Anil Kumar Goel is one of the veteran value investors. One of his major stakes is in KRBL. As we go through the public disclosures he is one of the few investors who continues to remain invested for long periods of time.
In the last 2-3 years the investor has picked up a substantial stakes in UP based Sugar companies.
Just take this example of Dhampur Sugar Mills. As of December end has more than 10% stake in the company.
|NAME||QTR ENDED||QTY ADDED||QTY HOLD||HOLDING %||NAME||QTR ENDED||QTY ADDED||QTY HOLD||HOLDING %|
|ANIL GOEL||Jun-16||1295000||1295000||1.95||SEEMA GOEL||Sep-16||900000||900000||1.36|
|ANIL GOEL||Sep-16||1090000||2385000||3.59||SEEMA GOEL||Dec-16||34000||934000||1.41|
|ANIL GOEL||Dec-16||594071||2979071||4.49||SEEMA GOEL||Mar-17||146000||1080000||1.63|
|ANIL GOEL||Mar-17||1100929||4080000||6.15||SEEMA GOEL||Jun-17||410000||1490000||2.24|
|ANIL GOEL||Jun-17||600000||4680000||7.05||SEEMA GOEL||Sep-17||234000||1724000||2.6|
|ANIL GOEL||Sep-17||473000||5153000||7.76||SEEMA GOEL||Dec-17||189000||1913000||2.88|
As of yesterdays closing the total bet on the sector is now worth 290 crores roughly.
|VALUATION||TOTAL QTY||CMP||AMOUNT ( Rs )|
Source – www.bseindia.com
Sugar maybe a regulated sector but the amount of earnings the companies have started making from Power and Ethanol is becoming a major portion of their EBIDTA.
If the end prices of sugar remain close to the production cost or make the business a little profitable on an average over the next 3 years this could be one interesting sector as these companies could have huge cash flows. Warrants a detailed study.
A very interesting snippet from Sailesh Raj Bhan interview in Outlook Business.
I think the single telecom company he mentions could be Reliance Communications mostly
Read the Magazine on this link
Outlook Business – February 2, 2018 Digital Magazine from Magzter – World’s Largest Digital Newsstand https://www.magzter.com/preview/259/262023#.WoPajwad8CU.twitter
Over the years we have heard how Circular Trading was done for manipulation of stock prices.
Ricoh India took it a step ahead with Circular Sales itself to inflate Revenues.
You can read the full order here –
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