Tuesday, January 6, 2015

WATERBASE

January 06, 2015




WATERBASE - High potential stock  CMP-60





Company Profile


The Waterbase Limited is an aquaculture unit located at Nellore, Andra Pradesh 170 KM North of Chennai, India.

Waterbase is promoted by ‘Thapar Group’, a well known business conglomerates in India.

Our mission is to give customers the best value for money with our quality feed and processed Products.

Waterbase started operations in 1993 and have stood committed to following and disseminating the best aquaculture techniques. Today, we are one of the leading entrepreneurs in India with facilities that comprise a Shrimp feed plant, grow-out farms and a Shrimp processing facility.

Waterbase has played a key role in dissemination of scientific shrimp farming in India and provided training and support in farming techniques for successful crops.

Waterbase is equipped with shrimp feed mill which produces world class shrimp feed. Our latest achievement is in the production of organic feed.

Waterbase exports shrimps in different forms to quality conscious markets of Japan, USA and Europe - IQF, Block Frozen and Cooked. We also supply value-added shrimps to the customer needs. Our process plant is FDA listed, EU approved and Processing is as per HACCP guidelines.


FARMING

Waterbase is well known as pioneers in Indian Aquaculture Industry.

Model ponds are developed in Nellore for all kinds of Shrimp Farming.

Training is provided to farmers and general awareness programmes are conducted to disseminate the farming techniques:

* Pond Preparation
* Maintenance
* Water Management
* Feeding Cycles
* Use of Probiotics
* Harvesting Method

Research and Development


The Company gives great emphasis to Research and Development to ensure that farmers are provided with tested quality of Inputs to obtain Optimum Food Conversion Ratio (FCR) and help in good farm management.

Waterbase has dedicated Research and Development Farms to study the growth of Shrimps under various conditions.

Applied trials are conducted on:

* New Ingredients
* Advanced formulations
* Application of Probiotics and additives
* Ascertain ideal feeding cycles

FEED MILL

The Shrimp Feed Mill Started its commercial production in 1993. The Feed was well received by the Shrimp growing farmers in Coastal Districts of India. The salient feature of Feed Mill is

 ISO 9001 Certified Shrimp Feed Mill.
 Capacity 30,000 T.P.A.
 Feeds for Black Tiger, White (Vannamei), Macrobrachium Rosenbergii (Scampi)
 Continuous Research and Development to enhance quality of the Feed.


Waterbase believes that Shrimps growth is directly related with quality Feed. Our research facilities is engaged in creating highly nutritive Feeds with quality ingredients sourced from all over the world. Waterbase employs internationally renowned nutritionists to ensure that farmers get quality feed to suit variety of farming techniques such as extensive, modified – extensive and intensive.

Quality Assurance
* Exclusive Shrimp Feed producer with ISO certification.
* Raw material sourced from World / Indian renowned suppliers.
* Strict raw material inspection and purchase norms as per ISO Standards.
* Imported raw material certified by World-renowned certification agencies.
* Feed production is monitored at every stage to meet aquaculture needs of farmers.
* Unique method to test and ensure optimum Water Stability and Durability.
* Special equipments to test digestible proteins.
* Ensures excellent Feed Conversion Ratio (FCR)
Feed Marketing Network
Waterbase has a Feed distribution network of over 100 distributors and dealers, along the Coastal belt of India. The distribution network is supported by qualified and trained personnel who provide 24x7 services. They also assist farmers in farming techniques and advise the farmers on various developments in the Industry.

Organic Feed
The Government of India through MPEDA is planning to develop Indian Aquaculture Industry as a major ‘Organic Aquaculture Industry’ in Asia. Waterbase has been selected as the Indian Partner in implementing the ‘Organic Feed Programme’ . Our Feed Mill is certified for Organic Feed Production by Naturland, Germany, the only one company to produce Organic Feed in India at present.

PROCESS PLANT

Processed Under HACCP guidelines
FDA Listed
EU Approved

Conveyorised washing and Grading lines.
Plate Freezers - APV Baker, UK.
IQF Freezers - Koppens, Holland.
Cooking Line - Frigoscandia - Seamac, Denmark.
Quality Control Laboratory staffed with skilled and approved inspectors.
Effluent Treatment Plant for waste water disposal.
Processing Capacity 20MT - per day.
Cold Storage capacity - 400MT.
Product Range

Head on - Shell on - Block Frozen
Headless shell - on Block Frozen
IQF
Peeled Deveined Tail - on (PDTO)
Cooked value Added Products

CONCLUSION

Company is in evergreen business and  all factors are in favor of good future growth of the company. It has all required elements to become big multi-bagger stock. Investors can buy around cmp 60 and hold for long term.

Disc: I have vested interest in WATERBASE.



73 comments:

  1. Thanks mam and God bless you for starting this blog and sharing your potential investment ideas with us the small investors !!

    ReplyDelete
  2. Mem, the stock u chose for the first recoo look to be very promising though it is a very old co. I would like to point out a few things :
    1) Can you throw some light on scalability of business ?
    2) Is there sufficient moat for their business ?
    3) As they are catering to shrimp farms any natural calamity or outbreak of disease can harm the business unexpectedly. m I correct ?

    Any way mam, I am going to purchase my initial qty. today itself as an inaugural gesture of this blog and also it seems that I am the first person posting comments on your blog so am proud of it ! (Could not find any other comments from others !!)

    Thanks and regards,

    ReplyDelete
    Replies
    1. It will give very good return in future and very few cos listed in this field. Risk is integral part of any business but in this case reward is much higher than risk.

      Delete
  3. Thank you mam for this great initiative I am beginner in this field . My email id is jayansantosh@gmail .com . It would be a great help for me if I am blessed with an advance hint on your next multibagger prior to publishing here. I know it may be against the ethics but it would be great help for beginners like me. Sure operators will take the driver seat soon.thats why.Thanking you in advance Mam

    ReplyDelete
  4. mam,
    what is your opinion about Mold Tech Pack , is it worth holding?

    ReplyDelete
  5. Mam
    Since aquaculture farming is a risky business exposed to natural calamities how one can maintain average returns ?
    what is the investment tenure ?

    ReplyDelete
  6. Without risk there is no gain and more risk will reward more gain. Even after tsunami every thing become normal after one year. Major part of world population depends upon sea food. Increasing in population will increase the demand of food all over the world. No doubt waterbase business has survived in past 20 years and it will survive at least next 20 years. Before this tree was growing now it has started giving fruits.

    ReplyDelete
  7. Last few years Vannamei Culture in Vietnam/Thailand is a failure due to EMS &white spot issues. This year vannmei production is picking up in these countries. So Indian vannamei demand will come down. Not only that, Indian vannamei culture also doubled compared to last year. This will affect the profitability of the Aquaculture stocks. So be careful. Dont expect big jump (golden time-2012-2014].

    ReplyDelete
  8. Indian companies had established their market and will grow at least double digit growth in next three years. Waterbase is still very small company and have enough space to grow. It has very good quality products with international standards and well accepted in regulated markets like US, EU and Japan. Only producer of 'Organic Feed' in India.

    ReplyDelete
  9. Thanks for your comments.

    Yes you are right, scope for expansion is more in Water Base.

    ReplyDelete
  10. Kindly check NESCO . I think it is a good stock for long term. pls give me your view on NESCO.

    Established in 1939 April as the New Standard Engineering Co. Ltd. (NSE), the company is known as a pioneer in the tool manufacturing segment, as it brought into the country, world class processes and designs for the manufacture of a number of engineering products. Equipment such as forging hammers and presses, blowroom lines and high production cards for the textile industry; and sucker rod pumps for on-shore oil recovery were some of the main product lines that emerged as market leaders. As the products manufactured were high in quality, the company soon saw an incremental rise in its exports, and not only are it products market leaders in India, but also have found a niche overseas.

    In order to reflect on the various new avenues that the company was entering into, the promoters of the New Standard Engineering Company, decided to change the name to Nesco Limited. This reflected in the Company's transformation from a pure play Engineering Company to that of a diversified one, whose diversification entailed it to be a player in the services segment.

    Today, the Engineering Group of Nesco continues to be a leading provider of this equipment to the Indian Railways, numerous Ordnance Factories, and Forging Plants.

    While the company originally operated from Byculla, and set up two more plants at Parel and Santacruz. In 1959 it consolidated all these three operations and moved to a 70 acre estate on the Western Express Highway at Goregaon in Mumbai.

    In 1986, the company diversified into the realty business by developing and providing customized built-up space for multinational companies and leading corporates at Goregaon.

    In 1992, the company setup an exhibition centre - known as the Bombay Exhibition Centre - at its complex on the Western Express Highway at Goregaon, Mumbai. Starting with a hall area of 2,00,000 sq. ft., this has now been expanded to over 5,00,000 sq. ft. This venue, holds the distinction of being the largest exhibition center promoted by the private sector in India and has hosted over 500 national and international exhibitions,trade fairs, events since inception. What Sets this Venue apart from the rest, is the presence of various permanently air conditioned hall's ranging from an area of 2,000 Sq. Mts to 20,000 Sq. Mts.

    Milestones Achieved:

    First to bring into India, world class manufacturing process and product designs for Forging tools and pumps for on-shore oil recovery.

    First Private Exhibition Center located in the heart of Mumbai, just adjacent to the Western Express Highway, which serves as an important arterial road transporting goods to and from the City.

    A 100% Debt free company with considerable cash reserves.

    ReplyDelete
    Replies
    1. It is very good stock to have in portfolio. Hold it for decent gain. It will definitely give physical shape to 'Make in India' growth story.

      Delete
  11. RMS Shrimp Disease Could Lead to Shortfall Next Year

    The shrimp disease, Running Mortality Syndrome (RMS), has recently been detected on shrimp farms in Andhra Pradesh and Tamil Nadu, India, reported the Economic Times.

    Although the disease is not as devastating as EMS, it is expected to cause a shortfall next year.

    "Though we may be able to harvest the crop, the survival rate will be affected. We will be able to assess the damage only in the harvest for 2015-16," said Muthukaruppan, president of the Society of Aquaculture Professionals, speaking to the newspaper.

    The details of the disease are not yet known
    FYI only

    ReplyDelete
  12. Thanks for your view on NESCO.

    I have added Water Base, Nilkamal,Hubtamaki ppl,Dynamatic tech,& Dhunseri tea in my portfolio

    ReplyDelete
  13. Aquaculture stocks like avanti feeds/waterbase will correct minimum 20 % in very short span of time. Global prices for Vannamei prawns crashed. This will affect their export income. Farming activities also affected by some other issues. So feed business also will affect . This is short short term out look only. 1200/48
    This is FYI

    ReplyDelete
  14. Water Base near my tgt 48. otherone expecting 1200 very short period." Big issues waiting for this segment""

    ReplyDelete
    Replies
    1. It is better to buy in off season quarter and sell 50% in peak season ( June- Oct) and buy again to increase the holding.

      Delete
  15. ok madam. Now Vannamei prices recovering slowly.

    ReplyDelete
  16. Yes, hopefully it will improve 20% until Q2 result.

    ReplyDelete
  17. Thank you for this great idea.......

    ReplyDelete
  18. Hi Madam,

    Hope you are doing good. Thanks a lot for your blog to help novice small retail investors like me to pick rarely talked value equities...

    I have started accumulating Hawkins Cookers post weak Mar 2015 results..Do you believe Hawkins cookers a good bet for 5 year horizon ?

    Thanks again for your time
    -Vinay

    ReplyDelete
  19. If it will correct below 2000 than it is good buy level for long term investment.

    ReplyDelete
  20. Hi Madam,

    Many Thanks for your honest reply !

    Kind Regards,
    Vinay

    ReplyDelete
  21. mam, when u say waterbase is similar to avanti feeds you mean waterbase will be rs.2000 per share in 2 - 3 yrs

    ReplyDelete
    Replies
    1. There is big difference in equity base of both cos. It will trade in proportion to the PE of Avanti. EPS will rise in 2 to 3 and it will trade above 200 +

      Delete
  22. Mam is it still à Buy ?
    Has corrected à lot from 60

    ReplyDelete
  23. ur recommendations are truly far sighted & best of luck for future.u have been quite a help for new investors like me.i will get in touch with u on regular basis. my portfolio includes atul auto (510), suven (245), anuh pharma(645), premier explosives (285) & canfin homes (685).though I may have purchased these at some high price but I bought & I have forgotten as this would be a gift to my daughter.

    ReplyDelete
    Replies
    1. Even though you have bought it higher price but you will get good return in long run

      Delete
  24. Dear dolly Madam, As per your Recommendation I bought Waterbase and Xpro india Yesterday. May I know how much target I expect in both the scripts.

    ReplyDelete
  25. Mam I have invested in all the stock which you had recommended in your blog., but in small quantity. Thankyou very much mam for you wonderful work. May God bless you always.

    ReplyDelete
  26. Mam,

    I read all your blogs. Wonderful. I had invested in sanghi industries.. What is your opinion about this company. The share price is not moving ahead for the past 1 year. Do I need to hold ..or quit .?

    Regards
    Sams

    ReplyDelete
  27. I have not tracked above stock but the promoters Sanghi Ind have never recommended any divided to the share holders. I personally don't like to invest in such stocks. You can swap it with better growth stocks.

    ReplyDelete
  28. on waterbase management has not yet disclosed consideration of how the other co will be mergred with it like any capital dilution etc. please inform if you got any clue on this

    ReplyDelete
    Replies
    1. Hopefully small capital dilution will happen.

      Delete
  29. hello mam... love your recommandations .. i have just started investing in stock market.
    but made many losses because of watching stock recommandations on tv.
    i was searching for waterbase on internet and there i got your blog. i am a small investor so after reading it . i purchased 100 shares of waterbase at 53 levels. now trading near 100. thank for writing this blog , which gave me some confidence to buy waterbase. mam i have searched on internet about full details of companies. but was not able to get so much information that i have got through your single blog. i am crazy about stock market any love doing studies on shares. but not getting so much details as u get.


    mam , can you please tell me how do u get so much details about a co.
    i know its not a question to ask but i just want to study about every co. so as to get updated and before making any investment for long term , can get fully confident on fundamentals of company.


    thank you ...
    thank you...
    thank you...
    apki waterbase wali recommandation ke liye..

    mam, kuch bata sako toh bata na.. about gaining some knowledge on stocks.

    ok mam.. bye. gdnt...
    and thanks for helping guiding people. ;-)

    ReplyDelete
    Replies
    1. You are welcome on this blog.

      Please write your comment on first page so that I can find and reply it easily.

      Delete
    2. ok.. mam..:-)
      thank u...
      cant express my emotions but feeling blessed...:-)

      Delete
  30. First at all, GOD may bless you with good health and prosperity in your life.
    Than you for starting such a great noble work for new investor like us.
    kindly what are views on 1) Chaman lal seta exports 2) Coral fincial and housing
    regards

    ReplyDelete
    Replies
    1. Chamanlal Setia is good company with good branded products. Hold it for long term.

      Not tracking other stock

      Delete
  31. Avanti feeds crossed 3000 water base 110. Well done dolly madam. Waiting for new recommendations.

    ReplyDelete
  32. mam how is renuka sugar for long term???

    ReplyDelete
    Replies
    1. Realty, Banks and capital goods are trading at good discount. These stocks can give good return in the long run for sure but stay away from sugar stocks.

      Delete
  33. goodevening mam, today waterbase correction 10%. this time sell ya buy

    ReplyDelete
    Replies
    1. I have recommended all stocks in this blog for 300% to 1000% gain. 20 -30 % plus or minus will not make any difference. Yes, It is good opportunity to buy who unable to enter earlier.

      Delete
  34. please please please suggess only 1 stock from 6 -7 year price 2-10 rupees and my mail id satisukl92@gmail.com

    ReplyDelete
    Replies
    1. Sure, if I will find some stock in above range.

      Delete
  35. and this time enter or avoid skm egg products

    ReplyDelete
    Replies
    1. It always better to keep some stock than regret

      Delete
  36. Satish waterbase is a great pic for long term n u can make fresh investment on correction.

    But the stocks recommended . its not easy to find such stocks.
    Believe in investing not speculations.

    2- 10 rs stock... Come on...
    Wake up bro.. Its stock market.

    ReplyDelete
    Replies
    1. It will not correct that much. Even below 150 can be added for 3-4 years investment plan.

      Delete
  37. Dolly Mam,

    Waiting for your next recommendation. When will it be before or after Independence day :)

    Thanks.

    ReplyDelete
  38. thanks for suggess,i have intrested 2-10 rs stock because i see waterbase and skm egg products is 5-6 rupees 3-4 year ago. i buying 100 shares waterbase only 600 rs somethings 4-5 years ago and present my portfolio but no knowledge strong company fundamental then please suggess only 1 stock for better investment,because one chance has gone 4 year ago.

    ReplyDelete
    Replies
    1. Sure, we will find some turn around story in that range. It will take some time to find such stock.

      Delete
  39. and me personal search 3day ago kavit industries 9 rs but your advise not buying............your present advise my future

    ReplyDelete
    Replies
    1. This company is not doing any business. They are just trading their own stock. Find some better company with good products.

      Delete
  40. Respected Dolly mam, I am a flop investor and got hopeless. Please guide me how to recover my loss of 12 lakh rs in stock mkt.I have 3 lakhs capacity.

    ReplyDelete
    Replies
    1. You can recover your loss very easily in 2 - 3 years.

      Buy Technocraft, DTIL, Waterbase and New stock. allocate equal fund among four stocks and hold for 2-3 years.

      Delete
  41. kindly guide me mam i am holding 5000 water base bought at 140

    ReplyDelete
  42. Dear Madam,

    I just came across yr blog........i have been hearing about a certain " Dolly Khanna" since a while on the money control boards and was curious to know about you, hence i googled you and chanced upon yr blog.
    I would like to know if Waterbase is still a potential buy at current cmp?

    Regards,

    Vinay Pardhanani.

    ReplyDelete
  43. Its too good to believe that Dolly Khanna/Rajiv Khanna is writing in this blog to help small shareholders. If it is real hats off to you and take a bow

    ReplyDelete
  44. The Waterbase stock has been falling in the past one month. Hope there is no accounting fraud or any other event that is taking the stock down

    ReplyDelete
  45. Suggest me some good books on investing or which one is dolly khannas favorite

    ReplyDelete
  46. Madam, what is your views on waterbase in present market condition since it has fallen considerably now?I have some shares and can hold for 2-3 years too...

    ReplyDelete
  47. Mam is waterbase still a good investment option?

    ReplyDelete
  48. Mam I invested in waterbase for past 1year is it still worth to hold as other peers even newly listed Apex has also became multibagger but waterbase is still at 100 levels.

    ReplyDelete
  49. Dear Ma'am, can we invest into this stock now?

    ReplyDelete