Congratulations to all the investors of Mangalam Drugs who have multiplied their money by over Ten times in just Seven months.
God Bless !!!
congrats to all
Mr. Ace investor do share your view why MD hitting circuit each day. Any news in comming days?
what about MD now? hittig lc daily
how does it matter? the stock is already a 11 bagger and a bit of consolidation is ok… do see the price action from 40-86 and you’ll realize this is not new…
it is still hold now? i entered at 240. pls advise. thanx
sorry, i dont do portfolio management.. but if you have done proper research the answer should be pretty obvious
no capital letters pls
what is ur view on linde india ltd?
not keen on it
Goof job Ace!!
Thanks Ace! Yes MD and Cupid have been our rockstars so far. God’s grace 🙂 Have a nice weekend.
Time for celebrations Ace ji.
I think MD will be shifted to 2% circuit due to continuous UC…
The anti-malarial which manglam is making, which brand name right has been aqujired by Turing pharma has increased its price from 15 dollar per tablet to 750 dollar, its boss is justfying its increase so from september end it has increased 5000% in u.s So generic salt is made by managlam drug which is their main drug whether it is going to increase profitability manifold for them also when us. company selling 50 time more from end of September, they could get large market in u.s. by supplying to Hillary clinton foundation for less price and icnreased profitability
is this reason for spurt in price of manglam drug also or not. Share your views
formulations and API are two different things
HI Ace, first of all thanks a lot for taking your time and guiding retail investors in a right way so that one can study and develop conviction on the stock before investing. i am currently invested in aimco, prima, v2, cybertech, cupid, liberty. while studying a stock named HIL, i found sahyadri as better bet in similar category and once again went through the stock story. if you dont mind please clarify my doubts regarding sahyadri in two aspects.
1. debt increased in 14-15 compared to 13-14 and interest coverage ratio is very low.
2. contingent liabilities of 1.94cr in 14-15 as of 0.67cr in 13-14 as mentioned in AR. why is it so?
what did the CS say ?
I am currently not invested in sahyadri. I thought that CS will respond to investors only.
just buy a few shares and then you can connect with the CS
Yes, thinking to buy tommorrow. But before that i want to clear my doubts. As you are well aware of the company, i felt there is nothing wrong in asking you.
for proper researching there’s no harm to buy a few shares before buying your required quantity. That’s the right way to approach.
ACE, up to what level should one buy Spenta for long term?
i am sure that you have researched the stock ..therefore, you should ask this question to yourself
Congrats to all of those who have invested in…!!
Hi Ace, I think Rajoo Engineers is getting ready for the next upmove, so that its CMP circles around 23-24 range.
Ace, Please share your view on pudumjee pulp . please advice your long term view . Thanks for all your help.
no view on it as of now
Ace , Please share your long term views of Grauer and weil as well. Thanks for your help.
no change from previous view
Your inputs on Arihant Superstructures & Syncom Formulations.
Thanks in advance.
arihant..no view…syncom no change from previous views.
Sir ur view on Sanghvi movers and intellect design arena
Your views on coffee day at current price? Considering the economy revival and huge young population with good earnings, the company is having great future. Can u share your views?
view on TV today
decent for very long term
your view on arvind infra and kings infra please ?
arvind infra decent..kings infra no view as of now
Any views on Kukuyo camlin. Company seems to be expanding its product range.
Dear ace sir, your view on alpa labs
Your view on Surya Roshini Ltd?
decent for long term
Please give your views on Jauss Polymers Ltd, searched using google to get your prior views if any, but I could not get it. Thanks in advance….!
Today noticed that, v2kart.com started fully functional & also they launched android & ios app. It seems management has taken much initiative for new route. Also price on site seems less compared to other. Will we see good time ahead in this cutthroat e-com competition? How u see this improvements. Thanks
these are all positive developments. thanks for the update
Do you know any chemical company which produces gallium arsenide (GaAs), gallium phosphide (GaP), or gallium arsenide phosphide(chemicals used for LED bulbs) tried to research in google but could not find any..
if there’s something worthwhile investing will surely update blog. this should however not stop you or anyone from researching on your own
Ace, your earlier view on Grauer & Weil was not confident, any change in view now sir?
no change from previous views
Ace sir, I could not find your views over subex. Kindly share your esteemed views for subex ltd. Is it a good investment for long term…….? Thanks in advance.
if you google the blog you will surely find it. this one is asked almost every week
Ace, What is your view on IVP. Please advice.
UPDATE ABOUT RAJOO:
“Devendran Plastic Pvt Lt, one of the fastest growing companies in the business of flexible packaging in South India, has ordered its third blown film line from Rajoo Engineers Ltd, the Rajkot (Gujarat) based maker of blown film and sheet extrusion lines.
While Devendran Plastic had earlier bought fully-loaded 7-layer blown film line for barrier packaging and OBC 3-layer line from Rajoo, the company has now ordered for fully-loaded 3-layer line to specifically meet the needs and address the challenges of films for milk packaging as well as lamination grade films.
“This far, we have produced high quality barrier (7 layer) and non-barrier films using the Rajoo machines and I remain confident that the new Rajoo fully loaded 3-layer line will exceed our expectations and help us add capacity and address the stringent requirements of speciality films,” said D Ashok Kumar, director, Devendran Plastic Pvt Ltd.
He added, “Diversifying from our traditional business of coal trading, we were keen to work with a company that could help us make a mark in this field of specialty packaging, we now order our third machine from Rajoo.”
The new machine is customised to produce films for milk packaging as well as lamination grade films.”
the whole info says a lot about Rajoo’s quality of machines.
Hats off to you ACE for your research.
thanks for the update but i think its a 2-3 weeks old news …
you are fast
Good Info. Thanks Sparsh.
Any view on donear?
no change from previous views.
Plz share your view on PTL Industries ! Thanks in advance !
sorry dont track
what are your views on emmessar biotech and nutritions.I tried to google but could not find your views.I can take risk but needs your view
not very confident
Your inputs on Trident. Thanks in advance.
decent for long term but probably at declines
Ace, what are your views on emmessar biotech.i tried google but couldn’t find your views. I can take risk but need your views
I am new in Mkt so p/z help us friends
mangalam has become 11 bagger today sir..thanks for it 🙂
sir your view on surya jyoti spinning & repro india pls.
surya jyoti dont track…repro decent
Someone recommended VTM Ltd. today.
Your views on it?
first of all we do not discuss other blogs or forums here. secondly if some did recommend then why are you asking here? if you trust them then you should not cross check and if you are cross checking it means you do not trust them..and if this is the case , why bother..
Pls your View on pudumjee pulp N papers,looks like u r not interested in this, is there any change in your views?
Your view on Alkam Labs IPO.
sorry, not too keen on IPOs
sir when can we expect a new idea…
Today, I have been able to Buy SankyaInfotech in this Correction ! Thanks Aceji !
the circuit was opened even before…
Finally got my hands on Sankhya today. Only regret that it’s way above ACE’s recommended price
i am a technical trader and i must add, that i am impressed with your picks, technically speaking..
Sir what are your views regarding recent volatility due to weak Asian markets, gst, fed tapering etc… Some people are suggesting keeping 50%of portfolio in cash during this turbulent times….
when there is turbulence one should look for opportunities… this is the second time that we are visiting 7550 and see the stock prices that we have discussed on this blog. most of them are way up during this time… this is the reason i keep on saying that index does not mean our portfolio… we should not look at nifty levels to decide our strategy but rather look at the stocks that we own and decide accordingly.
very true… i invested just 50% of what I wished to invest last time. and i know those prices are not going to come back again.
mangalam,cupid are way way higher..,ambika,prima,katwa,rajoo,singer etc are higher.. only feshtrop and v2 seem to be near those levels.. still not lower
Ace, today, after a long gap, almost all the scrip in my watch list and also the actual portfolio was in red, dark red. None was spared. I am sure you would say its healthy development and such correction is required for growth. What are your views?
look at the reply given to amaan
all stocks r hammered today…i think it will continue for 2 weeks..
Hello Ace need your valuable opinion on Maximaa systems Ltd. Thank u 🙂
sorry not keen on it.
Dear Ace, Can you share your views on NMDC. Thanks
not too keen on NMDC… much better bets available.
Thanks Ace. Cheers.
sir today there has been a positive news on waterbase in business line.
right ..read that…
Ace, your opinion on L&T Finance Holdings… Hold some qty and it is really testing my
sorry, not keen on it as mentioned earlier.
hi ace your view on sms pharma and indian terrian for 4-5 yrs period
indian terrian is decent
hi ace yr view on sms pharma , indian terrian ,ashapura intimates, cosmo films and shaily engg plastics for long term
cosmo and shaily are decent
What is your view on Selan Exploration for Medium to Long Term ?
one of the better ones in its industry but be sure you understand the industry headwinds.
Good to hear.,
what’s ur latest view on CUPID ,,
whenever there’s a change in the stock that is discussed on this blog, its updated either in comments or as a blog post.
Ace – December stock is due
working on a few ideas…let’s see if something materializes…
Hi ace any update on Gujarat themis ?i see that they haven’t updated their news column on their site for some time now..normally they give a press result after every quarterly result… feel maybe something is cooking…
Would like to know your views on TechNvision if you can share please.
no view as of now
Ace Master, request you to express ur technical views (at your lesiure).. it helps in generating funds for long term investments..
i dont do that on this blog
associated on UC today…
any thoughts on Shilchar Technologies and B2B software?
not keen on both
Ace bro views on jhs.Do you see them turning into black.
too early to say anything…
sir where can we complain against bse’s monthly and yearly filters.. this rule is so bad.
you can email at email@example.com to voice your protest.
Request you to check your mail..
Sir, your views on Ashapura intimates fashion and Jain irrigation.
asshapura inmates is ok but not keen on jain irrigation
Ace, your views on 3i infotech at cmp of Rs.5.15 pls.
Just to take your guidence, first time I tried to reach company secretary of Mangalam by email but not received any feedback as off now !
Note : I have invested in Mangalam.
Anything interesting coming up, Ace?
hopefully but still not sure sir
your views on goldiam international ,gujarat automative gears and umang dairies pls
no change from previous views…umang looks ok…
forgin co’s and bearing co’s in your radar ?
i dont give names till the research is completed.
your views on Future Consumers and SSPDL please
future consumer is decent at declines…sspdl no change from previous opinion.
Your views on Arrow Coated Products.
decent at declines for long term
Thanks Dear Ace , for your prompt response.
Helo ace sir.
plz share ur current views on aimco pesticides. ? Can we buy at dis price? Thanks in advance
buying or selling is your decision….my views are clearly highlighted on the blog
The Ministry of Agriculture, Cooperation and Farmers Welfare on 7 December has firmed up the Cotton Seeds Price (Control) Order 2015, terming it as aimed at ensuring availability of cotton seeds to farmers at “fair, reasonable and affordable prices”. I guess this is good for Ambika. Any views Ace?
not related to ambika… too early in the chain…
sir are you tracking hester bio ? your view please.
hi ace, whats your opinion about nutraplus india and jamna auto
not interested in nutraplus… jamna auto is ok…
cotton seed price control : how it will affect kaveri seeds future growth prospects?
it could be negative it seems…
sir could be negative for nath seeds also?
sankhya got any new order or in pipeline……..
looks like you have not read the stock story… would advise you to research a bit as the answer is pretty obvious
Thank u for pressman.. got the answer to the mail 🙂
sir, pressman is looking very bullish now… will challenge its highs tomorrow and then in a week should create a substancially new high.. thanks for the pick sir
Hi Ace, Mangalam is hitting lower circuit continuously last 5 sessions. Do you think it can bounce back early or will take long time/
how does it matter when it would bounce back…we are sitting on massive profits and the stock has the history of violent consolidation … and one should be ok with it… what matters is the underlying business not the everyday price. one should have confidence on their research and then invest because in times like these its the research that builds conviction and eventually its conviction that helps to weather such consolidation. We have see it all in the past..nothing new..
I am researching sankhya infotech. But in their current AR the management discussion and analysis section is missing. The AR says it is attached as a separate annexure but could not find the annexure. Tried bse AR. Sankhya website AR is not downoadable. Could you guide where I could find it?
contact CS if you want… anyways, that should not be material to one’s research
Actually your stock story mentioned that the company has very well written annual reports so was interested.
looks like you have not seen the past AR… pls research throughly
Sir Your views on VTM LTD
Waiting for ur new idea.
Greetings. Thank you for your reassuring comments on Mangalam. I presume there is no sell alert on this stock from your side. What is your holding period time in genera and for mangalam in particular? needless top say , i have benefited immensely from mangalam. Thanks
i dont give sell calls here as i dont do portfolio management
thanks for your reply… but are you still positive on this stock after some retracement and daily lower limit circuits?
do you think this affects the business profile of the company ?
Dear Ace , Good to see most of the stocks are doing very good ….Freshtrop ,Prima ,DHP India ,Vidhi, Rajoo..etc…Can you share your view on Amtek Group companies ( Amkek Auto , Catex ,METALYST FORGINGS LTD) if you are tracking them. Can they be value buy for a high risk taking investors?Thanks.
sorry, not keen on them..
OK. Thanks Ace.
Hi ace ur view on shiva cement. Please suggest.
sorry not keen on it
Hello Ace what your opinion on sarla performance fibers ltd. ?? God Bless
decent at declines
Sir, could you please share your thoughts on Pioneer Embroideries.
its turning out well
Helo ace sir.
plz share ur current views on Deccan gold.promoters holding come down to 29 per. From 42 per. Can we enter now?
its surprising that you dont know the reason behind this downtrend in promoter holding. pls research stocks before making a conclusion about them.
Respected Sir, can you please share your view on Sri KPR industries.
Cant thank u enough! U r too good.. I hope u know why I am writing this! 🙂
I hope so too…
sir, press man on UC… mangalam drugs also trading with very high volumes…cant thanks you enough for not only the picks but also thought provoking comments…
why sankhya infotech ltd no trade ?
every day its trading.. you need to update yourself with basics of investing in think. Please google around..
Hi Ace, eagerly awaiting ur next pick??
Your view on Sunil Healthcare ?
pl provide your e mail address.
its there in the about page…
sorry, I couldnt see
in the comments section of the about page, you can see my email id
I checked but could not see.
ok, here it is….firstname.lastname@example.org also updated in the about page
Thanks for the reply.K Harikrishnan
Please share your views on Usha Martin. Is it a gone case ? should we cut our losses or can hold assuming there is little down side from here.
sorry, not interested in it.
Donear industries , dhunseri tea(Dtil) and technocraft industry at cmp is it a gd buy sir at cmp.
Sir I am new to this blog . where to see ur suggestion stock to buy ?? Pl guide suggestions .waiting eagerly
regards drvivek patil
not keen on the names that you have mentioned at the CMP….
looks like flow of good news is about to start for Deccan gold .
Management is going to start drilling in ganajur during 3rd week of December .
Looks like LOI is round the corner and Deccan may bounce back vigorously now .
Thanks & Regards,
yes, unfortunately as i had said earlier, people are ready to bet and wait on casino licenses for years but dont have conviction to hold on companies like deccan gold who atleast have procured the licenses.
Wait for DECCAN is over.
Dear sir eagerly waiting next pick. When u will disclose pl reply or on what date.
not sure as of now
Plz share your view on Tinplate ! Thanks in advance !
not too keen on it.
Today is an excellent day…Most of our companies are doing excellent. Thanks again.
What’s your view on PTC FINANCE at current levels.
Thanks in Advance
not keen on it.
Ace, Please share your views on Fineotex chemicals… Thanks for all your help to retail investor
Your views on Tara Jewels. Isnt it undervalued good fundamental company at current CMP
Thank you in advance
not keen on it…
Sir, Your view about Sunil hitech in this juncture. K Harikrishnan
no view at this point
hi ace your view on vivimed labs
i would rather stick to some of the pharma names mentioned here on the blog, they look much better to me.
hi ace yr view on medinova before the listing of dr path labs
i dont believe in such punting…
Dear Ace. Happy to see Prima marching towards new life time high 🙂 …Thank You
Dear Ace, please give your views on Blue Blends for long term.. Tnx..! Advanced Merry X-mas wishes..!
Tnx a lot..!
Hello Ace ,
Your views on Narayana Hridalaya IPO ??
sorry, not keen on it.
Hi Ace, I have seen your blog your recently and going through the past recos and comments. I am feeling lucky to find this blog. When are you planning to post your new idea?
in the coming week probably
based on the latest news, India’s agriculture ministry has decided to control the prices of cotton seed, including the genetically modified versions and their trait value. I believe this might negatively impact Ambika cotton. Your inputs on the same as I am heavily invested in it.
i have already given reply on a similar question in the recent past. please also tel why it should be negative for ambika
Ace bro are you still bullish on the Vidhi dyestuffs stock as it has moved up considerably.
for questions like these my only reply is that what matters is whether the investor is himself bullish about the company or not.
Yeah Bro I am bullish on the companies business and one of the good management in micro cap. But I had my doubt on the stocks price as it is looking nearly fairly valued at this point.
Not only vidhi but I was very lazy to sell garware and rajoo when recently there was a panic in the market as I like there businesses and have clear visibility of there businesses for couple of year . But credit goes to you bro for the picks and i never ever had such a temperament and mainly learnt the very importan basic that each stocks have there businesses behind it.
Dear ACE, your views on Olympia Industries.
Sir any fundamentals change in mangalam drugs? Why these series of lc take place?
why did the series of UC take place? did you think that when UC were going on ?
Ace, what r your views on VTM?
Dear ACE sir,
Your next pick before Xmass?
hi ace ur views on swaraj automotives ltd?
Do you think the BSE circuit filters are playing spoilsport, Ace?
not just spoil sport but i think that’s i.n very bad idea, but i think the decision is being reviewed/modified in certain way…not sure though…but we as investors should mail bse and put our displeasure in writing.
That’s good news, Ace! Yeah I did the same last night. I would urge fellow investors using this blog to express their resistance as well, in writing. Here’s the id to which you’ve got to send a mail – email@example.com
thanks.this email id is already updated on this post in one of the comments, but i think i’ll post a new post to encourage our fellow blog readers to mail their concerns to BSE on this topic
Ace, asking a little bit of spoon feeding. If you or any reader can give one or two paras of most essentials to be written to bse, it would be of great help.
you may want to go through the post that i just posted
sir your views on kec international ; bodal chemical & panyam cements please. oh…for panyam read story…sorry for asking about panyam.
if you have read the story of panyam why are you posting the comment sir… a simple delete would have made the comment more relevant 🙂
Views on dfm foods please…
DFM has always been a fav.
Did u see mangalam daily lower circuits, is it still a buy for long term. Also r u still holding it. And any new calls in this year end.
why are you worried about managalam…we are already in huge profits and a bit of volatility has always been there in the stock…
Can i enter in this scrip at this cmp or at this point. Kindly suggest.
i dont do portfolio management.the only question that you need to ask yourself is if there’s anything changed in the fundamentals of the business.
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