Which stock am talking about?
1)This company is run by a very efficient and influential Gujju guy.
2)The Main Raw MAterial for its business is "Talent".
3) The company has been growing at 150% plus CAGR from 2004 to 2008. 2009 results were an aberration for reasons known to all. On looking at last 3 quarters results its very clear that the company is back on track for FY2010 results. So looks like the stock can move from current levels to its old levels of 500 and 900 in the next two years.
4) The stock is quoting at negative enterprise value. Company has 30 crores cash in hand and 50 crores in liquid investments as per the latest quarterly results, but the company is available at less than 100 crores mcap.
5) Company is quoting below book value, where as most of its peers are quoting at 3x to 4x book.
6) The company has reduced its debt levels by clearing most of the debt. And promoters have been increasing their stake too. Promoters also issued warrants to themselves at above 100 levels which is really a positive thing.
Source:Manish and myself
Regards,
ARUN
cell:9804589299
I can be reached at:-arunanalyst@rediffmail.com
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Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
