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Message [Page 1 of 1]
CABO went up 120.00 Thu May 23, 2013 12:32 pm
Re: CABO went up 120.00 Thu May 23, 2013 12:36 pm Re: CABO went up 120.00 Thu May 23, 2013 12:55 pm
@Gaja wrote:CABO & RENU hold huge PF in the market, only concern is the management attitude regarding Minority shareholders
Re: CABO went up 120.00 Thu May 23, 2013 12:59 pm
Re: CABO went up 120.00 Thu May 23, 2013 1:21 pm@slstock wrote:You say this after CABO has run 60%.
RENU is still at Rs 270.
COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million
NAV 320 without portfolio revaluation
Re: CABO went up 120.00 Thu May 23, 2013 1:39 pm@Bond wrote:@slstock wrote:You say this after CABO has run 60%.
RENU is still at Rs 270.
COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million
NAV 320 without portfolio revaluation
I did not say this is not worth. I know the Renuka Group including this one is value for money.
Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.
Re: CABO went up 120.00 Thu May 23, 2013 1:46 pm@slstock wrote:I was not referring to you Bond.
Only to Gainer when he quotes CABo portfolio after a 50- 60% run.
If I recall DFCC portfolio was valued at about Rs 40-50 per share ( when DFCC was Rs 110 or Rs 120). Now it has to be more with COMB also increasing.
Anyway since RENU has nearly 1 DFCC per 1 RENU this is value. DFCC ran 40% nearly and RENU only about 20%
There are several portoflio value mismatches by large margins in the market.
CIT/CFI
DIST has a good portfolio with core business ( but DIST is appreciating)
possibly LMF@Bond wrote:@slstock wrote:You say this after CABO has run 60%.
RENU is still at Rs 270.
COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million
NAV 320 without portfolio revaluation
I did not say this is not worth. I know the Renuka Group including this one is value for money.
Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.
Re: CABO went up 120.00 Thu May 23, 2013 1:49 pm
Re: CABO went up 120.00 Thu May 23, 2013 2:16 pm
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
RENU is still at Rs 260-270.
Has
COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million
NAV 320 without portfolio revaluation
Re: CABO went up 120.00 Thu May 23, 2013 2:20 pm@Jana wrote:@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
RENU is still at Rs 260-270.
Has
COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million
NAV 320 without portfolio revaluation
RENU NAV 320 without portfolio revaluation trading @ 270/=...
So RENU go up
CABO Hold RENU as well
Then CABO ...!!!
SO CABO may go up...
Re: CABO went up 120.00 Thu May 23, 2013 4:56 pm
Re: CABO went up 120.00 Thu May 23, 2013 10:13 pm
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
Re: CABO went up 120.00 Thu May 23, 2013 11:39 pm@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
RENU is still at Rs 260-270.
Has
COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million
NAV 320 without portfolio revaluation
Re: CABO went up 120.00 Fri May 24, 2013 12:20 pm@Antonym wrote:On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
The unrealized capital gain on this is more than Rs 50 per CABO share.
Re: CABO went up 120.00 Fri May 24, 2013 12:56 pm@The Alchemist: I have not done a proper revaluation of CABO recently because the exact value doesn't matter, really. The financials next week and the Annual Report (in August) would possibly give us proper valuations of their assets.@The Alchemist wrote:@Antonym wrote:On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
The unrealized capital gain on this is more than Rs 50 per CABO share.
@ Antonym - Have you done a latest portfolio valuation for Cabo ? any idea how much their building in fort is worth ? They also have another share in property in Braybooke place as investment property and also bought some land adjacent to their Fort Building. wonder how much all this is worth ? i remember this is your share to outperform in 2013. already run up 50 % !
Re: CABO went up 120.00 Fri May 24, 2013 3:22 pm Re: CABO went up 120.00 Fri May 24, 2013 9:51 pm Re: CABO went up 120.00 Mon May 27, 2013 12:43 pm Message [Page 1 of 1]
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