I agree with sonu11.. Those invested in south sugar mills will reap bumper profits. Top picks are sakthi,renuka,dharani and ugar....

Sonu, South is under the rule of its local parties thats why sugar mills here are breathing easy. Congress politicking in local affairs is minimal....

sonu11-Sakthi Sugars is in South India!!South India could be more peaceful,progressive and profitable. ...

The sad problem is the so called educated middle class is living in its own world irrelevant to the real India. The other day, one of the trader here tells me India is not agricultural based any more since only 19% of the GDP is from that sector. Granted half knowledge is dangerous, this kind of stoopid knowedge is deadly. 60% of the labor force in India is in agricultural sector. When 60% of your people produce 19% of your GDP, any moron can tell there is lot of inefficiency, waste and room for improvement. Instead this guy wants more Nano sold to farmers and rockets sent to moon for India to become a asuper power as soon as possiblr. I pity the moron. The shocking fact is that moron like him are in decision making positions in the GOI. Manufacturing is too hard, they all want BPO and easy low wage IT moneey....

how much FCCBs are outstanding? at what rate of conversion? ...

Country Club is not going to report Q2 as losses. Its just the whole global rebalancing happening for now. So just wait and watch for the results as its a festive season and resorts & hotels are packed with guests. ...

Re.1 or Re.2 per share is not little dividend amount......

Whatever they find , goes to promoters , they will give Rs.1/- as dividend to shareholders, you can make money amoung shareholders, nothing more coming from company....

Wonder why one ever wish to buy Sugar stocks having their mills in UP?

Buy Sugar stocks of companies having their mills in South.

UP will remain disturbed for the next 3 years. Politics you know.

Sugar mills in south are paying 180-190 per Quintal to farmer yeild is 10-20% better than UP Bihar.

UP Bihar yeild is 10-20% less yet they wish 280 and now will settle for nothing less than 210/- after all Rahul Bhaiya is with them.

Scale of operation is good but with scale one should look profitability ; UP mills could never deliver comparable results to their southern counterparts.

Now the focus of Investors shold tilt towards south , peaceful and profitable.

Disclaimer: I have interest in Sugar Sector.
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But wait...

Incidently the process of decoupling India from the rest of the world started only in Oct 08.

This process is yet to gain acceptance ; but trust me Preface of Indian story is already written by now may be the first chapter is written and already published.

India need lots of capital for its growth ; GoI need to distribute it in rural areas ( reral employment guarantee scheme is good step ; Hope GoI equally emphesises on agriculture else ... doom )_ and not through salary increase of its babudom.

We need to increase consumption not inflation we need to create lots of capacity and production.
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A compny which is in right segment ; a right price is needed for long term investors given uncertainty about the sustainability of its debts and operations....

The permorters have made prefrential warrant subscription @ 16.25

What difference does it make if FCCB are subscribed at 700 ? They will refuse to buy and company will have to return this money with contracted rate of interest.


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The management spent all the 290 cr in cash in revamping its properties an amount which even Taj ; leela and EIH could not spent.

Where did this money go ? their audited report is silent on these aspects.

Disclaimer : Although I continue to hold and may be will add at 12/-...

Yep Rahul is right he has never seen a week Sikh. Either He has seen the Boady Guard of Late Mrs Gandhi or he has seen the victims of 1984 Congress Mascare ( Congress say its Hindu Sikh Riot )

In both case Sikhs are licking their wounds....

Congress and its friends but not friends are simply silent and even rubbishing off the issue of black money.

This elimination of black money has the implied power to eliminate curruption of high magnitude and at high places. as then they will have no place to hide their ill got money.

Since my childhood I am listening to the debate of what bothered Mrs Indira Gandhi Most when His son Mr Sanjay Gandhi died in unfateful event. It was said to be a number hidden in his watch... I heard it so .....

It was an accident or conspiracy .. I dont know and neither there is any clarity as he was perceived to be against one community.

Exactly on the same line " that he will not tolerate any anti nationals and he will not allow any communally divisive politics and policies.: His son Varun has same liking for the nation....

India needs Referendum on these National Issues

1. Population Control

Than a male must not reproduce more than 2 living child.

Its difficult to raise childs and what when one cannot afford to raise then as they should be.

India needs employable population and not the population which looks upon social help to sustain.


2. One Nation One Law

( Otherwise we should allow Muslim practice full sariah in criminal matters as well. We dont want to be seen as a nation which does not respect Sariah ; A part of it is right and other is in human ? No not acceptable ; it will result into resentment that generated during Danish cartoonist)


3. Without Going into the meaning of our present National Song ,

a referendum to substitute it with
"Vande Materam"

4. Education must be modern and no ethenic teaching , all the wards are at absolute liberty to practice their faith at their residences and places of worship.

Morning Prayer be devoted to devote our mortality to our motherland. INDIA.

5. No tolerance to infiltation and and deportation of all illegal immigrants.

They eat up our resources and job. They eat into our growth. We can do charity but we cannot surrender our home to them.

Media have a great role in making public opinion and presurising the government to seek such referendum.

As there is serious differences on these above issues a referendum to prevent loss of Government is feasible option for any government and even for politically unwilling political parties.

Posting it under Business Talk ; as this is what we call Long Term and Business per se is for creating Long Term capacity and Wealth.
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You mean Rajdeep Sardesai ; he too tried to manage few medals for his team very recently , but the outcry may have made him to back track and take neutral stand.

But once beaten twice shy ; I doubt him too.

Its democracy every one have right to say what one believe. Media is producing lots of super analyst who like to give masters analysis of all political event. I wonder if they know who Sardar Ballav Bhai Patel is ? and how........

I would advice them to read " India wins Freedom" written by None other than Abul Kalam Azad ( dont ask who he is : the then AICC Chief) Read Insider and they will understand India Physco .

I do not want media to be Pro BJP ; I dont mind if they like to portray what they want ; I simply want them to abhor atleast visible bias and double standared.
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BJP was not supportive of the idea of distributing Sri Padma Bhibhushan to Media Persons.

Congress obliged NDTV Team ; now every one wants a peice of it afterall what remains in history after 10-20 year is The MEDAL and not the method.

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