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Wow... Fantastic results and lot of debt reduction ... ..a true turn around story .. will touch new highs.. A true value -pick... Thank you VP sir.. your analysis is eternal ... Do you think this is enough debt reduction since last posted results ?
Apollo is merging into Amulya and not vice-versa .So the share holders of Apollo will get Amulya shares and thereafter name will be changed . Post merger equity will be between Rs.10-11 Cr and the entire result of Apollo will reflect in merged company's book.
Hello VP from the other side, Trust you are doing fine !
Can you help me with some best and multibagger blue chip stocks that you are aware at the moment which can be a huge success in the coming five years ?
Sir your take on Signet industries? Valuations wise looks interesting. Debt also manageable and the company is growth sectors overall, growing topline and bottomline consistently.
Sir
ReplyDeleteThanks a lot for giving a wonderful stock Ramky, as our deepali pick .hope this stock will fly after Q2 results
Their debt reduction efforts are more important than result at least for few more quarters, thereafter let us concentrate on results.
DeleteGood results with improvements in all fronts.
ReplyDeleteYes, improving as expected.
DeleteDear VP Sir,
ReplyDeleteThere was a debt reduction of ~120Crs in this quarter too, right.?
I infer that Sep usually is Ramky's weak quarter. Considering that, the result is excellent compared to last year. This signifies a turn around story.
Regards,
Darshan S.
Yes , everything going in right direction.
DeleteWow... Fantastic results and lot of debt reduction ... ..a true turn around story .. will touch new highs.. A true value -pick... Thank you VP sir.. your analysis is eternal ... Do you think this is enough debt reduction since last posted results ?
ReplyDeleteI don't think it is possible to retire entire debt at a time . They are progressing well.
DeleteContinual reduction in debt?
DeleteDear Sir...What is your feedback about Anjani cement & Amarjothi spinners...Tks a lot.
ReplyDeletePrefer to hold APCL and book at least part profit in Amarjothi for average risk takers.
DeleteHello Sir...thanks for this wonderful pick.
ReplyDeleteSir What is your opinion on PG foils?
Not bad but one should keep a close eye on raw material price which is showing a rising trend.
DeleteSir,Please share your view on insurance sector in general and view on recently listed stocks of the insurance sector.
ReplyDeleteSector having good potential, but from an investor point of view - stocks are not at an attractive valuation.
DeleteUR views on Tube investment india Ltd
ReplyDeleteMentioned the same in twitter few days back @ Rs.250
Deletehttps://twitter.com/valuepick/status/927884807127699457
Hi ,
ReplyDeleteRequest you to throw some light on how many shares would the shareholders receive after merger of Amulya and apollo
Regards
Apollo is merging into Amulya and not vice-versa .So the share holders of Apollo will get Amulya shares and thereafter name will be changed . Post merger equity will be between Rs.10-11 Cr and the entire result of Apollo will reflect in merged company's book.
DeleteSir, are you tracking Tata teleservices ? Your views on the same please ? Thanks in advance.
ReplyDeleteNot tracking
DeleteSir,
ReplyDeleteDespite supereb result Fiberweb is not moving.Any coomments.
Regards
Market is skeptical about the quality of result and promoter's claims.
DeleteHi VP Sir,
ReplyDeleteWhats your current view on HOEC (HINDUSTAN OIL EXPLORATION CO.LTD)
Do you track :
Facor Allor, Ferror Alloy, Bhagwati Auto.
Prefer to hold HOEC, not tracking others.
DeleteHello VP from the other side, Trust you are doing fine !
ReplyDeleteCan you help me with some best and multibagger blue chip stocks that you are aware at the moment which can be a huge success in the coming five years ?
Blue chips are generally compounders , difficult to get multibaggers from there
DeleteDear sir
ReplyDeletegot the holdings from NSDL where in my holding of websol energy is being shown as Trading suspened
but it is trading what am i missing
may be some technical errors
Deletesir magna electro castings posted good results. can we continue to hold
ReplyDeletePrefer to hold
DeleteSir ,Since lot of initiative in solar space, Your view on Surana Solar for long term investment?
ReplyDeleteSkeptical about it.
DeleteDear Value pick sir,
ReplyDeletekindly give your view on tanla solutions.
Expecting range bound movement
Deletethanks for the reply.
DeleteHi VP Sir, Please share your views on Avantel.
ReplyDeleteAvantel suggested @ Rs.62 .It returned 5 X in 5 years .Neutral at CMP
DeleteOld posting link
http://value-picks.blogspot.in/2012/01/avantel-good-show.html
Dear VP sir,
ReplyDeleteWhat are your views on orient abarasive
Not tracking
DeleteKindly throw some light on Cadila Healthcare & PFC?
ReplyDeleteThank you.
An SIP type investment may consider in Cadila if you area passive investor with enough patience .
DeleteNot tracking PFC
Sir, are you tracking Century Extrusion? any views on it
ReplyDeleteNot tracking
DeleteDear VP
ReplyDeleteNice to see u again
sir any new stock/sector will do good in a next 3-5yr ?
Hi Sir. Can you pls share your take on Shree Rama Multi tech results.
ReplyDeleteBelow expectation.
DeleteDear Sir, Please share ur views on Anant Raj, Byke hospitality, Repco home and GVK power. Repco is having high npa compared to peers.
ReplyDeletesir, your comment on pecos hotel please
ReplyDeleteSir,
ReplyDeleteYour opinion on Bharati Agri Fert and Realty. Can it be a turnaround story. ?
Dear Value pick sir,
ReplyDeletekindly give your view on Sankhya Infotech???
thanks
Dear sir,
ReplyDeleteCan you share your thoughts on Alok industries.is it the right time to buy?
Dear Value Pick,
ReplyDeleteYour view on Rallis India.
Thanks in advance.
Sir your take on Signet industries? Valuations wise looks interesting. Debt also manageable and the company is growth sectors overall, growing topline and bottomline consistently.
ReplyDeleteSorry , not tracking above mentioned companies.
DeleteAre you tracking Sangam Advisors by any chance? Any views? Thanks
ReplyDelete