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Friday, 7 April 2017

HUGE TRIGGER IN OFFING:

_Triveni Glass Ltd_

Andhra  Pradesh govt is building huge township name AMRAVATI to be state capital. This new city entails huge huge demand for building materials.
*Triveni Glass will be big big beneficiary as it's plant is just 80km away from AMRAVATI and there is no other plant within 200 km radius*

Such huge demand will change fortunes of TGL completely as TGL will wield strong pricing power and go for big expansion to meet multiple- fold hike in market size

If all goes well, TGL can become 250 cr company by 2020 by which time stock should cross 200

_Cheapest building materials stock_

Thursday, 6 April 2017

FY18 to be landmark: TFCI 

TFCI is slated to report LIFETIME HIGH NP FOR FY17. HOWEVER FY18 WILL BE LANDMARK YEAR AS TFCI NP CAN BE IN 3 DIGITS

*Q4 PAT to rise 700%*

TFCI should report NP of 23-24 cr vs 3.25 cr, whopping rise of 700%. *This will also be lifetime highest ever quarterly profit*

TFCI has also shifted from leased premises to self-owned building which not only will *save significant rental cost* but offer big scope for in-house expansion

Stock has almost bottomed out and poised to  make new 52 week /all-time high next week.

We are confident that the day advertisement about eAuction comes, stock can be UC even before bidding starts

TP Rs 105-115 by April-end

      Rs 200 by Dec 2017

Debt-Free Paper Co:TINY MKTCAP

Rama Pulp Papers(502587)

*DebtFree*

_Trading @0.60xBook_

*Mktcap 27cr only*

_Avlbl@_3.67xFY18Eeps_

*Tdg @ 2.30xFY19Eeps*

RamaPulp, belonging to Nath Bio group, is engaged in production of Speciality Grade Papers from 18GSM to 120 GSM. RamaPulp is making Writing & Printing paper, Absorbent Kraft paper, Carbon base paper, Poster & Napkin grade Tissue. In fact, RamaPulp has leadership in Carbon base (OTC) and Absorbent category.

                9m/FY17 FY16

Sales.     83.47.     94.65

NP.            2.10.      2.23

Equity.     11

BV Rs.      42

RamaPulp has recently diversified into chemicals by setting up plant to produce LABSA with capacity of 16000 tonnes

Higher grade of paper for Laminate industry is exported to Thailand, Malaysia etc. Co has developed special grade of MG White Tissue paper for protection printing which exported even to Wal Mart

           FY17  FY18  FY19

Sales.  115.   135.   190

NP.        3.60.  7.50.  12

EPS.     3.28.  6.80.  10.90

MAJOR TRIGGERS

1) RamaPulp is planning to *double production capacity of LABSA*

2) RamaPulp planning to *increase paper capacity by 50%*through debottlenecking
Full impact of same will be reflected in FY19. RamaPulp has enough land to undertake expansion

PERHAPS CHEAPEST PAPER STOCK BEING DEBT FREE PERATIO 3.67,2.30 AND MKTCAP ONLY 27CR

*Investors can expect 50% appreciation in 2-3 months and stock can be 80 in 12-15 months*

Wednesday, 5 April 2017


Important update:Tourism Finance Corpn:

TFCI appointed SBI Capital to decide Fair Value .  SBI Capital likely to furnish it's valuation valuation​ report in next 2 weeks.

Heard that *reserve price for eAuction of IFCI stake to private sector will be 105-110*. And bidding in eAuction can start as early as end-April and can  finish at 130-140 range or even higher

TFCI is SURESHOT multibagger as disinvestment is certainty

Monday, 3 April 2017

Den Of Wealth:
Den Of Wealth:
AXTEL INDUSTRIES LTD:

*An Engineering co available  for peanuts* Bse code 523850

9m FY17 Sales 48cr vs 35 cr in corresponding period of previous year (40% rise)

9mPAT 4.20cr vs LOSS of 1.92 cr in corresponding period of previous year _turnaround of 6 cr_

Normally, Q4 of AIL is peak quarter(Q4 FY16 had 7cr NP on 32 cr sales). _Q4FY17 can have 46cr sales and 8cr NP_

FY16 Sales 67 cr vs 40 cr in FY15

FY16 PAT 4.80cr vs 7.54cr LOSS in FY15

AIL is engaged in production and marketing of processing
equipments/machineries for FOOD PROCESSING and PHARMA Industry.
Hence, has huge growth potential.

*Q3FY17 Sales 18.73 vs 6.35cr*
*Q3 NP 1.16cr vs Loss 2cr*

FY17E Sales 94 cr    PAT 12 cr

FY18E   Sales   130 cr  PAT  18 cr

Stock can be in 3 digits in next 1 month. Investors who can hold the
stock for 12-36 months should try to buy for big big appreciation.  An
engineering company (with clientele in highest growth industry of food
and pharma) available at market cap of just 100 crores.
_Barring unforeseen, AIL can be Rs 200 in 15 months_

Our recommendations:

Although majority of WhatsApp group members make quick but small gains through trading, yet we advise fellow members to make big killing by taking Investment approach to MY recommendations;

1). TFCI : We feel that stock can be in 3 digits this month only. After privatization, stock can be 200 in CY17 itself and will continue to scale new heights in coming years for real MULTIBAGGER returns

2) Rain Industries Ltd: This stock can be 155 this April. Can be 300 by end of CY18. Such big triggers in offing.

3) Triveni Glass Ltd: In microcap Dark Horse category, you all are advised to buy BIG BIG qty. Co has very bright future. Current mkt cap is tiny. Stock should be in 3 digits in CY18

By keeping above 3 stocks in your core Portfolio, you can go for real large wealth creation