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Sesa Goa

SESA INDUSTRIES….Unlisted but worth Rs 1600+…..much more than Rs 675 being offered

68 Comments / Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Mineral Resources, Reflections, STOCKS, VALUATION / By

On November 1,2009 I had warned shareholders of the unlisted Sesa Industries to think twice before selling their shares on offers of Rs 600 per share Unlisted Sesa Industries has buyers off market at Rs 600…but should you sell ? NO!…It’s worth much more  Now offers are at Rs 675…..Please think again Twice before selling …

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Sesa Goa at Rs 315……Careful you don’t step on some ‘Mines’!

1 Comment / Controversies, Corporate Governance, Interesting News Sightings, Investing Themes, INVESTOR MISTAKES, Mineral Resources, Reflections, STOCKS, VALUATION / By

Ashish has raised a very serious query whether Monies are safe Investing in Sesa Goa for a year,given the controversies surrounding the Vedanta Group….Sesa Goa has reacted from a recent high of Rs 362 to Rs 315 and there is a real fear it may soon move below Rs 300 in the short term….significantly so So …

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Sesa Goa…Low PAT in Q2 FY10 scares Brokers….why?

1 Comment / Controversies, Interesting News Sightings, Investing Themes, Mineral Resources, Reflections, STOCKS, VALUATION / By

Sesa Goa just declared their Q 2 FY 10 results….Consolidated Profit was down 51% from Rs 337 crs in Q2 FY 09 to Rs 166 crs….Revenues have tumbled too by 38% despite Dempo consolidation Iron Ore realisation in Q 2 FY 10 was a shade below US $ 51/MT…same quarter last year it was US $ 108 …

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Sesa Goa !….. Blog Readers who acted would have benefited immensely…468 % returns in seven months !…I bet you’ll waiting for which is my next ‘Sesa Goa’!

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I’ve been backing Sesa Goa …but when it fell dramatically to Rs 60-70 in March this year,I cried hoarse to bring in more funds to add to holdings Then on June 17,2009,I reiterated to Stay with Sesa Goa https://www.gauravblog.com/?p=601 and add on declines …it was Rs 200 then Then on August 12,2009 I reassured bloggers that the …

Sesa Goa !….. Blog Readers who acted would have benefited immensely…468 % returns in seven months !…I bet you’ll waiting for which is my next ‘Sesa Goa’! Read More »

Sesa Goa sinks 10% to Rs 228 as Government finally announces Higher Mining Royalty…Worried ?

5 Comments / Controversies, Interesting News Sightings, Investing Themes, Mineral Resources, Reflections, STOCKS, VALUATION / By

This Blog Piece is to address the responses of Madhu and P P Jain…welcome Jain…this is the first time you’ve taken the trouble to respond The New Mining Royalty Policy……It was awaiting Ministerial Approval………10% Mining Royalty on Market Prices before Freight…a move away from a Flat Rate based on Weight Today,the Ministry finally went by the …

Sesa Goa sinks 10% to Rs 228 as Government finally announces Higher Mining Royalty…Worried ? Read More »

Sensex Beating Stock Select Portfolio Performance in under Three months

4 Comments / Investing Themes, Reflections, Seminars & Workshops, STOCKS, VALUATION / By

From our Stock Watch of over 300 Scrips these 16 are our Stock Select releases or re-releases on May 4,2009 for as Portfolio Ideas…These are based on Fundamentals and the idea of putting them on this Blog is to assert that even if you were anti-equity and ignored the March 2009 Lows and Sensex of 8000,you could …

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