Monday, December 10, 2007

Looking out _ for 2008 risks

1) Phoenix international
major oil find _biggest in India, going for drilling by taking 100 crore loan for equipment etc.
(Azhar Faiz + Jai contribution)

2)Garware-Wall Ropes Ltd.

Invented a polymer which will be compulsorily used across Indian roads (layer under the tar layer) _ so imagine the revenue from sale / licensing
(Azhar Faiz + Jai contribution)

RIIL

triggers?
1) Jet Air + RIIL venture to build tier -II, III airports
Rumours ;-)
2) Jamnagar Petro chem SEZ
3) Hoards of engineers recruited for RIL

Shri Lakshmi Cotsyn

triggers?
1) Bonus / Rights issue
2) Sales figures (i.e a week or two before the results

STC _ State Trading Corporation of India

there are two triggers for STC, as per my understanding
1) Bonus RD
2) STC deals for wheat going thru nice and smooth...Last years deals created Furore around countries, for creating shortage of wheat around the world...Lets see how it goes this time.STC is going after coal and other deals (including commodities). the revenue figure should definetely increase over time and for long term, its definetely a good buy + hold.

Saturday, December 8, 2007

latest risks!

1. STC _ State Trading Corporation
2. SLC _ Shri Lakshmi Cotsyn
3. RIIL _ Reliance Industrial Infrastructure

RISK or HEDGE? answer is in your age!!

Are we working towards a certain goal?

is it career (lets call it CTC)
is it greed (lets call it financial muscle)
is it enlightenment (lets leave it as it is ;-) )