Author Topic: BCML -- Babri Cotton Mills Ltd  (Read 28206 times)

0 Members and 1 Guest are viewing this topic.

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
BCML -- Babri Cotton Mills Ltd
« Reply #-1 on: September 24, 2013, 10:19:30 AM »
All about Babri Cotton Mills Ltd
« Last Edit: September 16, 2014, 11:30:28 PM by M&M »
AGIC UNIC AICL KML FASM BTL JDMT

Pakinvestorsguide

BCML -- Babri Cotton Mills Ltd
« Reply #-1 on: September 24, 2013, 10:19:30 AM »

Offline SBM

  • Master Troll
  • Administrator
  • Senior Member
  • *****
  • Posts: 10797
  • Thanks Received: 100
  • Ouulman :)
    • View Profile
I hate waking up.

Offline Hamid Mamraiz

  • Active Member
  • ***
  • Posts: 638
  • Thanks Received: 17
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #1 on: September 24, 2013, 01:32:29 PM »
Book Value Of BCML is around 150 .....
Trend is your friend. Never go against the Trend.

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
AGIC UNIC AICL KML FASM BTL JDMT

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #3 on: September 24, 2013, 02:24:30 PM »
Book Value Of BCML is around 150 .....

book value including valuation gains is i think more than 300.

thanks to rupee depreciation. plus the land they have is in the city.
AGIC UNIC AICL KML FASM BTL JDMT

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #4 on: September 24, 2013, 10:14:25 PM »
most of the people think why the company has not paid cash dividend this year while it earned 58.8 per shares: The answer is here:

-during 9 months the company earned 39.16 rupees and use this money to pay of principal long term debt by 39.14 per share (source march financial).
 so the company used all the profitability to pay of long term debt.

-during the fourth quarter, the company earned 19 rupees and it should have used most of it in paying current portion of long term debt.

-the benefit of paying long term debt is 1) increase in free cash flows next year by about 50 rupees 2) ability to fund capex through internal cash flows 3) ability to pay good dividends 4) ability to reduce short term bank borrowings significantly. As of march company had short term debt of about 74 per share 5) reduction in finance cost by about 7 per share (pre tax) due to reduction in long term debt.

the share is trading at almost PE OF 1 which is a valuation disaster for any company. Buy as per my opinion, should trade at pe of 3.
AGIC UNIC AICL KML FASM BTL JDMT

Offline Salammembers

  • Senior Member
  • *****
  • Posts: 5536
  • Thanks Received: 26
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #5 on: September 24, 2013, 11:01:50 PM »
Value bro,
without regular and good payout baat nahi bannaay Gee,
v r living in super fast tech era tu haar koi millionaire nahi
aab overnight billionaire k dreams dhaikta haay,
hence junta  got no time to bay and wait patiently for fasm, rewm ,bcml, ksbp etc like
scrips anticipated flight

Offline Hamid Mamraiz

  • Active Member
  • ***
  • Posts: 638
  • Thanks Received: 17
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #6 on: September 25, 2013, 11:27:59 AM »
From 2004-2013, Babri cotton just paid 15% bonus shares in 2010.... No cash dividend in last 10 years.....
Trend is your friend. Never go against the Trend.

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #7 on: September 25, 2013, 11:45:22 AM »
it will have ability to pay this year..
AGIC UNIC AICL KML FASM BTL JDMT

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #8 on: October 24, 2013, 07:03:00 PM »
buy bcml with target of 150 in one year.

first quarter eps expected at around 15 per share.
AGIC UNIC AICL KML FASM BTL JDMT

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #9 on: October 26, 2013, 09:27:55 AM »
first quarter expected at 15 per share
AGIC UNIC AICL KML FASM BTL JDMT

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #10 on: October 29, 2013, 01:54:42 PM »
first quarter expected at 15 per share

actual eps 16.3

183% higher as compared to same period last year.

67% reduction in finance cost

55% increase in gross profit.

results are almost similar to 4th quarter and hence no impact of electricity cost.

strong buy call, target 250
AGIC UNIC AICL KML FASM BTL JDMT

Offline Rizwan Bhatti

  • Junior Member
  • **
  • Posts: 338
  • Thanks Received: 1
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #11 on: October 29, 2013, 02:09:03 PM »
first quarter expected at 15 per share

actual eps 16.3

183% higher as compared to same period last year.

67% reduction in finance cost

55% increase in gross profit.

results are almost similar to 4th quarter and hence no impact of electricity cost.

strong buy call, target 250

250 :laugh:

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #12 on: October 30, 2013, 10:20:42 AM »
 :clap1: :clap1:

AGIC UNIC AICL KML FASM BTL JDMT

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #13 on: November 01, 2013, 09:45:07 AM »
first quarter expected at 15 per share

actual eps 16.3

183% higher as compared to same period last year.

67% reduction in finance cost

55% increase in gross profit.

results are almost similar to 4th quarter and hence no impact of electricity cost.

strong buy call, target 250

250 :laugh:

71.94, added i think 15 rupees in last 5-10 days.

AGIC UNIC AICL KML FASM BTL JDMT

Offline ib77

  • New Member
  • *
  • Posts: 23
  • Thanks Received: 0
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #14 on: November 11, 2013, 10:53:40 AM »
first quarter expected at 15 per share

actual eps 16.3

183% higher as compared to same period last year.

67% reduction in finance cost

55% increase in gross profit.

results are almost similar to 4th quarter and hence no impact of electricity cost.

strong buy call, target 250

250 :laugh:

71.94, added i think 15 rupees in last 5-10 days.

It is floor today

Offline invincible

  • Senior Member
  • *****
  • Posts: 2598
  • Thanks Received: 13
    • View Profile

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
AGIC UNIC AICL KML FASM BTL JDMT

Offline invincible

  • Senior Member
  • *****
  • Posts: 2598
  • Thanks Received: 13
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #17 on: November 19, 2013, 11:36:26 PM »

Offline Valueestimator

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 2525
  • Thanks Received: 300
    • View Profile
Re: BCML -- Babri Cotton Mills Ltd
« Reply #18 on: November 20, 2013, 08:11:13 AM »
AGIC UNIC AICL KML FASM BTL JDMT

Tags: Board Election