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Posted: 06/Nov/2006 at 10:24am
Generally the value for Idea should be Rs 960/0.08* 100 = Rs 12,000 crore. But private deals are always priced lower then market value of listed companies (since they have no liquidity). WIth only two pure mobile telephoney plays Idea should trade at at least close to Rs 20,000 crores. Another way was by looking at number of subscribers. idea has close to 45% of subscribers of Bharti and Bharti trades at Rs 100,000 crores plus. So the math is clear.
Though it has run up since we initiated the discussion AB Nuvo is a great value story will all the ingredients of unlocking that value.AB Nuvo is a great value story with all the ingredients for value unlocking.
Edited by basant - 06/Nov/2006 at 10:30am
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Posted: 06/Nov/2006 at 10:32am
The future(s) looks very good.
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Posted: 07/Nov/2006 at 2:14pm
so would you initite a buy on ab nuvo ,even if the price has run up the
intrinsic value seems to be far higher than the current mkt price so
should i make an initial investment say 50% of what i want to buy
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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Posted: 07/Nov/2006 at 2:47pm
Yes, the intrinsic value is far higher then the price as on today also but as you know I generally want to but at lower levels but if you have a diversified portfolio you could take in a position and then add as it declines(corrects).
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Posted: 07/Nov/2006 at 6:11pm
Much to my surprise, when i was trying to find out that what happens to a stock Futures, in case of a rights issue, i found that there are no Futures on the ABNuvo currently. The stock has been removed from the Futures segement. It was present in the F&O category earlier in the year.
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Posted: 07/Nov/2006 at 8:41pm
30% plus after the current dilution.
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