Get started using your favorite social network

or

Login using moneycontrol ID

Username
Password

Need help logging in? Reset password.

Don´t have an account? Sign Up

Get started using your favorite social network

or

Simply sign up using this short form

* mandatory

UserName*

Username should be atleast 4 character

Password*

Password should be 8 or more characters,
atleast 1 number, 1 symbol & 1 upper case letter

Alert

Your Password should contain
  • 8 or more characters
  • At least 1 number
  • At least 1 symbol
  • At least 1 upper case letter
Confirm Password*
Email
Already have an account? Login
Investor@23
New Member

8 Messages

Its good to see you in imfa board Turk..one question BTW..do we need to keep both or play with only BA??

8.23 PM Feb 8th
I agree to the M3 code of conduct

Replies (0)

rav22
rav22 New Member

192 Messages

Following

Stock264

Boarder 2

4
Followers
New Member

192 Messages

thnks turk sir will now sit idle till june 30. thnks again for ur prompt response

12.18 PM Feb 11th | Posted via Mobile

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

thnks turk sir will now sit idle till june 30. thnks again for ur prompt response

Thank you for reposting this message.

Turk
Turk Platinum Member

4784 Messages

Following

Stock7

Boarder 47

1571
Followers
Platinum Member

4784 Messages

(1) Your job is done. Now, stick to Balasore Alloys and IMFA and stay away from the board until June 30th if you do not want to make a mistake from boredom and price fluctuations. (2) My other stocks were bought and suggested in May 2015. These are old stories now, and may not have that old steam left any longer, except may be in Nahar Spinning, because it started performing quite late. These were Chamanlal, NGL, Sakuma, Hind Aluminium and Nahar Spinning. The first three is a great LT hold though.

4.03 PM Feb 10th

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

(1) Your job is done. Now, stick to Balasore Alloys and IMFA and stay away from the board until June 30th if you do not want to make a mistake from boredom and price fluctuations. (2) My other stocks were bought and suggested in May 2015. T... 

Thank you for reposting this message.

rav22
rav22 New Member

192 Messages

Following

Stock264

Boarder 2

4
Followers
New Member

192 Messages

turk sir have invested 100% in balasore and imfa. apart from these 2 which are the other stocks u are invested sir?

3.07 PM Feb 10th

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

turk sir have invested 100% in balasore and imfa. apart from these 2 which are the other stocks u are invested sir?

Thank you for reposting this message.

Turk
Turk Platinum Member

4784 Messages

Following

Stock7

Boarder 47

1571
Followers
Platinum Member

4784 Messages

(1) Ya, I don`t, for it distracts an Individual Investor from the bird in hand. Anyway, bro that`s not a FeCr play and I don`t want to star something anew now. Will play FeCr with 80% minimum allocation, and may be 100% if results in my other stocks are not satisfactory. (2) As an investor in there, if you have developed a comparative understanding on FeCr vis-a-vis FeMn and FeSi let me know.

2.56 PM Feb 10th

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

(1) Ya, I don`t, for it distracts an Individual Investor from the bird in hand. Anyway, bro that`s not a FeCr play and I don`t want to star something anew now. Will play FeCr with 80% minimum allocation, and may be 100% if results in my oth... 

Thank you for reposting this message.

vijayhyd
vijayhyd New Member

260 Messages

Following

Stock24

Boarder 30

13
Followers

write to vijayhyd

New Member

260 Messages

dear turk have a look at maithan alloys. it has come with excellent numbers. i know you don`t like commenting on other stocks. but please have a when time permits

2.21 PM Feb 10th | Posted via Mobile

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

dear turk have a look at maithan alloys. it has come with excellent numbers. i know you don`t like commenting on other stocks. but please have a when time permits

Thank you for reposting this message.

Turk
Turk Platinum Member

4784 Messages

Following

Stock7

Boarder 47

1571
Followers
Platinum Member

4784 Messages

(1) Yes, with 70% allocation reached, you`ve already hit the limit specified in Balasore Alloys. Now you may play the FeCr play via IMFA only. (2) As usual, not sure of the best price for entry or accumulation, and gains should be measured only on 30th June - the first target date. Then on 31st December - the second target date, unless changed on the way in a review. (3) Expecting a three digit Net Profit in IMFA in Q4 and therefore, by 30th June valuations should start looking decent as in Balasore Alloys today. (4) Stock price in both, in the short term, may follow the FeCr prices. In the medium term i.e. June 30th and December 31st, stock prices will follow EBIDTA growth and corporate actions. (5) I said loosely peg Balasore Alloys MCap at 2/3rd of IMFAs because of the plant capacities in each, but end result will be based on ratio of EBIDTA, Debt, future plans, corporate actions etc. etc. over the next 12 months. (6) Bottom-line: watch technicals, watch FeCr prices and try to optimize the accumulation points. Then go away and come back only in June.

2.08 PM Feb 10th

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

(1) Yes, with 70% allocation reached, you`ve already hit the limit specified in Balasore Alloys. Now you may play the FeCr play via IMFA only. (2) As usual, not sure of the best price for entry or accumulation, and gains should be measured ... 

Thank you for reposting this message.

anirbanghosh1989
anirbanghosh1989 New Member

30 Messages

Following

Stock73

Boarder 23

4
Followers

write to anirbanghosh1989

New Member

30 Messages

well i read your post about allocation of 3:1...thanks again

12.59 AM Feb 10th | Posted via Mobile

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

well i read your post about allocation of 3:1...thanks again

Thank you for reposting this message.

anirbanghosh1989
anirbanghosh1989 New Member

30 Messages

Following

Stock73

Boarder 23

4
Followers

write to anirbanghosh1989

New Member

30 Messages

still percentage of allocation between ba n imfa? i m sure u don`t remember but rated my message when i moved my portfolio allocation to 70% to ba..seeing you entered here in imfa ...i m interested in accumulating imfa..i have few shred already...so if you put some light on the allocation we should between these two..n idea behind it..it would be a real learning for future investing..i remember you talk about pegging ba`s mcap at 2/3 of imfa by end of april 2018..

12.53 AM Feb 10th | Posted via Mobile

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

still percentage of allocation between ba n imfa? i m sure u don`t remember but rated my message when i moved my portfolio allocation to 70% to ba..seeing you entered here in imfa ...i m interested in accumulating imfa..i have few shred alr... 

Thank you for reposting this message.

suresh1294
suresh1294 New Member

190 Messages

Following

Stock13

Boarder 17

Mostly writes on Nahar Ent, Kellton Tech
2
Followers

write to suresh1294

New Member

190 Messages

sure thing...wish u all the best sir...thanks again for your guidance as you always do.

12.28 PM Feb 9th | Posted via Mobile

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

sure thing...wish u all the best sir...thanks again for your guidance as you always do.

Thank you for reposting this message.

Turk
Turk Platinum Member

4784 Messages

Following

Stock7

Boarder 47

1571
Followers
Platinum Member

4784 Messages

Yes and no. Depends or buyer`s country of location and type of contract. Some long term contracts are long term annual in terms of quantity, and price decided quarterly. So that contract has been already fixed for both Balasore Alloys and IMFA at least in Japan at USD 1.25 / lb. Play that extremely hard because the corresponding YoY prices were 70 and QoQ 80. Not seeing prices to come down to such levels this year (but let`s keep checking). Therefore, YoY delta remains positive and EPS continues to grow in both with 100% surety.

12.23 PM Feb 9th

Why is the message offensive? Please click on the reason below to notify the moderating team. Marking good messages offensive will put you on the moderating team`s radar.

Repost this message

Yes and no. Depends or buyer`s country of location and type of contract. Some long term contracts are long term annual in terms of quantity, and price decided quarterly. So that contract has been already fixed for both Balasore Alloys and I... 

Thank you for reposting this message.

Ok

Get your own permanent - nickname

Choose your nickname

or

Use your userid as your nickname

Your permanent Nickname can be distinct from your username and no one need know the link between the two.

Sections
Follow us on
Available On