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Who Goofed up on the ex Bonus Pricing ! ? BSE or Westlife Developments ? ~ at Rs 153.90 it has got everyone excited as the Jatia Family will play out the McDonalds India Story through it ~ Nobody is asking searching questions !?

Check out a detailed write up that we have just put as Scrip Standpoint on my company website  

Who Goofed up on the ex Bonus Pricing ! ? BSE or Westlife Developments ? ~ at Rs 153.90 it has got everyone excited as the Jatia Family will play out the McDonalds India Story through it

Nobody though  is asking searching questions !?

It is traded on only BSE in the T Group .This allows only 2% daily movement either side to hit circuits ! ~It was Rs 86 ex bonus on December 7,2012 and then it becomes Rs 153.90 ex bonus yesterday ! within a few days !

Who goofed up BSE or the Company !

Company announced a 1:1 Bonus and declared record date as December 11,2012 subsequently changing it to a Book Closure Date

In first week December communications to BSE it never revealed that  the Bonus was only for the Non Promoters Shareholders  apparently to bring down the Jatia Group holding from 85% + to 75% as is required by  a listed company ~ and believe me it’s no sacrifice ! ~ so the ex bonus price was adjusted to Rs 86 on 7/12/2012 ~ Company then issues this clarification and so the Price returns to Rs 150+ ex bonus,the same as it was cum bonus !

An Economic Times Coverage gave it a huge thumbs up today ~ without checking out some tricky questions like what will be the final Equity of this Company when it consolidates and makes Hardcastle Restaurants a direct Subsidiary

Hardcastle Restaurants is the Jatia Group Celebrity being the McDonald Franchisee for West and South India

Will Westlife Development move up from Rs 150+ ? Of Course it will….but searching questions throw up Corporate Governance,Lack of Transperancy,Miscommunication and Non Disclosure Issues

 

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6 thoughts on “Who Goofed up on the ex Bonus Pricing ! ? BSE or Westlife Developments ? ~ at Rs 153.90 it has got everyone excited as the Jatia Family will play out the McDonalds India Story through it ~ Nobody is asking searching questions !?”

  1. Gauravji, one of my friend has this question… Can you please elaborate???

    Even if the merger ratio of Westlife with West Point Leisure Parks is 553:1, how does the equity of westlife zoom 533 times? The total No. of equity shares of West Point Leisure Parks is 128846 shares out of which Westlife holds 99000 shares. On Merger, 16504838 shares of Westlife of Rs. 10 each will get issued to minority interest ( as per my limited understanding of accounting). So equity of westlife rises almost doubles thru this merger at this ratio.

    My approximation is that equity will rise to anything between 40-50 crores when the scheme of arrangement is complete and all subsidiaries upto Hardcastle Restaurants get merged.

  2. Hi Anand ~ I was being dramatic linking the current share price to the investment of over Rs 80000 per share in a subsidiary West Point already made in 2010 by outsiders ! and that they propose to make Hardcastle Restaurants a direct subsidiary of the listed company ~ the merger ratios in the group will depend on the valuation of the key company Hardcastle Restaurants ~ the scenario most likely is a higher share price and a lower equity incremental in the listed company ~ also remember that Westlife must continue to hold atleast 51% in Hardcastle if it has to be a direct subsidiary~let me have a look at the Whole Scheme of Amalgamation when it is released to present the actual scenario ~ Also the 25% Public Shareholding in the listed company and the 26+% Minority Shareholding which has invested Rs 240 crs in the subsidiary are theoretically two different sets of shareholders……

  3. Gauravji, Thanks a lot for the quick reply… Appreciate it… Will look forward to your post after the amalgamation is announced…

  4. GauravJi

    There are no shares traded. Everyday its in upper circuit with no sellers and no volume.

    – How does one buy this share?
    – Do you recommend buying this? Its @ 191 now.
    – I don’t know how to buy this share — there are no sellers.

    1. Nitin ,the gameplan was set up in 2010 with private investors supporting the Jatia Family inducting Rs 200 + crs and helping them to repay all debt ~ A listed company was chosen long ago to be the vehicle for reflecting the West & South Zone McDonalds Business Rights of Jatia Family ~ but the announcement for this plan came at the year end 2012 ~ Westlife Dev (earlier Dhanprayog) may be listed but the shareholders were all in the know ! with Promoters holding over 83% which now with this recent Bonus to only Non Promoters reduces their stake to 75%~ Who will sell ! ~ and it moves up 2% everyday because it’s in such a Traded Category on BSE!

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