sir we have seen many post of sankhya order booking in local news by their management with order booking status. however same are not informed to bse. what is the reason you see sir. is it good or bad management ????
What do u mean by its not required to be disclosed?? The boeing deal is worth close to 120 crores ..Which is equal to its market cap ..There’s a rule that such orders which are a certain. % of the company’s marketcap have to be disclosed ..Poor corporate governance by the company…
where is that rule ? could you point out ? alteast now we know the orderbook and other details…atleast now they are trying to build the story in media and create awareness of the company. earlier even this was not there. ofcourse its always best if they also disclose it to exchanges. but atleast i see a start. let’s see.
Hi ACE, In regards to AIMCO , they are saying they were able to pass on the raw material cost hikes to customers and on the other hand we are seeing returns impacted badly because of hike in raw material cost.
Do you have any view on AIMCO. No new update/news from AIMCO bu still the stock is going down continuously from 250 to 154. Any view or update from your side on this stock.
Hi Ace,
What is your view on IOL Chemicals? The company has good client base and good product mix of pharma and specialty chemicals.
sorry, no views at the moment
Sir,
Your view on 3iinfotech and Alok Industries.Im stuck in both.
not keen on both.
Ur views on aro granite, wanbury Ltd, Gujarat Themis, panyam cements and bsl Ltd in 2 years perspective….thanks in advance
as i have said so many times in the past…time bound investments are not something i like…
Hi Ace,
Please share your views on Indo Borax & Gujarat Craft.
Regards,
no change from previous views
Thanks for the update, ACE
Hello sir, Any views on Prima plastics and cord cables.. If you have provided previous views can you please share..
its already there on the blog
sir we have seen many post of sankhya order booking in local news by their management with order booking status. however same are not informed to bse. what is the reason you see sir. is it good or bad management ????
disclosing on exchanges is not compulsory, though its good that now they are giving visibility of their orderbook in media.
What do u mean by its not required to be disclosed?? The boeing deal is worth close to 120 crores ..Which is equal to its market cap ..There’s a rule that such orders which are a certain. % of the company’s marketcap have to be disclosed ..Poor corporate governance by the company…
where is that rule ? could you point out ? alteast now we know the orderbook and other details…atleast now they are trying to build the story in media and create awareness of the company. earlier even this was not there. ofcourse its always best if they also disclose it to exchanges. but atleast i see a start. let’s see.
Hi ACE, In regards to AIMCO , they are saying they were able to pass on the raw material cost hikes to customers and on the other hand we are seeing returns impacted badly because of hike in raw material cost.
i have not seen anywhere this information.
Hi Ace,
Do you have any view on AIMCO. No new update/news from AIMCO bu still the stock is going down continuously from 250 to 154. Any view or update from your side on this stock.
actually its been 7-8 bagger already… so some bit of consolidation is expected. no stock moves in one direction.