What is /was your Dark horse ?

klpfernando · 1 What is /was your Dark horse ? Thu Jan 10, 2013 1:25 pm

klpfernando

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We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Jiggysaurus · 2 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:48 pm

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Dark horse for 2013 is CIND but the horse is still sleeping so the entry into the race may only be later in 2013.

SL.Market · 3 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:56 pm

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klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Slstock · 4 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:10 pm

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Jiggysaurus wrote:Dark horse for 2013 is CIND but the horse is still sleeping so the entry into the race may only be later in 2013.

Finally someone who talks about it. Hardly fell below Rs 58.

Slow moving now and many will not like it. But if it gets pushed it will be another REG like in a big run ( if it happens). It has the fundamentals to give several times its present value in a serious run if ever it gets pushed. ( I am not saying it will) .

traderathome · 5 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:30 pm

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Green79 · 6 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:34 pm

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RICH & GREG for 2013

UAEBOY · 7 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:46 pm

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UKboy · 8 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:12 pm

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Collected some CCS shares expecting a demand later this year. Hopefully JKH will not break my hopes. Neutral

Slstock · 9 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:41 pm

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Presume you went for it as growth share? On valuation for past 2 quarters I did not see anythign exceptional.

UKboy wrote:Collected some CCS shares expecting a demand later this year. Hopefully JKH will not break my hopes.

worthiness · 10 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:53 pm

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Track is being extended realizing there will be more horses.
Until such time the stable is closed.
Once open the wider track, the race become highly competitive.
Many bet for dark horses.
Unfortunately time is uncertain.

pathfinder · 11 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:04 pm

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MAL.N & GLAS

UKboy · 12 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:13 pm

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slstock wrote:Presume you went for it as growth share? On valuation for past 2 quarters I did not see anythign exceptional.

UKboy wrote:Collected some CCS shares expecting a demand later this year. Hopefully JKH will not break my hopes.

Nope Sls its not about core business activities. If those will on positive side then it's a bonus. It's all about the JKH mega project at CCS land in slave island. Collected CCS when it was trading around 120-125

Antonym · 13 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:30 pm

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klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

In past years, the shares that earned me the most were...
2010: Lanka Walltile
2011: Lanka Walltile
2012: Renuka City Hotels

2013: Cargo Boat Development Co
(This year, I'm betting on CABO. If you examine the company's financials, you'd understand why.)

Slstock · 14 Re: What is /was your Dark horse ? Thu Jan 10, 2013 8:25 pm

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Some of your old horses might give you hefty return again at present prices.

Also other than property at Janadhipathi mawatha and porfolio of DFCC,COMB,LLUB for CABO, did you find something else that makes CABO more attractive than RENU.

Did you see RENU cash balance now ( seems they got their Aussie money back?).

Antonym wrote:

klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

In past years, the shares that earned me the most were...
2010: Lanka Walltile
2011: Lanka Walltile
2012: Renuka City Hotels

2013: Cargo Boat Development Co
(This year, I'm betting on CABO. If you examine the company's financials, you'd understand why.)

Antonym · 15 Re: What is /was your Dark horse ? Thu Jan 10, 2013 9:25 pm

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slstock wrote:
Some of your old horses might give you hefty return again at present prices.

I would agree with this statement; the hefty return will start after Shareholder No. 6 (you know who) finishes his selling. When that will happen is anybody's guess... 2014?

slstock wrote:
Also other than property at Janadhipathi mawatha and porfolio of DFCC, COMB, LLUB for CABO, did you find something else that makes CABO more attractive than RENU.

Based only on current prices, they are both equally attractive: high gross margin percentage, steady profit performance, and very high NAV relative to price. RENU's supply overhang is what tilts the scales in favor of CABO, for me.

slstock wrote:
Did you see RENU cash balance now ( seems they got their Aussie money back?).

Yes, they got their money back from REN Pty Ltd... Cash balance of Rs 164 per share!

Caution: The shares mentioned here are better suited for value investors who are willing to play the waiting game.

klpfernando · 16 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:26 am

klpfernando

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Thanks for replies.Last rally most of us got ten fold gains from dark horses,but this time five to seven fold will be more realistic.
Pathfinder- In last rally I bought GLAS at Rs1(2009)and I sold at Rs3 then I did see GLAS climb up to Rs 11.It was pain full, I must say.If I was bit more patient
GLAS should have been my dark horse too.
Anyway I wish you all best of luck with your DARK HORSES.

Slstock · 17 Re: What is /was your Dark horse ? Fri Jan 11, 2013 6:28 am

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Antonym wrote:

slstock wrote:
Some of your old horses might give you hefty return again at present prices.

I would agree with this statement; the hefty return will start after Shareholder No. 6 (you know who) finishes his selling. When that will happen is anybody's guess... 2014?

Sahreholder no 6 of which company?

SL.Market · 18 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:15 pm

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SL.Market wrote:

klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

Slstock · 19 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:45 pm

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Guys presume you are trading this only? Else you have any news?

I saw this shareNAV come down from Rs 60 to 30+ . Losses all the way. Not sure when the turn around will be

SL.Market wrote:

SL.Market wrote:

klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

SL.Market · 20 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:51 pm

SL.Market

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slstock wrote:
Guys presume you are trading this only? Else you have any news?

I saw this shareNAV come down from Rs 60 to 30+ . Losses all the way. Not sure when the turn around will be

SL.Market wrote:

SL.Market wrote:

klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

Dear SLS
Thanks for your valuable reply
Trading with this for sure but not only
SLM

klpfernando · 21 Re: What is /was your Dark horse ? Fri Jan 11, 2013 2:02 pm

klpfernando

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SL.Market wrote:

SL.Market wrote:

klpfernando wrote:We all think that 2013 will be a good year.So what is your dark horse for this race and what was it in 2010/2011?
my one is KURU and was GRAN.

Nice to hear You with KURU... U will be a big winner

Dear klpfernando

Do You Smelling anything?

Dear SL.market
I don't really smell anything right now but I expect good quarterly results from this and next as it's peek season for KURU. EPS -above 2 will trigger some buying presser.(hopefully)
And also sri lankan apparel gaining it's lost competitiveness as Chaina and Veatnam getting expensive.Bangladesh is very competitive right now which is good for KURU because 50% of kuru's exports go to this country. hope for the best.

godswen · 22 Re: What is /was your Dark horse ? Fri Jan 11, 2013 3:53 pm

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One grate trade was there for KURU today. There was a selleter of 1100+ shares at 20 in the morning and it was trading at 23 withing few hours 10%+ gain! I'm full on buying power so I missed it! :/

nirowat · 23 Re: What is /was your Dark horse ? Fri Jan 11, 2013 9:04 pm

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slstock wrote:

Antonym wrote:

slstock wrote:
Some of your old horses might give you hefty return again at present prices.

I would agree with this statement; the hefty return will start after Shareholder No. 6 (you know who) finishes his selling. When that will happen is anybody's guess... 2014?

Sahreholder no 6 of which company?

I guess it is RENU. Serial reduction in quntity of shareholding over the last few quarterly reports.

I am with you on the SLS, that RENU is probably better than CABO simply cos of the NAV and cannot really ignore the when you buy RENU at 240 you get 164 in cash balance, not to forget the othe shares. Issue about minority holders may not really get any benifit is true for both I uess, which is what makes me not mop up all small quntitities avaialbe at this ridiclous price.

PS. Please do not take this as a promotion. The topic is to identify dark horses. I do hold RENU shares at present.

The Alchemist · 24 Re: What is /was your Dark horse ? Fri Jan 11, 2013 9:58 pm

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How about LIOC as a dark horse for 2013 ?

stockboy · 25 Re: What is /was your Dark horse ? Fri Jan 11, 2013 10:47 pm

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calf and clnd

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What is /was your Dark horse ?

1 What is /was your Dark horse ? Thu Jan 10, 2013 1:25 pm

klpfernando

2 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:48 pm

Jiggysaurus

3 Re: What is /was your Dark horse ? Thu Jan 10, 2013 1:56 pm

SL.Market

4 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:10 pm

Slstock

5 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:30 pm

traderathome

6 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:34 pm

Green79

7 Re: What is /was your Dark horse ? Thu Jan 10, 2013 2:46 pm

UAEBOY

8 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:12 pm

UKboy

9 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:41 pm

Slstock

10 Re: What is /was your Dark horse ? Thu Jan 10, 2013 6:53 pm

worthiness

11 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:04 pm

pathfinder

12 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:13 pm

UKboy

13 Re: What is /was your Dark horse ? Thu Jan 10, 2013 7:30 pm

Antonym

14 Re: What is /was your Dark horse ? Thu Jan 10, 2013 8:25 pm

Slstock

15 Re: What is /was your Dark horse ? Thu Jan 10, 2013 9:25 pm

Antonym

16 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:26 am

klpfernando

17 Re: What is /was your Dark horse ? Fri Jan 11, 2013 6:28 am

Slstock

18 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:15 pm

SL.Market

19 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:45 pm

Slstock

20 Re: What is /was your Dark horse ? Fri Jan 11, 2013 1:51 pm

SL.Market

21 Re: What is /was your Dark horse ? Fri Jan 11, 2013 2:02 pm

klpfernando

22 Re: What is /was your Dark horse ? Fri Jan 11, 2013 3:53 pm

godswen

23 Re: What is /was your Dark horse ? Fri Jan 11, 2013 9:04 pm

nirowat

24 Re: What is /was your Dark horse ? Fri Jan 11, 2013 9:58 pm

The Alchemist

25 Re: What is /was your Dark horse ? Fri Jan 11, 2013 10:47 pm

stockboy

26 Re: What is /was your Dark horse ?

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