goldlust

• Active | Ended | All

• Ticker
• Rating
• Start Date
• Dir
• Start Price
• Current price
• Dividend Paid
• (A)Stock Returns
• (B)Index Returns
• Net points (A)-(B)

• PUNJLLOYD
• 
• 2010-01-27 
•  
• 183.55 
• 177.70 
• 0.00 
• -2.4% 
• 4.2% 
• -6.7 

• AMTEKINDIA
• 
• 2009-11-23 
•  
• 50.00 
• 70.05 
• 0.20 
• 40.4% 
• 1.1% 
• 39.3 

• SHIV-VANI
• 
• 2009-10-12 
•  
• 356.50 
• 381.50 
• 0.00 
• 6.7% 
• 3.0% 
• 3.6 

• AMBUJACEM
• 
• 2009-06-09 
•  
• 99.15 
• 116.80 
• 2.40 
• -20.3% 
• -16.9% 
• -3.3 

• MANGLMCEM
• 
• 2009-06-09 
•  
• 112.50 
• 168.60 
• 5.50 
• 54.7% 
• 16.9% 
• 37.8 

• SUZLON
• 
• 2009-06-01 
•  
• 110.65 
• 76.70 
• 0.00 
• -30.8% 
• 13.8% 
• -44.6 

• OPTOCIRCUI
• 
• 2009-01-09 
•  
• 87.30 
• 215.95 
• 4.00 
• 151.8% 
• 80.6% 
• 71.3 

• INFOSYSTCH
• 
• 2008-12-17 
•  
• 1,153.00 
• 2,667.35 
• 23.50 
• 133.4% 
• 72.1% 
• 61.4 

• SATYAMCOMP
• 
• 2008-12-17 
•  
• 161.10 
• 99.10 
• 0.00 
• 38.5% 
• -72.1% 
• 110.6 

• GUJALKALI
• 
• 2008-10-15 
•  
• 78.45 
• 133.25 
• 0.00 
• 69.9% 
• 50.0% 
• 19.9 

• KANORICHEM
• 
• 2008-10-15 
•  
• 18.25 
• 31.90 
• 1.50 
• 83.0% 
• 50.0% 
• 33.1 

• KALPATPOWR
• 
• 2008-10-15 
•  
• 668.00 
• 1,030.00 
• 7.50 
• 55.2% 
• 50.0% 
• 5.2 

• JYOTISTRUC
• 
• 2008-10-15 
•  
• 62.25 
• 170.50 
• 0.90 
• 176.1% 
• 50.0% 
• 126.1 

Recs
5 Posted by goldlust on PUNJLLOYD | Wednesday, January 27th, 2010
Easily the best pick in the Engineering and Engg Turnkey space. Trading at a heavy discount to majors like L&T. Debt numbers are slightly higher than sector majors...playing for a decent 30% earnings increase in FY 2010 and higher growth in bottom line due to higher leverage.

Replies (0)

Recs
7 Posted by goldlust on AMTEKINDIA | Monday, November 23rd, 2009
Hearing info/rumours about production numbers achieved in the last 3 months. Amtek has benefited by the labour unrest that affected most of the competition. The stock has been moving in line with rest of industry...should correct on the upside after next q-results. SHORT-TERM BUY

Replies (0)

Recs
8 Posted by goldlust on SHIV-VANI | Monday, October 12th, 2009
With increased gas exploration likely in India, exploration services companies like shiv-vani can expect to make good yields on their past investments. LNG is the base industry in which they will make revenues. Expect to see significant benefits from Coal Bed Methane exploration. Shiv-Vani has just completed one such project for ONGC in Jharkhand. However, this is a debt intensive business and company could get squeezed in case of another liquidity crunch.

Replies (0)

Recs
0 Posted by goldlust on MANGLMCEM | Tuesday, June 9th, 2009
Relatively underpriced w.r.t peer group

Replies (0)

Recs
0 Posted by goldlust on AMBUJACEM | Tuesday, June 9th, 2009
The blog on BUY Mangalam vs SELL Ambuja seems to make some sense. There is no need for such a huge valuation multiple difference in the same industry...and that too when over-capacity is a burden.
Also checked, the ratio of production to captive energy generation is also the same for both companies!

Replies (0)

Recs
0 Posted by goldlust on KALPATPOWR | Wednesday, October 15th, 2008
Sector is set to grow exponentially...with large generation plants coming up over next decade, transmission players will have their hands full with decent margins as well.

Replies (0)

Recs
0 Posted by goldlust on JYOTISTRUC | Wednesday, October 15th, 2008
Sector is set to grow exponentially...with large generation plants coming up over next decade, transmission players will have their hands full with decent margins as well.

Replies (0)