पोस्ट करनेवाले : subramaniam jee
| Price when posted : BSE: Rs 966.85 ( -0.15 % ), NSE: Rs. 967.15 ( -0.06 % )|
i agree with teh huge opportunity on exit of its gas business perhaps to BP. With already $ 10 billion invested BP may not be averse to taking a large share. That woudl make all th other busienssess fo RIL free. If the other businessess like 4 G, Retail, Shale gas and invetments in various strategic outfits like prestige, butterfly, Khadim et al , is assigned a peer value, then another rs 1000 to the present price is not unreasanble. that is why this is a great treasure and should not be missed
Take rs 70 EPS without the gas price revision and at the forward PE of 16 teh immediate rprice is 1120. with the gas price increase it will add another rs 20 to eps and at pe of 16 it will increase the value per share to rs 1440.
i have not factored the embedded value of of the new businesss which have started earning money.l.On
4G it is sitting light with all infra being leased. 4G is a value added segment and I think RIL will make money from first year ...