Fundamental picks

[vaibsoft]

Hello Sir What U Think About Bihar Tubes. Can Buy At These Level.

 

[hiteshsjoshi]

Add small exposer of vbc ferro.

Ahmed,
I got this information about vbc ferro from moneycontrol message board. Can you please verify it and provide your inputs.

Thanks,
Hitesh

==================================
Equity Rs4.10cr.

This company is having investments of Rs 150cr in KONASEEMA GAS POWER
LTD ( KSGPL) is a gas based power plant coming up near Rajahmundry
AP, KSGPL putting up a gas based power plant with a capital cost
of Rs1500cr with a capacity of 460 mw ready for commercial production,
due to non availability of gas company doesn\\`t started commercial
production, as all r aware RELIANCE INDUSTRIES struck with huge gas
reserves in Krishna Godavari basin near to this power plant.

In another 6 to 9 months RELIANCE will be able to supply gas to this
company; KSGPL already signed mou with AP TRANCO for supply of entire
production for 15 years.

Now KSGPL is planning to set up another 820 mw gas base power plant in
AP with a capital outlay of Rs2800cr. Power finance corporation is
sanctioned a term loan of rs 1000cr and other institutions also
participating in this project. To complete this project funds
requirement KGPCL is contemplating a public issue at RS 50 per share
in first qtr of 2008.

Vbc ferro alloys is holding 15,00,00,000 shares in KGPCL with an
investment of RS 150cr. If KGPCL comes out with a IPO at rs 50 value
of investments held Vbc ferro per share becomes (market value will
become rs750cr divided by 41laks shares) RS 1829.

Plus vbc ferro is holding investments in ORISSA POWER CONSORTIOM LTD
WHICH HOLDS LICENCE FOR 120WM HYDEL POWER PROJECTS

Plus ferro alloys business

Plus vbc ferro is planning a rights issue at 1; 1 price not yet
decided awaiting sebi approval



Beyond other information which is available in bseindiadotcom

FOR REFERENCE GO THRU DRHP OF VBC FERRO PAGE NO 10 WHICH APPENDED
HERE .OR DOWN LOAD DRHP FROM .VBCINDIAdotCOM

Note .LANCO INFRATECH market capitalisation is around Rs 8228cr
power capacity is 518mw ,TORRENT POWER market capitalisation is
RS4350cr power capacity is 500MW only .Now u r self can calculate how
market is giving good value to power stocks
==================================

 

[mahmeds2000]

Hello Sir What U Think About Bihar Tubes. Can Buy At These Level.

ya bihar tubes fundamental is very strong. infact i should give it my next new call.
New call:

buy bihar tube buy range 137-141. looking very good buy for long term. targate is double.


Ahmed

 

[mahmeds2000]

good work hitesh i will try to confirm the report. also i request other form member to confirm the same report.
Same news i heard from my friends but not confirmed.

Ahmed

 

[mahmeds2000]

NEW CALL:
buy flex food ltd. buy range 24.50 to 24.90.

 

[mahmeds2000]

add garnet construction.

 

[kprgroup]

Thanks.Appreciate your effort.Have a good day

 

[vaibsoft]

Hello Sir How Ru, What About Pennar Alluminium (513405).

 

[mahmeds2000]

New call:

buy garden silk milk buy range 77.50-78.50.

ahmed

 

[sean_f]

Dear Ahmed
Garden Silk call is it for short or long term???