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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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   Posted: 15/Nov/2006 at 10:55pm |
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Bartronics has run up in the last two days.The excitement seems to be beginning.
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 15/Nov/2006 at 11:06pm |
Devesh jee
Sure it has run up too soon too fast! Lagta hain yeh sab Karvy ki karamat hain!
At present however RFID contributes very little to Bartronics' business.
If the true potential of RFID in industrial applications is explored (meaning viable & feasible solutions are provided) & the execution risks are taken care of, then this company will achieve greater heights. A word of caution: 'too many ifs'
Edited by kulman - 15/Nov/2006 at 11:07pm
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Life can only be understood backwards—but it must be lived forwards
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Equity Buff
Senior Member
Joined: 30/Aug/2006
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Posts: 223
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Posted: 15/Nov/2006 at 8:00am |
Kulmanjee,
I agree with your above post. In this section (a few posts earlier) I have mentioned that I am very bullish on Bartronics and Gemini as I think the opportunity in RFID is huge. If I remember correctly you are also bullish on RFID. As mentioned earlier also if Bartronics and Gemini make the most of the opportunity in RFID both these stocks will be multibaggers. These are my views. I have investments in both the above stocks.
Rgds.
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kulman
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Location: India
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Posted: 16/Nov/2006 at 9:14pm |
EquityBuff
Let me put my views in an "expert analyst's" way: "I remain cautiously optimistic"
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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: 18/Nov/2006 at 7:36pm |
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Kulmanji,
Bartronics is included in Business Today 20 Companies to watch in 2007.This means analyst,investment bankers r closely following this company.They r targeting 1000 crore sales.Lagta hain yeh sab Karvy ki karamat hain! Baliga must b smiling.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 18/Nov/2006 at 8:32pm |
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On a different nore did anyone know that Baliga also holds IFCI as a part of his bluechip 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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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 12/Dec/2006 at 11:51pm |
Recently, I have had first-hand interaction with couple of engineers, ex-emlpoyees of Bartronics. The feedback they have given about the company is not encouraging.
There was recently mass exodus of 40+ employees, most of them now having joined even smaller competitors. Some offices have been closed down. While RFID remains an interesting space with lots of potential, this company does not seem well-managed. So, forum members who are concerned with this, please carry out your detailed research about this to verify & act accordingly.
Edited by kulman - 12/Dec/2006 at 11:52pm
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Life can only be understood backwards—but it must be lived forwards
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basant
Admin Group
Joined: 01/Jan/2006
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Posted: 12/Dec/2006 at 7:42am |
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Thanks Kulmanji I would pay more attention to this rather then a 5 page report from a broke(rage)!
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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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