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prosperity
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Quote prosperity Replybullet Posted: 26/Sep/2006 at 5:49pm
Investor,
 
I just missed getting the preference shares by 1 month. I first entered into SunPharma in December 2003 ..
 
I also wish i had the preference shares just as you have
 
thanx
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Quote investor Replybullet Posted: 27/Sep/2006 at 12:23pm
hI Prosperity,

A small correction in my prev post - the Pref shares are of FV Re: 1 each.

Can you or Basant help me out here - what is the meaning of

6% Cumulative Redeemable Preference Shares ??

If i submit now in open offer, do i get just the FV of Re:1 for every share
that i have(240) or do i get 6% of the CMP or ...... i have no idea since this
is the first time experience with such kind of shares....

...SOMEONE PLEASE HELP!!


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Quote patnitin Replybullet Posted: 27/Sep/2006 at 12:51pm
Sorry! I think this post must have been in another section!But I don't know how to move it!
 
Hi Basantji,
 
Recently read a report that Kotak mahindra bank is going to demerge its securities business from its parent ,Will it unlock value and benefit kotak mahindra bank share holders?
I would like your valuable input pls.
 
Nitin


Edited by prnpani - 27/Sep/2006 at 4:02pm
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Quote basant Replybullet Posted: 27/Sep/2006 at 12:52pm
This probably means you would get interest for all these years and your money back at face value.
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vishal.sahay
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Quote vishal.sahay Replybullet Posted: 07/Jan/2007 at 2:18pm
Basantjee could you please tell me is it advisable to invest in Sun Pharma at current levels for longer term investment (2-3 years)? or there are other pharma bets better than sun pharma? I asked u specifically about other pharma bets, as Sun pharma is demerging its R&D divison may be some other big players like Reddy or Ranbaxy may be in future demerge its R&D divison which will also rerate the other stocks. So if you could help me about this it would be of great help.
Vishal
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Quote basant Replybullet Posted: 07/Jan/2007 at 6:57pm
I do not understand pharma companies in detail but going by financials and past records SUn Pharma is a must have for the portfolio as part of the pharma sector weightage.
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Quote prosperity Replybullet Posted: 07/Jan/2007 at 12:26pm
This is a LONGEST TERM stock that i believe in ...
 
"Lifestyle Diseases" like ones related to heart, mind, etc. would increase day by day and year by year ...
 
And Sun Pharma is THE LEADER in that ..
 
The Management is VERY GOOD ! 
Mr. Dilip Sanghvi has delivered in past soooo many years ..
 
This is ONE company which does not make soooo many noises and sounds but just focuses on delivering ...
 
Zero Debt Company
 
I believe this to be Warren Buffet Company because ...
 
1) The advantage this company has is - The growth driver is permanent and more needed 5-10-15-20-25 years down the line ... Since this is TOP LEVEL pharma company, IP (Intellectual Property) is the growth driver !! And as i said above, Lifestyle/stress diseases would become more prevalent with time.
 
2) The time to sell this is NEVER ..... (unlike TV18, Educomp, etc....)
 
 
And sample this: For past many many quarters (>16), the growth of Sun has ALWAYS been more than the pharma industry
 
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Quote equity analyst Replybullet Posted: 08/Jan/2007 at 6:23pm
hi prosperity,Can u help me with the date that they have fixed for the R&D Demerger.(Record date).
Thanks


Edited by equity analyst - 08/Jan/2007 at 6:25pm
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