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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.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

Archives : Old artciles

Friday, September 5, 2014

IFGL Refractories ltd:-The attractively valued small cap wonder with multibagger potential

INVESTRIVIUM:-Here we showcase a historical fact from the stock markets that not only motivates the investor but its a complete stream of education to speak the least.The following phrase is a lesson in itself:

“I invested Rs.50 lakhs in Karur Vyasa Bank in 1993 and today it is more than Rs.200 crores.”– Rakesh Jhunjhunwala (Oct, 2012)

Moral: Buy Right, Sit Tight! This saying is as common as air.Have you recently watched that Kaun Banega Crorepati promotional video where a girl from the North-East India is quizzed about the Kohima City and she replies “Jaante Sabhi Hain, Par Maante Kitne Hain?” Such is the condition of this short and widely popular saying in the stock markets. The investment turned whooping 400x in less than 20 years;the micro-cap bank with conservative business model, strong fundamentals returned over 20x between 2002 and 2012. The residual of that initial investment of Rs.50 lakhs after booking substantial profits a couple of times now fetches an annual dividend income, yes, an annual income of above Rs.5 crores.





Quote:Recommended to members at 168rs few weeks back.It has just moved 15% since then.Readers,its your time to pocket the gem which is set to pen a new scripture for itself in the bourses.

Business Idea:-

Scripscan:IFGL Refractories ltd
Traded in:Nse-Bse
Cmp:168rs
Target:250rs
Duration:6-9 months
Return percentage:50%

Company Overview:Indo Flogates which was founded in 1979 managed to collaborate with Flogates, UK in 1983 for manufacturing of Slide Gate Mechanism & Refractories. The joint venture was with Flogates Ltd, UK and an exclusive Indian Licensee of Flocon Slide Gate Systems, developed by US Steel Corporation through their wholly-owned subsidiary USS Engineers and Consultants Inc. On the other hand, Mr. SK Bajoria founded IFGL Refractories in 1993 in collaboration with Harima Ceramic Co., Japan. In 1999, both the companies merged to come into the current form of existence.Over the past decade, the company has scaled up its operations significantly, both, organically and inorganically. During these years, the company made several acquisitions and also set up a few greenfield capacities to evolve from a single manufacturing facility to current eight capacities with across the globe distribution presence.

Later, during 2005, the company acquired Monocon Group with production facilities in the Brazil, China, UK, USA and Taiwan; the product portfolio included tundish spraying mass, refractory darts, monolithic lances robotics for EAF, Ladle and tundish lining maintenance, monolithics for EAF, Ladle and Tundish. Later, during 2006 the company acquired UK based Goricon Metallurgical Services Ltd and US based Goricon LLC that manufactured darts, lances, ladle powders etc. used by the steel industry. Again, in 2008, the company overtook Hoffman Group with manufacturing facilities in Germany and Czech Republic and the product offerings got wider with inclusion of foundry ceramics – casting filters, feeders, SiC chill plates, pouring system and monoblock stopper, high grade fire proof refractory shapes, drawing tools and tread guides. Recently, in September, 2010, the company acquired EI Ceramics LLC and CUSC International Limited engaged in manufacture of isostatically pressed continuous casting refractories in US.

Today, the company’s distribution network spreads over 50 countries and a business relationship with all the leading steel manufacturers; some of these clientele include Arcelor Mittal, SAIL, Tata Steel, Corus, Bhushan Steel, Gerdau Group, Nucor Group, Hyundai Steel, Essar Steel, Jindal Steel, Adhunik Metaliks and others while the company competes with Vesuvius India, Orient Refractories, Orissa Cement, etc. Vesuvius is the global leader and commands a majority of market share both in International markets and domestic markets.

Business Overview:IFGL Refractories is engaged in manufacturing of specialized refractories and requisite operating systems for the iron and steel industry through its facilities based in India, US, UK, China and Germany. The product range includes casting refractories, slide gates, furnace gates, tundish gate refractories, refractories for the purging in the ladle, precast refractories, monolithics and castables, tube changer mechanisms for slab caster, foundry ceramics, namely foundry ceramic filters, feeders, silicon carbide chill plates and mono-block stoppers for foundry industry. These refractories are made with the latest know-how from Krosaki Harima Corporation, Japan, a subsidiary of Nippon Steel Corporation. These refractories are used for flow control of steel and treatment of quality. As mentioned earlier, the company also offers customized operating systems for clean metal. The company also makes foundry ceramic filters. Additionally, the company is engaged in manufacturing of bio-ceramic products for dentistry, orthopedic and ophthalmic segments with the technical association of CSIR Laboratories; which is nothing but a substitute for human limbs. They make dental implants, bone implants, hip-joints, etc. This business maybe a low volume but ensures high profitability. Although the division is in nascent stage but the Management cites a huge potential for the segment in the long-run.

Recently, the company had announced significant capacity expansion programmes. The company is doubling up the capacity of its Kandla, Gujarat plant from 80000 odd pieces which will subsequently be tripled (phase-ii), during the next fiscal and also the capacities at the US plant (EI Ceramics LLC) would be doubled from current levels, during the current fiscal year.For the aforesaid developments, the company will incur a minimal capex since these are primarily brownfield expansions and de-bottlenecking; capex of less than Rs.6 crores (Kandla) and Rs.6-7 crores for US, which would be funded through internal accruals. These expansions would possibly have an incremental revenues of Rs.50-60 crores (Kandla) and Rs.75-85 crores (US). Besides, there would be a maintenance capex which could be in the range of Rs.10-15 crores on the consolidated level. However, the phase ii expansion at Kandla might require Rs.15-18 crores.

Financials & Investment Rationale:Despite a slump in the metals and probably the worst times of the last decade, the company has managed quite a handsome growth over the last 5 years through strategic investments, foray into new geographies, increased product portfolio and healthier industrial relationships. Resultantly, during the difficult times, the company has more than doubled the top-line and bottom-lines since FY2010. For FY14, the consolidated revenue stood at Rs.778 crores and the operating margin improved to 14%; the company managed a bottom-line of Rs.64 crores. During these times, the company has increased the net block from Rs.110 crores to Rs.258 crores while the debt levels have not gone up substantially.During these times, the debt has gone up moderately from Rs.78 crores in FY10 to Rs.98 crores in FY14. Going forward, the recent capacity expansions, an upturn in the steel sector and push to infrastructure will drive the top-line while debottlenecking,cost-efficiency measures along with savings on tax and logistics with expansion of Kandla facility would result into improvement in profitability. Moreover, foray into new markets, new products and technologies are likely to place the business poised for robust growth. However, significant appreciation in Rupee may pose threat to the company’s financials.     

Outlook & Valuations:The management expects the country to witness significant growth in steel production and consumption in the domestic markets and thereby the industry to come out of the slump of last so many years over the next few years. Reportedly, there are a lot of steel plants that are lined up in commissioning stage; to the tune of some 30-40 MT of new capacities coming over the next 3-4 years on account of increased thirst for infrastructure by the new Government. Thus, there are bright years for refractories as well, going ahead.The current capacity utilization levels are 67-70% at the consolidated level which could be further taken to cent per cent utilization levels as witnessed in US facilities. 

Conclusion:Going forward, we expect company to achieve a turnover of Rs.1000 crores by FY16 and a slight improvement in the EBITDA margin of 16% with the improved utilizations of current capacities and debottlenecking exercises being undertaken and savings on tax and logistics costs from Kandla facility. Strong free cash flow generation, strengthened balance sheet and comfortable valuations are added advantage. Assigning an EV/EBITDA of 6x (In a good market, it has historically traded at 10x) and Price/Sales ratio of 1.0x (historically traded at 1.3x), we expect market capitalization should be somewhat in the region of Rs.900-1000 crores that showcases huge potential upside from current levels. We strongly believe that with the recent growth, increased size of the company, wider coverage, leadership position in the industry, the company has all the reasons to trade beyond the historical multiples.



BTW:For different stock market related services,rush a mail at my mail id arunsharemarket@gmail.com to know more about it.



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

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have ifgl in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
.

259 comments:

1 – 200 of 259   Newer›   Newest»
Hrishikesh said...

Thanks Arun for this. Minda industries flew like a rocket. Awesome.

Anonymous said...

Urs Minda went up like rocket...even FLUIDO.....hope will buy ifgl on monday ....and see rockets in ifgl....may b 500 coming early in ifgl.....after buying ifgl....but Monday its 20 pct uc....

Anonymous said...

arunji plz give view on DIVYSHAKTI GRANITE cmp 38 while curren assests and book value double than cmp. plz give ur view

Anonymous said...

Dear sir,
I missed on d rally in minda bcoz of short of fund but I wanted to buy it now it closing on Friday is 440 with 443 high of d day
So at what price can I add this to my bag
Plz give your advice sir.

Anonymous said...

Hi Arun,

I need your view on RS Software.It it given 5 times return since setember last yr.What is your view on that.It has already exceeded your target.Can it still be a multibagger from these levels.Can we expect it to touch 1000-1500 in the coming yrs.
Plz do reply.

Kartik Shah said...

Your views on BLiss GVS Pharma & ABM Knowledge? Can we buy at cmp?

Anonymous said...

arun, you must disclose whether you bought the recommended stock recently and must also mention when you sell the recommended stock.

Anonymous said...

Hey thanks a lot Arun fr giving wonderful STK....ifgl...its trading less than 10 PE...we're as Vesuvius n others r trading at 30 + PE....so sure ifgl can b 3 baggr if it can get its peers PE.....

c p said...

What ur view on nitin spinners

Anonymous said...

Hi Arun, what is your view on R System Into and Super Tannery.
What attracted me towards R Sys is the huge dividend yield good cash. Super tanner is showing some signs of breakthrogh. Pls let mme know your opinion.

Anonymous said...

A run Jim u recommanded PFS # 11 rs before 3 months n giving tgt 44 now its achieved .

Kindly give other multibagget like PFS

Sushrut said...

Hi Arun,
Let us know your views on ARSS INFRA and Shilpi cables.

banti said...

A run pls give next tgt of PFS

Anurag said...

HI Arun,

Regular reader of your blog and twitter. Entered stock market in June (wish i could have in March). Currently building my portfolio comprising stocks - Cox & King, Coal India, Axis bank, Navneet education,escorts, future lifestyle, jain irrigation, power grid, zee learn.
intend to add more whenever i have opportunity to for long time holding.
Also i am keen on adding some more like - PFS, tv today, Dabur/Marico, adani port, havells/pidillite. i have view of more than 5 years for all these stocks.
Let me know your view and one stock out of this or other from large, middle and small cap which can be a good bet for years to come...

Anurag

Anurag Kumar said...

HI Arun,

Regular reader of your blog and twitter. Entered stock market in June (wish i could have in March). Currently building my portfolio comprising stocks - Cox & King, Coal India, Axis bank, Navneet education,escorts, future lifestyle, jain irrigation, power grid, zee learn.
intend to add more whenever i have opportunity to for long time holding.
Also i am keen on adding some more like - PFS, tv today, Dabur/Marico, adani port, havells/pidillite. i have view of more than 5 years for all these stocks.
Let me know your view and one stock out of this or other from large, middle and small cap which can be a good bet for years to come...

Anurag

Anonymous said...

Hi arun your view on nitin spinners,
Ace,pipava defence,datamatics,
Sujana metal,artson eng,daichhi

Raj said...

hello Arun, your views on maithan alloy at cmp.

bhanu murty said...

Arun,
I found Flexpoly, which is not listed. How to invest in this? Also, need your opinion on Ratnakar Bank Limited.... Not listed either.

Anonymous said...

Wats your view on Greaves Cotton?

Anonymous said...

Excatly

Anonymous said...

Sir your View oon Singer India. Can it be bought at CMP?

vishal said...

Sir what's your view on jbm auto and FSL

Anonymous said...

Well said arun.. Like investing and holding.
See it on mayur uniqourters also at address
mvpp.in

Anonymous said...

Yeah.. Nice pick..
Current EPS is 18+.. FY15
6(E) is 25+.. IFGL Ref available at cheap price... Cost saving (Kandla Export Unit) and revival in demand from US & UK Unit to boost further..
Yes.. Sir.. Will buy and sit tight for Longer term..

ritesh said...

Hi
Please advice on bharath immulogical
Gammon india

Ashiq mehraj said...

Sir plz your view upon nitin fire for investment thanks

Anonymous said...

sir ur view on poddar pigments

Anonymous said...

ur view on jai bharat maruti . a group company of jbm auto, can it fly like jbm

Anonymous said...

ur view on jk tyre and motherson sumi

Anonymous said...

Whats your view on Control Print? The company's new manufacturing facility at Guwahati for expansion is about to commence from 1st October 2014.

Anonymous said...

Hi arun ...
What is your view on united drilling tools...the stock made a correction in recent days...is it goog time to enter

banti said...

Arunji pls give your comment on PFS what is d future from current. Levels n what r d targets ??? We r waiting for your reply surji

sammin22s said...

Hi sir..views on ramkrishna forging..bafna phrma..hoec..can they b bought at cmp

Anonymous said...

Dear sir,
What is ur view on PBM polytex,dynamic industries,caprihans india at cmp for long term.

Anonymous said...

Hi sir ji,
Kindly share ur view on penner industries,meghmani organics,virat crane industries,KNR constructions at cmp for long term.

Anonymous said...
This comment has been removed by a blog administrator.
Arun Mukherjee said...

1)Ramkrishna,bafna,hoec all should do well in the coming days though better bets are available.

2)Recently Indiainfoline have a 65rs target of pfs.So thats the next target am also looking at.

3)Please let me know the story of United drilling.

4)Have been bullish on control print for quite some time now.Expecting a word from a mate of mine who happens to cover it.

5)Motherson Sumi is simply a wow company which made its stakeholders rich by 150 times in the last few years.Still remains a 15-20% compounder.JK tyre numbers will dictate its stock price trend.

6)I have a recent buy call on jay bharat maruti to members.

7)poddar pigments is a great medium to long term bet at dips.

8)Not fancing gammon or bharat immuno.Nitin fire is a global leader in its segment.A great long term buy.

9)Been bullish on Singer for the last 3 years.Already a multibagger on its own right.Good business to watch out for.

10)Greaves cotton should provide 25% CAGR in the coming few years.

11)Not following companies which arent listed in markets.

12)Maithan alloy is a value buy in the metals segment.Not following fsl.

13)PFS,tv today,marico,pidilite,havells all are great 5 years stories.For my picks,keep viewing the blog.

anil kumar said...

Sir ur view on india, iifl recently gave a buy call for target of 150 as express idea

banti said...

Sir when will Ravindra is going to listed because its delisted since may 14

banti said...

Arunji Alembic Ltd last close 43 how is company can we buy ?? This stock ??

Anonymous said...

Omnitex industries?? A sure shot multibagger in 5 years??

Anonymous said...

Sir, Arrow Coated and South Indian bank at CMP?

Anonymous said...

Arrow coated will deliver in long term along with aimco
See at mvpp.in

Tadakamalla Madhu said...

what is tci position in coming next week

Tadakamalla Madhu said...

what is tci position in coming next week

Tadakamalla Madhu said...

sir please give blockbuster tips in small shares in
3 months target

Anonymous said...

@MVPP.. You seems to be person who busy only stk on news/ research of others.. Haa.. Haa..

Anonymous said...

Just like commentrators on cricket and next day news paper analysis.. Hahahaaaa haaaaa

Anonymous said...

Hi Arun,

Could you please share your views on ARSS infra and Shilpi cables?

Anonymous said...

Sir,
Your views on Tata Global Beverages

Anonymous said...

Sir,
What is your view on

01. V2 Retail
02. AVT Natural
03. SHREE Rama News print
04. Country Club
05. Polyplex
06. Mayur Uni.
07. Jay Bharat Maruti
08. SRS Limited
09. Dhanuka Agri.
10. Polaris
11. Singer India

KIRANREDDY MUNNANGI said...

Whats your view on morepen pharma?

Anonymous said...

Whats your view on Genus Power & Ujaas Energy????

Anonymous said...

Hi Arun,

I need your view on RS Software.It it given 5 times return since setember last yr.What is your view on that.It has already exceeded your target.Can it still be a multibagger from these levels.Can we expect it to touch 1000-1500 in the coming yrs.
Plz do reply.

anil kumar said...

It's India cement

Anonymous said...

Hello Arun,
What is your view on "Rishabhdev Technocable"?

Do you provide paid membership? If yes, How to subscribe for the same?

Thanks
Raja

Anonymous said...

Dear Arun,

Please your view on Shree Hari Chem Export @ CMP 162.00.
Its moving higher and higher day by day.

Regards

Anonymous said...

Hi Arun,

can you provide your views on WPIL?

Thanks

Ajay said...

Hi Arun plz share your views on Balmer lawrie & Co. For long term

Anonymous said...

SIR,CAN I STILL BUY YOUR OLD RECOMMENDATION MICROSEC FINANCIAL.IT IS MOVING UP DAY BY DAY.MANAGEMENT IS BUYING AGGRESIVELY.CAN IT BE MULTIBAGGER FROM THESE LEVELS

sammin22s said...

Hi sir..view on wabco..can it be bought at cmp 3770..80

sima said...

hir arun
Do you think your calls will flourish if market remains range bound or sideways for long ?

Anonymous said...

Arun,

Have you studied Cupid Ltd?

Ashwin Dole said...

Dear Arun,

what is your view on ruchira papers? Out of restructuring now, started paying high dividend, promoter increasing stake, even at 1x revenue the mcap should be 300 vs current 50 cr.....at least 6x bagger

bhanu murty said...

Hi Arun,
Thank you for the latest Tip. Bought 100 today
RSSOFT rocking with 150% returns
Capital First with 30% returns,
Gati with 40%
TVToday 9%,
Another ...... 11%.......
Missed Minda, Fluidomat, Ifgl refractories, .
Ya, one can not buy everything you recommend , at the same time, missing a 5 bagger, still can get another....
........
But RSSOFT..... Mind boggling.
Thanks again.
There is lot of disturbance in this blog of late, people calling names, using fowl language..... You think your moderator can't do something about it?

anil kumar said...

Sir Samir group CEO of Balaji tele bought 30000 shares frm open market. Is it positive for Balaji tele

Arun Mukherjee said...

Please dont use slangs or foul languages.We are here to help each other make money.All should make money.No ads or spams please.

From now onwards each and every comment would get posted after moderators scans it.

bhanu murty said...

Thanks.,
Another addition today, along with the paid tip, is your January recommendation...
Entered 4 bagger you recommended at 11, today, it is 44.
Bought a Grand at this rate, as it was also recommended on another site. Hope to expect reasonable gains.

bhanu murty said...

One should appreciate others efforts too.
Value Pick or VP ' s Guess The Stock a Column helped a lot too, with those clues, I found another Gem, at least from my little imagination.
Gujarat Foils gave me 27% in one week. This credit would go to VP Blog.
Scared of Black Rose. But along with RSSOFT , Sonata Software and Dion Global.... Are also looking good.

bhanu murty said...

You have recommended JBM on 23rd August on Paid site, and admitted the same on 7th September, see above . Just an observation. Normally you wait for some time....aka... Other tips.

Arora said...

Arun Ji
What are your views on NEO CORP and CHROMATIC INDIA I heard these stocks will be 4 times till march

Jhraana said...

Hi Arun ji,
please review on
Indo Borax & Chemicals Ltd.
Thanks

sk said...

Sir your view on Lincoln pharma. Please suggest any other pharma companies I should invest in

raju said...

Ur view on omnitex industries??

Arun Mukherjee said...

1)Omnitex can be 10 bagger if the promoters merges it with strata/makes it a subsidiary.Else it would never ever move.

2)I only like shilpa medicare and anuh in that segment.Though jenburkt the paid tip to member been a 4 bagger.

3)Not tracking indo borax oflate.

4)Ya thats a positive for balaji tele.

5)I liked ruchira once and recommended too few years back at 12 bucks.Company seems to have good potential.

6)Studied cupid coz of its product but its lacking the pricing power,which is one of my criteria in choosing a stock.

7)NEO corp is an interesting bet with lot of potential.Company just needs to deliver.Not following chromatic.

8)Sima ji they did flourish in the last 12 years.Hope they will continue the same in near future.

9)WABCO is a great company but scared of its present valuation.

10)Very positive on balmer lawrie,wpil.Studying them as of now.

11)Not following shree hari actually.Would look at it.

12)Ya paid membership is provided.Mail at arunsharemarket@gmail.com.Whats the need of subscription if you can get it from here?

13)Positive on the cement sector including srini's India cements.

14)TCI is a great long term bet even at present levels.

15)Morepen is a takeover candidate.Lot of potential in microsec but they need to deliver in numbers.

16)Genus power is a good one.Ujjas high on guidance low on delivering.

17)Both alembic as well as alembic pharma has got great long term prospects.

18)Ravindra is not delisted,theres just no volumes to play on.

19)TATA global is one of the cheapest fmcg bet waiting to get rerated.

20)Auditor qualification is a deterent in case of arrow coated else one heck of a business to own.

21)ARSS needs to deliver.Poor managemnt quality.Shilpi cable is riding the bull market wave.In strong momentum.

22)South Indian bank is an attractive banking bet in the present environment.

23)01. V2 Retail:Good medium term story.But my pick was vmart which more than doubled since the call.
02. AVT Natural:Good long term prospects.
03. SHREE Rama News print:Not following it.
04. Country Club:Dubious promoters.
05. Polyplex:Studying it.
06. Mayur Uni:One of my favorites,great long term story.
07. Jay Bharat Maruti:Recommended to members recently.Good one.
08. SRS Limited:Not following
09. Dhanuka Agri:Good hold and a buy at dips
10. Polaris:Good hold
11. Singer India:Buy at dips.

bhanu murty said...

Another fact I have realized is that the 150% returns is in just two months. So, for 12 months, the ROI is 900 percent. N I N E H U N D R E D P E R C E N T!
People still opt for 9% FDs....

Anonymous said...

Hi Sir,
CCL Products or TATA Global Beverages, which one to buy?
Thanks !

Dipesh Majumdar said...

Today purchased zicom and coral..
reason -zicom (innovation of SAAS,etc, future potential of the CCTV and security industry)
And coral (pharmaceutical formulations,that's why no risk associated) .. please share your view on them and also,how will I know about management of a company? Whether they are good or bad?

Dipesh Majumdar said...

Read it as coral lab

Hrishikesh said...

Hi Arun,

Please let us know your view on Ashok Leyland.

thanks and Regards,
Hrishikesh

Anonymous said...

Hi Arun,
Whats ur view on black rose ind?
Rgds

Anonymous said...

sir u did not reply to my query.please reply this time at earliest.CAN I STILL BUY YOUR OLD RECOMMENDATION MICROSEC FINANCIAL.IT IS MOVING UP DAY BY DAY.MANAGEMENT IS BUYING AGGRESIVELY.CAN IT BE MULTIBAGGER FROM THESE LEVELS

Anonymous said...

Sir, what's your view on Bhageria Dye Them.. (Q1FY15 EPS: Rs. 20) trading at low PE..

Anonymous said...

Sir ,
What is your view on Menon Bearings?

Anonymous said...

Did you hear on Control Print?

joseph varghese said...

Arun bhai i invested in mahindra ugine at low levels a year ago i think its a good auto ancillary play after the merger would mahindra cie quote at four figure levels 3 years from now ???

sunilagarwal01 said...

Hi

Heard today marksans would be takeover soon
What your view for above

rajesh said...

Please comment on smlisuzu forcemotors which one can go at level of eicher motors

anil kumar said...

Ur view on lumax auto tech @ 340

anil kumar said...

Ur view on mirza tanner

Anonymous said...

what is your view on Munjal Auto and R System Intl?

Anonymous said...

Hi Arun,
Can JVL Agro be a multibagger?
Thanks

Anonymous said...

Sir, jaypeevinfra recent fall?

Anonymous said...

Ur views on suven life science's

Anonymous said...

Hello Arun da,

Your views on fundamentals of following stocks, they are cheap but seemed fundamentally strong and multibagger to me but want you to give your opinion for 5 yrs on these
1) NOIDATOLL - Have DND flyover with them which connects NOIDA - the IT Hub and office area joins DELHI at key point and seems to generate loads of money. Even METRO didn't dampen its profit it seems.
2) ICICIBANK with Stock SPlit
3) BALAJI AMINES
4) SHILP GRAVURES
5) VASWANI Industries - the penny stock which seems good to be below 10 ?

I have huge respect for you dada, and your view will only educate me. Thank you.

Anonymous said...

Arun,

What is the good accumulation range for United spirits for long term?

Anonymous said...

What is your view on d MPS, Force motors, Hester bioscience
Are they good buy at cmp

sk said...

Sir your view on Graphite india. Can we enter at current levels.

niraj said...

Hi Arun,
What are your views on HCL Infosystems? Shall we exit now as company recorded loss in recent quarter?

Anonymous said...

Hi sir
What is your view on talwalkar fitness n pls kindly name new stock to enter it. I am new in mlt.

sammin22s said...

View on west coast around64..suven cmp apx 204..can it be bought for shrt term

satishdevata said...

HI Arun,
Based on Many of your valuable suggestions, i have chosen below stocks for long term ( atleast 10 Years)
1. Canfin homes
2. Capital first
3. DHFL
4. Bajaj Electricals
5. Karur vysya bank
6. Selan
7. Fluidomat
8. Godrej Properties
9. Gulshaan poly
10. Shilpa Medicare
11. TCI
12. TRF
13. TV Today
14. Tree House
15. VST Tillers
16. Sesa Sterlite
17. Tata Steel
On all above stocks, i will invest every month through SIP. Out of 10 years, how many years do you suggest me to invest through SIP.
Also, can i continue these stocks for long term, or can you suggest me to replace with some better stock as i am expecting atleast 30% compound interest rate from these stocks.
Can you please suggest?

Anonymous said...

Sir, What's ur views on Nocil and Nucleus Software

Anonymous said...

Sir, what are your views on Zensar technologiy and Hexaware technology? Kindly tell me its significance in the current scenario.

Anonymous said...

Hi arun...
What is your view on kwality diary,united drilling tools and kopran
Pls suggest whether they are good for long term

Anonymous said...

arun sir...heard minda industries looking forward to huge growth prospects in this upcoming quarter.huge new order flow from hero group this time.many analyst recommending to buy.u have given a target of 500 on this one...can it move beyond that as did motherson and lg bala...

Anonymous said...

currently minda industries seems to be consolidating at 445 levels...sona kayo and zf steering too surged 15 to 20 % today...but no trigger in minda even though its a huge company with amazing potential...it is ur favourite script in auto ancillary...u touch stone and turn it into gold...this is already gold so make it a diamond sir..

jai said...

Sir, Pls give your views on Hindustan Media Ventures. thnks

Anonymous said...

arunda, ptc india finance phete galo...
only u have given this great tip in india...!!!!!
sundaram multi phatbe naki??
rr finance er operator ki bolche?u have told earlier to give info on that?
operator ki kolkatar? mobile no dao.

Anonymous said...

Dear arun sir,
Your view about TAYO ROLLS,AARVEE DENIUM,BHARAT GEARS,HIMALAYA INTL,SPAN DIAGNOSTIC

Hrishikesh said...

Hi Arun,

Your view on Nectar Lifesciences Ltd.

thanks,
Hrishikesh

Jhraana said...

Hi Arun ji,

Please review on

1) Adi Finechem Ltd
2) Waterbase Ltd
3) AKSHARCHEM I
4) Sagar Cements Limited
5) SICAL Logistics Ltd.
6) Visaka Industries...
7) Shilpi Cable Tech. Ltd.
8) DHUNINV

Regards

Arun Mukherjee said...

1)Span diagonistic is a good one but needs time to deliver.Decent management.Rest are under my watch.Dont like himalya though.

2)Rr finance and sundaram multipap are average companies.I liked multi pap a lot but that was before it did the childish stock split to deprive shareholder of higher value creation.

3)Minda is a proxy to marutis growth.Company got a great future ahead.

4)I dont like kwality or united driling.Kopran repesent a good long term opportunity at dips.

5)Zensar and hexaware got amazing couple of years of growth.Both will continue to outperform.

6)Like nucleus a lot.Nocil a no no.

7)All the 17 stocks are good one.I have doubt about dewan's management though.Should provide a 25-30% compounding in the next few years.

8)Suven is having the time of its life.It deserves everything.Company may continue to outperform.

9)Talwalkars is a good long term story.Youth fancing gym or the fitness freak mantra will make it move higher.Nothing new to name but ya have recommended Kitex garments at much lower levels to members recently.

10)Hcl info was also a recommendation from my side.From 60 to 84.Company met that.Need to revisit it again.

11)Graphite is a good electrode story.Got decent medium term prspects.

12)MPS is a cream of a company with a very liberal and honest management in place.Company to outperform.Force have had a rally,should consolidate.I have had a history with hester pharma.Seen it growing from a small entity to a sizeable one.Good one to say the least.

13)At present prices united spirits can be accumulated.

14)Noida toll is a cash cow.A good safe compounder.70crs Indians are yet to have a bank account.That presents huge potential for any bank,say icici or hdfc,axis any quality private bank will do.Shilp is into a complicated product.Company trying its establish its foothold.No idea about vaswani though.

15)Jhunjhunwala vanaspati aka jvl agro is an old favorite of mine.Got tons of potential.Jaypee infra is facing the wrath of under delivering.Company needs to deliver.

16)Bullish on both munjal and r systems.Bhavook bhai playing with r systems though.

17)CCL and tata tea,both can be bought for good long term gains.

18)I used to like zicom but suffers from a lackadaisical management.So sold out.Mirza tanners and its redtape got huge potential.Management unable to deliver though.

19)No idea about coral lab.Swaraj mazda and lumax,good growth stories.They will grow 20%+ for coming 5-6 years,

20)Mahindra cie has huge potential but 1000 maybe a bit much to speak as of now.Not following menon bearings.Yet to have a word on control print.Heard some domestic MF met the company recently.

21)See microsec was great at 20.I bought a huge quantity at that level.Margin of safety was way too high.Now its lacking that.The rally is coz of the promoters buying daily.Valuation not supporting but again who cares for valuation in the ecommerce world?You can buy but with strict stop losses.

22)Bhageria dye is a small company lacking pricing power.Need to give it some time to perform.

23)Didnt hear much about marksans takeover.

24)Buy telco or eicher motors in place of leyland.

25)No idea about blackrose.Whats the story though?

anil kumar said...

Ur view on Bombay burma

anil kumar said...

Sir ur view on tata elexi

sunilagarwal01 said...

Hi Arun

Marksans pharma raising 125 million dollar through QIP/ADR/GDR pending approval of shareholder at AGM
What your view on fund raising by marksans pharma
Thanks

Anonymous said...

Dear Sir,
Your views on Kajaria Ceramics for short term

Anonymous said...

Hi arun pls tell me about bf utilites.. Holding since 725 levels.. Thankz

ELANGO MUNUSAMY said...

good info's arun

Jayaraman Pc said...

What is ur view on jbm auto

bhanu murty said...

Hi Arun,
Take this. If you study , research a lot about a stock, and give a great Quiz on the same, and people start identifying the same, focus their skills on the search, and when they found the same, it becomes ILL-LIQUID.
Of course, it is not always the same, but take the case of
AIMCO PESTICIDES.
For the past 10- 12 sessions , it is riding, rising and rising, but every day, a person blocks it with a million shares at the upper ceiling, and do not allow retailers, then WHAT THE HECK IT IS?
Probably, after a 100% rise, they will allow it to public.
PLEASE RESPOND.

Dipesh Majumdar said...

Thank you for your advice

c p said...

I would like ur opinion about coming ultracab(india) IPO

Jhraana said...

Hi Arun ji,

Please review on

1) Adi Finechem Ltd
2) Waterbase Ltd
3) AKSHARCHEM I
4) Sagar Cements Limited
5) SICAL Logistics Ltd.
6) Visaka Industries...
7) Shilpi Cable Tech. Ltd.
8) DHUNINV

Regards

bhanu murty said...

Hi Arun,
Do you know the power of your tweet? Forget about your free subscription or paid service. Just A Tweet is worth a day's return of 1%.
Thanks

bhanu murty said...

Please read it as 17% in a day on Rajoo Engineers

Anonymous said...

Hi Arun, your views on mold-tek packaging please.

Anonymous said...

hi arun, i am new to this blog. very interesting and hatsoff to u. your view on kalyani steels, hbl power, jvl agro, vikas wsp, natco and RIL

Anonymous said...

Dear vip arun sir,
Its gud to buy mmfl @current levels 285 for long term.
Please guide me .
Thanxs in adv.

Anonymous said...

Dear Arun, what is your veiw on DUKE OFFSHORE

Anonymous said...

HI ARUN SIR,
your view on hanung toys and bajaj hind at cmp for long term

sammin22s said...

Hi sir..view on manaksia..at cmp 110..and burnpur cement pls

Anonymous said...

Sir basant agro. ...??

kulangara said...

Dear Arun ji
Thanks for your stock tips though I am an unpaid free reader I could manage to recover some part of my losses in stock market from the past.
Today I bought Bengal and Assam Co. Is it worthful to hold or should I sell on rise? Do you think JK tyre, Indoco remedies, Insectisides and vadilal will go up further
Mathew

Anonymous said...

Do you think Control Print can achieve price target of Rs 500 in next 1 year with the present growth expectations?

Anonymous said...

Hi Arun. Please advice on your old recommended stocks. Are they still a hold -
Zydus Wellness, Bhagwati Banquet, Punj Lloyd, Supreme Infra, Welspun Industries.

anil kumar said...
This comment has been removed by the author.
anil kumar said...

It view on Venus remedies and sun pharma

anil kumar said...

Ur view on Venus remedies and sun pharma pl

rajesh said...

Which stock s can be bought and sold after 1 year for min 500% returns
Dolphin offshore
Godavari power
Hyderabad industries
Thomas cook
Hfcl
Aban offshore
Pvp ventures

Anonymous said...

hi arun, ur view on jai corp. it is almost debt free company and quoting at 20pe, 0.83pbv.almost 13% is under pledge.
when we see the enterprise value still it is quoting below the net worth.is it become a multibagger and right time to enter. pl. share your views.

Anonymous said...

hi arun,
Is it good time to enter into agro sector. if it is which is the best one in the sector.
GSFC
GNFC
JVL Agro

regards

Anonymous said...

hi arun
your view on caplin point lboratories.

BV is just 38/-
EPS ttm is just 17/- with 29 pe
Turnover is just below 200 crs
ofcouse almost zero debt.
with the above fundamentals it is quoting 500/- and the enterprise value is 17 times than its net worth. I could not digest.
How it is possible. Is there any hidden stuff in the company. somebody is telling it will reach to 1000/-.
kindly advise me that is it having that much of worth. if it is, is it right time to enter. i am eagerly waiting for your reply as it is mysterious to me.
with advanced thanks as you have to work more on the above

Anonymous said...

hi arun
what is ur view on Kalyani steels.
its BV is 90/-
EPS for June qtr is Rs 3.50
previous dividend is 30%
Annual turnover is about 1300 crs
PE is just 8, It belongs to rolling industry in metal sector. I think this is the largest company in rolling industry in india.
what is the expected CAGR and what would be the prorgess in the company. its enetrprise value is just double than its networth.
The debt also below the net worth.
Is it become a multibagger? Kindly advise that is it worth buy and your short term target please.

Anonymous said...

dear arun sir

your view on polyplex and IFGL
I think polyplex become a trend setter in packaging industry with high production capacity having reasonable debt.& decent net worth and global footprints. And not even quoting half of its BV.

In case of IFGL, after reading the content thoroughly in your, no it is ours blog i have decided that it may reach your target very shortly.
And also noted that the MD of the company is joined in BJP few days back. It will be boost up to the company and in long run(1 yr span) i hope it may cross Rs 1000.

Pl. share your valuable comments on the above which is more energetic to us.

Anonymous said...

Hi Arun, Do you have any opinion about Sudar Garments?

sammin22s said...

Hi sir..view on siyaram silk for buying at cmp 785 pls.

Arun Mukherjee said...

1)Sudar with help of debt is growing at a scorching speed.Promoters have pledged a lot of their shares.Keeping a close eye on it.

2)Obviously I have vested interest in IFGl and hence its looking one heck of a pick at this levels.Polyplex and cosmo both are terrific underrated companies waiting to get rerated in the bourses.

3)Steel companies trade at GDP levels.kalyani is a fantastic company but mostly would trade on 4-5 PE.That gives an opportunity though on forward basis.

4)I only like dhanuka in the agri related area.Govt companies been laggards.

5)I remember jai corp moving 6000% in a matter of less than a year in 06-07.Since then it made progress but stock is sleeping as loads of guys got stuck and they keep selling at every rise.It needs stronger hands to make it move again.

6)My caplin point buy call at 60
http://www.arunthestocksguru.com/2013/04/caplin-point-laboratories-ltd-chill.html

7)500% in a year?Why dont you go to the Casino mate?Why 1 year?You can make 50 times in a day.

8)I dont like venus.But sun pharma would be a compounder for many more years to come.Can also buy sparc.

9)I like only zydus among that lot.

10)I would be happy if control print moves 30% CAGR for coming few years.

11)Bombay burmah has got lot of value in it.Tata elxsi an excellent pick for coming 5 years.Stock may multiply.

12)Burnpur is a tiny company,look for orient cement.Basant killed itself by going for a stock split.Manaksia looks good at present levels.

13)Dont like bajaj hind or hanung.Duke looks better than those two.

14)Vikas wsp is a dubious company.Others are good but overvalued.Dont buy any reliance counters.

15)B&A or bengal and assam has got lot of value attached but suffers from poor liquidity.

16)Bullish on mold tek packaging for quite some time.MMFl looks worth a bet at present levels.

17)KAJARIA IS A terrific long term bet.Marksans is witnessing institutional activities now.Good for the shareholders.

18)I dont like the way readers are lured and made greedy by guessing.That takes away the factor of value investing.Detrimental to the health of gullible retail investors.

19)JBM auto is facing operator activities but must say have recommended jay bharat maruti at 98 bucks recently.

20)Adi fine,sagar,sical,visaka looks good among that lot.

21)BF utiliies a tough company to understand but instrinsic value stands way higher than present marketcap.

Hrishikesh said...

Hats off to your passion and patience mate. thanks a lot for the recommendations.

Regards,
Hrishikesh

anil kumar said...

Sir ur view on sun pharma advance research co. Can it become multibagger in future

bhanu murty said...

500% in an year? Hmmmmmmm!
That is a continuous rise of 14.352984% per Month.
This means, every week, it shall rise 3.588246%
Which can be read as 0.7176492% per day (Only 5 Trading days are there).
Now do you add brokerages for that? AMC for the Dmat Account computed on a daily basis?
Say, roughly, 1% rise per day....
Just Socho....Happy weekend.......

Anonymous said...

Hi Arun...avanti is still cheap in terms of valuations...but I don't know y water base is going up...tat too valuations more than avanti.....if avanti can do 150 EPs this yr .....can it get 25-30 PE...and conclude at tgt of 4000....

Anonymous said...

Hi arun....
What is your view on multibase India and ador welding

anil kumar said...

Sir ur view on Amtek auto

anil kumar said...

Ur view on mannapuram financce

Anonymous said...

Arun...FLUIDO...y its not moving..I entered at 220 levels..it has fallen...I can hold for any no of years....but I don't see orders flowing in y..I am not worried about STK price whether its moving or not...but company need to get orders for posting good second qtr results...

Anonymous said...

Hey arunji.....moldtech packaging is going up....what's ur take on it....street is speaking of targets of around 1000.... The same street told rs software around 1000 and its achieving that....so do u think moldtech pack....will hit....and their IML techniques r superb n thy r only one company having tat...so 1000 can be reached.....monopoly in business. .what ur vie...

Anonymous said...

Mr Arun question for u. Anuh pharma may end up with 32eps but PE is still 11 or so...all pharma co having around 20+. Y no rerating yet...great div yield....all fits this STK.but no appreciation...

Anonymous said...

Hi, can I buy indosolar ltd @ cmp?

Anonymous said...

Hi jay bharat Maruti is having spectacular run..all say its like Maruti stock which was available at tat price during 2000-2004...so cheap...having said jay bharat trading at 7 odd PE.Maruti ciaz is booked n people r in queue..so jay bharat may end up reaching 500...

Anonymous said...

What's your view on india bulls power.
Looks like 800w is already commissioned and remaining will be commisioned in a year or so. Revenue already started coming from commisioned plants. There is tariff revision coming from apr 15. Promotors re-shuffled for increasing focus . Is it poised to go higher from this lower level. Appreciate your view

Banti said...

Hi Arun ...HBL power yesterday close 20 ... Sudden Spike on Friday

What's your view? Should we enter @ CurrentLevels ??

kuheli said...

Can I hold Nitco Tiles Ltd for long term for decent gains

Anonymous said...

Hi Arun

did you had a talk to your mate about Control Print?

Anonymous said...

Hi Arun,
Whats your take on Mandhana Industries... I see they are present on all distribution formats(Stores, Online etc)...Good brand equity..One issue that I see is their debt levels...looks like they have borrowed much for retail store expansion...Is it a good long term bet? Thanks,

c p said...

Rico auto. ..... Advice

Anonymous said...

Hi Arun,I am doing a sip in atul auto for last 3 months, current price is around 417 after split I was thinking of buying a 200 shares at this price, they are planning to double their production in coming 2 to 3 yrs, what I heard, what is the price target can I expect after 3 years, can you please predict a approx price target that I can expect from this company, thanks.

Anonymous said...

Hi Arun,


Mold-tek packaging still can be multibagger?

Thanks,
Aruna

Anonymous said...

Dear sir,
What is ur view on paushak at cmp for long term?

Ramesh Raju said...

Sir
Wat is ur view on jai corp sir i have bought it at@105 please suggest

Anonymous said...

Hi Arun,I wanted to buy snowman logistics, at what price should I buy it and what is the price target can I expect in next 2 years, thanks

Arun Mukherjee said...

1)Snowman is already what like 35 PE for fy16.Quite a valuation.Hard to assign target for such counters.Invest in GATI AND TCI at dips.

2)Have already replied about jai corp in the earlier comments.

3)Paushak is more of takeover candidate where punters are betting for 500 bucks.

4)Mold tek has great growth prospects.Multibaggers or not hard to predict as of now.Am holding since 43 rs though.

5)Atul auto from here can compound at 22-25% CAGR for 5 years.Calculate the price using the moneycontol compounding calculator.

6)RICO auto is expected to have a good time ahead.Stay put.

7)Scared of debt laden companies.Else as you pointed out its a good bet to research on.

8)No updates on control print.

9)HBl power is more like a bull market story.In every good market it spikes up only to fall massive in the next fall.PLAY with SL.

10)Dont like NITCO.

11)Indiabulls trio splitted so definitely differences.Now its all upto ones capability.Would wait on sidelines.

12)JAY bharat maruti already giving 32% to members in less than 3 weeks time.

13)Problem of anuh is its guidance.They always guide 5-10% growth.But atleast they deliver better.Rerating could be on side.

14)Dont like Indosolar.Fluido has more than trebled in the last 7-8 months.Dont expect movements daily.Would be happy if it stays here for next 2 years.A single order can change the fortunes of the company.

15)Quite bullish on sun pharma research or sparc.Can be a long term multibagger.

16)Amtek auto may double in the next 2-3 years.Positive on repco and manappuram finance.

17)Avanti should trade at higher valuations.Positive on Multibase and adoe welding.

ritesh said...

Sir i want to invest in
dolphin offshore
Godawari power

For 3.4 months

Anonymous said...

Hi Arun,I have bought basanth, have bought at 9 rs, how do you see the future of his company can I get 18 rupees in the near future, thanks

Anonymous said...

Hi Arun
Dear Arun ji
Thanks for your stock tips though I am an unpaid free reader I could manage to recover some part of my losses in stock market from the past.
Today I bought Bengal and Assam Co. Is it worthful to hold or should I sell on rise? Do you think JK tyre, Indoco remedies, Insectisides and vadilal will go up further

Jhraana said...

Hi Arun ji,

Pls Give ur Reviews on:

- Hydro S and S Industries

- Alkyl Amines Chemicals

- Vinati Organics Ltd

- Hester Biosciences Ltd

Thanks

Banti said...

Arun What's your view on Banaras Hotel

Anonymous said...

Sir what's your views on Century ply Boars and Bilcare.

Anonymous said...

good day arun sir.heard dat sona kayo looking to double its sales in next quarters because of huge export business oppurtuinities...mentioned promising statements in recent auto expo conference...many brokerage houses giving three digit targets for this sona kayo share...zf steering in the same segment rocked today....u already told dat sona kayo steering has very good prospects...wat will be ur target on this one...ur tips r like gods words of wisdom.by the congrats for your minda target....waiting for your ifgl target of 250....god bless u so that u can help others suceed as well

Anonymous said...

dear arun, ur view on heg and apcotex

c p said...

Ur advice on shyam telecom

c p said...

And shemaroo entertainment Ipo

Anonymous said...

What is your view on India Gelatine ?

anil kumar said...

Ur view on usher agro please

anil kumar said...

Ur view on bodal chem. and sundram fastener

Anonymous said...

Sirji what is ur view about Mukund Engineering? Can I buy at cmp?

Anonymous said...

Hey Arun....i heard that ...mpeda has come out with target of 10 billion dollar....of aquaculture.... By 2020.....assuming avanti can garner half of it...let's take 5 billion dollar means 30000 cr....so by 2020....if avanti can do tat sales with NP margin 5 percent.....NP of 1500 cr... Taking all at lower end...we can get around 1800 EPs.....so assuming 25 PE....we can get stock price around 45000 target.....here I have assumed 50 pct market share for avanti.....my question for u is tat...is this possible...and is mpeda 10 billdol..target is possible by 2020...

Anonymous said...

Sir,
I would like to know about Murli industry...
Please ...do the need full

Anonymous said...

Hi Arun,

Shakti Pumps - current sales around 300 cr, management vision statement in website shows a target of 5500 cr Sales by 2021, that is a staggering 18 fold jump. Also, solar pump is going to be a big theme in India and abroad where Shakti is exporting - are we looking at a huge multibagger - your views please

Anonymous said...

Hi Arun - What is your view on Apcotex?

Arun Mukherjee said...

1)Two stocks really liberated me and ensured a retirement even at age of 26.One is RS software and another is your avanti feeds.As you mentioned the company has too much potential.All it needs to deliver.So fingers crossed and hope it makes much more for the stakeholders.

2)Not fond of mukund eng though it has guided better numbers going forward.

3)Qquite bullish on bodal.It should continue to outperform.Sundaram fastener is a great long term compounder.

4)Usher agro is an operator stock.So depends on them whether they will allow you to make money or not.

5)Shemaroo can be considered only for listing gains.Eros is a better player quoting at cheapr valuations.

6)Not fond of dolphin or godavari power.Better you look for selan.

7)Ya as said sona koyo got better days.With Karishma Kapoor's exit from the Sona khandan,company seems on its track to make good money for stakeholders...:)

8)Not following shyam tele or India gelatine.Century ply and bilcare are hold at present levels.Banaras hotels would get fancied ones the hospitality sector gets chased.

9)I have already answered rest of the queries in my previous columns.Kindly check them.

Anonymous said...

Hi Arun,
What is your views on jai balaji in Current price?

Thanks.

Anonymous said...

Hi Arun,

Your views on Mahindra CIE, JB Chemicals, Escorts, Jain Irrigation and Zensar Tech please

anil kumar said...

It view on seven pharma

Anonymous said...

Hello Sir,

please give your views on Sintex,IFCI,IDFC,TVS motors,Jain irrigation,Radico Khaitan,Ahmednagar Forgings ...Thanks

Anonymous said...

Sir,
Your view on Hexaware Technologies Ltd.
Thanks

Anonymous said...

HI ARUN

Your view on today's market correction.

what would be future of the following.

IFGL
KSL
POLYPLEX
SILPI CABLE TECHNOLOGIES

Anonymous said...

Dear Arunji,

Thanks for your valuable inputs.
Kindly share views on

Madhucon Projects
R Systems International
Mysore Petro Chemicals
Texmo Pipes & Products

Angsu said...

Hi Arun, How are you reading this correction? Specifically in the midcap?

Anonymous said...

buy ifgl as mentioned by arun sir for a target of 250.bull market is not for babies...in an upside of 40-50% in a week u will have correction of ten percent..else wise invest in fd.nowadays fd too has reduced targets...be brave guys nd cheer up for this bull market....bet auto ancillaries with diwali coming up...minda,sona koyo,lg bala,etc...

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