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nsb35  
Joined on : 27th-Mar-2006
Belongs to :  New
Posted : 26 messages
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26 Sep 2008 12:44
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Where are you Mr. Murthy ==============enjoying your old========monk or busy diluting your Fertiliser portfolio worth 40 lakh? please send your valuable inputs=========regards========nsb35...
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26 Sep 2008 12:39
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Thanks,

An ambitious effort does this spoilt brat--VM has money to compete against RIL?? He has burnt his fingers in MCF and no sign of recevery before 2011, just to augment his position in Fertilisers by taking a little more advantageous location in terms of GAS supply may not boost his position to sustain MCF itself. He must think radically as to how he can reduce the gestation of getting gas to Mangalore by March 2010 when subsidy policy expires. He says it will cost 45 crores to get the gas to Mangalore so what is the big deal if he achieves a longterm goal. This is nothing big as compared to his famous celibrity yatch or mid-air parties gulping 5-10 crores each.

He should probably look a selling MCF stake to some one like reliance or TATA for diluting his low priority.

Regards,
nsb35...
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Dear Guest,

Stunning insider story for REL. If all that is true then REL would be in the range of 20-23 Rs. in 30 days from now. It is true that the momentum is not according to the market and it is unidirectional ie down down down down down down........... These facts are chilling and shows the way to doomsday for REL.

You seem to be a victim of REL (either ex-employee or a betrayed trader who have been sucked by REL). Thanks for sharing the info. I would appreciate if you could post your concerns with a valid ID so that it can carry lot of weightage and benefit the gullible investors.


As a contrarian when I got a detailed report of REL from Emkay Stocks it shows very consolidated fundamentally strong company. If you analyes the report carefully no investor can stay away at these levels.

Unfortunatley being the darling of FIIs fro so many months and they are selling this at crazy levels is the real culprit combined with slowdown. If one can beleive the report compiled by Emkay with bloomberg then I do not mind allocating another Rs70-100k on this stock as it is bound to come back to the limelight when market improves. I am sure the promoters may be considering seriously to raise thier holding at these levels.

Please share your realy identity and some more facts with us so that we can take a decision either to book huge losses or a final attempt to average at lower level. My holding capacity is upto 3-5 years if there is a chanve of crossing 300.

I would appreciate if Emkay stock can also give recent inputs to substantiate their 5 months old understanding on the scrip.

Thanks,

nsb35
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25 Sep 2008 14:10
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Mallya still does not have priority for MCF.
what will happen mallya only knows.

Quote

On the issue of Mangalore Chemicals & Fertilisers converting from naptha to gas before 2010, Mr Mallya said it will cost about Rs 45 crore to carry out this exercise. But, he said, no decision has been taken on which company will provide them the gas.

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19 Sep 2008 13:40
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Dear Mr. Murthy,

I have tracked almost all postings on fertilisers and have seen you bullish. I am convinced that fertilisers is the story to be enchashed in next 2-3 years so now is the time to invest. My query remains that which is the company on priority to look at. So that one ca re-allocate its resources and invest accordingly.
Mangalore is not likely to get its gas before March 2011 which is good one year later from the GOI's oxygen of subsidy.
There seems to be no major positive trigger on this counter unless a strategis equity transfer to a major group looking to diversify in fertilisers.
Landbank claim is a fraud as per the annual report nothing great than their normal requirement is available on their hands.
So what is it that keeps the boarders motivated to come back to this board and ignore others like nagarjuna,chambal, FCI, Deepak, TATA, Coromandel etc.

Please advise us.

Regards
nsb35...
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19 Sep 2008 13:16
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Does anyone knows what's happening in the AGM being held in New Delhi today...........? Please bring the news on the board and let others also benefit as I am deep in red on this scrip. nsb35...
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Jagdish Ji

I am referring to Big Bull's post. His style is obvious to every one as it is mostly cut and paste with no creative thinking. Every one keep away from his recos as these are "castles of cards".

I am still stuck in Bhagyanagar and I can hold it for next 4-5 years at 100 level.

Thanks
NSB35 ...
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