What is /was your Dark horse ?

klpfernando · 1 What is /was your Dark horse ? Thu Jan 10, 2013 1:25 pm

klpfernando

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We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Jiggysaurus · 2 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:48 pm

Jiggysaurus

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Dark horse for 2013 is CIND but the horse is still sleeping so the entry into the race may only be later in 2013.

SL.Market · 3 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:56 pm

SL.Market

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@klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Slstock · 4 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:10 pm

Slstock

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@Jiggysaurus wrote:Dark horse for 2013 is CIND but the horse is still sleeping so the entry into the race may only be later in 2013.

Finally someone who talks about it. Hardly fell below Rs 58.

Slow moving now and many will not like it. But if it gets pushed it will be another REG like in a big run ( if it happens). It has the fundamentals to give several times its present value in a serious run if ever it gets pushed. ( I am not saying it will) .

traderathome · 5 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:30 pm

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Green79 · 6 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:34 pm

Green79

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RICH & GREG for 2013

UAEBOY · 7 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:46 pm

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UML & REXP sunny

UKboy · 8 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:12 pm

UKboy

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Collected some CCS shares expecting a demand later this year. Hopefully JKH will not break my hopes. Neutral

Slstock · 9 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:41 pm

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Presume you went for it as growth share? On valuation for past 2 quarters I did not see anythign exceptional.

@UKboy wrote:Collected some CCS shares expecting a demand later this year. Hopefully JKH will not break my hopes.

worthiness · 10 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:53 pm

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Track is being extended realizing there will be more horses.
Until such time the stable is closed.
Once open the wider track, the race become highly competitive.
Many bet for dark horses.
Unfortunately time is uncertain.

pathfinder · 11 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:04 pm

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MAL.N & GLAS

UKboy · 12 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:13 pm

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@slstock wrote:Presume you went for it as growth share? On valuation for past 2 quarters I did not see anythign exceptional.

@UKboy wrote:Collected some CCS shares expecting a demand later this year. Hopefully JKH will not break my hopes.

Nope Sls its not about core business activities. If those will on positive side then it's a bonus. It's all about the JKH mega project at CCS land in slave island. Collected CCS when it was trading around 120-125

Antonym · 13 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:30 pm

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@klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

In past years, the shares that earned me the most were...
2010: Lanka Walltile
2011: Lanka Walltile
2012: Renuka City Hotels

2013: Cargo Boat Development Co
(This year, I'm betting on CABO. If you examine the company's financials, you'd understand why.)

Slstock · 14 Re: What is /was your Dark horse ? Thu Jan 10, 2013 8:25 pm

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Some of your old horses might give you hefty return again at present prices.

Also other than property at Janadhipathi mawatha and porfolio of DFCC,COMB,LLUB for CABO, did you find something else that makes CABO more attractive than RENU.

Did you see RENU cash balance now ( seems they got their Aussie money back?).

@Antonym wrote:

@klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

In past years, the shares that earned me the most were...
2010: Lanka Walltile
2011: Lanka Walltile
2012: Renuka City Hotels

2013: Cargo Boat Development Co
(This year, I'm betting on CABO. If you examine the company's financials, you'd understand why.)

Antonym · 15 Re: What is /was your Dark horse ? Thu Jan 10, 2013 9:25 pm

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@slstock wrote:
Some of your old horses might give you hefty return again at present prices.

I would agree with this statement; the hefty return will start after Shareholder No. 6 (you know who) finishes his selling. When that will happen is anybody's guess... 2014?

@slstock wrote:
Also other than property at Janadhipathi mawatha and porfolio of DFCC, COMB, LLUB for CABO, did you find something else that makes CABO more attractive than RENU.

Based only on current prices, they are both equally attractive: high gross margin percentage, steady profit performance, and very high NAV relative to price. RENU's supply overhang is what tilts the scales in favor of CABO, for me.

@slstock wrote:
Did you see RENU cash balance now ( seems they got their Aussie money back?).

Yes, they got their money back from REN Pty Ltd... Cash balance of Rs 164 per share!

Caution: The shares mentioned here are better suited for value investors who are willing to play the waiting game.

klpfernando · 16 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:26 am

klpfernando

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Thanks for replies.Last rally most of us got ten fold gains from dark horses,but this time five to seven fold will be more realistic.
Pathfinder- In last rally I bought GLAS at Rs1(2009)and I sold at Rs3 then I did see GLAS climb up to Rs 11.It was pain full, I must say.If I was bit more patient
GLAS should have been my dark horse too.
Anyway I wish you all best of luck with your DARK HORSES.

Slstock · 17 Re: What is /was your Dark horse ? Fri Jan 11, 2013 6:28 am

Slstock

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@Antonym wrote:

@slstock wrote:
Some of your old horses might give you hefty return again at present prices.

I would agree with this statement; the hefty return will start after Shareholder No. 6 (you know who) finishes his selling. When that will happen is anybody's guess... 2014?

Sahreholder no 6 of which company?

SL.Market · 18 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:15 pm

SL.Market

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@SL.Market wrote:

@klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

Slstock · 19 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:45 pm

Slstock

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Guys presume you are trading this only? Else you have any news?

I saw this shareNAV come down from Rs 60 to 30+ . Losses all the way. Not sure when the turn around will be

@SL.Market wrote:

@SL.Market wrote:

@klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

SL.Market · 20 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:51 pm

SL.Market

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@slstock wrote:
Guys presume you are trading this only? Else you have any news?

I saw this shareNAV come down from Rs 60 to 30+ . Losses all the way. Not sure when the turn around will be

@SL.Market wrote:

@SL.Market wrote:

@klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

Dear SLS
Thanks for your valuable reply
Trading with this for sure but not only
SLM

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What is /was your Dark horse ?

1 What is /was your Dark horse ? Thu Jan 10, 2013 1:25 pm

klpfernando

2 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:48 pm

Jiggysaurus

3 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:56 pm

SL.Market

4 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:10 pm

Slstock

5 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:30 pm

traderathome

6 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:34 pm

Green79

7 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:46 pm

UAEBOY

8 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:12 pm

UKboy

9 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:41 pm

Slstock

10 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:53 pm

worthiness

11 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:04 pm

pathfinder

12 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:13 pm

UKboy

13 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:30 pm

Antonym

14 Re: What is /was your Dark horse ? Thu Jan 10, 2013 8:25 pm

Slstock

15 Re: What is /was your Dark horse ? Thu Jan 10, 2013 9:25 pm

Antonym

16 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:26 am

klpfernando

17 Re: What is /was your Dark horse ? Fri Jan 11, 2013 6:28 am

Slstock

18 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:15 pm

SL.Market

19 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:45 pm

Slstock

20 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:51 pm

SL.Market

21 Re: What is /was your Dark horse ?

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