•   Harsha Talreja commented on this post about 1 year ago
    Harsha Talreja    Swami updated status
    Thanks...Great to see you. Hope you are in good health....
    .would you mind looking at Maithan Alloys ....I have done my bit but if you can have a look. Expansion plans on cards of 150MT for ferro chrome from internal accurals. Promoters seem much fair and have 75% holding with recent buying from the market. I mean if you get time.... just have a look.
    Company looking for NCLT bids for take over as mentioned in AR . risk is that MA is operating at 95% capacity utilization and i dont see margins expanding any further. Topline/ bottom line seem to be exhausted for now....
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    • Hi Turk...If you remember me, the id was Chiya4 on MMB..i had my first investment stock as JBMA ...which turned out to be 20x ..then Chamanlal/NGL/ NHi Turk...If you remember me, the id was Chiya4 on MMB..i had my first investment stock as JBMA ...which turned out to be 20x ..then Chamanlal/NGL/ Nahar Spinning/ Hind ALuminium/ all suggested by you ..i am from pharma background....5 years of experience in my job....  More ...
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    • Oh sure! Refer, Peter Lynch. You must study, learn and teach me about how to invest in Pharma. That's your domain.
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    • Yes for sure... pleasure is mine. Will post 2/3 pharmas i am tracking closely and my analysis of the same
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    • (1) Check out Ankita @Analyeast in Twitter. Check her board until June (at least). (2) Business models, not companies, could be the starting point in (1) Check out Ankita @Analyeast in Twitter. Check her board until June (at least). (2) Business models, not companies, could be the starting point in Pharma, because not every situation is NGL's. (3) This learning will take a lot of time and I am not in a hurry, but from five years from now until the end, you're the Guru I go to when it comes to Pharma.  More ...
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    • Whats ur handle on twitter ?
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