I have revamped the portfolio and the revised list is
Advanced Enzime Technologies Ltd
One of its kind company, Industry is at nascent stage, large addressable market, Serving many industries, huge entry barriers, proven back ground, high return ratios, negligible competition, durable moat.
Software Products and services, at an inflection point and available at good valuations. More details in the thread http://forum.valuepickr.com/t/intense-technologies/7155
More than 30% growth is expected in calendar 2017 and 2018.
Fortunes of the industry are changing for better. More on the company on its thread. http://forum.valuepickr.com/t/avanti-feeds/218
One of its kind company, came out of uncertainties surrounding it like AAP winning Goa elections, Demonetisation affecting the foot palls etc. Started operations in Sikkim. http://forum.valuepickr.com/t/delta-corp-a-huge-but-risky-opportunity/337/37
A play on high uncertainty and low risk. High uncertainty because the merger with Ducon Technologies is yet to happen, Large projects for which Ducon Technologies has bid are yet to materialize, uncertainty about the group company (Nasdaq listed CEMTREX) is yet to subside. It is a play on environmental protection field. Technology intensive low competition and probably high margin business. Many uncertainties and hence attractive valuations.
Turnaround play, All set to present a very clean balance sheet. Large number of order wins, leased plant and capacity expansion should give good growth.
It is a text book case of how a company should be run. A leader in residential coolers. Industrial coolers and the acquisition in China are huge opportunities. A Play on GST.
Balance sheet revamp, after all the hard work over many years, the company is at an inflection point. The accumulated losses are set to be set off against share premium account. Even though it is only an accounting aspect, it is set to improve many ratios.
It is also a case of low valuation due to uncertainties. These uncertainties are set to clear soon. http://forum.valuepickr.com/t/virinchi-a-bet-not-to-be-missed/9445
A detailed presentation on the company http://www.virinchi.com/pdf/Virinchi_Investor_Presentation_14122016.pdf
Views on the portfolio are welcome.
Disclosure: The above stocks collectively constitute ninety percent of my portfolio