I was searching abut Unisever few days back. Got this link
which @hrishikesh has pointed out. I read it and was puzzled on IBM think tank having this opinion. However this was old article. We(along with a friend) laughed on IBM having such insight in 2010 & let it pass as vested interest article due to IBM server business.
On Friday, latest SHP of Intense came. I do analysis of shareholding of core holding every quarter. I have a google sheet to track it. It does not matter much financially, however knowing about large shareholders gives me a comfort of being validated on thought process.
You can access the sheet from this link.
It was good to see that old large share holders were getting out. Most of shareholders with name like AKG FINVest ltd,
ISON Infotel pvt ltd, UNO metal are out. New shareholders have come in. As prices were rising , these large share holders were booking out, Most of these companies look like trading company. Not much info in public.
New entrants were Marwadi Shares and Finance Ltd.( No idea who are they??? )
Utsav Srivastava ( individual investor, as per Bajaar.me , this is only company where he holds 1% equity) ,I3 Infosystem Private Limited (http://isontechnologies.com/)
The Calcutta Stock Exchange Limited. ( Why did they buy ??). Is it bought for someone who wants to get from kolkata exchange. It puzzles me.
,I3 Infosystem Private Limited is interesting company. This is a company from ISON group. (http://www.isongrp.com/). This group works extensively in South African market. They are giving service to Telecom companies in this geography.
RAMESH AWTANEY is promoter of this company. As a seasoned MNC executive and technology leader with nearly two decades of experience in Telecommunications and IT, Ramesh has previously served global technology majors such as IBM, Ericsson, and ABB in ASEAN and APAC regions, where he pioneered high-value business models that had a lasting impact in transforming the telecom sector. Achieving the distinct track record of contracting multi-billion dollars of business during his tenure with IBM, Ramesh also executed the path-breaking IBM-Bharti IT outsourcing deal on a revenue-share basis for the first time, which went on to become a benchmark for the industry. The telecom outsourcing arrangement is a Harvard Business case study that has been discussed globally in more than 50 boardrooms, and has also been referenced in the Global Strategies for Emerging Asia. Earlier at Ericsson, he managed sales and operations of all India GSM business.
He is veteran in telecom industry . Begin IBM Asia PAC chief. He must be knowing Intense from very close quarters. This is called colored money in investment world. The money has value associated with. I hope this is long term money too. This comes with lot of faith in company solutions and promoters proof of execution. The IBM link and this developed adds to story. I hope he can help Intense in growing business in South Africa.
Stock has run up a lot and getting someone like him on board as co investor gives lots of confidence.
Disclosure:- No trade in counter since a quarter. No buying , No selling from last 30 days. I have it as core in my portfolio.