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LEO THE LION  
Joined on : 26th-Aug-2007
Belongs to :  Platinum
Posted : 593 messages
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A fundamental analyst and traditional value investor too. Worked for leading financial companies at officer levels and has a work experience of over 5 years. I have 13 years of experience in markets and its instruments.

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10 Oct 2008 09:50
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From last two qtrs ,after capitalisation of expenses , it is left with just around 100 Crs. This has made you to think in negative dir..... But the forth coming qtrs will be left with atleast 200-250 Crs after capitalisation. Hence I am confident. sure Wock will offer atlest 225% dividends and atleast it will add 500-1000 mn to its reserves. ...
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10 Oct 2008 09:34
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Yes , its true.
GIPCL is available at much lower price, Allmost at half the price of its expected book value for 2010. A rich dividends are rewarded for the longterm investor.
Buy @ 50. ...
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09 Oct 2008 13:59
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Much of the amount has been capitalised for last two quarters and everything what day have to offer (dividend) depends on 3rd and 4th quarter. I agree that wockhardt may not go for interim so early or it may declare less interim as compared to last year. In whole ,if you take into account for the year, it will be at least 225% or much more than that. This was pre determined one..........!...
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06 Oct 2008 20:48
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yes $110 mn FCCB leads to around 500+ crs @ Rs/$ equation 47Rs/per$.
Even it will be much more if one goes for reduption before convertibility.
Its a clause......................! I don`t think it will be executed. Wockhardt is quite positive on that frount. Private equity can help to clear this. I don`t expect any negative impact on wockhardt.

Buy for investment....
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02 Oct 2008 20:59
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Wockhardt Ltd expected to report 9550 mn in revenues. EBITDA to be at 245 Crs and PAT likely to be in the range 140-150 Crs.

Revenue break up regionwise.

INDIA - 2400 mn
EUROPE- 4600 mn
US - 1950 mn
ROW - 0600 mn
================
TOTAL - 9550 mn

Operating Profit margines likely to be at 25.5 %. PAT may be impacted by higher interest cost and Depreciation.
Wockhardt will capitalise its R&D expenses to the tune of 25 Crs for this qtr.
I do not expect any negative impact of currency fluctuations.
...
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30 Sep 2008 09:53
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It has nothing to do with Wock hospital IPO.....................
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26 Sep 2008 12:25
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Dear guest. I will post acurate result expectations later.
At present you may go throug this for rough reference.

Revenues wockhardt Q3 expectation
India - 2500+ mn
Europe- 4600 mn
US - 1600 mn
ROW - 1000 mn
----------------
Total - 9700 mn

Operating Profit margine will be at 240+ Cr and PAT at 125+ Cr....
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