Feedback Message Board

Do any experts comment about Rcom:
My views is that Anil will hide all debts through some book adjustment with the creditors or some corporate action in collusion with his bro. It is a process. Ultimately Jio and Rcom operations will be synchronized in such a way to bring out the big big big JIO ipo where all debts will be camouflaged by adjusting in the share premium. Whatever is happening is just eye wash for saving the family prestige. Everything can be taken care of in the JIO IPO. Any debt can be taken care of by high premium.

Dear friends, the following is an analysis made by bvt5378 on MMB about Rcom share price spurt. I am copying and pasting it for the kind information of all experienced traders here. Please give your opinion...but remember this is not a recommendation for buying the stock.from my side. Just read through and make your own conclusions.

Market is surprised by Rcom move. Few things need to look at, 1. If debt reduction of 39000cr goes through, (I am convinced this time, as the presentation has some solid information about the valuer, and decent names were there like HDFC realty, Credit Suisse, Ex-RBI Mr. Mundra etc). 2. If stretagic investor joins in and he infused some equity, let`s say 2000 Cr approximately, the net debt will be down by 4000 cr only. Remember, with each completed action, there will be rating upgrade, same as Reliance Infra. Revenue from B2B business are around 3000 cr with 40% profit margin, post debt reduction will translate into EPS of 4 and at PE multiple of 15(Again discounted), fair value will be around 60 (Credit Suisse estimated enterprise value of 15000 cr post Debt resolution actually executed). 3. Current market price of 28.7 is still have 100% potential of price appriciation. 4. Some shorters may trapped badly, as Rcom was a easy short candidate for them, and may shorted heavily as always, considering the first move was a just dad cat bounce and again it will fall below the level from where the move started.And this was happening most of the times in past. 5. Everytime whenever the press conference ends, Rcom shares used to lower level. Enjoy

Any valid reason for the carnage in Sun Pharma???
Unbelievable fall in the rising bull market. Surprise. Surprise.
The amazing fact is most of the Mutual Funds are holding this script in good numbers.
Is there any rebound???
The champion Pharma is floored.....
Anyone who had studied the fundamentals of the script is welcome for a detailed description. It is a script worth discussing.... Am I correct friends??

earnings in US will go down by 10% due to price erosion..

Is anyone in a position to forecast the future of Escorts. Occasionally the script is hitting lifetime highs. After the voluntary retirement scheme and the sale of loss making units, the margins have improved. Good monsoon call coupled with 4th Qr results pushed the price past 680 if I am not mistaken. One-time sales proceeds also helped in higher profits in 4th Qr., I reckon.

The most important rider: RJ holds a substantial chunk in the Company.

Anymore headwind or getting into sleep mode after current FY??

Any experienced taker for above query.

Disclosure : I am holding 100 shares at @140.

I think it is a promising company. with infra projects only set to increase over the net two years it''s products will be in demand.. i think you can hold on or sell 25% a little higher price and free your principal

I am holding Escorts and Aptech. Is there any reason other than RJ effect for the recent spike in these shares. Is there any long term prospectus for these Companies??
I will cherish a scholastic reply from Eagleye. Will u oblige??

Stick with aptech
fr big long term gain