Monday, April 3, 2017

RAMKY INFRASTRUCTURE - UPDDATE

As per company's today's announcement submitted to stock exchanges , Ramky reduced more than Rs.200 Cr debt by way of selling one non core asset of its subsidiary . I believe ,it is an important step in the right direction and it  indicating  management's intention to bring back the company  into the right track once again.

Disc: Holding Shares of Ramy Infrastructure

71 comments :

  1. Thanks for the update, Request you to please share your Facebook link.....

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  2. Facebook link not working properly for past few days.

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  3. Sir, your views on patel engg.

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  4. Hi VP Sir, Very happy to see you back on the blog after long time. Please keep posting some company updates on the blog. Thank You.

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  5. Sir, glad to see you posting here. Literally I am seeing blog to see if you post any messages.

    kindly share your opinion on panacea biotec.

    Regards,
    Prasanna Kumar

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  6. Sir in the same way could you please share your view in lakshmi energy on the attachment of assets by ED..

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    Replies
    1. Need company's version also for a final conclusion.

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  7. His VP sir
    Thank God .Nice to see you again in your blog.You don't know people how much love you in heart.we where miss you last 1 month. please give some good companies suggestions same like your old Guss the stock contest.

    Are you tracking WEBSO ENERGY ?
    if yes How about the company

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    Replies
    1. Seems some positive developments in Websol on debt reduction side

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  8. Dear VP sir
    Thanks for your msg.
    Hope you will be fine.

    Until 2016, ( before came to read your blog) , I'm just a greed ful trader with lots of failures. By means of your guidance today turned as an investor with confidence and patience. And miles to go.

    Thanks for your selfless service. Thanks a ton.

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  9. Sooo happy to see VP Sir back. I check this blog 2-3 times daily as is my habit for the last over six yrs and felt very disappointed during this gap of more than a month. Warm regards/Ravi

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  10. Sir,

    Your views on Lakshmi Energy

    Thanks for update.

    Best Regards

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  11. Hi Sir
    Let me know your views on Bharat wires and Vedavaag

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  12. Hello VP Sir,

    Nice to see your post after longest break since u have started this blog :)
    missed u a lot..Hope u will continue forever.

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  13. Good to see you again sir

    Kindly share your views on ducon infratech pls ...

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    Replies
    1. I think you are aware about the recent allegations about its promoters overseas company . Frankly speaking I am not sure about the genuineness of that incident ,hence really confused.

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    2. right sir i am also confused but i beleive allegations are are genuine...

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  14. Sir, Your view on Cosyn, Intense Technology and Moschip Semi Conductors. Your return to the blog is a very boon to us.

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    1. Not tracking Cosyn , Intense in a promising firls need to wait and see how they scale up business to the next level.Moschip only for high risk takers.

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  15. Sir, missing you since so many days in facebook and blog as well. Very much worried and felt that I am disconnected from stock market.

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  16. Dear VP ji
    Please share your present views on your old reco lactose India.
    Thank you

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    Replies
    1. Prefer to hold for those entered at lower level.

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  17. Welcome ji after a long gap seen ur message. Suggest ur view on Syncom formulations and nhc foods

    Thanks
    Amudhan

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  18. Sir,
    How about Kallam Spinning Mills Ltd for long term view?

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  19. Sir, don't you expect a big crash coming? The valuations of majority of small/mid-cap companies seem to be over stretched at the moment.

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    Replies
    1. Crash is not the only way to adjust valuation, increase in corporate earnings will also serve the purpose if it happens.

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  20. VP, Ur current view on LT foods. It has made a good run in recent time, but still there is wide gap in the market cap between KRBL n LT. Do you still think it can catch the valuation of KRBL ??

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  21. Hi VP, do you really think that 200 Crores of non-core business sale will have any significant effect on balance sheet? Ramky has huge debt i.e. 4000 crores plus. This company is having same fundamentals as MBL Infra. I think MBL is better bet.

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    Replies
    1. You are asking the question and giving the answer too :)

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  22. Hi Sir,
    I entered Ramky Infra at 85.50. after that it it went down and settled at 50. but i was a long time silent follower of you. after it crossed 90 twice i did not book profit. I had a good amount of conviction and today i am in good profits. This is all because of you. God bless you.

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    Replies
    1. Not because of me , it is the reward for your conviction and patience.

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  23. Sir, your views on SKM egg products? There seem to be some kind of movement..

    Regards,

    George Kombara

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    Replies
    1. Product price still at lower level in international market.

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  24. Thanks for the update VP sir.
    Good to see you back :-)

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  25. Shaffin ThadathazhathApril 5, 2017 at 8:40 AM

    Hello Sir, What is your view abt Cantabil retail

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    Replies
    1. Last quarter showing some improvement ,but too early to comment.

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  26. Sir... Your view about Precision Wires India Limited

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  27. Sir,Your views on renewable energy sector in general.
    And what do you think about Suzlon?

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    Replies
    1. Company's performance is expected to improve , but due to conversion of FCCB and subsequent selling floating stock increased , this may create price pressure in short - medium term.

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  28. Dear vpji
    I would like to know your views regarding polyplex as stock looks cheap on consolidated result basis but it is difficult to understand company having many subsidiaries and operations in many locations

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  29. Dear Valuepick ji! A very good evening. The media is gungho discussing about Government's transformational initiative to spend substantially on creating and showcasing infrastructure as all out preparation for 2019 election campaign. I have recently seen some analysts also taking a cue and recommending Cement apart from Infra as potent sector to play on. I have Ramky Infra on your reco. Want to enter Anjani Portland cement. Kindly advise whether it is advisable since significant appreciation has taken place after your reco. I am long term investor (3-4-5 years holding not an issue). Grateful for your kind advice. Warm regards!

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    Replies
    1. Entry level is important in any case.

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  30. Sir, Glad to read you after long time. What is your current opinion about old picks MIC, ABFRL, Superhouse, IFB agro, Essel and PPL. Recent developments in MIC sounds good to me :-)

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  31. A Grand Wellcome Sir . This is your own chield , which you are nourishing after a long Gaaaap. Even Himalaya Int is going great. Faith and patience always pays.
    But , felt nice , seeing you .
    Be Blessed.

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  32. Dear sir
    Please share your thoughts regarding
    1.palred technologies
    2.modi rubber
    3.sankhya infotec

    Thanks.

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  33. Dear VP,
    Can you share your views on TV18 and Future Consumer?

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  34. VP sir,
    warm welcome and pls continue to guide us as you did earlier.

    Any change of view on IFB Agro and if liquor ban in few states will effect the company performance?

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    Replies
    1. Implementation of liquor ban in more and more states may affect it.Even if there is no ban in the state where it is selling product , stock price movement may sentimentally affect

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  35. Honorable VP Sir,
    Nice to see you again after a gap of more than 1 year. your tips on stocks are valuable for investor.
    Very soon I am reducing my losses and coming in profit. I am holding 900 Himalaya intl @ 12.75, 200 Polyplex corpn @ 251 ,1300 EON electric @ 72 (reinvest) & 1230 Gujrat Borosil @ 83 are in profit. Please offer views on above share.Also offer ur comments on Shakti Pumps holding 1000 share @ 162 on your tips on MMB.I am long term investor (% yrs Max.)

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    Replies
    1. March qtr results are just starting , prefer to review thereafter.

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  36. Sir i am very much eager to read your blog since last 5 years i have learn and learning from you crucial from your blog and become a inverster.we all miss you sir. Kindly request to update blag regularly as was early. Thnks

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  37. Hi VP Sir,

    Excited to see you back and replying to all the queries.
    Appreciate your view on below stocks:
    1. Ujaas Energy - Do you track this stock(Last year you were not tracking it).
    2. MANAPPURAM FINANCE.
    3. Goldstone Infra (I saw your comments in Jan saying "Not much idea about promoter quality , hence no comments.")
    Did by any chance you got to review the company.

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  38. GM. Any view on Fiberweb India ? Many tks in advance.

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    Replies
    1. Stock we discussed around Rs.75 level, neutral at CMP

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  39. Sir what is your view about vidhi dystuff?

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  40. Sir what is shree pushkar chemical good for long term?

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  41. dear vp sir your views on future consumer products i have buyied at 28

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  42. Hi VP sir,

    Glad to see some action from you on this site :)
    What is your opinion on old pic ABFRL ?

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  43. Dear Sir,

    With Madhya Pradesh joining other states in deciding on phases liquor ban, do you think the prospects of Ifb agro will be negatively affected as majority of its profits come from this field ?

    Thank you,

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  44. Sorry, not tracking above companies

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  45. dear sir

    welcome back. please share your view about omkar specialty & pennar indutries. many thanks in advances

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  46. Hi sir, your views on IL&FS ENGG.

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