tag:blogger.com,1999:blog-5297910739720462639.post1958222951850977861..comments2024-01-24T01:06:55.788-08:00Comments on Intelsense Capital Blog: Tide Water Oil LtdUnknownnoreply@blogger.comBlogger6125tag:blogger.com,1999:blog-5297910739720462639.post-85694661988444092762012-06-18T01:44:21.138-07:002012-06-18T01:44:21.138-07:00This comment has been removed by the author.Anonymoushttps://www.blogger.com/profile/13165056104146157883noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-26920717800835672772012-06-17T22:02:29.807-07:002012-06-17T22:02:29.807-07:00Hi Achin, They would sell to a new promoter. And i...Hi Achin, They would sell to a new promoter. And it is more likely than not to be some established player in the market.<br />As for valuation and comparing with Castrol, as I mentioned in my reply to him, I agree with Prabhakar. But the gap in valuation is large. A good promoter maybe a shot in the arm for the stock.Abhishekhttps://www.blogger.com/profile/10981230195604730299noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-24683673811336991312012-06-16T19:22:59.678-07:002012-06-16T19:22:59.678-07:00Just came across your blog due to Tide post...If A...Just came across your blog due to Tide post...If Andrew Yule / United Insurance and LIC sell their stake .. who would be the promoter! I see a chance of a private placement or aggressive take over (question is can anyone do later)<br />I agree with Prabhakar on payout front too. Market gives premium to companies who share wealth with shareholders.shiachinhttps://www.blogger.com/profile/09717629892931206761noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-78985983658877998342012-06-13T23:56:20.630-07:002012-06-13T23:56:20.630-07:00You are right. That is why Castrol is at 25 PE and...You are right. That is why Castrol is at 25 PE and Tide at 10. The trigger for re-rating is likely when it is sold to a private party.Abhishekhttps://www.blogger.com/profile/10981230195604730299noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-16045871267255423992012-06-13T09:20:57.261-07:002012-06-13T09:20:57.261-07:00This company and Castrol are not comparable in my ...This company and Castrol are not comparable in my opinion, atleast not from the valuation point of view because of such huge difference in earnings payout. Unless tide starts paying out earnings as dividends like Castrol does i doubt if it will be rerated.Anonymoushttps://www.blogger.com/profile/15815700549740984018noreply@blogger.comtag:blogger.com,1999:blog-5297910739720462639.post-6958826510157931132012-06-11T19:50:14.681-07:002012-06-11T19:50:14.681-07:00Nice post. To add to that, Standard Greases and Sp...Nice post. To add to that, Standard Greases and Specialities now holds 23.24 per cent stake in the company, just 1.76 per cent short of trigerring an open offer. This company can emerge as leading contender when divestment process goes through.<br /><br />RegardsJagadeeshttps://www.blogger.com/profile/11592547705528117225noreply@blogger.com