2020 & 20-20 ~ Mumbai Equity Workshop Sat Aug 5 2017

Historic Saturday,July 1,2017~Indian Govt launches the much awaited huge Indirect Tax Reform ~ GST ~ Goods & Services Tax ~ 🙂  Here’s my GST Launch & Announcement too ~ Gaurav’s Saturday Training

2020 & 20-20 ~ The Long & Short of it ~Announcing a Full Day Mumbai Fundamental Equity Workshop on Saturday, August 5, 2017  ~ Register here => http://www.jsalphaa.com/register.php

On the back of a  fantastic Mumbai Workshop on Saturday,June 17,2017 here’s another opportunity to invest the first Saturday in August 2017 with me ! ~ especially for those who could not make it or could not be accommodated as Registrations had closed within a week of opening ~ expecting a few repeat participants too ~ what better endorsement could there be ! ~🙂 While you can call it an Encore ,this time in this Stock Selection ~Value Vs Price Workshop have kept another exciting Theme to spot & assess both Long & Short Term Opportunities in Equity :

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Saturday Fundamental Equity Workshop ~ Tambola & Time just Flew!

Workshop Photos

It was a wonderful Saturday for all of us ~ a Full House ~Time just Flew!

The Mumbai Equity Workshop on Wealth Destroyers having the Potential to bounce back kicked off at 9.30 am stretched into 7 pm…began with a Tambola or Housie where they had to guess the Wealth Destroying company on the questions posed & strike off the name if it’s there on their Ticket…In fact each pulled out a question & posed it for all…Prizes for Jaldi 3 & Two Full Houses & a question Bank on 25 companies…like “Chor ! Chor!” & they got it ! ~ Kingfisher Airlines ! or Ethopian Counsel yet destroyed his Company  &  promptly the answer shot back “Karuturi”! Chocolates were given for each correct answer too while I spoke a minute or two on each company & how it was destroyed & whether it can revive

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Wealth Destroyers as Potential Multibaggers~ Mumbai Equity Workshop Sat June 17 2017

Wealth Destroyers as Potential Multibaggers~ Announcing a Full Day Mumbai Fundamental Equity Workshop on Saturday, June 17 2017 

🙂 This time in this Stock Selection ~Value Vs Price Workshop have kept an exciting Theme :

WEALTH DESTROYERS : POTENTIAL MULTIGAGGERS

As Limited Seats would advice to Book Your Seat right away here => http://www.jsalphaa.com/register.php

Plan to cover over 25 Wealth Destroyers to assess any Turnaround Value vs Price & thus a chance to redeem themselves and become Wealth Creators from here… or should just one move on in many of such Wealth Destroyers that are now beyond redemption

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Sterlite Tech Shareholders short circuited in the Demerger ! ?

Sterlite Technologies (STL) Shareholders short circuited in the Demerger ! ?

I was approached to buy some unlisted shares of Sterlite Power Transmission Ltd (SPTL) & then was astounded when told an offer had already come in for Rs 270 already !

So what’s the Big Issue ? ~ How Can the Value of unlisted SPTL change dramatically upward by over 300% from Rs 112.30( as on March 31,2015 cut off date) that the company offered for in the demerger of STL  and paid in August 2016 & just eight months later value the same atR s 464.46 ! on March 2,2017 when they announced an EGM for March 29,2017 to issue new shares !(Details Below)

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Toll Free Court Order has Noida Toll Bridge Toiling down over 35% to Rs 14

Disclaimer at the Outset ~ This Blogpost is not a Recommendation but only an endeavour to interpret what is in the public domain given the latest developments  & to thus spell out risks that have played up.I intend to showcase this at my Equity Training Sessions 

Toll Free Court Order has Noida Toll Bridge Toiling down over 35% to Rs 14

I have never been a fan of Noida Toll Bridge for many years now for two straight reasons :

1-Corporate Governance ~ In November 1997 a Service Concession Agreement for the Noida Toll Bride and Mayur Vihar Link Road was entered into by the Company,it’s promoter IL & FS & NOIDA,UP Govt.Its been a huge controversy since inception in both granting the Concession to IL & FS company Noida Toll Bridge & the subsequent padding of  recoverable Project Cost which incredulously kept being padded every year even after completion because of the absolutely deliberately lenient Agreement Terms that allowed this for any designated returns ( a high 20% pa) that were not attained in the year.There was no cap on Operational Costs too in the Agreement & this allowed the Company to present poor returns and thus pad up project costs to be recovered.Much of the Operational Costs found their way into higher Salaries,Commissions & Perks for the retired IAS Officers who had founded IL & FS and this Company. The Spirit of the PPP was severely dented .Private Benefits at the expense of the Public.Project Costs that should have been @ Rs 200 crs balloned to over Rs 408 crs & then padded up to over Rs 1000 crs !….it was a unprecedented CAGR of designated returns yet to be recovered ! that allowed the company to collect till infinity even beyond the at least 30 year concession granted in the November 1997 agreement.It was only last year on July 9,2015 a modified agreement froze the amount payable as on March 31,2011 & terminates the Agreement on March 31,2031.The Company also has development rights under the Agreement but it has not yet recognised these in their Financial Statements.These could amount to Hundreds of Crores in itself.

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GST for Wealth Creation~Gauravs Stock Training~Bangalore Saturday September 10 2016

🙂  GST for Wealth Creation~Gaurav’s Stock Training~Bangalore Saturday September 10 2016 ~ Just be There

Hey how’s that for a corny lift off  GST : Goods & Services Tax !

Well one’s for Wealth Creation of our Nation ~ will add to our GDP ~ & the other is for Wealth Creation for yourself through Direct Equity Fundamental Training at Bangalore on September 10,2016 at The Chancery

Will be covering many selections & how in FOUR STEPS to assess Value and pitch it against the Share Price in many scenarios like Strategic Stakes & Holding Companies,Asset/Segment/Division/Subsidiary Spinoffs,Scale Potential,Acquisitions,Sector turnarounds,Niche Plays etc…will show you how to source & interpret relevant,reliable & timely data

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