@PulkitA30298377 Bhai sometimes not just logical, please put politicians and officals in account. In this country corruption plays a role. I am only concerned because of corruption obviously indian companies will impact
I WILL EXPLAIN IN SIMPLE WORDS WHY VEDANTA OIL & GAS #Vogl , VISL AND VEDANTA POWER ARE RALLYING AND HOW MUCH FURTHER CAN THEY RALLY : -
1. After demerger record date of 1 May, Vedanta gave BSE filing for investors guidance on 16 May explaining cost of acquisition percentage of various demerged companies. PLS See the first screenshot ๐๐
2. So the cost of acquisition per share based on Vedanta demerger record date price of 775.25 are :-
Vedanta oil and gas - 166.25
Vedanta power - 94.60
Vedanta Iron and steel - 52.50
Vedanta Aluminium - 55.30
Vedanta LTD - 404.90
So the above price ๐ is the proportional cost of acquisition of the 5 demerged companies per share based on record date price of Vedanta. PLS Refer second screenshot below ๐ ๐
3. Now on 15 June vedanta Aluminium listed at 530 , whereas it's acquisition pricecwas 55.30 ... This was because of the phenomenal growth of Aluminium business... But due to the high price of vedanta aluminium the market participants ARTIFICIALLY valued remaining three demerged companies at extreme discount.
4. HOWEVER IT IS COMMON SENSE THAT HOW CAN THE THREE DEMERGED COMPANIES TRADE AT SUCH DEEP DISCOUNTED PRICE FROM THEIR COST OF ACQUISITION, SUSTAIN FOR LONG ....
๐ VEDANTA OIL IS AT 44 WHEN COST OF ACQUISITION IS 166
ย ย ย ๐ VEDANTA POWER IS AT 48 WHEN COST OF ACQUISITION IS 94
ย ย ย ๐ VEDANTA IRON IS AT 42 WHEN COST OF ACQUISITION IS 52
IN ADDITION ALL THREE COMPANIES HAVE AGGRESSIVE GROWTH AND EARNINGS FORECAST FOR THIS YEAR AS PER RESPECTIVE INVESTOR PRESENTATION GIVEN
5. Price remaied suppressed for 10 days till stocks were in T2T segment. NOW INSTITUTIONAL BUYING HAS STARTED AFTER EXIT FROM T2T SEGMENT AND STOCK PRICE IS RALLYING & GETTING RERATED
6. THE GREATEST DISCOUNT IS IN VEDANTA OIL AND GAS SHARES ... CURRENT PRICE IS JUST 44 WHEREAS COST OF ACQUISITION OF VOGL IS 166 RS PER SHARE ... ASK YOURSELF HOW CAN VOGL TRADE AT SUCH MASSIVE DISCOUNT WHEN IT IS DEBT FREE, MASSIVE CASH FLOW GENERATING, 5300 CR CASH ON BOOKS & 5X CAPACITY EXPANSION UNDERWAY
Pls see third screenshot ๐๐๐... This is from the NCLT Court order approving Vedanta demerger - Clearly Malco energy ( VOGL before demerger) net asset value increased from negative 172 cr to 13507 crores๐ฅ after demerger ๐๐๐
๐จ SO BASED ON ABOVE DATA AND ACQUISITION COST ๐
๐ด VEDANTA OIL AND GAS CAN BECOME A 4X MULTIBAGGER FROM CURRENT PRICE.... ๐ฅ๐
๐ด VEDANTA POWER CAN GIVE 100% RETURNS FROM CURRENT PRICE..๐ฅ
๐ด . VEDANTA IRON CAN RALLY ANOTHER 10 RS . ๐ฅ
IN MY MEASURED OPINION ALL PATIENT INVESTOR WILL BE REWARDED IN THE LONG RUN
_Not SEBI registered advice. Estimates only - DYOR._
#VEDL #VOGL #DGML #GOLD #SILVER #DECCAN #MINES #CRUDE #BRENT #OIL #GAS #MULTIBAGGER #vedanta #iron #steel #visl #power #aluminum #vaml
@microcp2mltibgr Please show percentage as well bhai. It really motivates people to hold quality business for long term. Percentage is what eyes gets attracted to and remembers.
@notoriousjatt85 We all thought as everyone is getting education we will become Viksit Bharat for real. But there is even more corruption, that too in limelight like ethanol. And we are going backward sadly.