

      Delete
  12. Granules will be more than 1400 in two years time frame,sir,ji.It is another Dr.Reddy's in making.

    ReplyDelete
  13. In 2012, Granules India has gained 265% against the BSE Sensex return of 15% and the BSE Health Care index’s 31.4%.

    Following are foreign institutions with significant exposure in the company.

    * World Bank-arm International Finance Corporation holds 10.25% in the company.

    * ISP Investco LLC

    * Ridgeback Capital Asia Ltd.,

    * Sparrow India Diversified Opportunities Fund

    - Courtesy Business Line

    PS:- Every stock holder of Granules who took positions after reading this blog must express gratitude and remember VP when they book profits of lifetime.

    All the best!

    - Meghana

    ReplyDelete
    Replies
    1. We never expect any flowers for 90 success but we should expect stones for the 10 failures.

      Delete
    2. What will be the long term target, say next 2-3 years ?

      Delete
    3. VPji,
      KUDOS and FLOWERS to you for this wonderful recommendation. This stock has been talk of town and still holding it until I hear from you to book profits. I look at this stock in different way then others. I don't see it as how much it has run BUT how much more it can run with growth in business. Many small investors will be THANKFUL to you as they will be able to repay small debt, loan get some one married, buy house etc with this stock when they book profits.
      New numbers are flying around like 1400, 700, 350 etc..

      Last year it was Kaveri, this year GRANULES.

      Promise us to get 1 more like this before year end :) (in lighter vein)

      KUDOS and KUDOS to you and good wishes. This has been the BEST performer not only in the last 3 years but has been the FASTEST.... :)

      Thanks on behalf of all your readers and followers.

      -Rishant

      Delete
  14. Dear Manasvi

    My target ends when company's growth ends or the price overshoot beyond the valuation for its expected growth.

    ReplyDelete

  15. Granules India Awarded India’s Most Admired Company in Exports & India’s Most Admired Company in Bulk Drugs | 9/24/2012 5:23:23 PM

    http://beta.bseindia.com/corporates/anndet.aspx?newsid=c0a8ae16-c081-4641-a428-907ca5aa3352

    ReplyDelete

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