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WINNING STROKES: THINK DIFFERENT:
Sunday Report Alchemist Realty Ltd (BSE Code: 532114)hit the buyer freeze in the opening trade. The company came out with good set of numbers for the Q2FY10. Besides this it has a huge land bank. A report on the company would be placed at www.sumanspeaksplus.blogspot.com.
NEPC India Ltd is doing well in the morning trade due to latest positive development in the counter. The following are the excerpts from the Sunday Report sent to the Paid Groups.
The sources close to me have said that NEPC India will start operation in its SEZ by March, 2010. Hence it is now confirmed that the company has started developing the land for the said project. The company will export 75% of its produce and the rest from the SEZ will be sold to the domestic market. This also is expected to attract investment of Rs.4000 Cr from NRIs, Institutional and HNI investors.
However, the breaking news is that the company (NEPC India Ltd) has started operation its 3-star hotel project just opposite of Bidhan Sabha (State Assembly), which is expected to generate good income for the company. The said 3-star hotel has 60-room. However, some clearances are pending for full operation of hotel, for strategic reasons as the hotel is just opposite of an important building. As the hotel is at the centre of the town and is strategically located and hence from Q3FY10, we could see a ramp up of the balance sheet of the company.
According to the sources CY10 will be better for the company as solar energy market will start to pick up from February end, in a large way due to obvious reasons. If this mega-SEZ gets completed then I would not be surprised if the share price of the company touches Rs.31—32. There is also another catch in the company. The company owns Rs.800 Cr (Yes you have heard it right---Rupees Eight Hundred Crores) to Anil Ambani’s ADAG Group. However, a settlement is expected with half the amount as the “Thug” ADAG Group, is refusing to pay Rs.800 Cr to the company. Now, even if Rs.400 Cr (which could be the probable settlement amount) enters the balance sheet, then you can imagine where the share price of the company can go. Hence have some patience and buy the shares of the company for 9-10 months time frame-your money is expected to double from the CMP.
MORE COMING AND HENCE AN EYE ON THIS SPACE...........

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