Congrats Hemant ! ~ You win the gauravblog hamper for TAP GAP Poser 2015 for Intellect Design Arena

Congrats Hemant ! ~ You win the gauravblog hamper for TAP GAP Poser 2015 for Intellect Design Arena (FV Rs 5)  given at Rs 75.6 

I like all three of your selections you entered on December 22,2014 ~ Network 18 at Rs 66,Intellect Design Arena at Rs 75.6 and Pipavav Defence at Rs 39.75 …the latter two have already surged since then.

In fact Intellect Design Arena hit the 20% upper circuit yesterday and it’s already up 53% at Rs 116 levels

Intellect Design Arena is the resulting Company after Polaris Consulting Services demerged it’s products division.

It was listed on December 18, 2014 on both NSE & BSE.

Its an IT Product Company focused on Banking, Insurance and other Financial Services. A uniquely focused Products business, Intellect addresses the needs of financial institutions in varying stages of technology adoption.

Its a one stop shop for banking software products.

It has around 200 clients which includes prestigious central banks such as RBI & Central Bank Of Sweden.

Over 45% revenues is derived from US & Europe and balance from rest of the world

As per the CMD, Mr. Arun Jain, its operating margins are around 50% and can expand further. The company spends around Rs 100 Crs in R&D, which must have not considered while calculating operating margins.

There is a huge scope in India for banking software products. After getting RBI as their client, the company is now posed to exploit the huge potential in PSU banks

The Current Market Cap is @ Rs 1000 crs  with revenues of Rs 533 Crs as of June 2014 and cash reserve stood at Rs 311 Crs=> Rs 31 cash per share. Market cap to Sales ratio is 2:1. Networth as of June 2014 is Rs 706 Crs => BV of Rs 71.

Other IT Product Companies like Accelya Kale Solutions @ Rs 990 (FV Rs 10 ~Aviation Software) has a much higher Market Cap (@ Rs 1500 crs)to Sales(@ Rs 300 crs) Ratio of 5:1 and MPS  @ Rs 925 (FV Rs 10 ~Accounting & Publishing Software) has a Market Cap (Rs 1556 crs) to Sales (@ Rs 200  rs) Ratio of  8:1

Polaris Financial’s Intellect Design makes street debut, eyes 20 per cent growth

Have potential to triple our revenues from current levels: Arun Jain, Intellect Design Arena

The other 38 entries from 22 of the other participants too were quite interesting and many may continue their handsome 2014 run into 2015 and SpiceJet may just fly at higher altitudes on being bailed out.

It has been observed that low priced scrips have a mathematical potential of  high appreciation in % terms.So keep a watch on entries like Odyssey Tech,Suzlon,Vidhi Dyestuff,Prima Plastic & Ram ratna Wires

And Anand ,like you scored brilliantly for low priced recommendation YBrant last year but missed out to Alphageo in the end ,you may just score in 2015 for the 66 paise Raj Rayon(FV Rs 1) Entry ! ~ There is some survival hope for it and it may just turn around decisively on a CDR Impact and reopening partially a few of it’s plants ~ Fitch has recently upgraded their external rating too

Congrats Hemant once again !…now if you can kindly email me your full address and mobile number and the gauravblog hamper will soon be on it’s way to you 

6 thoughts on “Congrats Hemant ! ~ You win the gauravblog hamper for TAP GAP Poser 2015 for Intellect Design Arena

  1. While congratulating Hemant, one question to you Gaurav, Shouldn’t you have evaluated at the end of 2015 as you call it TAP GAP 2015 .. Which stock will be the ultimate winner in next 12 months, only time can tell….

    1. Yes Nsri,that’s why i promise a hamper to that participant who’s entry has surged the most in the year.Like Sandeep wins it for Alphageo’s splendid 720% run in 2014.I had not picked this at the beginning of 2014 as one of the winners…let’s hope your entry Deccan Gold Mine can do in 2015 for you what Alphageo did for Sandeep in 2014 🙂

  2. @NSri, go and search TAP GAP of previous years . Gaurav is evaluating one at the beginning (as per him which has maximum potential to grow), also one / two at the end(After actual growth)

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