tag:blogger.com,1999:blog-4508227071348714274.post8258359642161540897..comments2024-03-25T16:03:20.973+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: THE CURIOUS CASE OF LACTOSE INDIA Ltd.VALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger49125tag:blogger.com,1999:blog-4508227071348714274.post-11389959642687105772014-09-10T14:36:53.604+05:302014-09-10T14:36:53.604+05:30Dear VA,
After having a look at the latest 2013-1...Dear VA,<br /><br />After having a look at the latest 2013-14 financials of Lactose, it is clear that the preferential allotment of 25.68 lac shares is being made to a company called Gyaneshwar Multitrade @ 17.40 per share. Current mkt price is already 31. Interestingly, this company was formed only in Dec 2013 and owned / managed by Anantrai and Mihir Kesaria. Dont know whether these guys are investors / businessmen or market manipulators.<br /><br />It is also mentioned in the financials that kerry india had funded lactose in 2011 with the intent of expanding their production capacity and getting exclusive rights over the lactose produced. Kerry India have also entered into a separate agreement taking over all the existing customers of lactose. So are they interested in being only its exclusive customer. <br /><br />Assuming Gyaneshwar Mulltitrade is a market manipulator, this will benefit only the promoters and existing shareholders and the valuation of Lactose. How does it benefit Kerry and whether they have any stake at all or only have exclusive rights over the lactose production and customers of Lactose india. <br /><br />Am unable to understand the mystery. Please let us have your viewsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-31108336028577553682013-05-15T10:44:00.763+05:302013-05-15T10:44:00.763+05:30It appears that Lactose India liquidity = zero.
A ...It appears that Lactose India liquidity = zero.<br />A sell transaction gets cancelled automatically within seconds.<br />Is the light at the end of the tunnel permanently switched off for this counter?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-83334398469884639582013-03-06T18:41:32.136+05:302013-03-06T18:41:32.136+05:30I don't think they appear very open.Many times...I don't think they appear very open.Many times I tried to contact with them through e-mail but not a single time they responded in this matter.I have one more doubt ,if the promoters already sold the assets why they are not accounting the amount and again spending money for this company through preferential issue .?VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-37683346611617256622013-03-06T16:14:31.498+05:302013-03-06T16:14:31.498+05:30Dear Sir,
You have chosen to keep my earlier feed...Dear Sir,<br /><br />You have chosen to keep my earlier feedback to yourself.<br />My feedback to you was based on direct communication with Kerry. They appear open about transaction.<br /><br />Your painted scenario (Kerry buying Lactose India) is the best outcome all will like. <br /><br />But, what if .... LI management have simply sold assets, divert the money elsewhere and the shell-company is left over 2 years down the track? Will that make shareholders lose their money? If someone is running a loss-making business 20 years ... one has to consider the definition of insanity ...<br /><br />Or is it all figment of my imagination?<br /><br />My point is simple. Unless you have a direct access and communication with Lactose India .. everything is speculation.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-17698689761402869092013-02-26T00:09:25.770+05:302013-02-26T00:09:25.770+05:30Value Pick plz provide 3-4 years view on escorts,m...Value Pick plz provide 3-4 years view on escorts,marg,NCC,hsil,DISHMAN,arshiya intl,sanghvi moversSALIM KHANhttps://www.blogger.com/profile/11867001743697159454noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-40949185906183751812013-02-20T20:25:53.906+05:302013-02-20T20:25:53.906+05:30Dear Friend
I believe ,Under estimating everyone ...Dear Friend<br /><br />I believe ,Under estimating everyone other than us and thinking all others are fools is not the right way to acquire knowledge in any field ..I have just two questions to you . 1) If the company sold only assets what is wrong in showing the amount in their books as sales proceeds.<br /><br />2) If they sold only assets why the promoters again pumping money through preferential issue into a company without assets ( Lactose) ?<br /><br />Expecting your opinion on these two ...VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-8131054906331193132013-02-20T19:06:17.605+05:302013-02-20T19:06:17.605+05:30fools why are you speculating.This company with as...fools why are you speculating.This company with assets is sold, promoter have sold only asset.Company is not sold.company would be listed but not kerry stake in it.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-27412940737152870272013-02-17T08:21:21.622+05:302013-02-17T08:21:21.622+05:30A word of caution - Irish Kerry has acquired ASSET...A word of caution - Irish Kerry has acquired ASSETS from Lactose India. NOT EQUITY.<br /><br />Appears to be a case of 'Contract Manufacturing" in the pharma space. Kerry is funding (and will own) the asset that will produce agreed product to specification... under the management of Lactose India.... <br /><br />Will that make it dividend paying stock? Time will tell. We are dealing with a company that has consistently shown losses in the books.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-42591219447802883402013-02-16T22:18:03.107+05:302013-02-16T22:18:03.107+05:30Valuable information provided on Lactose India. W...Valuable information provided on Lactose India. When Sabero Organics share price is around Rs.15, I have not seen recommending sabero. But, later it is known story. Like this, Lactose india will also be the future story as per the information available on the internet.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-54717965948674099582013-02-12T10:58:20.447+05:302013-02-12T10:58:20.447+05:30H N Bhagavan
Dear Sir,
I requested for your view ...H N Bhagavan<br />Dear Sir,<br /><br />I requested for your view on THEMIS MEDICARE which was recommended at Rs94/-.<br />Thanking you,<br />HNBHagavanH N Bhagavannoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-28213628875646895972013-02-12T10:47:50.165+05:302013-02-12T10:47:50.165+05:30Dear value pick,
Very good study and observation.
...Dear value pick,<br />Very good study and observation.<br />This motivates me to make more in depth study of my own.<br /><br />Thanks,<br />Nidhin.nidhinhttps://www.blogger.com/profile/12781950810268916382noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-3101734971436622102013-02-12T05:47:37.321+05:302013-02-12T05:47:37.321+05:30Actually I don't know who can fix a target for...Actually I don't know who can fix a target for a stock of any company working on a going concern basis.It may vary with many factors ,most importantly company's business growth .Let first Kerry came to action openly and explain their plans .Before it unfolding on what basis we can imagine about a target ? VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-65537188405447480542013-02-11T23:22:30.476+05:302013-02-11T23:22:30.476+05:30Sir, whats your view on swelect?Sir, whats your view on swelect?aluwalianoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-15410520878563036742013-02-11T22:49:09.748+05:302013-02-11T22:49:09.748+05:30Hello Sir,
The share price of Lactose has risen fr...Hello Sir,<br />The share price of Lactose has risen from 6 to current 17+. It has doubled from 8 to 17+ in past 4-5 months. What is your LT tgt for this company.Aamodnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-76902835028059718832013-02-11T22:00:26.460+05:302013-02-11T22:00:26.460+05:30Feed cost is the major issue .Buy when signs of fa...Feed cost is the major issue .Buy when signs of fall in Maize and Soya prices.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-73865524388311515592013-02-11T21:59:16.541+05:302013-02-11T21:59:16.541+05:30Not very positive on holding cos.Since they holdin...Not very positive on holding cos.Since they holding the shares of group cos no chance to monetize it .Will get only dividend income if any.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-32201273221735975662013-02-11T21:57:48.248+05:302013-02-11T21:57:48.248+05:30Not tracking bothNot tracking bothVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-29166220728371517002013-02-11T21:57:27.437+05:302013-02-11T21:57:27.437+05:30Tracking only Pidilite which is a HOLD and Buy on ...Tracking only Pidilite which is a HOLD and Buy on dip.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-62288492959399684192013-02-11T21:56:51.386+05:302013-02-11T21:56:51.386+05:30Commented many times about these cos ,no changeCommented many times about these cos ,no changeVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-29326476985636311462013-02-11T21:56:21.479+05:302013-02-11T21:56:21.479+05:30Due to delayed monsoon there was a spike in raw ma...Due to delayed monsoon there was a spike in raw material cost .Let us hope this situation will not repeat in next year.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-44240461451060321332013-02-11T21:55:03.334+05:302013-02-11T21:55:03.334+05:30Not tracking both stocks.Not tracking both stocks.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-36117651345419497412013-02-11T21:54:39.846+05:302013-02-11T21:54:39.846+05:30Commented below the previous postCommented below the previous postVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-23986595784655389902013-02-11T21:54:13.947+05:302013-02-11T21:54:13.947+05:30Lower level of capex in capital goods sector is t...Lower level of capex in capital goods sector is the issue .Company with a futuristic technology .If you have patience to wait some longer time ,buy in small lots.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-90718637465756440912013-02-10T19:11:06.281+05:302013-02-10T19:11:06.281+05:30Dear Sir,
Can I start averaging Simran farms. My ...Dear Sir,<br /><br />Can I start averaging Simran farms. My earlier purchase is @32. Thanks.Amarhttps://www.blogger.com/profile/06713079553139681029noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-54122688774774987672013-02-10T19:01:29.210+05:302013-02-10T19:01:29.210+05:30SIR,do you find valuepick in INVESTMENT holding co...SIR,do you find valuepick in INVESTMENT holding cos. like jindal southwest holdings nalwasons etc? yashAnonymousnoreply@blogger.com