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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
Message Icon Topic: GVK Power and Infrastructure - Air Power! Post Reply Post New Topic
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PKB2000
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Quote PKB2000 Replybullet Posted: 31/Oct/2007 at 6:02pm
Originally posted by RITESH.KAMANI

smartcat,pls tell what is ur price trgt for this stock for next 3 months

pahle bataoCool kal kitna hoga?
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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Quote smartcat Replybullet Posted: 31/Oct/2007 at 6:07pm

Yesterday I dropped my crystal ball and broke it. So I no longer claim to know the future. You do a technical check and let us know.

Over a longer term though, the stock should get re-rated. The next trigger would be Navi Mumbai airport bids. Since the tie-up is with RIL (who can hopefully pull some strings) and since they have RoFR, GVK has a pretty good chance of bagging the project.
 
If GVK bags the project, they might get real estate development rights (like GMR has got for New Delhi and Hyderabad). Depending on the size of the land allotted, the market cap of GVK will go up.
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s_praharaj
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Quote s_praharaj Replybullet Posted: 01/Nov/2007 at 12:36pm
Mumbai Airport has been built nicely now. It looks beautiful and everywhere you will see the name of GVK power. I don't know much about these kind of companies and their business and revenue models, but now, whoever get into this airport, appreciates it.
Shashi Praharaj
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smartcat
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Quote smartcat Replybullet Posted: 01/Nov/2007 at 12:43pm
I agree. I was bowled over when I visited Mumbai last month. That's why I started looking at this stock (and GMR Infra). But it is difficult to value GMR Infra because of real-estate component in its valuation. GVK seems to be the second-best bet.
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PKB2000
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Quote PKB2000 Replybullet Posted: 05/Nov/2007 at 5:49pm

GVK Power - Updates on Scheme of Arrangement

News Body:  

GVK Power & Infrastructure Ltd has informed BSE that the Hon'ble High Court of Delhi at New Delhi, vide its order dated November 03, 2007 has approved the Scheme of Arrangement amongst GVK Industries Ltd (Transferor Company) and GVK Power & Infrastructure Ltd (Transferee Company) and their respective Shareholders. Further the Hon'ble High Court of Andhra Pradesh at Hyderabad vide its order dated July 20, 2007 has also been approved the said Scheme of Arrangement between the parties specified above.

Certified copies of the respective orders of High Court of Delhi and High Court Andhra
Pradesh has been duly filed by the respective Companies with Registrar of Companies NCT
of Delhi and Hyderabad on November 03, 2007. Therefore, in terms of Clause 13 of the said
Scheme "November 03, 2007" will be the "Effective Date".


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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ashishbarot
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Quote ashishbarot Replybullet Posted: 05/Dec/2007 at 11:18am
After reading the complete topic at CMP i.e. 790, is it a good buy....? 
 
Waiting for your views.........(basant sir you have not posted your reply on this thread).
You do not require an invitation to make profits.
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Quote smartcat Replybullet Posted: 05/Dec/2007 at 11:34am
It could become a multibragger from here - that means you can brag about this investment multiple times to your friends.
 
You can buy this stock at CMP, but don't park too much money in this stock. The Navi Mumbai airport bids in 2008 would be the biggest trigger - GVK is reported to tie-up with Reliance and Jai Corp for the bid, but it is not confirmed by the management.
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basant
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Quote basant Replybullet Posted: 05/Dec/2007 at 11:51am
I understand only a few sectors in investing and that is why I do not provide comments on all the threads.
'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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