Posts

HEG - a review.

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HEG (1664) -  This stock was identified,  when it was at 300+ in June 2017,  within 5 months it moved from 302 to 2099,  that means 7 times. 
and now corrected up to 1664  that means 20% fall from the high. 
In the media, nowadays, so many talking/writing  going on about this sector  and about this company.
Most of these are only noises,  of course, it is natural 

When one is moved up,  that too, this much of big rise ( 7 times).  and within the shortest period (5 months)   price and time corrections are obvious,  and it is warranted also.  
Cannot come to a conclusion that,  the game over. 
still, it is on...


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Identifying a stock at its early stage is more important to make,  most out of it.
Since June 2017,  repeatedly covered 14 times regarding this stock, 

whoever entered at 300+ or even 600+, the present correction is not at all a worry some,  (that too, if followed the 11th follow-up out of the 14)
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Here are the few images  out of the 14 follow-ups

THE CHINESE BAMBOO TREE… - List 2

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Explained in the below-titled  post about
GROWTH AND THE CHINESE BAMBOO TREE…
 click here to see that


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LIST 2 In the below Map, Few more stocks,  which were identified almost at the breaking point edge, Now look like a  Chinese Bamboo Trees





GROWTH AND THE CHINESE BAMBOO TREE…

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Have you been working hard in a particular area of your life, but not seeing the rewards for all your effort? Maybe you have been spending countless hours learning how to trade, researching for stocks and doing hundreds of trades, but not making the huge profits you expect. Maybe you have been spending hours and hours working on your new business, only to break even or losing money year after year.  It can be often discouraging. We seemingly do all the right things, and nothing happens. But for those who do things right and are not discouraged and are persistent, things will happen! You will be hugely rewarded if you stick to it!


Here is a powerful story about  the Chinese Bamboo Tree. To grow, the Chinese Bamboo Tree requires a lot of nurturing through water, fertile soil, and sunshine.
If you plant a seed, water the tree and add fertilizer for a whole year, nothing happens. There are no visible signs of growth in spite of providing all of these things. Afer the second year of watering and…

Welcome SAMVAT 2074 - What will going to bring this year? & How much ?

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The latest from the mouth of The BIG,  a proved individual in any parameter in the present period.







An edited verbatim transcript 


The story of the financial savings getting huger and huger or large part of the savings in the household sector being invested in equity has just started.

A growing economy like India with reasonably good corporate governance practices, tax-free, I think India will grow nominal gross domestic product (GDP) at 12 percent. I see no way that Indian equity will not give you a return of 15 percent. Now you tell me one investment that I can sit in my office, have a liquid investment, borrow at very fine rates and get a 15 percent return. I do not see many investment opportunities like that. So by my sheer common sense, I feel that this money is going to continue and I think this is not even a flood, it is going to be a flood and it is going to be a tsunami.

In America, investment in mutual funds in equity, mutual funds went up from USD 162 billion in 1984-1985 to USD…

NIFTY - A decade from its bottom edge, now What next?

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NIFTY (10167) - 
Normally, update the NIFTY,  whenever at a crucial juncture,  It may be micro or macro.  so far, here itself, updated more than 200 times  in the last 11 years Out of them, the best post ever was posted  on 27th January 2008 Till now, that was the best among them. 
It was posted with the title 
"VISION OR MISSION"  (click the above link to see that post)
and the expected level was attained on Oct.2008 

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From  Oct 2008 bottom edge of 2252 
  Oct 2017 now   at 10191
That is History 
now, where are we?

The  present Uptrend started from Aug. 2013 
and still, going on...
At some stage, it will be going to top out 
and downtrend will start
Now, the Trillion dollar question is  "When will it?" 

I hope that this time also I can identify the top out  edge  at an appropriate time
 and will proclaim,  but this time, it will not be in the public domain but in private.
Let us wait. 

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By the by, below image is the content of the latest micro pattern view of NIFTY dated 27th Sep.




Graphite electrode - other side view

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Recently, Indian graphite electrode manufacturers cornered investors’ attention with fundamentals pointing towards a turnaround in the sector. Key manufacturers in India – HEG and Graphite India Graphite electrode manufacturers are the key beneficiary of the improvement in its end market - global steel demand. Industry consolidation leading to lower supply and higher barriers to entry is also positive news. However, a sharp surge in raw material prices and China exports are the factors to watch out for which can cap this upside. Further, our calculations suggest that stock prices of both HEG and Graphite India are trading ahead of the expected pricing dynamics in medium-term. Industry-wide capacity consolidation – lower supply In the last few years, the global graphite electrode industry had witnessed curtailment of capacity (by 210 k tons) on account of weak profitability. Major companies like SGL Carbon and Graftech downsized their capacity by 100 kT and 60 kT, respectively. This has br…

What are graphite electrodes and needle coke?

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Graphite electrodes are the main heating element used in an electric arc furnace, a steelmaking process where scrap from old cars or appliances is melted to produce new steel. Electric arc furnaces are cheaper to build than traditional blast furnaces, which make steel from iron ore and are fuelled by coking coal. But the cost of steelmaking is higher since they use steel scrap and powered by electricity. The electrodes are part of the furnace lid and are assembled into columns. Electricity then passes through the electrodes, forming an arc of intense heat that melts the scrap steel. Electrodes vary widely in size but can be up to 0.75 metres (2 and a half feet) in diameter and as much as 2.8 meters (9 feet) long. The largest weigh more than two metric tons. It takes up to 3 kg (6.6 lb) of graphite electrodes to produce one tonne of steel. The tip of the electrode will reach 3,000 degrees Celsius, half the temperature of the sun’s surface. Electrodes are made of graphite because only …

GOCLCORP - as of now 2 X but still hungry

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GOCLCORP -

When identified the first and formidable entry edge,  it was @ 200 and now at 565
already 2 X done, still need the ULTIMATE 

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email content dated 01st Aug 2016 not only the price but the business snapshot also. (Ultimate purposely erased)




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How it behaved in the last one year. Map of GOCL





IGPL - Almost 5 X in 15 months

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IGPL (683) -   Identified, when it was at 150+ in  July 2016  at that time, fixed the target 280  but after that, during this 15 months,  5 times target extended,
 including the latest one in 3 days before, set it as 760--780,  Let us see.
Already, it gave almost 400% absolute return  in 15 months 
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During this continuous up move journey,  Repeatedly asking the only one question, whenever extend the target
"When TIRUMALCHM was done much higher at price wise, Why not IGPL? (same product manufacturing company,  in fact, higher capacity)
In fact, this is nothing but the justification and conviction for its up move comparing the peer, that'll.
Fortunately, this conviction/justification  worked out well, so far.

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IGPL mapped