Congratulations to all the investors of Waterbase and Mangalam for multiplying their money by more than nine times and four times respectively.
Cupid added another one in the bag today, though as mentioned in the last update, after becoming 10 bagger i would give update only after a stock further appreciates by 50%. The reason being that after becoming ten bagger a mere ten percent upmove adds another one in the bag.
God Bless !!!
Advertisements
Hi ace…
Your view on BDH Inds..!!!
average.
Why is water base heading down. I have entered it at 172 and do you advise me to hold this?
if you decide to enter a stock that is 8-9 times up from its recommended price be sure you understand and research the stock and have patience. no change in fundamentals.
I am not clear with this. Should I hold on to this stock>? I have a 1 year investment horizon.
as i said no change in fundamentals… by the way are you yourself convinced.?
Wishes to all…!!
Congrats to all
Toast to you Ace, it wouldn’t have been possible without your recco. Accept my sincere gratitude.
Mangalam occupies highest allocation in my concentrated folio.
congrats to you for having a strong conviction in the stock. picking winner is not a big deal…big deal is allocating larger % to it in your portfolio. That’s what really creates magic…so congrats to you once again.
Thank you very much.
Heart felt congratulations to your ability in finding the gems that turn out to be diamonds in future.. Honestly speaking it is quite mystifying to know that the recent recommendations which have just started the upmove might also become, say, a ten bagger tomorrow.. say Panyam trading at Rs. 570 or Pressman trading at Rs. 280..
Congratulations once again..! Keep up the good work 🙂
Hi Ace,
I am a long term investor in DCB Bank. Recent corrections in its stock price due to major expansion plan is a good buying opportunity in your view? Or its a avoid for time being. Just want to know your opinion before deciding myself.
Thanks
look at the management commentary and decide.
Sir i have been holding speciality restaurant for a very long time but without return .please suggest what to do .should i exchange it with asso stone?please suggest
speciality restaurant has not been growing too well and that’s the reason..
sir, ur views on DCB Bank?
y it falling too much ?
have you seen the results or heard anything about the concall? if not then do it now, and you’ll get an idea.
Hi Ace,
What vision do you envisage for Cupid? 200 crore revenue in 2-3 years is an achievable target?
I do not want to ask questions on price target but want to get an idea on how big the company become in terms of the business, revenues etc.
What is your current thought process on the company.
Thanks for your time as always.
tell me what do you think and we can discuss it further. do you what are the its products and what new products it plans to lauch. the point which i am trying to understand is what is the basis of 200cr revenue that you are asking me…. why not 100 cr or 500cr. what does your research tells you…pls substantiate.
Hi Ace,
here you go some preliminary calculations as per company Annual report and corporate presentations:
Current male condoms capacity (approx) : 400 million (40 crore).
Current female condoms capacity 15 million (bound to increase, but let’s estimate conservatively).
(Revenue estimates as per 100% capacity)
(40 crore pieces *5 INR per piece) + (1.5 crore pieces *20 INR per piece) = 230 crore.
Assumed a male condom price realisation to be 5 INR per piece and female condom to be 20 INR per piece.
So, at 90% utilisation, we are roughly looking at 200 crore revenue. This was the basis for my questions. We cannot predict future, but based on the facts available now, we should be able to get some sense on the numbers and I greatly appreciate your view on this business so I reached out to you.
The lubricant that the company intends to launch is NOT built in above calculations. Can you please throw some light on the opportunity size and what revenue the company might target in its 1-2 years of operations.
Disclosure: I hold Cupid.
Appreciate your views now please.
what is the basis of 90% capacity utilization? this calculation is interestingly exactly same as some of the emails that i got..looks like it is being copied…. pls be careful with copyrights
Not at all, this is my original thesis, I can point out to the forum where I have posted my views. If at all, others would have copied my thesis from that forum and emailed you which is a violation of my writing :-). Otherwise, it is purely coincidental. Also, assuming 90% is a fairly simple assumption as we cannot base numbers on 100% capacity utilisation. I could have assumed 80% also, but since it’s a fast growing company and small, I thought 90% is fair.
see, if something comes out as copied from another website no matter who wrote that its not allowed. no copying pls
interesting logic. Posting ones own original text can also be called ‘copy’. Anyway, my sincere request, delete my above posts. Thanks.
since you would not be posting with a unique handle it is. hard fact of online life. or else you have to give source information which i cannot allow as reference to other websites/blog etc are not allowed here.
Ace, What’s your view of the recent TPP agreement being negotiated by the US. How will it impact waterbase and avanti feeds?
Thanks
not worried
Waiting eagerly for next recommendation. Is something cooking?
i will try my best to come out this weekend with the stock story
Heard results of DHP India were out. What is you new take after underperforming a while now. Can I add more
what are the results? where did you hear?
In this festive season, we want a 100 bagger from u ACE!!
Haha. . After some time it can be like just make our money 100 times ace. .:p
normally not-so-seasoned investors have such wishes… i firmly believe in looking at stocks that can go up 3-5 times in three years and this alone can change the life of investors over a period of time because getting 100 baggers is sometimes a stroke of luck and i firmly believe in making money a process because process once defined takes out uncertainties and thus becomes more predictable. Moreover its easier to get your 5 bagger in 2-3 yrs than 100 baggers..so no point incurring opportunity cost in looking for those 100 baggers.
Well said Sir. Appreciate it. 3 Years 3 bagger without-caring of market moment isn’t great enough to become millionaire. 5 Bagger Awesome at-least once in a while to recover losses if any.
Let’s also not forget that we are, after all, including Ace, only humans. Let’s not take/ask for a impossible targets even for fun sake.
whats ur view on Himatsingka Seide?
not too keen
Sir, kindly check your mail at your leisure.
ok
Hi, ur view on Lakshmi vilas bank?
just replied
Ace..my bad luck dat I came to know dis site just few days ago…holding your last recos since then like panyam n few old recos like mangalam…vidhi…guj them..etc…hope these will be multi baggers from here….btw, mangalam already doubled for me….lastly, wants to salute u for doing this for lakhs of retail investors like us
great if it helps investors make money. God Bless !!!
Hi Ace, what are your views on cubex tubings and hitech plast?
just replied
Hi Ace – Cement companies are doing well across the board – NCL Industries I bought a few days back and it is doing well. In beaten down names will you suggest buying Binani Industries (makers of Binani Cement), its loan worth 30b got restructured so do you think it is a good buy?
i am interested in panyam and shri keshav cements only…
hi ace…what are your views on cubex tubings and hitech plast?
sorry not interested in cubex..hitech no firmed up view
Hi, ur view on Lakshmi vilas bank after results?
decent..
Dear Ace Sir,
Whether Mangalam Drugs can be bought at CMP for long term…????
Thanks…!!!
that depends on your conviction.
My conviction says that the real story is yet to be unfolded…
Thanks…
good.
Dear Ace, Has Gujarat Themis come out of BIFR as it was expected to be out this FY. Also what stage it is as far as Lupin’s investment is concerned. Pls throw some light on this.
the exchanges would be first to know about this.
Emmbi Industries still under research, Ace?
its a decent one…
Ace, I have a question regarding Panyam. We foresee the development of infrastructure in the state and based on that we fix our views on the growth of the stock. Do we need to be wary of its competitors? Like NCL, for instance? Is Panyam’s political affiliation the key here? Or its operational excellence as well?
in cement noone needs to be wary of competitors..its a very different business. for panyam political affiliation i have already given my views, kindly search the blog for that.
Alright, Ace! Thanks 🙂
Thank You Ace. God Bless you
Any views on Sita Shree Food Products. Stock seems to be fairly priced at Rs 13.5 with Rs 10 face value.
not sure about it as of now
Aceinvestortrader, we are blessed. Thanks
🙂
Haha! The first time someone’s calling you by your full screenname huh, Ace?
🙂 not the first time actually
Its already a very Happy Diwali for all the Ace’s stocks!!!!!
Thanks Ace for being with us!!!
🙂
Have sent u mail bro. Please look into it
ok
Sir, your views about Kothari petrochemicals.
sorry dont track
Thanks a heap for mangalam ace. It forms a quarter of my portfolio and is making me big time money 🙂
great…
Oh well, ignore that comment Ace. Market cap does not change anyways.
May I know your views on spicejet please?
not too keen for the long term.
thanks.
Dear Ace, your views on Ashok Leyland?
nice for very long term
Thanks a lot…!
sir, ur views on jupiter Infomedia
sorry not interested in it
New recommendation today or tomorrow ACE? Eagerly awaiting.
most likely yes….coming max by tomorrow morning or late evening
sir are you tracking jyoti structures?
yes
Dear ace sir,can u put your view on
Lumax auto technology.
no change from previous views
Sir can we buy jk tyre at current market price?
maybe at around 10% decline
Hello Ace,
Is jupiter infomedia ltd a good buy at current levels can it become a mulbaggr from current levels,
Thanks
Shailesh
just replied today on this
Borosil Glass Works had recently announced buyback of shares. Do you have any views on this company. Company has launched many new products.
good one.
Sir advise about dhabriya poly wood.
sorry, dont track it.
Thanks……
Hello Ace,
Happy Dussera!.
Any views on JK tyres, i googled your blog, but seems, its not on your radar
Thnx
no change from previous views