So now this "Balanced_Views" opened up an acc yesterday to talk abt CSD and its all "Biased_views" but not "Balanced_Views". I dont see any CONS to invest other than the ones in declaimer line.. All are positive facts.. So now u mean to say this is the GEM????
If so I think D. Perera would've been the major share holder (if he's that intelligent than us)
Balanced_Views wrote:
JB Cocoshell has billions and billions of ruppees in the market and exposed a tiny portion of their portfolio to PCH as a courtesy since they probably thought IPO's did well - and now everyone thinks that it was some major investment they made and judge them by that!
So u mean to say that veterans in this field even do mistakes?
Balanced_Views wrote:
Dr may be doing a classic case of asset stripping. To buy over a company that is performing poorly, shut it down and sell all of its assets. Have you seen the value of the property, plant and equipment in their last quarter balance sheet? Rs 1 billion. Total assets at Rs 4 billion and liabilities only 3 billion or so. Market capitalization (given that its Rs 1.40 a share) = Rs 350 million.
You may have a point there but looking at Dr. Senthil's past decisions, recent ones went wrong.. His involvement in The Finance at high made his money fall in half and he's just a director.. Besides, Dr. will have to collect more and more PCH to take the ownership... But lookin at their inventory, as some said, it could be obsoleted.. Not worthy..
Then again, are we that sure on their valuation of property taking into the picture the reputation PCH has on ppl's mind?
Balanced_Views wrote:
If you want to believe speculative nonsense which is based on silly lies, you can listen to certain people. If you want to believe opinion based on facts (which I believe is what this brilliant forum is all about) you can listen to people who give such opinions.
Do your own research. Capital Trust doesnt have the majority of this - its held with Seylan, JB Coco (who trade through JB) and Dhammika Perera (who is a long term investor) and I think the 4th largest is held by another fund management company - they wont unload it in a irresponsible manner. I hear that LSL collects quantities of this for its clients and its well known in the market that its highly under-valued. People are holding on to see it go up.
Capital Trust as I can remember the broker hut which dragged this share from 11 to 18 in last run.. Ultimately Sold after June 2011 and of course bought back later (should I say cheap?).. Since its not ethical to talk about these I refrain from further commenting.. But buyers be aware..
No broker hut needs to have a majority to up a share.. they can do it with the help of few major clients, all they have to do is just spread the correct words
Ohh.. I'm not saying Balanced_Views is from CT... Nor this CSD is a bad share.. In fact CSD is good but not a GEM.. THey dont have much to talk about as revenue generators or multipliers in coming years so that investors rally on this.. Only thing is its trading at more than half its NAV.. I thought this as an advantage earlier but I guess since they cannot make their income increase in big portions, its justifiable.. May be that's why Mr. D Perera is also silent..
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I am not aware about MahaRaja connection with him. But I know Maharaja guys (Mahalingam and Rajalingam) and their background (Manipai guys,Jaffna)...
