Dhir India Share Discussion Threads

[daytraders] 12/12/2011 14:09

Just had a read over on the threads of shares you suggested, im actually tempted, on reading i see someone mentioned SPFL also, thoughts on them ?

[moreforus] 12/12/2011 13:55

so nav..is a useful measure of a companies value ..but of course not the only measure....

[moreforus] 12/12/2011 13:55

i know...

sorry i tried really hard!

OCH is aa bulgarian property company - it obviously funds its assets with debt but through loans that are specifically secured against each property ..so the creditor cannot tap the other properties..looks like guess what..there has been a forced seller there..but a fund bought 5 mill shares about a week ago...same could happen here if we get a buyer

BIP ..Malaysian palm oil processor just ramping up production at a new plant - most of the nav is ...goodwill on what the management think the business is worth going forward...

[daytraders] 12/12/2011 13:49

BIP only 81% :) but OCH is 95%

[moreforus] 12/12/2011 13:43

OCH 3.625p vs 74p NAV

BIP 4p vs 21p NAV

[moreforus] 12/12/2011 13:33

...au contraire....

[moreforus] 12/12/2011 13:32

...au contraire....

[daytraders] 12/12/2011 13:31

Were at like 87% discount anyway, you will not find any company with that much discount.

[hugepants] 12/12/2011 12:53

zangdook - 9 Dec'11 - 16:18 - 499 of 509

...There are too many real companies with real assets and transparent accounts available at 50% or 60% or 70% discounts..


care to name some at 60%, 70% discounts?

[badtime] 09/12/2011 20:09

some peeps seem to b a tad harsh on zangdook.....and a little precious on this ''nav'' he has a point...i happen to hav a foot in both camps TEIF and only recently joined DHIR at 16p...at least with TEIF u can get a div whilst u wait...each stock has its merits...

Greed..how long are u prepared to wait?...do u feel the problem with this share is because india isn't hot yet? i thought there war other issues...certainly at this price i can feel a tad more comfy than someone who bought much higher up....but even i am wary over committing too much here.

IMHO

[christianf12] 09/12/2011 17:13

There has been and is still a seller forcing the share price down.

I think they are nearly finished : )

[greedfear] 09/12/2011 17:04

So if DHIR is able to get things done, sell and get paid, then we've got a problem of not being able to realize our profit.
You can buy this share but can't sell it! lol

No, all we have to do is wait. India will get hot again, be it not tomorrow, next month or next year, but it will happen and then DHIR shares will have an upcount to nav.

[greedfear] 09/12/2011 16:54

There hasn't been much trading so it's very illiquid. Answer enough?
I do not care if funds are illiquid as share price can get very low and I'm often in for the longer run. I don't care about making 20% today (and losing 18% tomorrow) I'm in for making 5, 10 or x-times my investment in a couple of years.

Is DHIR high risk? Probably. But in times of worry people get too risk avoiding (and thus not having an eye for risk-rewardratio)

People are sometimes crazy that way. [I've seen TV-shows in which they tried to give away money to people on the streets. A lot of them didn't accept.]

[zangdook] 09/12/2011 16:41

CF12

I have a clue but you can find out for yourself easily enough if you really try.

We seem to be speaking at cross-purposes. I've done my research. I'm not asking why the price has fallen. I'm asking something quite different. I've asked it three times, but not only does no-one have an answer, no-one who replies to me seems to understand the (pretty simple) question. That's a big flashing warning light IMV.

[greedfear] 09/12/2011 16:36

That's no valid argument. It's far easier for him to get his money out if he stays directly involved (via Shiva) as an investment manager.

[christianf12] 09/12/2011 16:31

coz he wants his money out also?

[greedfear] 09/12/2011 16:29

I admit I didn't do that much research on DHIR, maybe that's why there is something I do not understand or that I may have misread.

Key person is mr. DHIR. He's in the DHIR board, and with everything that the company does mr. Dhir is further involved. Legal work? Deal with a mr. Dhir company. Construction work? Again deal with a mr. Dhir company.

As far as I know Shiva consultants (the investment manager) is yet an another mr. Dhir company (or he's involved in it).

What surprises me is that DHIR Investments breaks up the relationship with Shiva.
What's the rationelle here? I don't get it.

[moreforus] 09/12/2011 16:24

zangdook .. no we have a clue!! 16p vs 125p NAV... why was it 90p in jan , why was it 40p a few months ago?

the fall here has nothing to do with pi;s not understanding the nav... we have all been buying - having suffered other stocks with forced sellers and overhangs where the stock dropped for absolutely no tangible reason it was always down to a seller in size without the sufficient demand to meet him (or her!)...

ZOL old management were selling out and the price collaped from 8p to 1.6p... however there was a buyer (in fact 2) and the price has since recovered... all that's needed here are buyers...

ASTR over the summer was trading at 0.35p...with a NAV of 2p... no one could work out why and every one kept saying its worth 2p....i bought some ..the fund wound up and everyone got ....2p..except me who sold at a nice profit but far too early!!!

[christianf12] 09/12/2011 16:20

lol

Ok.

I have a clue but you can find out for yourself easily enough if you really try. Maybe spend less time posting and more time researching and speaking with people.

Cash 35p, NAV 135p

sp to buy 16p

lmao

tick tock

[zangdook] 09/12/2011 16:18

CF12

pay 16p for what? DHIR? Not worth it when no-one seems to have a clue about what's going on. There are too many real companies with real assets and transparent accounts available at 50% or 60% or 70% discounts for me to buy into this bizarre monstrosity even at 80-odd%. I'm just keeping an eye here out of curiosity and because it may become interesting in future. And because I really don't understand what happened last year and AFAICS no-one else does either.

[moreforus] 09/12/2011 15:56

lol if its OCH thats a 74p NAV vs 3.25p to buy...

[christianf12] 09/12/2011 15:54

gf, not good if it's a bulgarian property co.

[moreforus] 09/12/2011 15:52

lol...

i think maybe if we can be the subject of the Blue Peter appeal this year...

this poor stock should be trading at 100p .. or more....at 15p it is looking in need of some buying...please collect your old milk bottle tops and donate to

Get DHIR up to anywhere near fair value appeal
c/o Blue Peter
BBC

[greedfear] 09/12/2011 15:51

How does nav 37, net cash 7 and share price 4 sound?

[christianf12] 09/12/2011 15:49

Zangdook

Just pay 16p