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.
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.
VP sir,
ReplyDeleteAnother 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 :)
Is Suzlon a Sell ...after the extension of FCB is denied.
ReplyDeleteBetter to avoid for the time being and take a decision when some clarity emerges on Suzlon.
Deletehttp://www.moneycontrol.com/news/business/banks-to-consider-suzlon-debt-recast-sbi-official_767753.html
DeleteLooks like Suzlon found path for normal breath.
Pls do share ur thoughts
Good news , let us hope for the best :)
DeleteHi VPSir,
ReplyDeleteAs 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.
Dear Friend
DeleteI 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.
Daer VP JI
ReplyDeleteIn 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,
Got some orders recently.
DeleteHi VP Sir,
ReplyDeletePlease 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
Buy it if you have enough patience to wait for a long period.
DeleteReceivables and Inventory are Major problems. Sales increase is purely due to subsidy push from government....however working capital is completely screwed up!!
DeleteDear VP,
ReplyDeleteYour views on paper products pls .....
dear vp
ReplyDeletecomments on sequent regarding coversion of warrants to shares today ?
Sir is it a good time to enter in - Heritage,Manappuram finance and granules if my time horizon is long term??
ReplyDeleteI am confused on their current pricing. Thanks in advance :)
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.
Deleteok sir :)
DeleteI will take bet on other stocks then
Thanks again
Dear Sir,
ReplyDeletePlease share your opinion about ION Exchange now. It recently signed up with Panasonic for manufacturing of water purifier/air purifier.
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.
DeleteDear Value Pick
ReplyDeleteIs 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
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.
DeleteAny new update on India gelatine. The stock is gaining momentum or
ReplyDelete1) its simply because public has realized its potential now.
2) in expectation of good quarterly result.
Not aware about any new development.People will identify the performance at some point of time.
DeleteDear value
ReplyDeletei 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
Liquidity is not a problem in Investment for you ? :)
DeleteSIRJI,WHAT IS YOUR VIEW ABOUT LLOYD ELECTRIC & ENGINEERING LTD.
ReplyDeletegood company.
DeleteNot tracking Lloyd Electric
DeleteGood company
DeleteI HAVE KILPEST @ 25 WHAT CAN I DO BECAUSE I HAVE LOST MY 50%
ReplyDeleteMONEY SO PLEASE ADVICE ME HOLD OR SELL.
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 .
DeleteSir
ReplyDeletecan you let me know whats wrong with tulip telecom,why it is at 52 week low..
MadhuShankar
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.
ReplyDeleteIF 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 ?
DeleteWhat rubbish question.
DeleteHow 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.
Hello Anonymous !
DeleteValue 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.
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.
DeleteDear VPJI
DeleteI 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,
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.
DeleteNo 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.
I think some people are purposefully blaming this site
DeleteI 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
Dear Valuepick
ReplyDeleteCan you please give any update on jb chemicals after J&J claim.
Regards
Vinay
Let the details come first
DeleteHi Sir,
ReplyDeleteAny 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..
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.
DeleteHi 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.
ReplyDeleteGreat Work VP sir,,Thanks
ReplyDeletePositive on JB Chemicals for long term .Not tracking the rest
ReplyDeleteDear Vpji
ReplyDeleteYou are the No.1 target of many paid site owners .Expect this and more in coming days , but we are always with you.