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  #2701 (permalink)  
Old 09-09-2017, 06:30 PM
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Originally Posted by jazz View Post
While accessing a company and its promoters, one should look at the track record of the promoters as to how much value it has created in past.

Verrappan subramaniam the current owner of it has an impeccable track record of creating a business from scratch, growing it and then selling it at huge premiums.

In 1997 he strated Kali labs which was sold after 7 years for $150M
Then in 2006 he strated Novel labs and Gavis Pharmaceuticals. This company was thensold to Lupin foe $880M !!

In 2015 he has started another co Somerset therapeutics llc and calls wintac its affiliate. Somerset already had filled 25 andas and is working on 30+ molecules.
I think wintac provides an excellent opportunity for side car investment.


Somerset Theraps LLC the marketing arm and parent of Wintac Ltd recieves Tentative approval for its Palonosetron Hydrochloride Injection ANDA.
Therapeutically equivalent brand Aloxi Injection of Helsinn Healthcare SA.
With US annual sales of $500M a year!!

https://www.accessdata.fda.gov/drugs...1s000TAltr.pdf

Since its PARA IV filling, 180 days exclusivity can't be ruled out. Assuming generic is priced 50% of its brand, Somerset can garner $125M in 6 months. And if 30% is for manufacturing, this drug alone can garner 200crs in sales for Wintac.

This is what an intelligent management can do. All we have to do is to give them time to perform with our Patience.
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Old 11-09-2017, 01:00 PM
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while whole motor and tyres are doing good ; why tatamotors is in pain ?
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Disclaimer: I am not a Research Analyst and not registered with any regulating authority. All posts are for educational purpose only.

Consider us a dumb -dumble guy in this analysis, any type of real time example will be quick-learn approach.
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Old 12-10-2017, 02:56 PM
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Originally Posted by jazz View Post


This generates curiosity

Ask questions why from 2005-2008 it went up from 0.8-80 almost 100x ?


What changed after 2008 ?
Why its rangebound since last 9 years ?
And finally ask why its now breaking out of this big trinagle ?


History doesn't repeat, but rhymes.



http://www.moneycontrol.com/news/bus...se-940881.html
http://economictimes.indiatimes.com/...w/61039865.cms
http://economictimes.indiatimes.com/...w/60001869.cms
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Old 12-10-2017, 08:32 PM
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Originally Posted by jazz View Post
History doesn't repeat, but rhymes.



http://www.moneycontrol.com/news/bus...se-940881.html
http://economictimes.indiatimes.com/...w/61039865.cms
http://economictimes.indiatimes.com/...w/60001869.cms

Wasn't this company in shell companies list recently published by central government? Is my memory right?
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Old 12-10-2017, 10:44 PM
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Ya But got reedemed
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Old 12-10-2017, 10:46 PM
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Naming is different from being.
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Old 17-10-2017, 07:56 PM
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Originally Posted by jazz View Post
History doesn't repeat, but rhymes.



http://www.moneycontrol.com/news/bus...se-940881.html
http://economictimes.indiatimes.com/...w/61039865.cms
http://economictimes.indiatimes.com/...w/60001869.cms

Prakash Industries rallied to its almost seven-year high of Rs 149, up 9% on the BSE in intra-day trade after the company reported nearly five-fold jump in net profit at Rs 65 crore in September quarter (Q2FY18). It had posted profit of Rs 14 crore in the same quarter last fiscal year. The stock is trading at its highest level since November 2010.

The company’s turnover increased by 29% to Rs 648 crore in Q2FY18 against Rs 501 crore in the corresponding quarter of previous fiscal.


Prakash Industries said the growth in the profitability is on the back of major cost savings, higher volumes and better sales realisation.

EBITDA (earnings before interest, tax, depreciation and amortization) margins improved to 19.1% in Q2FY18 from 11.4% in Q2FY17.

The company said it is expanding its sponge iron and power capacity by setting up 6th sponge iron rotary kiln of 0.2 million TPA with 15 MW co-generation plant by September, 2018 which will take the integrated steel capacity to 1.2 million TPA. The company has secured an additional long term coal linkage of 0.21 million TPA. With this additional quantity, the company has fulfilled its 100% requirement of coal for sponge iron plants though linkages.

Owing to the above factors and favourable market outlook, the sales volume and turnover are likely to witness growth of over 60% and 80% respectively in Q3FY18, year on year.
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