Tuesday, November 6, 2012

BAMBINO AGRO - UPDATE

Board of Directors of Bambino Agro Industries Ltd will meet on November 15, 2012, inter alia, to consider and take on record, the audited financial results for the quarter/year ended September 30, 2012 and to recommend dividend, if any.
                                                                      If the  board decide to declare any dividend this time , this will be the first instance in last 15 years.

Old posting on this company HERE 

39 comments :

  1. Sir,
    What are your views on triveni turbine.every one is recommending it to become Multb.
    Please comment
    Ashish

    ReplyDelete
    Replies
    1. Not a bad one but may test your patience.

      Delete
  2. Today I received Dividend from Simran Farm - MMM

    ReplyDelete
  3. Dear VP sir, just visited ur old post on Govind Rubber...things that forced me to search are:
    1. Sep Q2 results - 600% profit growth
    2. Coming with Bicycles bizz, starting plant in Guj
    3. Rubber prices are no that high comparitvely
    The only concern is of Debt to me..
    What's ur opinion? shall we expect good returns in coming days?

    ReplyDelete
  4. Recently expressed my opinion on Govind Rubber in MMB

    ReplyDelete
  5. Sir,
    Heritage foods has been recommeded in recently times to me by some one else and I also saw your post on your blog.

    The company is growing stores in other parts of country and Dairy products are excellent and company making good profits.

    If company maintains their profits I see stock getting re-rated to much higher levels.

    I am a small investor with limited knowledge so I wanted to know from you about it.
    Do you have similar thoughts on it and bullish for next 1-2 years?

    ReplyDelete
    Replies
    1. Don't act on someones' recommendation.Own conviction is most important and do accordingly.I am positive on this stock.

      Delete
  6. sir

    do you like arshiya international?? looks promising.. looking for your views

    thanks

    ReplyDelete
  7. Sir, many investors are betting on Biocon that coming up with first time Oral Insuline product, currently in phase3, which is believed going to be change in fortune of entire pharma field. How do u see this? Will investors pateince payoff?

    ReplyDelete
    Replies
    1. I am positive on this stock for medium to long term.

      Delete
  8. Dear Valuepick--I have been following ur picks and find them to be real great..Need to ask you about trident industries--They are into paper ,chemical ,hotels,towels etc but the stock price/market hardly notice it..Apart from a pathetic promoter is therer any specific reason for the same..Regards Anirudha Banerjee

    ReplyDelete
    Replies
    1. Not sure about its promoter quality.So no comments.

      Delete
  9. sir comment on sequent result.

    ReplyDelete
  10. Hello VP Sir,

    Can you please share your view on Dishman Pharma?

    ReplyDelete
  11. whats your view on Cravatex. Fila is gaining traction in India

    ReplyDelete
  12. Dear VP,

    How bad/good are the results of sequent ? pls reply as ur comments are more valuable . Thank you.

    ReplyDelete
    Replies
    1. Result was below my expectation and expecting some negative reaction.But I don't think It is a company to write off on the basis of few quarterly results.

      Delete

  13. I am following your recommendations since 6 months.Thanks for your great recommendations.
    Can you please suggest me shall i enter the Avanthi Feeds,Pidilite Industries Ltd at CMP.

    From
    Anitha

    ReplyDelete
    Replies
    1. Neutral on Avanti ,Pidilite - buy on dip.

      Delete
  14. Among vadilal and tata global which one do you prefer.since I am holding both but now planing to sell one and purchase other.i am a moderate risk taker
    Manmohan

    ReplyDelete
    Replies
    1. Vadilal for High Risk High profit investors where Tata Global for LRLP

      Delete
  15. Dear VP , Thanks for your call on Neuland Lab .. i made good money ........

    i m holding India Gelatin bought at 71 levels ... I feel Narmada gelatine is cheaper than India gelatin on PE .. shld i take positions in Narmada too at current levels ??

    ReplyDelete
  16. Can i continue to hold Sequent or exit for short term ? or buy on dips ? which wud u suggest for a long term investor looking to create wealth !!

    ReplyDelete
    Replies
    1. I can't understand whether you are asking about short term or long term ? .If it is for short term better to avoid.

      Delete
  17. Dear VP ,

    How much downside do you see to the sequent stock . It constitutes 8% of my portfolio.

    Best Regards,
    Shankar.

    ReplyDelete
    Replies
    1. Since it is a low liquid counter not easy to count it .

      Delete
  18. Dear Sir,

    Your views on Sah Petroleum? 87% promoter holding..Delisting candidate..decent quarter results.

    Regards
    Neil

    ReplyDelete
  19. Value-pick,
    Do you think one can buy Jubilant Life science after seeing the results where PAT grew my 92%.
    Can it be for Small investors to hold for longer horizon?

    I am thankful to you for India Gelatine where I bought small qty and very happy with the returns.

    Thank you sir. On similar lines I wanted to buy Jubilant LS as you had mentioned that they are the biggest wealth creator and clean management.

    ReplyDelete
  20. Sabero back on flight.i m loving it

    ReplyDelete
  21. Dear VP,

    When every pharma company is reporting tremendous growth and having a bull run,its a pity that a company like Sequent with tremendous potential is not able to turn the corner.

    ReplyDelete
    Replies
    1. Dear Sankaranarayan

      At present it is difficult to compare Sequent with other pharma companies.Major portion of income is now coming from Veterinary medicines and not from Human medicines.Now company is moving out from low margin veterinary API's and changing its strategy towards high margin niche human medicines.As you are aware any company should keep stringent quality controls and permission from authorities like USFDA ..etc for exporting these medicines.These processes normally take reasonable time.Company is going through such a period and I expect the results of all these efforts will start to reflect from next FY.

      Delete
    2. Sir,
      Thanks for the updates as after looking at some posts here and elsewhere, I thought it was a bad investment and was planning to sell.

      Will continue to hold. Had conviction but since it's a stock which doesn't fit in to stad parameter of stock investment you feel little uneasy and nothing else.
      Infact I am adding Biocon, Auro bindo pharma & Jubilant as Pharma is a sector to be in.

      Delete
  22. Dear Valuepick,

    What is your opinion on Andhra Petrochemicals?

    - Yuvaraj.

    ReplyDelete
    Replies
    1. Dear Yuvaraj

      Not tracking this stock.

      Delete
  23. hi,

    do you track Varun industries. It caem down from 290 to 20level. I heard that current Q2 result is good and it will go up. What is your openion on this.

    ReplyDelete

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