Thursday, October 11, 2012

GRANULES INDIA - UPDATES

1) Granules India will declare its Second Quarter Result on 25 Oct ,2012.

2) As per the latest share holding pattern , Mr Basava Sankararao Kolli - Former Executive Vice - President(now  consultant for  Dr.Reddy`s Lab ) acquired 1.62 % stake in Granules India.

3)  Based on the available information , Company's expansion program for PFI facility now completed and will start commercial production in near future after completing necessary trials.Expansion for Finished Dosage  is in-process and  it is also expected to  start commercial production in October - December quarter itself.

50 comments :

  1. VP sir,
    Another Kaveri Seeds in making.
    FD is the major driver as its a high margin business and that also they are expanding 3 times their existing capacity.
    PFI is another high margin but little less than FD but again they expanding 2 times.
    Not sure how much EPS it will generate. but it will be mind blogging.

    Only 1 question, how much impact do you see on profitability if RE becomes stronger?

    Great pick.. just like Value pick :)

    ReplyDelete
  2. Is Suzlon a Sell ...after the extension of FCB is denied.

    ReplyDelete
    Replies
    1. Better to avoid for the time being and take a decision when some clarity emerges on Suzlon.

      Delete
    2. http://www.moneycontrol.com/news/business/banks-to-consider-suzlon-debt-recast-sbi-official_767753.html

      Looks like Suzlon found path for normal breath.
      Pls do share ur thoughts

      Delete
    3. Good news , let us hope for the best :)

      Delete
  3. Hi VPSir,
    As per your valueable advice, I bought KSB Pump @ 222..
    Now it's trading @ 212.95..What i do now may i average for this position or wait for some correction...

    Thanks,
    SAM.

    ReplyDelete
    Replies
    1. Dear Friend

      I recommended this stock @ Rs.212 and it is currently trading at the same price.You bought it @ Rs.222 and it is down 5 % from there.If you are worried due to a 5 % fall in stock price ,it clearly indicating you bought the stock without any conviction on the company.It is really sad to see this.

      Delete
  4. Daer VP JI

    In last two days "Dolphin offshore" has shown very good increase in price, Could you please inform us what is the reason for such steep rise suddenly even in falling market.

    Looking for your response,

    regards,

    ReplyDelete
  5. Hi VP Sir,

    Please provide your view on Jain Irrigation and it's growth prospects, it is near it's 52 week low price.

    Shareholders have approved the issue of 750,000 warrants to promoters at Rs 86.3 (premium to CMP) a piece recently.

    Thanks,
    Sunil

    ReplyDelete
    Replies
    1. Buy it if you have enough patience to wait for a long period.

      Delete
    2. Receivables and Inventory are Major problems. Sales increase is purely due to subsidy push from government....however working capital is completely screwed up!!

      Delete
  6. Dear VP,

    Your views on paper products pls .....

    ReplyDelete
  7. dear vp

    comments on sequent regarding coversion of warrants to shares today ?

    ReplyDelete
  8. Sir is it a good time to enter in - Heritage,Manappuram finance and granules if my time horizon is long term??

    I am confused on their current pricing. Thanks in advance :)

    ReplyDelete
    Replies
    1. Most of these stocks are appreciated 50 - 100 % from the recommended level.All are HOLD for me at CMP to ensure margin of safety , so no comment at CMP .Take decision based on one's risk profile.

      Delete
    2. ok sir :)
      I will take bet on other stocks then

      Thanks again

      Delete
  9. Dear Sir,
    Please share your opinion about ION Exchange now. It recently signed up with Panasonic for manufacturing of water purifier/air purifier.

    ReplyDelete
    Replies
    1. No change in previous opinion on ION,new arrangement will start in another 6 months.Need some time get an idea about the margin side of this arrangement.

      Delete
  10. Dear Value Pick

    Is this good sign

    Sequent Scienti - Allotment of Equity Shares

    Sequent Scientific Ltd has informed BSE that the Company on October 10, 2012, has allotted 10,00,000 fully paid equity shares of Rs. 10/- each against conversion of 10,00,000 warrants at a price of Rs. 120.75 to the following entities belonging to the promoter group :

    Name of the Allottees : Chayadeep Ventures LLP
    No. of Shares : 5,00,000

    Name of the Allottees : Agnus Capital LLP
    No. of Shares : 5,00,000

    Consequent to the allotment, the paid up equity share capital of the Company has increased from Rs. 219,351,910 consisting of 2,19,35,191 equity shares of Rs. 10/- each to Rs. 229,351,910 consisting of 2,29,35,191 equity shares of Rs. 10/- each.



    Prasad

    ReplyDelete
    Replies
    1. Pumping more money by the promoters into their company is always a good sign .Now sequent is going through various expansion programs.Quick conversion may be meant for that purpose.

      Delete
  11. Any new update on India gelatine. The stock is gaining momentum or
    1) its simply because public has realized its potential now.
    2) in expectation of good quarterly result.

    ReplyDelete
    Replies
    1. Not aware about any new development.People will identify the performance at some point of time.

      Delete
  12. Dear value

    i get an offer for shars of some delisted companies. I feel the business model, promotor group, offer price, company's past performance etc are good. what are the 'pros & cons' in purchasing shars of delisted companies.

    PATIDAR

    ReplyDelete
    Replies
    1. Liquidity is not a problem in Investment for you ? :)

      Delete
  13. SIRJI,WHAT IS YOUR VIEW ABOUT LLOYD ELECTRIC & ENGINEERING LTD.

    ReplyDelete
  14. I HAVE KILPEST @ 25 WHAT CAN I DO BECAUSE I HAVE LOST MY 50%
    MONEY SO PLEASE ADVICE ME HOLD OR SELL.

    ReplyDelete
    Replies
    1. I NEVER RECOMMEND A BUY ON KILPEST @ RS.25.AND EVEN IF IT IS SO ,IT IS NOT PRACTICAL TO TAKE THE RESPONSIBILITY OF EVERY FAILED CALL AND CLAIM THE SHARE OF PROFIT FROM ALL SUCCESSFUL CALLS.MONEY IS ONLY YOURS AND YOU SHOULD TAKE THE DUE DILIGENCE .

      Delete
  15. Sir
    can you let me know whats wrong with tulip telecom,why it is at 52 week low..
    MadhuShankar

    ReplyDelete
  16. YOUR BLOG IS BIASED ONE.YOU FIRST PURCHASE SHARE AT LOWER LEVEL AND SUGGEST FELLOW GENERAL INNOCENT INVESTORS TO BUY SO THAT YOU PEOPLE COULD SELL AT HIGHER LEVEL.THE RECENT GOOD EXAMPLE IS SABERO ORGANIC,GRANULES AND HERITAGE INDIA.I HAVE FOLLOWED YOU AND MADE HUGE LOSS.THANKS BOSS.

    ReplyDelete
    Replies
    1. IF YOU THINK SO YOU NEED NOT BUY IT MAN .I AM NOT COMPELLING TO BUY ANYTHING .IF YOU ARE NOT CONVINCED JUST IGNORE IT.IN WHICH OF THE ABOVE THREE STOCKS YOU FOLLOWED ME AND MADE HUGE LOSS ?

      Delete
    2. What rubbish question.
      How come you lost money in Granules & Sabero Organics?
      Granules last update was to buy around 130-140 Max. after that stock went up to 234 in no time and still trading at 191.

      Sabero Organics - Last was to buy around 125 and after that it went up to 160 and now back to 139 which is still up.
      Both have gone up much higher and has still very good prospects.
      If you have bought at wrong price then you should bear it. Read carefuly what has been written.

      You bought for trading purpose at high levels to make quick money. One should pay for it. People who want to make fast money should pay and bear it.

      VP Sir, Pls ignore such nuts.. some one who has no clue on companies missed the boat at right time and seems like sour grapes.

      Your followers support you and thank ful to you.

      Delete
    3. Hello Anonymous !

      Value Picks give his views and opinion about the scrips for buying and everytime he state that take decision as your own and say do homework regarding the scrips and not compelling anybody. So dont blame and this blog was not for this type of people like you.

      Delete
    4. dear man. share market is not luck market. Which will open ur way to money. U need to open the way. U need to trap the share in ur money not to trap urself. Be the investor not blamer. All the best.

      Delete
    5. Dear VPJI
      I am observing the anonymous - calls and other persons publish the calls in which they failed and asking the claims which is not at all fair. I have several times see your clear cut and bold answer to enter any scrip on the self conviction. So no way they can claim such type arguments.

      I appreciate your openness to allow such type of comments in your blog even they are criticising and irritating manner.

      So pease dont consider such type of comments, just take these as positive and we all benefited from your gyan, knowledge sharing to small investors.

      I have seen your recemendations success rate is very high and even positive in falling markets also.

      thanks and with best regards,



      Delete
    6. Dear Anonymous, no one is forcing you to buy the shares here...stock represents company...if company is good stock is good...Here Value Picks dont ask you to buy the stock but gives you the reasons to buy the stock. If you believe the reasons or homework Value Pick is giving is good, buy/sell else dont. Decision is solely yours.

      No one can make money on borrowed knowledge.
      There are lots of stock advices available in market, but you should see why Stock Advisor is asking you to buy/sell the stock. If you feel that Advisor is giving good reason, you can opt to buy/sell the stock.

      It feels bad to make losses. All the best to you in future.

      Delete
    7. I think some people are purposefully blaming this site

      I can say even paid sites also not providing this kind of service

      Basic rule is any thing can happen in stock market and buying rate is very imp

      some people are benefited more than 100% in granules will they give money to value pick
      and value pick never recoomonded at that rate

      Value Pick, ignore these kind of messages even do not post in the blog

      Prasad

      Delete
  17. Dear Valuepick
    Can you please give any update on jb chemicals after J&J claim.
    Regards
    Vinay

    ReplyDelete
  18. Hi Sir,
    Any new update on KSB Pump u recommended @ 212 now today it's closed on 209... wht is the reason for free fall from 224 but in pump sector many stocks are in green except two (Roto and KSB)... plz advice..

    ReplyDelete
    Replies
    1. For an investor, no meaning in looking the day by day price movement .One will get appreciation in proportion to the growth of business behind each company.Please ignore my suggestions if you are a trader or a short term player.

      Delete
  19. Hi Sir, we missed Granules bus earlier but looking at the updates provided by you and expectations from upcoming results, can we enter at current level (192) to get descent returns say 10-15% in near terms. Pls advise.

    ReplyDelete
  20. What's your view on JB Chemicals and Pharma,Tulip telecom and shree ganesh jewelers.

    Regards,
    Venkat

    ReplyDelete
    Replies
    1. Positive on JB Chemicals for long term .Not tracking the rest

      Delete
  21. Dear Vpji

    You are the No.1 target of many paid site owners .Expect this and more in coming days , but we are always with you.

    ReplyDelete

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