Congratulations to all the investors of DHP who have more than tripled their money in less than 2.4 yr. Great going.
God Bless !!!
Nice AceInvestor. I have JHS and currently accumulating CUPID, Have a strong conviction on cupid and expecting multiple return in 3- 4 years time frame.
Let us know if any new stock would be disclosed.
Great Ace, so many of your recommendations are Multi baggers. Congrats🙋
Hi ACE, please post new idea soon ..
Got out too early 😦 Sir what has made it rocket suddenly? No news on BSE site also.
pls do not disclose trades on the blog.
Sir your view on Kesoram industries. Looking like a turnaround story
no view …
Awaiting your new pick or recommendation to add on previous suggested pick.
Views on BEPL & Ineos
dont causally type the queries. consolidate and put your thoughts together and then type in.
Hi ace ..Any idea why uv boards is put under gsm?
Ace now they are planning to raise funds of 300 crores through issue of shares and warrants ..don’t u think this big dilution of equity will be bad for small investors
Dilution of equity..the stock price is going to fall significantly ..
i am still not clear ..why should price fall? this is not stock split
Ace because number of shares increases right ..And that too in this case it would increase significantly
right, but still why should prices fall ?
Sir if there is dilution of equity then number of shares will increase n there by EPS per share will reduce proportionally.. n thus price shall be adjusted accordingly .. m I right
I’m not getting u..doesnt dilution of equity have a direct impact on price ..EPs will surely dilute. Thus resulting in fall of price of share
EPS dilution will happen only if earnings decrease and it has nothing to do with equity dilution. if diluted is happening to improve the earnings profile of the company or improve networth then what is the harm ? I am still not sure why would equity dilution will have a direct impact on price ? could you kindly explain that ?
But now if the earnings of the company is not as equally proportional to the massive dilution then the stock price will come down right ..don’t u think raising of 300 crores through rights and preferential allotment is a bit too much ..
if the earnings of any company decrease it decreases the EPS . This is a fact and not confined to any particular company. Now, if i ask myself that would someone invest in a company 300cr to take down its value – my common sense says no. UV boards in itself is doing nothing right now, so right now there’s hardly any eps to talk about. if someone who has a history of turning around company comes and invests 300cr, my common sense say’s its foolish to think that they would want the company’s value to go down and my sense says that they would do everything in their ability to make their investment value accretive…. but then.. this is my sense. everyone has a different sense.
you can look at exchange notices. all is documented
Hi Ace,how do you see panchmahal steel and swasti vinayaka arts n heritage ? Requesting to accept my friend request on fb pls.thanks in advance.
sorry not keen.
Currently I came across “Arrow Green tech”.
Company looking interesting…still studying it..
Do you have any view on it..
Not invested yet..
Arun Kumar Singh
no change from previous views.
Where are your previous views on Arrow Green Tech…i searched this blog but could not find it….meanwhile DSP blackrock mutual fund had spotted it and bought it on 27 JUN’17
google the blog.
Congrats to all
share your views on polymedicure, please
decent on significant declines
Hello Ace,Could you please provide your view on MPL plastics (Great Brand with Tiny Market Cap ,Debt Constantly reducing) and ITI ( On a Cusp of Turnaround,Tailwinds in Defence and Telecommunication sector would be a big boost)
Also Could you please let us know your thought process in 8-10 lines,on how do you screen a stock,Do you look at the opportunity,numbers,improving balance sheet or management .
The reason i am asking because when you write about a stock,it would be at throwaway prices,which means market has not recognized it,later we see earnings of the same companies improve and stock performs better
no change from previous views
When will be next recommendation ace inverstor ji? Recently started investing and saw this blog. Previous recommendations were super. Hats off sir ji…
Please share your view on Multibase India(from Oct its mandatory to use airbags in all cars).
BEPL & Ineos too looking great picks. All white goods industry are now shifting to ABS products as their inputs.
i think its old news now… and was well known…
Thanks for your very old recommendation for Mangalam Drugs. I see some information on web that Mangalam Drugs has reduced debt ,Promoter’s stake has increased but there is some negatives that Contingent liabilities of Rs.114800.90 Cr. and Promoters have pledged 50.41% of their holding. Your view please on Contingent liabilities and pledged shares.
contingent liabilities of over 1lacs cr… dont you think this figure is totally absurd ?
I have been trying desperately to get some info from Sankhya Infotech CS. Its almost 4 weeks that have send them mail asking about the Chairman’s interview about launching of path breaking products very soon, given to IIFL on 17.2.17.The CS from last one month has been avoiding to answer…Do you have any information regarding those new products?
It seems management is not ready with the products or does not want to disclose .What was the need to disclose to the public in the interview then?
pls try to connect again. dont leave it if they dont reply.
Thanks for your master mind views,
And selfless service.
sir vidhi is looking to breakout now
Sir , can u share your view on Kridhan infra.. it’s forming base in India n yet to establish.. has state of art tunneling technology.. sector looks poised for growth in India..
Pls share Ur wisdom
sorry, no view
Vidhye ha given breakout with good volumes.. tested huge patience
Kindly comment on DSP Black Rock mutual fund buying 4.5 lakhs shares from promoters of Arrow Greentech ltd ,it is third time promoter s have sold above 505 in past 2.5 years.
no problem with that. everyone has right to make money…. a bit of selling normally doesnt scare me
Wondering if you have any picks from logistics, that will take advantage of GST
1) Chartered logistics are looking interesting – Expansion and reducing debt
2) Tiger logistics – Unique business model that compliments all peers
your views will be helpful, I have seen your earlier view on Tiger which is not so positive
Hi Ace , ur view on kridhan infra,ginni filaments and bhansali engg. Thanks
no change from previous opinion
What was your previous view?
Also, what’s your take on Prima plastic, Shakti Pump? I am not asking “to buy” or not. But just want to know what do you get from your findings….does the steam still left.
google the blog. this much i expect the readers to take effort. cannot keep on repeating the same things again and again.
Hello Ace, Do you’ve view on AB Money? If so will you be gracious to share your thoughts?
i think its well covered by media. would request you to just look at some of the pink or white dailies.
Any change in views of skm egg product
sir DHP was featured in CNBC yesterday
sir do you like large caps?
not averse to them
V2 Retail closes one operation store in Lukhnow, what can be intepreted from this?Any advise Sir
we can interpret that we need to research our companies more. this is not the first time v2 is doing it. to protect margins they have done this several times in the past too. pls check earlier announcements too.
Could you please share your view on Delta Corp
dont understand their core business that well.
Ace ji… hope you are doing great. Rajoo Engineers .. is rocking!
—— Some old memories . For me this is one of the best from your blog———-
In the rush for Gold during the great California gold rush of 1850s, the real winners were not the gold diggers but the people who made shovel for these gold diggers. Therefore, smart investors don’t dig for gold (all are doing that), but they are selling shovels. Similarly, in today’s plastic led boom, the real winners would be those innovative companies who are creating machines to cater to this industry.
Sir, In this bull market how to screen the stocks! What parameters would you recommend to screen & for research purpose! Like P/E>15, RoCE more than 10,etc
This is not at all stock specfic. No buy. sell decision.
i dont screen stocks as i have said many times in the past. I have my own way, which is personal to me.
Your view on Pratibha & BS limited
no change from previous opinion.
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