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Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

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Saturday, September 19, 2009

Indag Rubber Ltd and JJ Exporters Ltd:The small cap gems

1)Scripscan:Indag Rubber Ltd
cmp:60
Code:509162

Story:It is very interesting, this Warren Buffet approach, that how much can I buy the entire company for as opposed to buying just chunks of it. This company is very attractive because the market cap is about Rs 30 crore to Rs 33 crore, and so for Rs 33 crore you can buy the entire company. So, if one is buying the entire company what does he get. If one factors in a 15-20% EBITDA margins,cacluate the figure.So I like this stock because if one thinks of how much are you paying for the entire company and how much are you getting back in terms of EBITDA, it’s a simple approach. I believe if one takes a simplistic approach, it often pays off in the long run.I like this stock because first you can’t do without retrading in the country; secondly there is going to be a huge increase in roadways. This is one of the spin-offs of the road infrastructure boom. It has an extremely low market cap and an interesting story is coming up.The coming quarter result should be good and that may help investors to make it a part of their core portfolio.

2)Scripscan:JJ Exporters Ltd
cmp:24
Code:530049

Story:This is a different kind of story. JJ has absorbed a group company called JJ Spectrum, which was a company with high equity, big assets, modern machinery and equipments, etc. Now because of the high shareholding that JJ Exporters had in JJ Spectrum, following the merger, there was an equity shrink. So the equity increase has not been in proportion to the increase in assets and the increase in potential turnover.The other sub-story in this stock -- it is relatively a high-margin business. They are into silk fabric export.People may have overlooked this counter because there is no aggressive growth coming up, although it is relatively low profit, it has got interesting valuations. One of the points people have missed is that following the merger, equity shrink has made it attractive. Its more of a restructuring play which is not completely played out, hence the bargain.

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