Vidhi Dyestuffs
Good Results. Short term gyrations do happen when the business models are revamped. But overall the results are good, the long term trajectory is solid and given what they are returning to shareholders as dividends, its very encouraging.
Click to access EE9E08FF_A15A_4734_8030_71B24F700AC0_123021.pdf
Aimco Pesticides
The bottomline is now showing consistency. This trend is improving the balance sheet dramatically. Good Work.
Panyam Cements
Although on the face of it the results might look a bit misleading but its important to understand the results. One should not ignore the strengthened balance sheet, sustained growth on the topline and ofcourse reduced pledge.
Orient Beverages
Good results. Expansion to kick in soon.
Pressman advertising
Good results with ever improving balance sheet.
DHP India
Not good results.
Ace,some light on DHP too?
its there now
Thanq
Sir,
Your views on Vishnu Chemicals and Kerala Ayurveda please.
Thanks
vishnu is decent….kerala ayurveda, no change from previous opinion
Bro missing the update on vidhi dyestuff
ahh…not sure why i was under impression that i had got it covered. thanks for the heads up. have rectified the mistake… God Bless !!!
Hi Ace,
I am not sure whether you have gone through this news item. FYI. Its looks exciting info for the investors.
CyberTech Systems and Software is excited to announce the release of GeoShield C3 (on a CJIS Compliant Cloud) powered by Microsoft Azure Government, a cost efficient, CJIS compliant cloud based Real Time Crime Software Solution for Public Safety.
Thanks.
yes, this is a “huge” positive and some of our friends here have already updated this news on the blog. Thanks for the update though …
sir pls update more about the same how big positive is this
i think noone need’s me to tell this. its pretty obvious.
Hi Senthil,
I can compare this scenario with a very good mobile application in iOS is releasing its version for Windows/Android. This means with the ready to deploy product available for Microsoft Cloud, they can enter new market. Though this is my understanding, any other views from pro in this area is appreciated.
Thanks.
Whats going on with DHP India, I guess the initial coverage theme you wrote was not what is panning out. So shall we exit or still hope for brighter days? Its more or less now a commodity play as the regulators are made of brass and the price of that going down is crucial I guess. Any way you have the final word, what say?
i dont have the final word.. you have it…its your money after all and i dont do portfolio management here.
Hello Ace!,
Please put your views on Ortin labs and Valiant Communication.
ortin no change from previous opinion…for valiant one should know and understand the business and then decide.
You are taking sugar stocks ?
Technically and Fundamentally ??
taking? not sure if you mean tracking
Dear Ace,
Yours latest views on Good Luck Steel Tubes. Upon searching i found “decent” in Mar and “dont track” in Sep
Thanks
no change from previous opinion.
Ace, your find Rajoo Engineer, had a great day today. Great volume and 10% rise in price. Thanks for identifying this stock, it brightened the day for many of us.
ok
Respected Sir, in order to diversify my investments; I was considering the option of gold and silver.. now that the prices have fallen significantly.. by any chance do you have an opinion on gold and silver at current prices?
sorry, not interested in alternate investments.
Respected Sir, Kindly give your openion on Take solutions. Thanks in advance.
sorry, not keen on it.
Dear Ace,
Whats ur view on deccan gold at cmp.. Wanted to know do you hold same long term view post right issue, change in promotor holding and price fluctuation..
Thanks and regards,
every second day for this question i reply the same. what matters is your own view for your investment.
Hi Ace,
I need some clarity on aimco results. With respect to last year topline and bottomline both are less (and interest cost too.) for sep 15 qtr. For last 4 qtrs business saw a downward journey. But you are positive on the bottomline trends. Couldn’t understand why? can you put some light on this.
Regards,
Vinay
dont be….a bifr company that keeps churning strong profits is surely on the right path. when i speak of trend i mean this. once the company is out of bifr has enough cash for expansion, the growth will come with ever improving ratios too… one should also see how the other players did. i like what aimco did.
Thanks. I googled BIFR for more info. company gets interest subsidy but couldn’t get what are the restrictions on the companies in such cases? It will be helpful for ppl like us to understand how these things impact company revival.
Regards,
Vinay
try using google more ..it will certainly help you hone your research skills. you can also google the blog for information on this. investors should try to help themselves on such issues… especially once there’s a start given on the blog
In a interview Kenneth Andrade(Former IDFC MF head of investment) said that his favorite turnaround story would be a company whose sales are increasing/ consolidating with improving in balance sheet. This is the case for Panyam , V2Retail and Vidhi Dyestuff. Isnt it a great improvement.
ok
ACE, your valuable views on Transpek Industry as a mid cap chemical company for investment.
sorry dont track anymore.
ACE, if possible please provide a reason for not racking it anymore. Would be of great help to me.
as i have mentioned in the past, my decision of not being interested should not stop others to research any stock. please do your own due diligence on this and it could be obvious after some digging in.
Sir, your views on Arvind Infrastructure.
looks to be nice.
Dear ACEji,
Cupid is 15x , closed at 323 today and too on day by day increasing volume:) .
This stock making all targets look so small . With everything on right track am sure it will give you many more opportunities to post xx messages. 50x for this stock looks realistic now .
I wish it will give opportunity for a 100x message in long run .
Thanks & Regards,
Prashant
just posted. your comment could well have appeared on the new post π .. Congrats. God Bless !!!
Congrats ace for ur awesome call on cupid…unfortunately missed this bus :(…anyways happy for those invested π
dont worry there are many others
Confidence at it’s best.
but need to wait for some correction!!!
Respected Ace sir,
Is there any target for Pressman you have in mind?
Thanks
i do not believe in the concept of targets.
Thnx!