Waterbase
As expected, average results for the quarter. Nothing negative though.
Wanbury
Very good results, but the key to re-rating would be consistency in results.
God Bless !!!
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Thanks for Update…!!!
Thanks Ace!
hello Ace, just as an fyi..
CyberTech Systems and Software Ltd has informed BSE that the Company has received Refund of Rs.6.97 Crores on November 28, 2016 from the Income Tax Department towards refund of penalty earlier paid by the Company.This refund money includes Interest on Refund of Income tax to the tune of Rs. 1.85 Crores. Was this expected Ace ?
read the AR and you will get the answer.
Dear Ace,
Pl have a look at waterbase results footnote. It was a difficult quarter and Pinnae food merger( which will capacity up from present to 3x , with dilution on only Rs 4 Cr in equity) could be a game changer, on top of Frost and Sulivan award for best practices. In my view, a bottom has been hit @80. Similar to what happened to Panacea Biotech.
Kudos to you for nice analysis and free sharing. All the best to you !
Atul
Thanks for the update
CyberTech generates 90% of its revenue from U.S and rest 10% is contributed from India region. Is this not be reversed for company growth and better value for share holders. ?
you mean the revenue mix should be reversed for growth?
Yeah.. there is huge potential for growth in India whose economy is in still nascent stage :
– GIS mapping of indian cities n upcoming smart cities in pipe line for water n electrical services , disaster mgmt for fire, eartquakes n traffic n crowd mgmt n specially tranformation into digital india .
.- cyber security for preventing online frauds as more n more transaction will be in the form of cashless online transaction ..
-having said that this company revenue comes from America which is already developed n economy seems more fragile vis-a-vis India …
ofcourse.
hello ace, whats ur view on Shilp Gravures Ltd ?
sorry, not keen on it.
Sir, i wanted your view on Indian Overseas Bank, if you are tracking Banking sector. Would be very happy to have your advice on it. Thanks.
sorry, not keen on it.
Hi Ace,
Any views on Bhagiradha chemicals?
no change from previous views
Hi ace,
I searched the history on blog but could not find your previous view.. Can you plz tell what was your previous view?
google the blog
any views on vedvaag systems
no change fromprevious views
Hi Ace.. Do you track Shreyans Industries? If not any stock you tracking from Paper industry?
sorry dont track
Today there was a article in mid cap mantra in Eco Times recommending Prima Plastic….Cheers!
Sir, what is your view on Orient Green Power? Co has posted best results for Sept Quarter…is there a scope for turnaround?
sorry, not keen on it.
Hey I just found 1000 shares of cupid in my account 31( I had no idea i was holding it) what d you reckon to do!
and thank you very much ( un expected income )
Hi , Ur view on TVS-electornics please
decent at significant declines
Sir,
Any new stock ideas.
Hi Ace..ur view on uniply pls
decent….only if one is ok with the valuations
Hello Sir
Could you please your view on Sumeet industries.
sorry no view
Ace, what is your view on Mangalam Drugs after good Q2 ?
my views are clearly outlined on the blog
Hi, any views on Future Retail?
sorry not keen..
view on vikas eco, twl & sonata software
sonata is average …..no view on other two
Any recommendation for someone who has started following you since last week .. there are many multibaggers recommended by you . Which stocks can be bought now assuming no previous investments in any stock
anything that you find interesting .