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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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   Topic: Biopac - Are the big boys getting in?
Posted: 11/Jun/2007 at 1:09pm |
EXCLUSIVE:
RJ bought 7,50,000 shares of BIOPAC at Rs.13 through his company ALCHEMY EQUITY on 24th May,2007
Other Individual Investors include
Nikhil Vora 10,00,000 No.of Warrants
Lash*t Shanghavi & Ashwin Kedia 3,75,000 No. of Warrants
Naishad Paleja (CEO,SSKI) 1,50,000 No.of Warrants
Pathik Gandodtra (HD. of Research,SSKI) 50,000 No.of Warrants
RJ already made 50% returns,considering the current price of 20.
Bipoac has tied up with Reliance Retail and Aditya Birla Retail for supplying packing materials to their supermarkets.The company is in loss with healthy operating margin of 25.6%.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
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Posts: 4243
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Posted: 11/Jun/2007 at 4:17pm |
Beeeeeeeeeeeeeeeeep! Everything that RJ touches won't become gold - so investing in Biopac because RJ has done it, is not the best idea (unless one is a momentum player)
The entry barriers for biopac's products are extremely low. These products are mostly manufactured by small scale industries. BioPac's customers can really squeeze its margins like a nimbu if required, because BioPac can almost no pricing power.
However, if they manage to hold on to Reliance/Aditya Birla, Biopac can turn out to be indirect retail growth story play (like Bartronics).
Edited by smartcat - 11/Jun/2007 at 4:22pm
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basant
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Location: India
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Posted: 11/Jun/2007 at 4:27pm |
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I agree with smartcat. I would not look at investing in these companies also RJ as per the information has invested about Rs 1.1 crores. That is less then 0.05% of his diclosed portfolio.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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deveshkayal
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Joined: 04/Sep/2006
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Posted: 11/Jun/2007 at 6:59pm |
if they manage to hold on to Reliance/Aditya Birla, Biopac can turn out to be indirect retail growth story play (like Bartronics).
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Yes,this is the key.
I am sure these gentlemen have not bought for 20-30% gains,they are definitely looking above that..Lets see how it pans out..RJ's small investment have turned into fortunes..Also,when these gentlemen invest, management is not a problem..I will wait for a year and see if the company turnaround.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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kulman
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Joined: 02/Sep/2006
Location: India
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Posted: 11/Jun/2007 at 10:23am |
Interesting.....Devesh, who's your 'insider source'?
I'm in sync with Smartcat's views, though.
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Life can only be understood backwards—but it must be lived forwards
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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Posted: 11/Jun/2007 at 10:28am |
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Actually,its PNR Securities report which Manish sent to me.I wrote exclusive because you wont find in any newspaper,sites,tv,etc...
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
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Posts: 1453
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Posted: 12/Jun/2007 at 6:53pm |
Originally posted by kulman
I'm in sync with Smartcat's views, though. |
From my old stock of reports and analysis I find that about BIOPAC some tips provider termed BIOPAC as a multibagger on 06/05/2005 (the then market price was INR21.00) and set a target of INR100.00 in 12 months
I do not know "mereko kitna ulta latkaneko kosis mein rahega!" so I am not giving the name of the source but the following is some cut copy paste from same
| 6/7/2005 |
532330 |
Biopac |
21 |
12 Month |
100 |
Edited by PKB2000 - 12/Jun/2007 at 6:55pm
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I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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smartcat
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Joined: 29/Mar/2007
Location: India
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Posted: 14/Jun/2007 at 5:26pm |
Good future of retail biz to benefit us: Biopac India
| Harish Doshi, Chairman, Biopac India Corporation thinks that the company's growth will be phenomenal because the future of the retail industry is good in India. They have customers in Reliance Fresh, Food Bazaar, Big Bazaar who use their products to package fresh produce. |
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