Thursday, 25 December 2014

Arrow Coated Products : Update

Hi friends,
Lately receiving lot of queries regarding Arrow about its valuation and new agreements.

 The major development and rationale may be as

 1. Increased borrowing limits : Obliviously to increase the quantum of business

 2. Listing in NSE : To get better visibility in investor community

 3. Agreement with Careli

 Initially struggled to get details (as any companies announcement, I usually try to cross check and verify the facts Vs blah blah), main reason as the company having Spian origin, one with the website created with Spanish language. 

 And once I was able to get in to some level of details, it was mind blogging.

 You can get details from 

 http://www.careli.es/

 And much more details from their FB page

  LINK : https://www.facebook.com/floppcareli

 [Use translate option by using right click to read in English]

 These information gives a view that the company is in existence for long, with a very good portfolio of products.

PS: But still unable to get the Market Cap related info of Careli. Once I get those info, I will update as a separate post.
Posted by at

29 comments:

  1. Ganesh25 December 2014 at 13:17

    Hai MVP

    Thank you very much for providing the mind blowing news on ACP.
    The English version is not able to open from the links. By the way shall we hold this for long term.
    looking forward for your suggestion
    regards

    ReplyDelete
  2. CHETAN PATEL25 December 2014 at 20:24

    DEAR MVP CAN ONE BUY AT THIS LEVEL. VP SIR POSTED TO TAKE PROFIT FOR LOW RISK INVESTOR. I DONT MIND TAKING RISK. WHATS YR TAKE

    ReplyDelete
  3. Unknown28 December 2014 at 22:24

    Hi
    Buying at this rate is fully depend according to your risk appetite.

    It was a deep value buy during 15 - 50; but with more inherent risk of company delivering or not. ( I added a minor chunk there )

    It was a best value stock and a must buy between 50 - 120 ; due to the growth and potential and it became visible along with introduction of consumer products ( I completed my purchase there)

    And during 150 - 300 it was a decent value buy.

    Now its no more a value buy; but surely may get included in to growth stock (present valuation itself treat it as a growth buy) - and future appreciation will depend on future growths.

    Personally for me its a HOLD till a minimum valuation of 1200/- [even for partial exit] or till next yearly result for further decision.
    rgds.

    ReplyDelete
    Replies
    1. Ganesh29 December 2014 at 02:31

      Hai MVP Sir,

      Many thanks for your clarification on ACP. It seems your conviction on this stock is high and clear vision.

      Only the volatility cycle happens when the global factors or turmoil of oil prices influences on the markets , which depends on the future coming maonths.

      anyway i strongly decided to hold untill your final call and coming results.

      wish you and our blog readers the happy and prosperous new year 2015..

      with regards

      Delete
    2. Unknown30 December 2014 at 01:51

      sir i am from erode in tamilnadu.happy new year for u n ur family.i came to know u ,ur blog,n the blogger.com.know i joined blogger so that i am touch with u.like to follow u n ur blog

      Delete
    3. Unknown30 December 2014 at 01:53

      sir can u plz provide me blog url of valuepick n some more friends so that i also be touch with all.i am new just added only u

      Delete
    4. M Phani30 December 2014 at 08:21

      Dear MVP
      After the posting on blog, ACP is on continuous UC. Please brief us , how much healthy status, when such type of continuous momentum in UC's every day. now it is showing very high PE and do you think it is overbought.
      looking for your clarifications,
      regards

      Delete
    5. Unknown31 December 2014 at 22:37

      Google valupick; you will get the address :)

      Delete
  4. Unknown30 December 2014 at 01:34

    wish u happy new year.looking forward for great year with all of u guys

    ReplyDelete
  5. rajesh31 December 2014 at 08:20

    sir,

    your view on indian hume pipe ?

    ReplyDelete
  6. Unknown31 December 2014 at 22:34

    Happy new year to All readers!!

    ReplyDelete
  7. madhu1 January 2015 at 07:51

    happy new year to you.

    ReplyDelete
  8. Manoj1 January 2015 at 20:23

    Happy new Year dear MVPP.

    ReplyDelete
  9. Anonymous4 January 2015 at 21:16

    Is it right time to buy ACP ?

    ReplyDelete
  10. Mads5 January 2015 at 00:00

    Dear MVPP,

    Arrow promoter sold 25000 odd shares at an avg price of 550 rs. How should we perceive this at this juncture when everything seems looking great.

    ReplyDelete
  11. Anonymous5 January 2015 at 05:39

    Hello sir,
    You seem to be a hardcore fan of arrow coated. Whats your view on the open market sale from arrow promoters recently ?

    ReplyDelete
  12. Unknown5 January 2015 at 09:39

    Hi,
    Lower levels on ACP may not be predictable at this time.
    At the outset, the action by Promoters looks negative at a single instance.

    But the million dollar question will be the reason behind the action. Three possible possibilities are there.

    1. Pump and dump
    2. Promoters require some personal funds
    3. To keep the share price under an upper limit.

    (if the reason is not no. 1, then the situation is quite ok), VP sir already commented on the possible third factor in his blog comment.

    The non- publication of consolidated results too for past two quarters too suggests the possibility of reason no. 3, inorder to keep the price under a limit. I guess the promoters may sell again if it rise above 500+ soon (only very remote chance to happen for that , ie stock moving above 500 now).

    Wait and watch atleast till annual results.
    rgds.

    ReplyDelete
    Replies
    1. Ganesh6 January 2015 at 15:58

      Dear MVP
      Thank you for your valuable information on ACP. I hope the strong conviction will pay back from this script. A strong results will be expected from Q3.

      with regards

      Delete
  13. Anonymous5 January 2015 at 23:28

    Dear Sir..
    Can u plz post ur views on saksoft...it recently acquired a US based company named thirty six which was larger than saksoft.
    Sir is it next 8k miles???
    Plz share your views..i found it interesting that"s why i wanted to invest in it but need your advise.
    Regards-TANUJ SINGH

    ReplyDelete
  14. Anonymous6 January 2015 at 04:04

    Mr Shipan patel had sold for down payment of his son`s property. Clarification in bse. Great company and management.

    ReplyDelete
  15. Unknown6 January 2015 at 17:04

    Sir happy new year I even asked VP sir about this stock he told to check promoter pedigree the stock is ASSOCIATED ALCHOLOL & breweries ltd the historical data of 35% CAGR rev gr and 45 % profit gr CAGR in 3 yrs looks very intersting the promoter is ANAND kumar kedia family from uk guy is decent compared to other liquor barons has 58% promoter holding no pledge no preference capital no warrant the sept qtr debt is reduced to 56 cr the net block is 96 cr the fy 15 rev is 300 cr EBITA of 36 cr np of 15 cr. the dividend and the sector is a worrying point the roe for fy 15 I think will be above 11% he is in all the vertical like IMFL, IMIL, BOTTLING, ENA. Major supplier of triple distelled grain supplier to brands SMIRNOFF, abosulte, grey goose only bottler for single malt whisky glen Drummond and Haig scoth own brand James McGill, REDWHITE, London bridge can you please look into it and give your view for long term investment. Regards

    ReplyDelete
  16. Anonymous6 January 2015 at 20:35

    http://www.equitybulls.com/admin/news2006/news_det.asp?id=152545

    Link about ACP

    ReplyDelete
  17. Ganesh7 January 2015 at 17:03

    Dear MVP
    Thaks for your valuable comemnts .
    After the turmoil in market, again ACP is on lime light ,could you please update the present status , we look forward for your great comemnts

    regards

    ReplyDelete
  18. madhu9 January 2015 at 07:04

    Have u stopped sipping? or anything?

    ReplyDelete
  19. Unknown9 January 2015 at 17:03

    plz provide me blog address of vikas modi sir

    ReplyDelete
  20. Anonymous10 January 2015 at 07:08

    hello,

    Have you made any study on VP sir GTS recommendation ?
    Any pattern where he gives GTS if the business scalability is high or Unique ?

    Kindly share your views.

    Regards,
    Raghu

    ReplyDelete
  21. Rao10 January 2015 at 08:32

    Hai MVP
    we are waiting for your update on the MVP portfolio.
    Could you pls guide us on the status of Arrow coated products.?
    thanks and regards

    ReplyDelete
  22. Unknown20 January 2015 at 07:39

    Gts means what any one plz explain

    ReplyDelete

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