As I had mentioned in my post earlier, there is a great sense of urgency in the smart meters segment and this is reflected in AMTL’s results. I thought of sharing this piece of news article that came out last week.
Keep researching and build your own conviction.
God Bless !!!
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genus power will be good bet i think..what say ?
as mentioned earlier, my personal fav. is AMTL. there were other names also discussed and i had given my views on them too. please use your own research and conviction.
So true ace …I missed out ur advanced metering recommendation when u recommended the same when it was around 20…..but great findings ….i truly believe in smart meters story
pls note, that i do not recommend anything but merely give my own personal perspective on the stocks l feel have potential. God Bless !!!
Yeah I mean your personal perspective about advance metering was so very correct…but I missed it
ace sir please need ur detail views on jaipan industries. wish u nd ur family a very happy new year.regards
these kind of companies should be played intelligently. it has a good brand and let’s hope they do well. I have high hopes but let’s see…
thank u sir for making my conviction little more stronger.regards
Happy New Year Ace🙏🏻🎉🎉🎉🎉🎉🎉🎉🎉
thanks and wish you the same.
Wish you Happy and prosperous New year
Thanks and wish you the same.
Wish you n your loved ones a great new year
.stay healthy n pls keep showering knowledge.
thanks and wish you the same.
Happy New Year!!
happy new year to you too…
Hi Aceji,
Any views on Mangalam Cement?
Happy new year.
sorry no views. happy new yr to you too..
Hello Ace sir, after AGM issue in Sankhya info. As of now we may know your view on Sankhya info??
no change from previous views but i am sure people have their portfolio management plans in place too….
That’s sounding a bit negative….but rightfully also…hope sankhya doesn’t repeat such things.
Hi Ace,
What happened during AGM is that an issue at all as per your understanding ?
Also while browsing the company website I found that some new names have been added under the customers section.
http://www.sankhya.net/customers.aspx
Customer Names like
1. SATS
2. Gulf Air
3. SNCF
4.SAFRAN GROUP
5. THALES
Are these the existing clients and the web page has been recently updated ? Or are these new clients ?
i think i have already given my views on it multiple times. kindlylook at the comments before repeating questions.
Hi Ace i spoke with CS of sankhya infotech today..,i asked a few questions regarding absence of directors during agm and other things
Reason for absence was that Mr Sridhar and Mr. Bhaskar were supposed to attend the agm and were flying in together but their flights were delayed and hence couldn’t arrive on time and the other board members were not in India at the time
Regarding pref issue they are still searching for investors who can best help the company…and hence still deciding on the allotees
Technically i feel stock has bottomed and showing some signs of reversal
This is FYI…Thanks
ok
Sir…you mean to say people Sankhya infotech Should be replaced with other high conviction company stock.
buying/selling/holding decision should be taken by the investor based on their own conviction. cannot advice anyone else pls.
Hi ace. Any views on Pee Cee Cosma Sope?
sorry, no views.
Ace, what’s your take on allegations of circular trading on Pressman Advertising as per SEBI’s investigation…? Is it off your radar on Governance issues?
these governance issues did not happen a couple of months back when i dropped it but surely its something to keep on back of investors mind. I do not think the SEBI order implicated any of the promoters by the way.
Thanks Ace… Would really appreciate if you can keep the blog posted when u drop a stock off your radar… like you do when you inform about a new stock through a separate post… Always helpful to get a perspective…
as discussed a few years back, there’s logic behind dropping the names in the comments and not as a blog post.
Hi Ace,
When can we expect your next analysis of a new business? Thanks!
soon…..
Ram info has today declared bagging of a 400 crores order from AP Govt on telemedicine with two other partners. The order book is getting stronger by the day. The revenues going forward will be interesting to watch. Another interesting story unfolding……
ok.
Sir first of all HAPPY NEW YEAR..
Now come to the point, any views on zydus wellness and mangalam organic.. please
thanks and wish you the same. zydus is decent at significant declines. mangalam organic – no change from previous views.
Hi Aceji,
Any views on Affordable Robotic & Automation Ltd. ??
sorry, not keen on it.
Hi Ace, Is it still a good price to enter in AMTL
you tell me sir. what does your own research tell you?
Hello, Sir what’s your view on IOL chem, Mangalam organics and Praj ind.??
praj decent for long term at significant declines.
Hi Aceji,
Views on BCL industries?
no views.
Any API small cap companies you find at decent price?
Suppose if current government does not come into power after elections will it impact smart meter business?
infra projects like these normally do not get affected irrespective of govt….