Claris Lifescience to sell off at twice Market Cap Valuation ?

Where Monies are involved there will be Stink!

This Generalisation fits Stock Markets wonderfully well !

I believe ,and have quoted often and even set a MBA Post Graduate Final Examination question to discuss with real illustrations that ‘India & Insider Trading are Inseparable’…and I daresay,deliberately kept so !

Let’s take this morning’s Headline on Page 1 in the Mumbai Edition of India’s leading and influential pink paper

Cadila Healthcare to acquire Claris Lifesciences for Rs 3400 crore  

Such Acquisition News has been floated by the same reporter of the same newspaper just a few months ago on February 12,2015

Big pharma eyes takeover of Claris’ injectables business for Rs 2500-Rs 3000 crore

When BSE sought Clarification from Claris Lifesciences today,May 21,2015 and even on February 12,2015 here are the two replies from the Company

Clarification to BSE  by Claris today, May 21,2015

“As a company policy we do not comments on any market rumour and speculations. The Company continues to explore and evaluate inorganic and strategic opportunities in various forms from time to time; however nothing definitive in this regard has happened. We will notify the exchanges upon occurrence of any definitive developments in this regard.

Also as a company we inform stock exchange for any such information which is required under listing agreement as well as clause 36 of the listing agreement.”

Clarification to BSE  by Claris on Feb 12,2015

“we state that at present we are not negotiating the sale of stake in the injectables business, and the Board of Directors of the Company has neither considered nor taken any decision in this regard.

For the growth of the business, Company continues to explore and evaluate inorganic and strategic opportunities in various forms from time to time, however nothing definitive in this regard has happened. We will duly notify the exchanges upon the occurrence of any definitive developments in this regard.”

Relevant Share Price Movements in February 2015  May 21,2015 reveal the huge impact of such News by a leading pink paper

February 12,2015 ~ A Day Before,On & a Day After 

Date

Open

High

Low

Close

WAP

No. of
Shares

11/02/15

207.80

212.00

205.10

206.90

207.05

1,00,569

12/02/15

238.40

248.20

228.50

248.20

240.08

7,95,565

13/02/15

269.80

293.00

250.10

258.50

272.86

14,86,607

Opening February 2015 at Rs 175 and moving to just over Rs 200 levels by February 11,2015 before hitting and closing on upper circuit of 20% at Rs 248 on February 12,2015 on impact of the Newspaper Story with heavy abnormal volumes and  despite Company Clarification (see above) that was posted on BSE Website at 2.42 pm during market hours that they are not negotiating any such sale the Share Price yet hits up 18% at Rs 293 the next day,February 13,2015 with nearly double the Feb 12,2015 volumes ! read more

Super ! 23 Participants with 40 Stock Selections for 2015 in the TAP GAP Poser

Super ! 23 Participants with 40 Stock Selections for 2015 in the TAP GAP Poser

TAP GAP Poser End 2014 ~Which Indian Company Will Be A Big Share Price Winner In 2015?
December 15th, 2014

I shall shortly pick a gauravblog hamper Winner or maybe two where I see maximum gain potential in 2015 from the following

Participant wise

Sr No

Participant

Recommendation

Date of Recommendation

Price in Rs when recommended

1

Sumit Khanna

Subros

15.12.2014

67.85

PTC India Financial Services Ltd

17.12.2014

56.4

2

Jigam Gandhi

Wendt India

15.12.2014

2000

3

Sandeep Gahandule

Nathbiogene

16.12.2014

130.55

Prima Plastic

17.12.2014

56

JM Financial

18.12.2014

47.6

4

Bhaskar

IPCA Labs

16.12.2014

723.55

5

Nitin

Ajanta Pharma

16.12.2014

2528.65

Atul Auto

16.12.2014

601

6

Anand

Raj Rayon

17.12.2014

0.66

Jubilant Life Sciences

30.12.2014

119.95

7

Prasad

Nbcc

18.12.2014

792.05

Capital First

30.12.2014

353.4

TV Today

30.12.2014

215.2

8

Rohit

 Adani Enterprises

20.12.2014

452.05

9

Prasad Shetty

Multibase

21.12.2014

227.9

10

Kushal Shah

MCX

22.12.2014

838.95

Jet Airways

22.12.2014

389.7

11

Rajan

Motherson Sumi Systems

22.12.2014

440.2

12

Hemant

NETWORK 18

22.12.2014

66

Intellect Design

22.12.2014

75.6

Pipavav Defence

22.12.2014

39.75

13

Raj

Odyssey Technologies

22.12.2014

33.65

14

Shiva

Granules India

23.12.2014

777

Mayur Uniquoters

23.12.2014

415.4

SpiceJet

23.12.2014

19.3

15

Abhay Tewari

Suzlon Energy

23.12.2014

13.45

16

Pushkar Prasad

Freshtrop Fruits

24.12.2014

115.9

17

Dhiren

Tata Sponge

26.12.2014

680

18

N Sri

Deccan Gold Mine

28.12.2014

42.95

19

Sameer

Spicejet

30.12.2014

17.95

Deccan Gold Mine

30.12.2014

44

Muthoot Capital Services

30.12.2014

207.15

20

Shahzad V

Engineers India Ltd

31.12.2014

229.75

AkzoNobel

31.12.2014

1384.1

Aries Agro

31.12.2014

117.4

21

Kiran

Vidhi Dyestuffs

31.12.2014

17.16

22

Vishal Kejriwal

CCL Products

1.1.2015

170.95

Oriental Carbon Chemical Ltd

1.1.2015

361.55

Hinduja Global Solutions Ltd

1.1.2015

631.75

23

Rudra Tandan

Ram Ratna Wires

2.1.2015

48

Foseco

2.1.2015

1227.55

Alphabetical Scripwise

Sr No. Scrip Recommended for 2015 Price in Rs when recommended Participant
1 Adani Enterprise 452.05 Rohit
2 Ajanta Pharma 2528.65 Nitin
3 Akzo Nobel 1384.1 Shahzad V
4 Aries Agro 117.4 Shahzad V
5 Atul Auto 601 Nitin
6 CCL Products 170.95 Vishal Kejriwal
7 Capital First 353.4 Prasad
8 Deccan Gold 42.95 N Sri
9 Deccan Gold 44 Sameer
10 Engineers Ind 229.75 Shahzad V
11 Foseco India 1227.55 Rudra Tandan
12 Freshtrop Fruit 115.9 Pushkar Prasad
13 Granules India 777 Shiva
14 Hinduja Global 631.75 Vishal Kejriwal
15 Intellect Design Arena 75.6 Hemant
16 Ipca Labs 723.55 Bhaskar
17 JM Financial 47.6 Sandeep Gahandule
18 Jet Airways 389.7 Kushal Shah
19 Jubilant Life 119.95 Anand
20 MCX India 838.95 Kushal Shah
21 Mayur Uniquoter 415.4 Shiva
22 Motherson Sumi 440.2 Rajan
23 Multibase India 227.9 Prasad Shetty
24 Muthoot Cap 207.15 Sameer
25 NBCC 792.05 Prasad
26 Nath Bio-Genes 130.55 Sandeep Gahandule
27 Network 18 66 Hemant
28 Odyssey Technologies 33.65 Raj
29 Oriental Carbon 361.55 Vishal Kejriwal
30 PTC India Financial Services 56.4 Sumit Khanna
31 Pipavav Defence 39.75 Hemant
32 Prima Plastics 56 Sandeep Gahandule
33 Raj Rayon Ind 0.66 Anand
34 Ram Ratna Wires 48 Rudra Tandan
35 SpiceJet 17.95 Sameer
36 SpiceJet 19.3 Shiva
37 Subros 67.85 Sumit Khanna
38 Suzlon Energy 13.45 Abhay Tewari
39 TV TodayNetwork 215.2 Prasad
40 Tata Sponge 680 Dhiren
41 Vidhi Dyestuffs 17.16 Kiran
42 Wendt 2000 Jigam Gandhi

Note :

  1. Sandeep Gahandule who just won the hamper for Alphageo’s spectacular 720% run in 2014 has contributed three selections for 2015 this time too
  2. Anand,who ran neck to neck with Sandeep till November 2014,when his low priced Rs 7 YBrant  was up against Alphageo has yet again given one really low priced selection Raj Rayon of just 66 paise !
  3. Deccan Gold & Spicejet occur twice as they constitute selections from two different participants
  4. Prices at which Recommended have either been provided by the Participant when making the Reco and reflect the current market price at the time or where they have not stated the price,the last price when they made the reco has been sourced from the BSE & NSE
  5. Most have not given targets for 2015 Selections but the four selections that have been given targets and all are  over 100% + except one,are as follows : Freshtop Fruits Rs 250,PTC India Financial Services Rs 90,Subros Rs 150 and Tata Sponge Rs 1500+
  6. Adani Group finds representation but none from the Ambani Groups ~ perhaps realisation that Reliance Ind has been a losing 5 year Investment thus far and ADAG Companies have struggled
  7. Tata Sponge is the lone entry from the Tata Group.
  8. Media and Aviation have two each in Network 18 and TV Today and Jet Airways & Spicejet respectively
  9. Pharma & Auto Ancilliaries & NBFCs &  IT  & Speciality & Commodity Chemical Sectors are well represented
  10. Can see a few potential turnaround selections as well as a few that have already run up huge in 2014
  11. Tea & Coffee Beverages & Renewable Energy & Defence are represented but none from direct Power,Telecom or Real Estate or Retail
  12. No Bank & no Oil & Gas Major  & No visible Large Cap ! but Three Selections are also traded in the Derivatives Segment,namely,Adani Enterprise,Engineers India & Motherson Sumi

Going to be an interesting few days filtering all the above

Puma Biotechnology on NYSE up 300% in a single day !

🙄 Puma Biotechnology on NYSE was up 300% in a single day !

😆 Equity Investors Live or Die for this !

On July 22 ,2014 the Share Price was US $ 59 and it shot up yesterday by @ 300% to cross US $ 230 on news of a successful Breast Cancer Drug Trial

The Market Cap is now US $ 7 Billion

😥 Imagine the Guys who sold out before yesterday ! or who don’t hold this scrip !  😐

😛 Now Imagine the Guys who bought before yesterday or held this share yesterday !

The largest Non Promoter Shareholder is Adage Capital Management ,a Hedge Fund of Boston promoted by two Harvard Guys Phillip Cross &  Robert Atchinson  It holds 5.69 Million Shares and made a  Cool near US $ One Billion Gain in a single day yesterday…these guys ran the US $ 5 billion Harvard Endowment Fund quite successfully….They founded Adage in 2001

🙄 That’s what attracts Private & Venture Equity to take the Risk !

Can anyone recall any such mind boggling Single Day Move in any Scrip In India ,other than Listing Manipulations ?

Or Better Yet,can anyone identify any such potential Biotech scrip in India ?…or for that matter in any other Sector like IT ?

I’m asking for a Single Day ‘Eureka” I found it Jump Scrip !

 

 

Quoted on Granules India coverage in todays edition of Economic Times

Quoted on Granules India coverage  in today’s edition of Economic Times (Print Edition Page 11) 

For those who wish a detailed note on Granules India you can visit this link below on our SCRIP WATCH Module on www.jsalphaa.com

Granules India @ Rs 271 ~ In Expansion Mode ~ 04-Mar-2014

Cheers to our Sensex ! It’s crossed 21700 to another all time high !

No Sugar ? What is my Alternative Sweetener ? Sugar Free or Equal or Splenda ?

No Sugar ? What is the Alternative Sweetener ? Sugar Free or Equal or Splenda ?

I use Splenda  especially as it does not contain Aspartame( a combination of two amino acids,aspartic acid and phenylalanine. Amino acids are the building blocks of proteins and are found naturally in many foods.Aspartame though approved by US FDA with prescribed daily intakes,has been perceived to be responsible for causing many Health issues , even Cancer…though tests are not conclusive

http://www.cancer.org/cancer/cancercauses/othercarcinogens/athome/aspartame 

Those who cannot consume Sugar because they are Diabetic or prefer low or no calorie sweeteners routinely turn to these three popular alternatives  :

  • Sugar Free Gold Low Calorie Sugar Substitute claims to be India’s No 1 Sweetener ~ It is made from Aspartame,a protein derivative ~ A 0.75 g sachet is equivalent in sweetness to two teaspoons of sugar and contains 2.8 calories instead of 40 calories that the two teaspoons of sugar hold ~ not recommended for Children and not meant for Phenylketoneurics.Ingredients are Lactose,Aspartame and Polyvinyl Pyrrolidone…..Phenylketonurics are people who have PKU disease. People with this disease cannot digest the amino acid phenylalanine properly, so if they eat too much of it, it could build up in their brains and cause mental problems. The warning on the wrapper is warning these people not to eat that product so they can avoid ingesting phenylalanine.
    PKU disease is a genetic condition, and it can be easily discovered through a blood test ~ Sugar Free Gold is manufactured and marketed by Zydus Wellness,Sikkim which is part of the Cadila Pharma Group of Gujarat
  • Equal is a low calorie sweetener ~ Each Sachet of 1 g contains 36 mg of Aspartame and it’s 4kcal is equivalent in sweetness to two teaspoons of sugar that is 32kcal.The ingredients are Lactose,Aspartame and colloidal silicon dioxide.It is not for Phenylketoneurics and not recommended for Children.It is manufactured by Qualicare Pharmaceuticals Ltd,Medak,Andhra Pradesh and marketed by Merisant India Pvt Ltd,New Delhi
  • Splenda is a no calorie sweetener that is ideal for the whole family ,including Children,Pregnant and Nursing Women and even those with Kidney,Liver or Cancer Issues.It does not contain Aspartame.It gets the sweetness from Sucralose and also contains Dextrose and Maltodextrin.Each Sachet is 1 g and suitable for people with diabetes.Splenda is distributed by McNeil Nutritionals LLC,Foret Washington,PA,USA.Sucralose is made from a patented process from sugar to a no calorie and no carbohydrate sweetener.Sucralose does not have the after taste bitterness associated with other alternatives to sugar like saccharin and acesulfame K and unlike Aspartame can hold up to heat and thus can also be used in cooking and baking.After 20 years of Research  and over 110 scientific studies it is now allowed in over 80 countries.The US FDA and WHO do not require it to mention any warnings or restricted use on it’s labels.Also it has no expiriy date unlike other sweeteners that need to be conumed within one to three years of manufacture .You can check out why Splenda is a preferred sweetener to others at this link on their website http://www.splenda.com/faq/no-calorie-sweetener   
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    November 2013 Posts in three Free Access Modules ~ Scrip Standpoint ~One Company under Scrip Tease ~19 Companies under Scrip Watch

    Check these November 2013 Posts on our Website in the various Free Access Modules

    Scrip Standpoint Module ~ Four Week Ending Posts and Four Specific Posts 

    Scrip Tease Module ~ One Company

    Scrip Watch Module ~19 Companies ~ These are not committed SS Selects that Clients have access to in Other Modules 

  • Lupin @ Rs 853 ~ ‘Lupin’ Good ! ~ Pin Up Pharma Poster Scrip Maybe ! ~ 28-Nov-2013
  • Technocraft Industries @ Rs 103 ~ The Best is Yet to Come says the Company ~ but will it!? ~ 27-Nov-2013
  • Redington India @ Rs 68.55 ~ Riding on Apple!? ~ 25-Nov-2013
  • Max India Ltd @ Rs 200 ~ Revives halfway between 52 Week High/Low ~ 22-Nov-2013
  • Jubilant Life Sciences Ltd @ Rs 119 – Price Surges on Delisting News ~ 22-Nov-2013
  • Sintex @ Rs 30 ~ Poised for a Turnaround? ~ 21-Nov-2013
  • Sobha Developers @ Rs 312 ~ Better Positioned than Peers ~ 21-Nov-2013
  • IL&FS Transportation @ Rs 117 ~ Sluggish Relative Valuations in a Sluggish Scenario ~ 20-Nov-2013
  • JP Associates @ Rs 49.6 ~ Building market expectations! ~ 19-Nov-2013
  • OCL@ Rs 139.55~Dalmias Cementing Stake Steadily ~ 18-Nov-2013
  • Coal India @ Rs 274 ~ Q2 Result Update ~ 16-Nov-2013
  • Heritage Foods @ Rs 181 ~ Profitable Dairy Segment but Loss making Retail Segment ~ 15-Nov-2013
  • Aurobindo Pharma @ Rs 282 ~ Yet Valued at a Discount To Peer Group despite Good Growth Potential ~ 14-Nov-2013
  • Suven Life Sciences @ Rs 69.9 ~Sixfold Rise in Q2FY14 PAT ~ What else lies ahead! ~ 13-Nov-2013
  • Ashok Leyland @ Rs 15.25 ~ Sliding Through Tough Times ~ 12-Nov-2013
  • Mangalore Chemicals @ Rs 53.3 ~ Juggling with Control Issues ~ 11-Nov-2013
  • Ashoka Buildcon @ Rs 53 ~ On Reformatory Roads ~ 06-Nov-2013
  • Oriental Carbon and Chemicals @ Rs 117 ~ Does it Deserve to be traded in the PCA as an Iliquid Scrip ? ~ 05-Nov-2013
  • Tinplate Co of India @ Rs 46 ~ Will it ever break away from a Narrow Quoted Range ? ~ 05-Nov-2013
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