Model Porfolio – Update 5

Subscribing to Wondela IPO, Actual Cash flow out will be based on allocation received later. We bid at cut off for INR 200,000.   Rationale Decent valuation ~ Available at 13-14 times of next year earnings, almost debt free Competent Management ~ V guard group had been efficient allocator of…
More »

The wait list Investing – Example of Selan Exploration

We added Selan exploration to model portfolio recently here is my detailed analysis. About SELAN is engaged in oil exploration and production of crude oil and natural gas. The seismic data acquisition being undertaken for the Company’s oilfields has been completed. The Company's oil fields are located in Bakrol, Indrora…
More »