1)AJAY GUPTA PROMOTER WITH F.I.B. MOST ESSENTAIL 2)REPUTED PE PARTICIPATION 3)TATA MOTORS RELATION SHIP 4)NICHE SEGMENT OF TIPPERS,TRAILERS WHERE HUGE GROWTH EXPECTED IN NEXT MANY YEARS THANKS TO BOOMING MINING ,POWER N HIGHWAYS DEVELOPMENT 5) HAVE A 2 YEAR FORWARD VIEW N INTELLIGENTLY GUESS THE GROWTH 6) EDELWEISS MANAGED IPOS GENERALLY ARE GOOD N LEAVE SOMETHING ON TABLE RECENT E.G MANDHANA,ELECTROSTEEL
Koi Operator hai karke bataya SahranpuriJI. Chalo unka naam leke Sea TV karida maine.Again I will put stop loss at 100.1 & see what it will happen.Are yaar Tirupati aur Sea TV Mein ek bhi click hua tho maala mal honge.
HERE IS CEBBCO AT A GLANCE, DO U HAVE FUTURE PROJECTION FOR NEXT 2 YR, IT LOOKS LIKE PRICY IPO, WHAT DO U THINK SIR.
2. Gem ipo finder Sep 29, 2010 8:15:28 AM IST Report Spam FIRST LOOK AT CEBBCO:-
BUSINESS :-
produceS vehicle and locomotive bodies for diverse applications for road and railways transportation.one of the leading designers and manufacturers in India of vehicle bodies for the commercial vehicles with an extensive portfolio of product offerings. also conduct refurbishment of railway wagons as well as manufacturing of components for railway wagons, coaches and locomotives.
FINANCIALS:
fy'10 sales = 196.81 crores , pat = 19.2, crores, eps = 3.5, asking pe @ 127 is 36 times fy'10 eps, nw = 223 crores, bv = 40 ( based on post ipo scenerio & 2010 financilas)
in fy'10 out of total sales, rs 121 crores came from vechiele body building and 50 crores from raiways.
CONCLUSION:-
ITS A DIRECT AUTO PLAY.......... CAN BE CATAGARISED AS AUTO ANCILIARY CO, BUT THE CO DONT THINK SO.... ASKING OF 35 TIMES IS WAY WAY HIGHER....... CO SAYS NO LISTED PEER.......
IF POSSIBLE AVOID...... OR WAIT FOR FURTHER DEVLOPMENT.I WILL AVOID IT FOR SURE.
ORDER BOOK:-
As of July 15, 2010, Order Book in the commercial vehicles division was Rs. 5,255.39 million and in the railways division was Rs. 981.55 million. total stands at 623 crores, which is more than 3 times fy '10 sales.
SJ Bhai, Tujhe bin bataye Stop karna is my fault.Agle baar se only after discussion between us I Will take any decision,Promise. Ab tho BP kam kar lo bhaiyya. Cantabil ko chodo.I replaced SahranpuriJI's one reco with other.Replaced Cantabil with SEA TV for listing gains.Chalo with the profit of SEA TV I will enter Cantabil if listing is good .OK
THE FACT IS THAT I DID NOT APPLIED CANTABILL AS I M NOT AWARE OF THE FASHION TREND.......
I NEVER WORE A JEANS PANT YAAR.........
I M TELLING U A STORY OF A JEANS PANT RELETED TO ME .......
IN MY WHOLE LIFE I ONLY ONCE BOUGHT JEANS PANT FROM " HARLALKA" BRABOURNE ROAD, THAT WAS NEWPORT BRAND, PRICED AT RS.799/- IN 1998-99, AT THAT TIME OUR FINANCIAL POSTION DID NOT PERMIT ME TO BUY A PANT OF 799/-,BUT NOW I BOUGHT A " TATA SAFARI DICOR" 1 MONTH BACK I TRIED TO WORE THAT PANT IN HOME ONLY FOR CHECKING HOW IT FITS , IT FITTED WELL BUT I NEVER WORE IT, I KEPT IT FOR 2 YEARS AND LATER ONE OF MARWARI FREND ASKED ME TO GIFT THAT PANT TO HIM AND I DID.
SO THIS IS THE FASHION FOR ME ........ I AVOIDED CANTABILL FOR MY UNAWARNESS ABOU FASHION NOT FOR KOUTON - OUTON.....O TO AISE HI....... HA HA AH AH
Cebbco cud be an interesting option to be carefully evaluated .
Forbes India had covered this co n it promoter Ajay Gupta in Feb 10 issue n had showerd effusive praise on this co. The other cos covered alongwith it as potential multibaggers were VA Tech Wabag,Aryan coal washries,Himadri chemical nseveral others.just google n find.
Other interesting fact is that comapny is being bequesthed from father in law to Son inlaw. This is agood combination as the you can very well choose an intelligent n hardworking son in law who have Fire in belly unlike sons where its all luck.Ajay gupta seems to fir the bill.
Other similar successful son in law cos run cos are DLF, Vam Organics now Jubilant food, Sona steering
sir shreedherbhai mujhe time hi nahi milta net per aane ka..... tirupati achhi listing honi hai mujhe news hai 10 primium per list ho sakta hai......lekin maine tirupati apply nahi kiya tha.. sir maine indo solar,orient green,gallant ispat,cantabil retail ko chhod kar sare apply kare hai or seatv ki rating=1 dekh kar maine usse miss kar diya listing achhi hogi.....agar sare alag alag ipo aate toh sare ipo me risk leta tha......sir up coming ipo me koi news hoto sir reply dena....... princeeeeeeeeeeeeeeeeee
sj come on yaar never blamed u. only said that i didn't see. i travel alot and stay less at a place. so may be things which stand out a bit too much i only monitor with my limited observing power.
SORRY IF I HIDE THIS INFO OF KOUTONS ON THIS BOARD TO CANTABILL INVESTORS.......
I HAVE MANY TIME REPEATED THAT I CANT DISCLOSE THE WHOLE FACT I KNOW ABOUT A CO , I JUST GIVE THE INDICATION OF WHAT I M TRYING TO SAY.I NEVER GIVE WHOLE TRUTH LIKE SJ.BUT I INDICATE AT BEST OF MY KNOWLEDGE.
SJ'S THEORY CORRECTLY APPLIES HERE "IF SATYAM GOES BANKRUPT WILL INFOSYS FALL HEAVILY" , BUT I DONT REMEBER WHAT HAPPENED TO INFOSYS WHEN SATYAM FRAOUD WAS ANNOUNCED,