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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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   Posted: 23/Jul/2007 at 12:26pm |
What has been the rate of growth in EPS, for past 2-3 years for AEL?
EPS Rs.51.10 for FY07 (Diluted), Rs.24.28 for FY06, Rs.12.57 for FY05..So the company is growing by 100%.
What kind of growth in EPS can be expected safely in the next 3-4 years for AEL?
My sense is that it should grow in the 70-100% for the next few years.
What is the addressable market in Rupee/Dollar terms, for the field AEL is into?
I have to find out this...It should be huge..
Is AEL the leader in whatever it is into? If yes, how close is its nearest competitor in revenue terms?
AEL is the only listed player in this space...So no comparison...
Your comments on the management or any views on the management that can be got from somewhere?
Mankekar dada has invested in the stock..needless to say more...I didnt know Mankekar has invested into this one..After knowing that ABN Amro holds means management is good...thats what i look for if any MF holds the stock..
Also, what got you interested into this one?
Plastic to energy technology...excellent business model...no pollution..great revenues expected by the management...Power shortage in India and high oil prices...but have to find out the cost of generating this energy... |
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 23/Jul/2007 at 1:13pm |
A PE-rerating could happen as it seems cheap at TTM. Thank you very much for the information Devesh ji, appreciate it really!
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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tyler_durden
Senior Member
Joined: 24/Oct/2006
Location: India
Online Status: Offline
Posts: 1615
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Posted: 23/Jul/2007 at 3:10pm |
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up 3 % today...
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If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
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Posts: 2296
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Posted: 23/Jul/2007 at 6:16pm |
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Soem smart people are reading thru the TED notes seriously (I wonder they are not rerading Dish TV ??)
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India_Bull forever Bull !
www.kapilcomedynights.com
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tyler_durden
Senior Member
Joined: 24/Oct/2006
Location: India
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Posts: 1615
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Posted: 23/Jul/2007 at 6:43pm |
Originally posted by SANDEEP
Soem smart people are reading thru the TED notes seriously (I wonder they are not rerading Dish TV ??) |
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ayega...iska no. bhi ayega...
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If you aren't fired with enthusiasm, you will be fired with enthusiasm.
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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Posted: 23/Jul/2007 at 10:05pm |
This are the two important points which management has mentioned in that CNBC interview:
So, the cost of energy, which we produce, will be much less compared to normal diesel or normal petrol.
We are looking at something like 800 megawatt in next three years. One megawatt is just like a windmill, one megawatt is about Rs 5-6 crore
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4000 crs in the next three years while the sales for FY07 was 367 crs..that means ten fold rise in turnover in just three years..thats amazing!!!!
Also, R&D is undertaken to process all other wastes such as refinery waste, e-waste,etc. The company is going to benefit from the carbon credits accruing to this new JV.
Mankekar bought AEL in the first quarter of this calendar year...Re-Rating is imminent....This stock will go neck-to-neck with Pantaloon or even more than that from returns point of view...
Any idea on how much plastic waste is generated in India????
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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deveshkayal
Senior Member
Joined: 04/Sep/2006
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Posts: 3903
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Posted: 23/Jul/2007 at 10:16pm |
Must read the great story of Alka Zadgoankar
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
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Posts: 9319
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Posted: 23/Jul/2007 at 10:26pm |
We are looking at something like 800 megawatt in next three years. One megawatt is just like a windmill, one megawatt is about Rs 5-6 crore
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4000 crs in the next three years while the sales for FY07 was 367 crs..that means ten fold rise in turnover in just three years..thats amazing!!!!
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Devesh, in my opinion what it actually means could be: to put wind mill of 1MW capacity it costs Rs. 5~6 Crores.
Please do check again & get reconfirmation from others on TED/company management.
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Life can only be understood backwards—but it must be lived forwards
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