Joined: 13/Oct/2006
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Posted: 18/Nov/2006 at 11:14am
dear basant could yu suggest how viceroy will repay this debt
could they do it from internal accruals which is good oe do they
have to dilute equity again and again, any thoghts on this
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
Joined: 29/Oct/2006
Location: India
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Posts: 205
Posted: 18/Nov/2006 at 11:26am
I dont think they would have to dilute anymore equity becuase most of the debt currently in the books is mosly working capital whihc they require for day to day operation. As most of the CAPEX they are funding through the money they got from prefernce share allotment to RJ and ICICI ventures. Also the company is getting good amount ARR so paying this debt would not be any concern.
Joined: 01/Jan/2006
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Posted: 19/Nov/2006 at 12:12pm
Originally posted by tigershark
dear basant could yu suggest how viceroy will repay this debt could they do it from internal accruals which is good oe do they have to dilute equity again and again, any thoghts on this
I suggest that for companies like these we should take a broader call. If the underlying business is good all these things fall into place.
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Joined: 01/Sep/2006
Location: India
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Posts: 546
Posted: 20/Nov/2006 at 12:41pm
Basantji,
In your view, isn't everything priced in today's share price of viceroy (just like educomp) - or do you think this stock's price is not pricing and hence more chances of an upside ..
I hope you see viceroy as a growth and not value stock..
Joined: 29/Oct/2006
Location: India
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Posts: 205
Posted: 20/Nov/2006 at 6:23pm
To me its a value stock, the company adding 1250 by 2009 provides a lot of value by sitting on such large landbank. The current growth could come from its bakery and restaurant business for which it has recently formed an alliance.
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