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Emerging companies - Mid caps that can become large cap
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap
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basant
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Quote basant Replybullet Posted: 26/May/2008 at 10:37am
Trent was a Rs 200 crore company at that time so that 7% has to be taken in that context. Those were the golden days of investing, you could have a 5 bagger in a stock and still underperform!
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paragdesai
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Quote paragdesai Replybullet Posted: 04/Jul/2008 at 10:31pm
Trent to invest Rs 2,000 cr for 50 hypermarkets
 
 
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basant
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Quote basant Replybullet Posted: 04/Jul/2008 at 10:39pm
They have failed before maybe they will be lucky this time around.
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paragdesai
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Quote paragdesai Replybullet Posted: 04/Jul/2008 at 10:44pm
They may get better deal in  Real Estate Market now & get benefited in 2nd leg of consumption story. Though lost opportunity in first leg.
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Quote basant Replybullet Posted: 04/Jul/2008 at 10:50pm
I owe a lot of warrant procured as part of a rights issue convertable at Rs 650 in jan 2010 I hope that they put up some stores by then.
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Musketeer
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Quote Musketeer Replybullet Posted: 04/Jul/2008 at 10:46am
Why would someone bet on 2 horses in the same race? That too, when you know that 2nd one is a weaker one. Shouldn't PRIL be the only favoured one in this segment?
Or are there any areas in which Trent scores over PRIL?
Be fearful when others are greedy. Be greedy when others are fearful.
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basant
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Quote basant Replybullet Posted: 04/Jul/2008 at 11:24am
Actually I had bought Trent way back in 2003 and had been alloted these warrants in a subsequent rights issue. i sold out of Trent long time back and have only an exposure to the warrants.
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kumarrvq
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Quote kumarrvq Replybullet Posted: 05/Jul/2008 at 1:16pm
Basant Jee....I remember during our Bangalore meet of TED sometime in Feb-Mar'08, you gave a fantastic statement..."Promoters who really need money from public, who are so called 'bhooka nanga' (in financial crisis), will build great empire because they will put all what they have at stake for their business", in that context only I feel any company run by these big business houses like Reliance, Birla, Tata will not qualify for great investment.....
 
For eq...
Telecom - Bharti is still #1 inspite of Reliance Com from Ambani.
Retail - PRIL is at the top inspite of Reliance Retail being in the battle field.
 
Trend also doesn't have great vision, inspite of aquiring Landmark, they are not able to do much.......like in PRIL case we know what plan they have for next 5years.
 
So, without clear vision and focus approach I believe sooner or later these Westsides, Shooper stop, Globus etc will mearly exist.
Thanks & Regards,
Harry
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