Originally posted by kulman
I haven't had a close look at Kemrock because by the time that gentleman told me he had moved out of this stock after making a cool 35~40 times multibagger in less than 3 years!
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I entered in Kemrock at around 90 and came out at around 360.
the selection was due to:
-pick axe theory being sole supplier to wind mill supplier for few items
-replacing conventional mettle components with high grade/ high quality composite material
-monopoly item
-lots of possibiility of finding applications where they can replace conventional parts with this new tech items
-very low equity and turn over company, providing enormous opportunity for growth.
-the cost of its supplies in overall product is very marginal and hence vendors may be very less sensitive to premium pricing (remember mainsh dave's comment on uranium ' atta me namak')
- prmotoers were buying and increasing stake continuously at/ very close to prevailing market rates.
As such i was thinking of visiting their mfg facility, but as they have recently shifted it from baroda to near by GIDC could not do so.
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