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कोई टिप या सूचना देना चाहेंगे? जयप्रकाश एसोसिएट्स?

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05 Jul 2015 01:50

Jaiprakash Asso

पोस्ट करनेवाले : adviserbola
Price when posted : BSE: Rs. 11.09 NSE: Rs. 11.10

Heidelberg Cement @ 73 is better buy that JP Associate..Heared that Heidelberg Cement is buying JP Cement Assets...

04 Jul 2015 22:48

Jaiprakash Asso

पोस्ट करनेवाले : paisa hi paisa
Price when posted : BSE: Rs. 11.09 NSE: Rs. 11.10

JPA is not a defaulter of loans yet.Its major lenders are Indian Bank,IDBI, ICICICI bank etc.These banks has got sufficent security for their loans.Ofcourse the laon amount is bit high.They have bitten more than what they can chew during the economic slow down period.Projects delay, getting into legal prblems and clearence issues,projects size and cost which are of highitude and value has less takers in the down turn.All this is piching jPA today.But investors must remembers bad times do not last for ever.50% of its debt reduction and restrucring of its remaining debts which if happens, you will find the stock going to its fair value.I have the stock in my portifolio since long and is in deep loss.I am waiting for its recovery....

Rating :     
04 Jul 2015 20:55

Jaiprakash Asso

पोस्ट करनेवाले : gouridasgoswami
Price when posted : BSE: Rs. 11.09 NSE: Rs. 11.10

Dipankar, I think there was a gap of more than a month between QIP and sale by a promoter. In any case, if a promoter sells from his own stake, how can he be called a thief?

There is no certainty that we will be able to gain from our investment in stock market or even retain our investment. It is too indecent if you interpret that MG stole your money.

Market goes up and down without logic at times. We tend to grab credit for gains and blame promoters or government or others for our loss.

Rating :      
04 Jul 2015 20:43

Jaiprakash Asso

पोस्ट करनेवाले : wildfire84
Price when posted : BSE: Rs. 11.09 NSE: Rs. 11.10

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04 Jul 2015 20:18

Jaiprakash Asso

पोस्ट करनेवाले : dipankar_ghosh
Price when posted : BSE: Rs. 11.09 NSE: Rs. 11.10

Why did MG was selling in the open market, while issuing QIP last year. Its all in the news nowadays. He is a thieve, stole our money. And we arses have dented our lifestyle, investing in these shits and hovering over a laptop on a Saturday, instead of enjoying out with family/friends....

04 Jul 2015 19:49

Jaiprakash Asso

पोस्ट करनेवाले : stockmanipulator

it means that promoters are running out of cash....they are not in position to use...expect future return from...co......

04 Jul 2015 17:02

Jaiprakash Asso

पोस्ट करनेवाले : gouridasgoswami

Company is a separate legal entity, other than promoters. Promoters can not use properties of the company for personal use. If they need money they have to sell shares.

Do not forget to keep some shares of JPA in DP for long term. This company has solid fundamentals, do not mix it with poor valuations.Near term price may go down to any level, but over few years it will be multibagger.

One mistake in my post, please read net non-current assets as net other assets....

04 Jul 2015 16:31

Jaiprakash Asso

पोस्ट करनेवाले : stockmanipulator

if they have so much land and cash reserves then why promoters sold their holding worth of 1000 crs @ 47-48 rs...pls explain.....

04 Jul 2015 13:17

Jaiprakash Asso

पोस्ट करनेवाले : gouridasgoswami

On a consolidated basis, JPA had 10000 cr Shareholders fund , 5000 cr minority interest and 65000 cr loan as on March15. This is represented by 73000 cr fixed assets including capital work in progress, and net non-current assets of 7000 cr.

The non-current assets includes about equivalent land for 45 crore Sq.ft. residential area in the books of Jaypee Infra at a valuation of about Rs.30 per square ft. (besides similar low valuation in NCR land assets in the books of JPA and JP sports). I may be wrong, but my sense is if the land price is restated in the balance sheet in market driven valuation, net worth and asset value has to go up by at least 25000 cr. Each.

By next Sept-Oct, assets and debt will reduce by 20000 cr. So the revised numbers will be : 35000 cr Shareholders fund (at restated land value), 5000 cr minority interest , 45000 cr loan -represented by 80000 cr fixed assets including capital work in progress, and net non-current assets of 5000 cr.

Now debt equity ratio looks quite decent, still there is need to reduce it little more, as assets are not generating enough top-line or profit. Present one lakh crore worth of fixed assets in 2014-15 has yielded just 20000 cr turnover and 6000 cr EBITDA. Reasons :

Over 20000 cr assets at JP power are now being commissioned.

EPC business is extremely sluggish in last three fiscal years, but should see huge business growth in next upturn of our economy.

Real estate business is at its worst phase and will take time for recovery too. Toll income in Jamuna Expressway is also not growing well.

Even cement price is now going downwards showing poor demand. Even sale of power is now a bigger problem than managing input coal.

Despite all these, JPA should be able to serve its debts from own cash generation.

This is my understanding, and I am eager to pick holes in my arguments so as to have course correction for my portfolio.

Right now I have allocated 15% fund here. Against net worth of 10000 cr or 35000 cr(as above), market cap is just3000 cr. My purchase price is at 7000 cr.market cap....

04 Jul 2015 12:23

Jaiprakash Asso

पोस्ट करनेवाले : stockmanipulator
Price when posted : BSE: Rs ( % ), NSE: Rs. 11.10 ( -1.33 % )

now nothing can happen...exit now...tgt 6...

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08 Jul, 2015 at 04:00 PM




(July 02, 2015)

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