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tigershark
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Quote tigershark Replybullet Topic: panama petrochem
    Posted: 23/Nov/2006 at 8:52pm
produces petroleum jelly for the pharma and cosemetic industry, produces transformer oils, produces jelly for jelly filled cables this is the main business.last but not the least furnish various electricity boards and atomic research centers with thier required products.plants are based at ankeleswar and daman daman is a new plant and already 63% of the turnover has come from this plant.they have a technical tie up with lubcon of germany.fundamentals in breif- equity4.262crs mkt cap 50crs halfyrly turn over 80crs np 4.7 crs for the half yr eps of a little over 10half yrly.so annualised pe is roughly 5.8.with transformer ind growing telecom and cosemetics growing demand for product looks good on the flip side higher raw mat prices could affect margins mngmt says it has taken steps to control raw mat flucations.rj owns 1.71% of the cos equity 73008 shares.one can visit www.panamapetro.com for more bout the co.basant and senior members what do yu feel does it make a compelling case for investment what and who are the management anybody with some inclination pl throw some light
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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tigershark
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Quote tigershark Replybullet Posted: 23/Nov/2006 at 9:01pm
panama recently has had a tie up with petronas of malaysia to mkt their auto lube     syntium mr rayani md said he was confident of achiving a turnover of 200crs for 2007-08 from the automative business alone the malaysian partner may start playing a more active role in the second half of 2007 he said
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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vishal.sahay
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Quote vishal.sahay Replybullet Posted: 23/Nov/2006 at 9:12pm
its true that company is trading at cheap valuations and the next qtr resulst will also be very good. but the only concern witht his stock is that if the crude starts rsing then it will affect the operating margins of the company. it might also get affected by any rise in interest rates whihc might hurt its CAPEX plans.
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tigershark
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Quote tigershark Replybullet Posted: 23/Nov/2006 at 9:18pm
agreed and very true.CRUDE is the key factor also if yu see 2005-06 results their margins is 6.5% i feel they need to improve on that

Edited by tigershark - 23/Nov/2006 at 9:20pm
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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omshivaya
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Quote omshivaya Replybullet Posted: 23/Nov/2006 at 11:11pm
Remember Mark Mobious' interview with Udayan on CNBC-TV18, when he mentioned next "big thing" : "speciality chemicals".
 
 
Basant ji, could you please update us if there is any link here worth investing into or folllowing up?
 
A small inside research on this one from YOU(kindly)...as supposedly RJ has got into this and we have come to know of it early on and Mark Mobious interview.
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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basant
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Quote basant Replybullet Posted: 23/Nov/2006 at 9:26am
You know how good I am at these kind of companies so that is why I give it  a pass for someone else who knows this well.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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omshivaya
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Quote omshivaya Replybullet Posted: 23/Nov/2006 at 9:32am

Okiee Dokiee sir. Thank you very much.

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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manishdave
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Quote manishdave Replybullet Posted: 23/Nov/2006 at 10:43am
Foseco is in speciality chemicals. Good company thoug I dont track since few years.
Savita Chemicals is answer to castrol and its brand Idemitsu is getting stronger.
 
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