Bambino Agro reported a loss of Rs.81 lakhs in November quarter . For the full year 2011-2012 company reported a profit of Rs.3 Cr v/s Rs.1.8 Cr posted last year .After a long gap of 15 years company declared a dividend @ 15 % .During the latest quarter company also reported its best ever single quarter sales figure of Rs.70 Cr .Even the company posted a loss in latest quarter I feel promoters are reasonably confident about the future and hence they decided to distribute profit this time.Investors with some risk appetite can still hold it for long term.
Disc:I have vested interest in BAIL
Disc:I have vested interest in BAIL
Hello VP,
ReplyDeleteWhat do you think about Liberty Shoes quarterly results? Can the price decline be used to add more?
Promoter selling in liberty shoe is a negative point ,leave it for the time being.
DeleteDear VP, What is the impact on Stock Price. What caused the Loss. WIP shows a huge figure. If the WIP is not consildered then it has made a big profit.
ReplyDeleteCompany is now in the process of increasing its reach beyond southern market ,this may be one reason .Hope positive effects in subsequent quarters.
Deleteheavy accumulation is happening in the bottomside, if share price reaches 1000 also no wonder because of low float and high promoters stakes , we saw the same with kwality diary, so investors please dont sell this now, think about selling this after price stabilizes.
ReplyDelete-h
loss posted company bombino stock price is increasing
ReplyDeleteprofit increased granules stock price is falling
any idea
Dear Valuepick,
ReplyDeleteYour view on arman financials?, is it still a value buy?
Rgds,
Sethu
The entire microfinance industry is still in share and lost the market interest.
Deletesir, what do you think about castrol.... i had bought at 323
ReplyDeleteHold , keep tracking the raw material cost.
DeleteDear Valuepick
ReplyDeleteSir what is your view on Jindal Poly.
Regards
Vinay
Not tracking Jindal Poly
DeleteDear VP,
ReplyDeleteHow do you find Linc Pen, can it be a call based on the brand strength?
Not sure about the brand loyalty in this business and entry barrier is also not high.
DeleteWhat is the record date for Bambino divident..Is it 21st Dec?
ReplyDeleteMr. Palani,
DeletePls take some effort to look at Bse site to check that. For that also you have to depend on VP?
Then whats the contribution form your side in YOUR investment?
C'mon guys, Perfect case of kids TOTALLY dependant on Parent.. Time to get real and little effort.
I totally agree with Kailash and I would add one more point. Please start using the search option before posting your question, VP has repeatedly addressed this point.
DeleteWe will atleast help saving VP's time in answering those questions.
Satya
what is your opinion on burnpur cement
ReplyDeleteVP sir what are your views about pitti lamination after results?
ReplyDeleteTad below expectation ,but a HOLD
DeleteDear VP, Is there any specific reason why promoters of HEG buying shares on regular basis. Madan Mohan M
ReplyDeleteDear VP,
ReplyDeleteWould it be advisable to buy Aries Agro at current levels as the stock is trading significantly lower now
Also, whats ur take on the 2nd quarter results of Aries Agro?
Thank you for all ur valuable reccomendations.
Dear Sushant
DeleteAries Agro is a puzzle ,but still I feel once investors will identify this stock.
Sir,
ReplyDeleteI am holding Milton on your recommendation, its now in UC, please advise sell or hold. Is the future still bright o milton
Take profit if not interested to take above average risk.
DeleteWhat is your view on HANUNG TOYS & TEXTILES?
ReplyDeleteDear VP,
ReplyDeleteAny post result analysis on Simran Farms? I am holding quite some shares accumulated in the 30s.
Best regard
If you have a long term view, average it if falls below Rs.20
DeleteThree of your best picks simran farms,sequent scientific and bambino agro has given dismissal results.Still holding on to it ?
ReplyDeleteReason for loss is more important
DeleteDear VP,
ReplyDeleteDo you track Liberty Phosphate??
What is the prospect for this particular stock?
Not tracking
DeleteCHEERS!!!!!
ReplyDeleteSEQUENT GOT 20% UP CKT. IN THE HISTORY FIRST TIME EVEN AFTER BAD RESULT OF THIS QUARTER.
Dear VP,
ReplyDeletethanks you for all your wonderful deewali recommendations, all of them are gems but i like oriental bell most, its a marvelous pick, if we believe india growth story this segment needs special attention, to grow india we need to build more buildings, better homes and tiles are essential parts of any buildings.
there is a video about company in youtube, just go through it so everyone can understand how passionate is management about their business.
your another pick mazda turned out very well :) thank you dude!
Regards,
Tom.
Sir,
ReplyDeleteWhat do you think about Development Credit Bank?
Tracking only two stocks from Banking space - YES Bank and ING Vysya.
DeleteDear Sir
ReplyDeleteRoto Pumps is continuously making new highs, is something big unfolding in it? Do you have vested interest in this stock?
Regards
Keshav
Hello sir,
ReplyDeleteWhat is your vies on Spanco ltd