Diana Horton

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  • in reply to: General Discussion #5832
    Diana Horton
    Registered Boarder

    Dear BCGians

    As discussed before, we are waiting on a few closures

    1. Closure of Preferential Offer
    2. Closure of Bank loan
    3. Closure of the Previous Fii fund
    4. Closure of the Daum scenario in a staged process

    Regarding the Preferential Offer, we already know the proceedings happening and hopefully we are at the Final stages of process

    With Flow of the Funds from Preferential Offer, The Bank Loan closure should follow.

    As we know the Analyst meet is going to be in around 2 week’s time, It would imagine that the Management would try to finish it off, before that, I guess. Hope that the Bankers are not that Rigid and give us some flexibility regarding the Total amount to be paid, as stated by the promoter during the last conference call.

    Based on the Conference call, the Promoter said that the Exit of the PE investor is happening aswell. Now, the Big question is, Is it going to be an Insider buy or an Organised external buy. If it is going to be an Insider purchase, then, the window of exit is narrow, especially, if it is happening in this quarter. We have got this whole month for that to materialise. If not, It will slip to the Month of May. On the contrary, If this is going to be an External purchase, Then, It dosent matter. But, The Fii Fund is also under duress because of the short span of time available for exit.

    As the announcements and Updates given to us, Regarding Daum, Its a matter of Signing of the deal and the Process of staged fund transfer to materialise. With the Preferential Offer Fund coming in, I guess, that process also will Kick start on Face value. The whole process to get completed , if it is a staged completion , then , we are looking at a Few months for the whole process to be done and dusted with , depending upon the arrangement. As and when . Every event happens in this presumed staged process, Further momentum and impetus will be gained by the BCG in the eyes of the Markets

    Bye For now

    DH

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    in reply to: General Discussion #5805
    Diana Horton
    Registered Boarder

    Dear BCGians

    The ANALYST meet announcement is in line with the promise the promoter made during the conference call.It has got tremendous importance.When the company call for such meetings,there are two derivations

    The first one being,those who are both both aware and unaware and for those who are sitting in the sidelines- letting them know that,look at me..here I am. Buy me if you want to. Buy me, if you can.

    Indirectly it also means, almost all of our background issues are being|been resolved.will be able to answer all the questions that one may pose.Its a challenge to the open markets, stating that , analyze us, if you want.After 5 difficult years, we are essentially coming out and are going to break all the shackles.

    Third point, in my observation is: Usually, Analyst call, happens at 5 to 10 pe,when the stock gets converted from either a penny to small cap or from small cap to mid cap etc.It also happens to give exit for the small multitude of retail investors to be replaced by the institutional biggies.

    In our situation, we are still,and are trading at less than 1 pe.So, in my personal opinion, at this juncture, we might not get too much of institutional interest.But, it’ll make the II guys to look upon us.They will look upon but will shrug Thier shoulders stating…. NAA… Not my cup of tea…NAA.. not at this time.

    But, the equation,I would expect is, this particular announcement, will kindle the markets interest in general.Those who are sitting in the sidelines, will try to enter into it slowly.This certainly will lead on to disproportionate and imbalance in demand supply ratio, considering the bullishness of the company management.This in itself without too much ii participants might be able to get all of us to a decent market valuation.

    Further to this, as explained in the conference call, there are a lot of actions that are happening in the background for which the closing needs to be seen.Closure can be visualised in the form of announcements to the boards, one after another slowly and steadily,taking the football to the goal post of decent market valuation.

    The conference call for Analysts, are not just one off.its quarterly..ITS QUARTERLY..which means.. As and when, the stock reaches the trading figures,of decent pe, it will fall into the radar of ii.Thats when the real compounded appreciation will happen.ie, when II guys enter at the pe, of what Thier inclusion criteria meets, the stock, can double or triple, from the then valuation.Affle, typically, has tripled, since inception, purely because of ii interest and I am sure, we will not be an exclusion.

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    in reply to: General Discussion #5788
    Diana Horton
    Registered Boarder

    Since December 2019, The Management of the company has taken a very Positiive Tone.

    The word, INFLECTION POINT has been used rather Authoritatively by the promoter. A very Good and Positive sign.

    Since then, The Management has shown a Very Good Positive Attitude and has been Engaging withn the Investor community.

    Majority of the Background Hurdles are being Sucessfully handled by the management and The end Point and Light at the end of the tunnel is becoming slowly and steadily Visible.

    As there is Good Management Participation noted and as this Forum is Free from Troll and Bias, after a Long period of observation,I am trying to Re engage with you all in the my Original name DH, especially for those who followed me in the MMB and supported me.

    Hope the Good Correspondence and in Essence the Reflective Action be seen accordingly from all the Good action taken by the Management.

    Yours … DH

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    in reply to: General Discussion #5786
    Diana Horton
    Registered Boarder

    I am Re posting my Post in the MMB board that I posted on 21st of Oct 2017, Diwali day….in response to One Boarder HWills…

    There are two things that you should be taking into consideration. First is How the company is doing and second the Markets. Traditionally speaking, Markets will follow the Fundamentals. Thats the Global truth… But there are exceptions under in extra ordinary circumstances. Lets First of all deal the Fundamentals……As regards to the Fundamentals of the company, As I have re iterated on Umpty number of occasions, there are No Major Flaws.

    The company has been successfully conducting the business for many number of years and has been showing constant increase in the PAT YOY. You can check the same by yourselves. Both Topline and Bottom line has been ever increasing. Brightcom is a Feather in LILs Cap.LIL is not only into arbitrage play , but also into Tech aspect of DM business. They have established Good working relationship with a lot of quite big names, even with FB and Google… This business has been doing well so far , PROFITABLY… Now Profitable is an Arrogant word…. This can make one be satisfied as If One has Conquered the world and can sit on it, Boasting … But the Promoter entrepreneur, dosent want to sit on it satisfied… He has a Futuristic vision… He puts himselves in the Futuristic shoe and has been moving his pawns accordingly so that, SLACK or Lethargy dosent happen…The Integration of IOT and its Future capabilities, Forethought of BCT and its application in DM sector, E- commerce as a solid media for both DM and Data(Lycos Media and APLY), in Conglomeration with future application of both AI and ML. This is FUTURE. The promoter has seen this and is positioning himselves so that LIL will Gear Up to the Growing needs of the Immediate future.

    DM sector has been ill Understood by the markets. Still Markets categorise LIL as a Tech Company. But , Its not… There was no comparison for LIL in Indian Market (Listed). There is a Very Very Very small company that has sprung up in the market very recently, which , I suppose u would have learnt about it aswell…. But the realisation wont be far too long….

    Now coming to the second aspect of Markets and LIL… As I re iterated earlier, Markets follows fundamentals. But there are exception circumstances. LIL is a solid company with Good Fundamentals. But, One has to undertand, that there is a Legal issue going behind the scene. Markets hates The word-Legal Issue and also It hates the word -Uncertainty… The stock has taken a Plunge.Legal issues takes its sweet own time as both parties will, be fighting in thier own interest and the same has been happening here. The promoter has been updating us, constantly. WO fall Out was infact depressing. But, I am sure the promoter , should be actively pursuing other modalities of revenue to pay the other party off…

    In Nutshell… The Fundamentals of LIL is good IMHO. Markets has beaten the stock, because of the Ongoing issue. Once, the Issue is sorted,I expect/suspect that, Lycos will start realising its Lost Glory from the market perspective.

    If u believe in LIL, position yourselves and SIPP and be on HOLD mode on the sidelines… If u are in Doubt, Pull out… If U are a Naysayer, Dont even bother…

    But, Dont be influenced, either by my words or by the words floating in the social media. Do ur Own research, Convince yourselves and If so act upon…I have done mine and have Positioned myself nicely…. Best wishes….Hope this helps.DH

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    in reply to: General Discussion #5785
    Diana Horton
    Registered Boarder

    Dear BCGians…

    My Dear Friends, Followers and Retail Investors.

    Many of the Longtermers would have known me as DH, in the MMB board.

    I used to write in the board about the then Lycos(Lycos Internet Ltd -LIL)

    LIL became BCG with time…

    In this forum, I was writing in the name of Platinumember.

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    in reply to: Conference Call – 22nd Feb 2020 #5607
    Diana Horton
    Registered Boarder

    All these are not News to augment Fundamentals of the company, but, of certain importance that may augment the the expectations of the markets

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    in reply to: Conference Call – 22nd Feb 2020 #5606
    Diana Horton
    Registered Boarder

    The news that we are expecting are

    1. Preferential allotment
    2. Daum Deal Signature
    3. Bank Loan Closure
    4. Exit of the PE investor

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    in reply to: Conference Call – 22nd Feb 2020 #5605
    Diana Horton
    Registered Boarder

    Having said that, the News outage from the true developments of the company, should see it to greater hieghts, I hope and truly wish

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    in reply to: Conference Call – 22nd Feb 2020 #5604
    Diana Horton
    Registered Boarder

    Hopefully Analyst call notification this weekend.As the stock is trading less than one PE, I suspect this might not kindle interest amonst whom so ever may attend, which is understandable. The promoter himselves has conceded that.

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    in reply to: Conference Call – 22nd Feb 2020 #5443
    Diana Horton
    Registered Boarder

    infact, Shoumik… I am getting bored of giving response to all your accusations and allegations.If you have concrete evidence , Kindly post here and I will be the first person to be with you in scrutinising the same. You see to be throwing accusations in thin air without any valid evidence based on your fancied theories

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    in reply to: Conference Call – 22nd Feb 2020 #5442
    Diana Horton
    Registered Boarder

    He did not mention anything about the allotment of preference shares to his friend and not to one which we would all love to hear according to him. His friend is only a proxy and he will have all these new shares as well within sometime down the lane.

    When the company has been in need of the funds, and when the stock price was hanging low- Shoumik- Did you buy the stock or did you pity the company and Loan the Company????? You state you are a stake holder. You on the other hand, always wanted to look after your own personal wealth, rather than looking out and helping the company where you are invested to pluck the low hanging fruit! You are a share holder means, you own a part of the company. If by personal choice, you went to the management and stated , I would like to help the management solve the pending issue, which clearly you don’t appear to do so. Once again , you seem to be throwing accusations in thin air, at your own will. What evidence do you have to state the friend is a Proxy? Do you have any evidence to substantiate your accusation?

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    in reply to: Conference Call – 22nd Feb 2020 #5441
    Diana Horton
    Registered Boarder

    The goenka accounts will ensure that they get those shares at a reasonable price and not allow the share price to move up until SKR catch hold of each and every share which OAK has.

    Has the promoters account swelled so far? What evidence do you have to falsly accuse and proclaim that the goenkas helped SKR to catch hold of each and every share? It has been 6 years so far. The promoters hasn’t purchased anything which is reflected in the shp, that I can see. If you have any evidence, Kindly present here

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    in reply to: Conference Call – 22nd Feb 2020 #5440
    Diana Horton
    Registered Boarder

    AFFLE: If Affle has tripled, its because, they don’t have issues. BCG hasn’t because , all the issues are being sorted.The stock is at the cusp. The Management themselves stated that they are at the inflection point. Now, If you patiently wait, it is a Possibility that BCG might trade at equivalent PE in 2 years down the line. Are you willing to stay?

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    in reply to: Conference Call – 22nd Feb 2020 #5439
    Diana Horton
    Registered Boarder

    Oak:- Okay, Do you have money with you to buy them off? If so , approach them and buy off them. See, sorting this big a quantity at the rate that is available is easy to manage.Rather, letting that quantity loose on the way up. If you yourselves don’t have the money power to buy at this rate, what Money power you will be having if the rate goes up? You state Oak has been strangled?!!! What evidence do you have? The management stated that, they have organised a buyer and that too, an organised sale. Why would Oak, go for organised sale , if they are strangled??!!They would have showed their revenge…

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    in reply to: Conference Call – 22nd Feb 2020 #5438
    Diana Horton
    Registered Boarder

    Goenkas: AS they are a Big entity, their name becomes prominent. They appear to be Traders in addition. You as a investor might also be a trader. But your name might not come under limelight. Look , the Goenkas, will be participating in the Conference call aswell, as like yourselves. The management stated that, if you have any concrete evidence, bring it to them. Have you got any concrete evidence. If so, Share it with us here. We will also be happy to scrutinise this. Without any hard core evidence, just because that particular group has big holding and trading, One cannot accuse of anything one wants..

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    in reply to: Conference Call – 22nd Feb 2020 #5437
    Diana Horton
    Registered Boarder

    Timing of Global audit: I am in the banking sector aswell. I also know, as to how long the auditing takes place. WE are talking about Mammoth, Multinational Audting of a Year. Kpal, has mentioned that, It might take till Mid May. Someothers have given other timelines. There is a lot about which part is going to be audited aswell. Initially, people were stating there were no audited figures available. Now the management has made it clear, that the Conglomerates figures will be audited. There are multiple uses available of preparing the AUDITED figures of this specific entity. That too, the entity i based in USA. Imagine the advantages of Outside listing

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    in reply to: Conference Call – 22nd Feb 2020 #5436
    Diana Horton
    Registered Boarder

    Reason for not disclosing the name of the global auditor:- Untill Global auditor was employed, people were mourning about, Not having a Reputed Global auditor. Now , there is a Global auditor who has been appointed. Why does it bother you??? Even without a Global Auditor being employed, You have invested 2 million shares.So, whats the issue here? If the Management states, they have a reputed auditor has been employed. Not the Big 4 but One of the top notch ones. You can Imagine whatever you want within the Top10.Now, pick one between top 5 to 10. Now that you have imagined, and picked a name. What difference has it made for you?????

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    in reply to: Conference Call – 22nd Feb 2020 #5435
    Diana Horton
    Registered Boarder

    The Korea travel story is all fraud. I was to put in one of the writeup. If only i had he would not have been able to use this line.

    What evidence have you got for your statement? Are you an insider?

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    in reply to: Conference Call – 22nd Feb 2020 #5434
    Diana Horton
    Registered Boarder

    Getting dollars in the bowl in the name of some different company:- The Diffrent company is a Conglomerate of all the Subs and is 100% owned by the parent. I don’t understand , whats the issue there??!!

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    in reply to: Conference Call – 22nd Feb 2020 #5433
    Diana Horton
    Registered Boarder

    Ofcourse reason for going to United States for availing finance is because; all the Earnings are coming from Subs outside India. In India , already 3 loans were there.

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Viewing 20 posts - 101 through 120 (of 185 total)