Congratulations to all the investors of Shir Keshav Cements & Infra (a.k.a Katwa Udyog), who have more than doubled their money in less than a month.
God Bless !!!
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aceinvestortrader 
Great…!!!
Hello Ace,
Thanks for sharing such a wonderful stock with us. I have been trying to access the website of shri Keshav cement with no luck. I keep getting page cannot be displayed. Do you also see the same problem ?
Thanks
Rafi
yes the group site is working but cement website is down for technical reasons.
Sir, do you advise fresh entry in Ambika cotton ?
Also, what do you think of Orbit Exports ?
Thanks
you should know i dont do portfolio management here…i just give my views and as you must be aware i am bullish on all the stocks currently on this blog’s radar and that includes ambika.
Congrats to all and ace 🙂
🙂
congrats to all the investors
Ace what is yr view on Mercator
not confident about it
Ace invested. You are grear
Mahalingam Sent from my LUMIA WINDOWS PHONE 720 ________________________________
no sir, only god is great…God Bless !!!
Ace,
I am one of those profited from keshav cements
Thank a lot.
God Bless you
Superb, congrats….
u r gr8 ace how many experiance in stock maket what r u doing in spare time
whatever i feel comfortable sharing about myself, is shared in my about page sir.
Dear ACE,
Your views on LGB Forge. Do you potential it this stock.
sorry no view as of now
Hi Ace Sir,
Thank You for katwa. Congrats to all and ace.
Thank you for the wonderful script, wanted to know your view on Tirpuati sarjan
Now big investors realizing the potential of Vidhi food color. Renowned investor Nikhil vora founder and CEO of sixt sense ventures and ex m.d and head of research investor at idfc securities has bought 497114 shares.
Thank you very much ace for finding such a company at young stage
yes, nikhil vora is a renowned guy.. congratulations to you and all other investors of vidhi to have conviction to hold on to winner. Great…God Bless !!!
by the way, thanks for the update. Always Helpful
Ace bro thanks to you for finding out this gem. Gonna add some more .
ok
how is tv today for long term at curent mcap of 1300 cr
average
Potential of keshav cement
??
What’s your views on ncl industries ace bro
when we have shri keshav why to look elsewhere
Missed keshav :-(. That’s why.
ok, but i would still look at shri keshav
Sir, KREBS BIOCHEMICALS- No Revenue but as per shareholding, promoters include IPCA Labs. and Sun Pharma also holding 8.46% stake.
Your views on this company ?
if it can get its act together and re-start production then maybe
How much debt keshav will take for expansion…how u confirmed abt the expansion…this Dec no plant as I talked to the co….still expansion work on paper…
pls read the stock story again. also who said the plant is coming on stream by december? as clearly menioned in the stock story its by end of this FY..also, as i said ground work is done, and as far as i am told even EPC contractors have been worked..
Good to heard…Not hold this..Unfortunately..!!!
Hi ACE….Tried google search with different combinations for Tamil Nadu petroleum products..your view after this robust result please…?
not seen the results
Mangalam drugs has repackaged it’s website, in line with trend. Provides a good look and feel.
that’s the company evolution..isnt it..great..http://mangalamdrugs.com/ .
It is 🙂
Hi, ur view on Oricon enterprises?
no change from previous views
Ace Sir,
I was little late to board the ‘Katwa’ train but finally did, and happy to be part of it, I’ve two question can you please help?
1) Like Cupid an year back, Katwa is moved to ‘T’ group by market regulator, can it cause panic selling panic in traders? If so we shall buy on lower levels?
2) Recently I see good movement in ‘Pentamedia Graphics’ once a good stock, I see their order book too nicely filled. Can you please share your view if possible on it?
Thanks,
Himanshu
does it looks like that’s the case in katwa… you are talking about panic selling its panic buying that’s happening there… it already up by 20% inspite of being in 2% filter….that’s speaking something.
2. not interested in pentamedia
Plz Share your view on SRS Ltd. Thanks in advance
dont like it
sir your view on pricol. thanks
no change from previous views…
Sir any ideas to investment.sir I am new to u r blog found 2 days back only.found dgml article, I then invested little bit for a trial.like to follow u in the world of investing.Happy to read n learn from u r blog not just t articles but your reply to investment community. Expecting more articles.thanks for ur work n keep going
there are so many ideas listed here. choose the one that you understand
Sir thanks for ur reply.
Sir today was my birthday also I think my will change from here after coming to know about u. and also I was got ur answer.I take it as ur blessing
many many happy returns of the day sir 🙂
Thanks sir
Ace jingalala like to know about the fair price of sygene which is going list tomorrow like to know whether good for long term. Plz mention fair price to enter
just today i said something about sygene…atleast read the comments
Sir What’s your view on Lakshmi machine works(LMW) with long term prospective? There’s lot of buzz in the textile sector and will LMW be benefiting from it? Can LMW help me buy BMW in the long run?
BMW 🙂 ??
Dear Ace, pls give your views about KRBL Ltd.. Tnx..!!
not keen on this one
Tnx for your reply..!!!
Chaman lal looks a better play with results announced and valuations.
ok
between repco and gruh which one better
both are very good…
V2 Retail Ltd has informed BSE that Mr. Yatish Bhardwaj has resigned from the post of Company Secretary and Compliance Officer of the Company with effect from August 03, 2015.
Do you think this would have any significant Impact ?
no. sometime last year their CEO left and look where is both the stock and the company today
🙂 So True…
Hi Ace, one request – at any point of time if you see any alarm in V2 please do raise it in teh blog so we could be alert..and examine the cause..thanks again for your kind help.
you can always discuss about specific events and i can give you my take on it
Mangalam will issue 26,50,000 Warrants at Rs.65/- each, on preferential basis to J B Pharma LLP
They were so eager to corner this chunk before the cmp surpassed 3 digits.
Extremely positive development.
yes. the way they urgently called board meeting shows their literal desperation to get warrants at best possible price.
namaste sir.. i want to invest a part of my salary in equity.. managalam drugs got me interested. however, mangalam drugs has already appreciated by 100% since ur posting.. do u feel there is a scope for further appreciation or shall i wait for ur next recommendation?
you should know that i dont know portfolio management. also, let me ask you…do you just look at price or even monitor the performance of the company? what do you have to say about the results?
this is as an fyi…. I also post as KK and do not know who the above kk is. I will change my name from now on to avoid confusion.
to avoid misuse of name, one should register with his id and then post..moderating your comment to remove your email id
Sir dont find much value in midcaps and small cap shares…its got much heated up…Some correction is necessary now to bring back value..your views on it
just replied
Sir dont find much value in midcaps and small cap shares…its got much heated up…Some correction is necessary now to bring back value..your views on it….shld we do sip?
value is a very subjective term..in any case being a growth investor i have never had this problem 🙂
Hi ACe
do you think it is right on part of management to issue warrants at price which is less than market price and if they have money they should have increased their stake from market a lot of companies have done it in recent past, this thing has been done by Excel industry before their cycle turnaround to issue warrant at that time for Rs 65 when they know things are going to do better so that is reason their stock is not getting due recognition as compared to their peers in agrochemical industry when they are doing well. Do not think it raises serious concern about good corporate governance on part of promoters, although I am holding stock from when you have recommended it but for clarity sake I want to clear my doubts regarding these issues
please give your views
they dont have a choice, there are SEBI rules governing this pricing : http://www.sebi.gov.in/commreport/rep245a1.html
Good pick…..
Ace, seems, as per news report that the hospitality business is likely to get short in the arm with the ‘visa on arrival’ scheme for 72 countries. Any script you are tracking in this sector which may benefit?
this is an old piece of news
Ace sir,
Sahyadri Industries result : 10th Aug
Cybertech : 13th Aug
Deccan gold locked in UC.
ok
Hi Ace, any recent views on Mazda ltd and Royal Orchid – trying to comback..
nothing as of now
HI Ace,
Whats your view on Talwarkars?
its a decent bet on declines for very long term
Looks like Mangalam is giving an opportunity to buy more and sit tight……
ok
Ace sir,
What are your views on HSIL? The company is expanding/diverging into other businesses? Do you think this will harm the company in the long run?
diversification is not bad if done something in the related field
Hi Ace,
Wanted your views on Unjha Formulations. Is this something in your radar?
The numbers seem to be improving and company has 0 debt.
Thanks!
Cheers!
Niranjan
no change from previous views
Sorry but I did google search of the blog and searched within the blog too but couldn’t find it. Could you or if anyone else kindly point me please?
Thanks
Niranjan
Have I to sell now since it is in lc today Regards Mahalingam Sent from my LUMIA WINDOWS PHONE 720 ________________________________
really ..is that how you invest? that’s not the right investing attitude…if you buy because something is in UC and sell if its in LC then how will you make money in the markets man?
LOL…:-)..No pun intended but could not control my laugh after this comment.
Dear Ace,
Why do Promoters issue Warrants ?? They can just buy from open market isn`t ??
if they go by buying from open markets then 1. they cannot increase their stake by more than 5% in a year. 2. the company does not get any money. now with warrants the company gets money which can be used for debt reduction, expansion etc etc and in one shot the promoters were able to raise their stake by around 10% (approx calculations)
Gotcha.. ! Have a nice weeekend ..
Respected Sir,
Your view is required on CAPRIHANS INDIA LTD
decent…
prima to start roto moulding at daman plant.roto moulding is making hollow plastic.how is this development ace
its good, and importantly to the readers of this blog, this should be old news 🙂
Prima is a kind of company we need to hold for long term. Introduction of gst will be game changer for them they will increase there presence to pan india after introduction of gst. Am I right ace bro
yes, and so far it is making all the right moves
no this is latest.they r going to decide this next week along with quarterly results
i know you are talking about the latest bse announcement but the readers of this blog knew about this plan in jan/feb itself when they had closed their ACP unit. you can look into jan/feb/mar comments.
How is sakuma export sir?
not interested in it.
Hi Ace.. u know what im so restless.. I either end up making a small profit or enter a stock at a wrong time… I end up purchasing shares when they are already high.. for example, i bought mangalam drugs and pressman yest.. today both fell.. had i bought vidhi.. would have experienced upper circuit today.. also, i exited when katwa was just 77! sir.. how do i control my emotions so that I enter and exit at right time?
you can control your emotions by understand what you are buying..and most importantly “why” you are making a certain investment… if you do not research then you do not get conviction…and conviction is important in the times of volatility. also if you research you’ll understand the true value of your stock ….
great reply sir, previously before reading your blog i was also suffering from the same problem, but now its always opposite, i am big, bigger and best profits and small and tiny losses. now whenever i buy a share it starts flying
missed the work i am making
Though this is not for me but just sharing 2 cents – unless we do deeper work and evolve a frame work companies seems similarly good – its when we go deeper we learn to classify better – develop a basic excel based frame work where u list the important parametes – fill those boxes with whatever information u feel fits it — then after a while when u re-read those boxes for your different investment options you feel more confident .. in my very limited knowledge – i think if one can calculate the EPS for next 2 -3 quaters then the work can been v good .. if you feel do not have the theoritical base , inparallel work on those basic from next or from the coursera – these are one time investements , if you do – perspective will change as u would have climbed 1 peak and can see a new view now
Helo ace sir.
Sugar stocks are trading at almost 5 to 10 years low. Plz share ur views .is turnaround is possible from here?
impossible is nothing in stock markets.
whats your view on premier ltd?
no change from previous views
Dear Acr, How much target do u set for Katwa in next one year.
i dont believe in so called targets. the regular readers of this blog know this
Keep riding the price rise. Is the mantra.
also, price targets assume a specific PE and who is to say that market would not give less or more PE to a specific stocks…how many time we have seen our so called analyst give a price targets and when those targets are met, they increase it…then what is the point of targets …
Haha.. its actually hilarious.. main point I realised is in a dcf framework to arrive at a target, we can debate target since there are assumptions.
Whereas when analysts arrive at a price by arriving at “target pe” then it’s usually assumed to be written in stone.
Also certain decisions are specific to an investors philosophy, which they have nurtured.
I would re-visit my investment thesis, if :
* stock is overvalued
* story has changed
* management has done something that makes me uncomfortable.
Again that’s just me, others have their own specifics.
Hi ACE…Is this an opportunity to enter HSIL as it seems highly discounted from its rich valuation due to reality slowdown reflecting in quarterly reslut…Thanks.
buying/selling is your decision to take
Hi Ace,
I am new to this forum. Such a great quotes on different picks. and on your suggestions. thanks!
Do you have any recent findings or recommendation? thanks!
findings in the sense?
Hi ACE I come to source that existing cspacity of Katwa is 450 TPD and now they r expanding to 1000 TPD. Is it true.? As per u r suggestion how long we can hold this shares ? How much return do u explore for next 3 yo 4 yeras. Is this rally continue ? Want to know u r opinion. . Waiting for reply ?
my views are presented here on this blog sir..pls go through the post and decide.
Soory my mistake. Expandef capacity is 3000 Ton pet day
no problem.
ACE Bhai, your valuable views on Tanla Solutions.
sorry, not keen on it
And Sir what about Take Solutions? Is it worth “taking” for long term?
not keen on it
sir your views on bharat forge. thanks
this is one of the few large caps i have been positive on for quite a long time now
Dear Sir,
I would like your comment on company called mould tek packaging.Recently they have declared good set of quarterly numbers. Further they are pioneer and leader in IML techniques with in house developed robots. They are setting up new overseas manufacturing unit and few month back completed QIP. I tried to search for this company here but could not find your comment.
One more thing , many time you tell to search on google for your comment for particular stock.Would you like to explain it further.
as mentioned earlier, not too keen on it….also have told quite a few times of using google to search stuff on any specific website. its actually a google trick, not anything to do with wordpress
hiii ace..what is your view for Olympia Industries Ltd?? god bless
no change from previous views
Dear Aceji,
All ur recommended scrips are firing from all cylinders now,
Patiently waiting in rajoo & that too started firing.
Congrats to u & all boarders, we got the Guru like u!!!
great.
ambika results are bad.no topline growth.even net profit.think will settle at 900
ok
Could you please let me know where the results are available…? Thanks…!
its always declared on the exchanges first
Thanks a lot..!! Have a nice week ahead…!!!
Ace, your views on Morepan Labs. Could not find it in your blog.
not interested in morepan
sir after ur expert view i made a profit in MEDI-CAPS LTD. Kindly share your view point on ECE industries. As it is Debt Free Company , Sale of 180cr annually , Trading at 0.76 of its books value , reserves of 133cr , investment of more than 100 cr.
Kindly share a detail view point on it.
sorry no view as of now
Hi ace,! Plz give ur views on Sunil hi-tech and sri pipes.
sunil is a decent one, sri pipes no change from previous views
Dear Sir,
Many companies seem to be turning around in the bull market. Its coincidence, cycle or my pessimism. your comment on this.
there are always companies turning around at every stage…but sometimes bull market may accelerate it
Helo ace sir.
Plz share ur views on thomas cook.
Thanks
its good
Ace
Kindly give ur views on Ambika result…
Thanks
Anuj
not disappointed with results… no need to worry about this company Quarter on quarter
Sir, ur valuable advice needed on Motherson Sumi after the results and Vinati Organics
have not seen the results
Whats your view on ITL industries?
decent
Dear ace sir
Want your views on GHCL
its a decent bet for very long term
Plz share your view on HBL Power [56]. Thanks in advance !
sorry, not too keen on it
Hi Ace
Do you find the recent power mech ipo worth subscribing?
sorry do not invest in IPOs so have not really evaluated it
between cera and hsil which one is better sir
both are good
Sir , i started following you few weeks back, benifittet from KATWA, good work. Pls share your views on RAUNAQ AUTO.
decent
Sir, your comments on PI industries
its a decent one
Thank you sir. Wat would be the target in short term
dont know
Dear sir want ur views on CEBBCO
its a decent one for the long term
Thanks a lot for reply
u always help investors like us
Sir,
I am starting to like RJ Biotech but stock is illiquid always between 27-31 range.recently co reported EPS of 1.57 in Q1FY16.
Want your views,is it worth holding /buying for long term.
Shadab
not sure about it as of now
Sir .. any views on TN petro and Microsec Financial? TN petro jus posted excellent results due to low crude prices.. looks like a turnaround.. do u agree?
not too keen on both….
Shiva Cement with 1/3 capacity of Katwa is trading at a market cap of 75 cr. Seems like Katwa is still way undervalued. The only edge that Shiva has is that it has entered into a partnership with ACC for its future expansions. What do you think should be a fair mcap for Katwa Udyog?
i think there’s enough idea in the stock story about potential market cap that shri keshav should command .. let’s not forget that its one of the most profitable companies in the sector so should ideally command a premium valuations
good job
Hi ,
What is the reason for it to go down daily on LC now?
are you worried?
I would like to know the reason for constant LC and even very low volumes.
the constant LC is probably because of 2% limit and that’s why you feel its down everyday, although its hardly 20% down from its “all time highs”. one needs conviction because at these kind of times, it help in staying afloat. i hope you had researched the company well before investing.
Hi ACE Katwa is going down daily .What is your view. It will come up ? Investors r daily in quaue to sell their share.
as i said earlier, the stock appears to come down daily because of its 2% circuit… right now its around 22% down from its “all time highs”… it went up in one direction and such stocks sometimes gives such moves as we have seen with waterbase, cupid etc… the company has great fundamentals and i do not see why an investor who invested with conviction should at all be worried.
Hi Ace , Today some momemtum we have seen in Katwa Udyog. As per u r above conservation it seems that Katwa Udyog will be the next cupid and water base. Yesterday Govt has made announcement of smart city plan which is in karnataka Belgaum, Hubbali Dharwad , Shinmogga, Panaji Goa and Mahasarshta Pune, Nashik, Navi Mumbai and Aurangabad which is market place of Keshav cement. What isu r view on this ? Do u feel on AGM katwa will mske some announcment related to Equity rairing thru private placement , QIP,Preferentia or any other ways to raise funds.
i never said katwa could be next cupid or waterbase or anything…. i think its very clear what i wanted to convey but again…. i just said that the “price action” of katwa is not like something that is never seen earlier..even cupid went through steep decline when it went under 2% circuit..