tag:blogger.com,1999:blog-8146322436034546834.post2127545940094046599..comments2023-05-12T17:41:16.443+05:30Comments on STOCKFUNDOO: What to do with PVR and Kingfisher and your questions on Harrisons Malayalam and Usher Agro!Naren Lokwanihttp://www.blogger.com/profile/16874239087015042891noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-8146322436034546834.post-54580830109480884802012-12-09T08:57:29.137+05:302012-12-09T08:57:29.137+05:30Hi Tarun,
I responded here:
http://www.stockfund...Hi Tarun, <br /><br />I responded here:<br />http://www.stockfundoo.com/2012/12/rei-agro-demons-it-continues-to-fight.html<br /><br />The trading mentioned here is not stock trading, but commodity trading. Lot of commodity processing firms would hedge their underlying commodity to protect themselves. Some would get burnt like KS Oils.<br /><br />But since they have the knowledge of working closely with commodity, they would add some extra margins to bottomline. Thats what the CEO is mentioning here. <br />Hope this helps.Naren Lokwanihttps://www.blogger.com/profile/16874239087015042891noreply@blogger.comtag:blogger.com,1999:blog-8146322436034546834.post-1352026713894783912012-12-09T08:12:46.221+05:302012-12-09T08:12:46.221+05:30Recently in a public interview of REI
CNBC Do yo...Recently in a public interview of REI <br /><br />CNBC Do you expect the trading to contribute more to your total revenues which will not give you the same kind of margins as your branded products will? Is that a strategy of the company?<br /><br />A: The strategy of the company is basically that trading should be an additional contribution to the business. We continue to focus on our manufacturing business which gives us an EBITDA of about 21 percent. Trading should give us additional. So there is not a defocus on the manufacturing side. Trading will give us additional margin which will be lower than the manufacturing margin.<br />----------------------------------------------------<br /><br />They are trading in their own stock , so is it possible that they will purposely keep the price low for longest possible duration to enable this side profit?? <br /><br />Thanks,<br />TarunAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8146322436034546834.post-49517391527146457572012-12-08T18:15:53.076+05:302012-12-08T18:15:53.076+05:30Hi Naren Bhai ,
I invested in REI Agro at around...Hi Naren Bhai , <br /><br />I invested in REI Agro at around 9 Rs in July.. But its moving very very slow... <br /><br />It does not participate in rallies...no matter how much market goes up it sticks to 50 paise up down...<br /><br />Promoter is constantly buying and delivery is always every day "70%" and around for this stock ... but still it trades in plus minus 1 rupee range daily not moving up at all...<br /><br />What do you think would be the time frame for this stock to move to 20 levels ?? it is getting frustrating day by day... and i fear if market falls due to FIIs booking profit it would again go down below 10 levels...<br /><br />I read your posts on REI but requesting you to Please share your views again on Rei ..if positive , it may instill some confidence & faith in me to hold for more time..<br /><br />thanks ,<br />TarunAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-8146322436034546834.post-29568056678242664952012-12-07T21:44:47.397+05:302012-12-07T21:44:47.397+05:30Hi Sandesh,
Pls have a look at fundamental state ...Hi Sandesh,<br /><br />Pls have a look at fundamental state of Kingfisher Airlines:<br /><br />"SBI has an exposure of Rs. 1,500 crore to the Bangalore-based airline, which has not been serviced since January this year. <br /><br />Launched in May 2005, the airline has not reported a single penny in profit and has bank debt over Rs. 7,000 crore and unpaid interest thereon since January, apart from over Rs. 1,000 crore in vendor and tax arrears. <br /><br />It also has accumulated losses of nearly Rs. 10,000 crore, apart from the salary dues of the past seven months. <br /><br />The Centre for Asia Pacific Aviation has said a fully funded turnaround for Kingfisher would cost at least $1 billion."<br /><br />That's why i said, KF is just like a lottery ticket now. Which investor would sink $1 Billion of their money in KF, when KF's owner is not even interested in paying the salaries on time.<br /><br />Which set of new employees will join KF now? One of their family member even committed suicide. <br /><br />Why should a new investor commit suicide with their investment capital, that's the question now. Hope this helps.Naren Lokwanihttps://www.blogger.com/profile/16874239087015042891noreply@blogger.comtag:blogger.com,1999:blog-8146322436034546834.post-29359479261825375002012-12-07T20:39:20.018+05:302012-12-07T20:39:20.018+05:30But Naren if u see KFA is going up with huge volum...But Naren if u see KFA is going up with huge volumes and delivery is also on a higher side and also their is news about foreign airline investment<br />Wat do u have to say about itsandeshtkmhttps://www.blogger.com/profile/06346247427808303589noreply@blogger.comtag:blogger.com,1999:blog-8146322436034546834.post-48106416738235122212012-12-07T04:41:47.506+05:302012-12-07T04:41:47.506+05:30can u please share your views on tv 18 and sun tv?...can u please share your views on tv 18 and sun tv?Harshad Samanthttps://www.blogger.com/profile/10072448188294331137noreply@blogger.comtag:blogger.com,1999:blog-8146322436034546834.post-86846223581746106742012-12-07T00:36:44.538+05:302012-12-07T00:36:44.538+05:30Hi Naren ,
Thanks again for sharing your views o...Hi Naren , <br /><br />Thanks again for sharing your views on PVR.Rambohttps://www.blogger.com/profile/16345712062800201238noreply@blogger.com