Comments on: Analysis – gujarat gas limited http://blog.rcfunds.com/?p=522 Sat, 04 Sep 2010 12:27:04 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: admin http://blog.rcfunds.com/?p=522&cpage=1#comment-1443 admin Mon, 20 Jul 2009 03:22:40 +0000 http://blog.rcfunds.com/?p=522#comment-1443 Hi stocks2pick i discuss all my ideas on the blog itself. i dont have any other ideas which could be multibaggers in the near future regards rohit Hi stocks2pick
i discuss all my ideas on the blog itself. i dont have any other ideas which could be multibaggers in the near future
regards
rohit

]]> By: admin http://blog.rcfunds.com/?p=522&cpage=1#comment-1442 admin Mon, 20 Jul 2009 03:21:05 +0000 http://blog.rcfunds.com/?p=522#comment-1442 Hi perspicacious i think you have summarized the comparison well. I have done a similar comparison and decided to exit due to the reasons outlined in this post http://blog.rcfunds.com/?p=192 Hi perspicacious
i think you have summarized the comparison well. I have done a similar comparison and decided to exit due to the reasons outlined in this post

http://blog.rcfunds.com/?p=192

]]> By: stocks2pick http://blog.rcfunds.com/?p=522&cpage=1#comment-1440 stocks2pick Fri, 17 Jul 2009 06:48:39 +0000 http://blog.rcfunds.com/?p=522#comment-1440 Sir, I have been going through few of your company analysis and found them very comprehensive with a good focus on profit,business model and sales. One thing that I have noticed is that all companies have a considerable market capitalization and has gone past from the growth phase to value phase.I would really appreciate to know is that if you would identify companies that are still in nascent stage of their growth phase and could be future multibaggers . Keep up the good work.Really appreciate it. God Bless. Sir,
I have been going through few of your company analysis and found them very comprehensive with a good focus on profit,business model and sales.
One thing that I have noticed is that all companies have a considerable market capitalization and has gone past from the growth phase to value phase.I would really appreciate to know is that if you would identify companies that are still in nascent stage of their growth phase and could be future multibaggers .

Keep up the good work.Really appreciate it.

God Bless.

]]> By: perspicacious http://blog.rcfunds.com/?p=522&cpage=1#comment-1414 perspicacious Wed, 01 Jul 2009 14:02:28 +0000 http://blog.rcfunds.com/?p=522#comment-1414 Sir, do you think -Indraprastha Gas might be a superior holding compared to Gujarat Gas. Pluses -It is debt free and has a near monopoly on CNG -The per unit cost of distribution will be lower for it as compared to Guj Gas because it serves a small dense area i.e. delhi vs Gujarat -The Commonwealth Games should act as a catalyst (hopefully in Delhi area) -Increasing number of private models in CNG e.g. Chevrolet Spark and Maruti Omni's Van Some Risks -Indraprastha margins have gone to sub 20% levels since last 2 quarters -Private parties may decide to compete against Indraprastha eroding margins further, though they will take minimum of 3-5 years to scale up -Indraprastha Gas distribution in Noida will depend on Madam Mayawati's mood, if you google it was stuck because UP govt did not want to give it right of way. -It will not grow as fast as Guj Gas unless it expands faster in NCR area Sir, do you think -Indraprastha Gas might be a superior holding compared to Gujarat Gas.
Pluses
-It is debt free and has a near monopoly on CNG
-The per unit cost of distribution will be lower for it as compared to Guj Gas because it serves a small dense area i.e. delhi vs Gujarat
-The Commonwealth Games should act as a catalyst (hopefully in Delhi area)
-Increasing number of private models in CNG e.g. Chevrolet Spark and Maruti Omni’s Van
Some Risks
-Indraprastha margins have gone to sub 20% levels since last 2 quarters
-Private parties may decide to compete against Indraprastha eroding margins further, though they will take minimum of 3-5 years to scale up
-Indraprastha Gas distribution in Noida will depend on Madam Mayawati’s mood, if you google it was stuck because UP govt did not want to give it right of way.
-It will not grow as fast as Guj Gas unless it expands faster in NCR area

]]>