Jupiter Biosciences..CMP:52........

Friends,

I am tracking this company since long and have thought to wrote about it many times before... Now i am looking at the future value of this company and found something very interesting... things are looking food now... there are some positive news....

It is negotiating for Multi year supply contract worth Rs. 75 Crores for Peptide Building Blocks with large Multinational Big Pharma Companies based in Europe....... Also Increase in Authorised Share Capital from Rs. 70 Crores to Rs. 150 Crores......... very soon there will be preferential allotement of shares to promoter and associates...

Jupiter is looking for aquisitions in india and abroad to spread its wings..... For this they will be raising Fund through Preferential Issue, QIP, FCCB'S, ADR's, GDR's, etc., to the extent of US$100.........

I dont have any major things to write on this company... but it is my sense that there may be major turnaround in this company.. that has to be watch out .......

Black Rose Industries... CMP:Rs15...

Friends....This is truely a undiscovered stock till now.. nobody has written anything new on this counter yet...... If i look at long term then this stock can prove to be a multibagger... may be down the line 2-3 years... it is a clear buy and sit type of company.......

It is a 1 Paid up stock.. Very low eaquity of 1.98 crores only...83% shares are closely hold.... market cp 28 crore... 8 crores loan(which is not big in nay means)....

Now what is that big thing that will come up in near future...???? As per the announcements made by company in september, Black Rose Industries has entered into a foreign technology license agreement with a 16 Billion global chemical companyfor its proposed plant of speciality monomer... this plant will have a summed up capacity of around 10000 MT and will start commencing production in early 2012....this business is expected to generate annual sales of 200 crores ahead.....:"

Now imagine .. a company having equity of ~2 crores and mcap of 28 crore will be doing business of 200 crores annually from 2012.... take margin as 20% (normal in chemical business) then it means a profit of 40 croes per annum from just that plant only....... current year Net Profit was 5 crore.... so 10 times bigger profit............. These figures looks excellent to me.....

Buying Selling is solely the decision of reader of this blog.....

Cloud Computing...Next Big Thing in Indian IT Space

Friends,

I believe everybody knows the starting year of dot com era in india... Yes it is Year 2000..... After year 2000 there was a boom in the dot com space of IT...... today i am going to write about the huge potential of Cloud Computing in India... It is a untouched thing in India and yet to start and take-off.....

According to a Old Report "Gartner says worldwide cloud service revenue will surpass $56.3 billion in 2009, a 21.3 per cent increase in revenue from $46.4 billion in 2008. The market is expected to reach $150.1 billion in 2013. The Indian market, according to Springboard Research, will register compounded annual growth of 76 per cent between 2007 and 2011 and reach $260 million (around Rs 1,300 crore) in by 2011." ......

In a survey by E&Y titled 'Cloud adoption in India - Infrastructure as a Service (IaaS)', over 72 per cent of the Indian IT infrastructure firms surveyed said they will adopt cloud computing in a big way over the next 2-3 years...

IaaS means companies, instead of purchasing servers or data center space, outsource these services from vendors...

"We have seen significant interest in the potential of IaaS for the Indian market across industry segments. virtualisation, often seen as the first step, has begun to be more widely implemented across data centers," E&Y Partner (Technology Advisory Practice) Milan Sheth said....

E&Y surveyed 50 chief information officers (CIOs) from leading small and medium business, enterprises and IaaS firms. About 92 per cent of the India CIOs surveyed were inclined to buy cloud services from data center service providers and IT systems integrators....

Indian cloud computing market is expected to touch $1.08 billion by 2015, from the current $110 million, according to a consulting firm Zinnov...

The adoption would be driven as companies can move to an operating expenditure from a capital intensive model, deploy solutions faster and focus on core competencies rather than IT requirements. Interestingly, cost is not the decision factor when it comes to adoption of cloud IaaS. "With high awareness levels and the positive perception of cloud indicate a market that will see robust growth rate in the next two years," Sheth said...

However, lack of ecosystem maturity, customer awareness of services and connectivity would be major challenges for adoption of cloud IaaS in India, the study said. Also, security of data remains a concern for the companies since the data is not hosted on their own servers. About 72 per cent of the respondents cited data privacy and security issues as a concern area for their business while adopting cloud computing services. ........

Readers Can visit below URLs for best 150 players of Cloud Computing.......

http://in.sys-con.com/node/770174

http://www.techno-pulse.com/2010/03/india-based-cloud-service-providers.html

What exactly clound computing is??? And why it is the next buzzword i IT industry nowadays....??? ,.........The fundamental concept of cloud computing is that the computing is "in the cloud" i.e. that the processing (and the related data) is not in a specified, known or the same place(s). This is in opposition to where the processing takes place in one or more specific servers that are known. All the other concepts mentioned are supplementary or complementary to this concept.......

Generally, cloud computing customers do not own the physical infrastructure, instead avoiding capital expenditure by renting usage from a third-party provider. They consume resources as a service and pay only for resources that they use. .......

What does that mean..... Simply a HUGE SAVING on COST of IT INFRA.......

Right now in India many companies are trying to get into Cloud Comuting... Like Implementation of ERP on a Cloud.... One Such Company is Ramco Systems... There are others Also.... You need to find out thos by yourself.... i will come up with their names later on.....

Updates.....


In recent time there were big swings in markets..... Everyone's portfolio was down for continuous one week.... Specially mid-caps and small-caps were butchered... almost all were down 35-40-50%..... there were heavy fall among all indices... bank index was going down continuously....

Also after the land scam, infra stocks were hammered a lot...

A Lot of other stocks were beaten down to almost their 52 week low... like welspun corp went down to 160 levels from 295..... It is screaming buy... Fundamental story still intact and i will not be surprised if it will crore 240 levels again by March 2011....

I dont know what happened... suddenly on all channels those so called market analysts started giving bearish views for sensex... every one was coming out with low level target for sensex... i heard somebody was saying that nifty will go down to 5400 levels if some so called resistance broke.... I never understand what they want to prove by making stories like this???? Can anybody has answer....

A analyst advised a caller to exit from UFlex(my old pick) .. i was surprised..... UFlex CMD was involved in getting a small piece of land in lower prices from UP government... According to some newspapers he has got very good contacts in UP politicians... Does buying a piece of land at forged Prices changes the company fundamental....??? Does it will effect the business cash flows of a company..??? Have UFlex lost its Client due to this news??? Answer to all questions is NO...... I have seen whenever there is a dip of 200-300 points in sensex these analysts starts to come out from their holes and starts making new stories about bearishness.........

Today(On monday) once again... All analysts started making new higher targets for sensex... this is simply ridiculous... just few days back they all were setting up lower targets for sensex but just after 2 days they have started making guess about higher moves.... I guess these peoples were supporting SHORT SELLERS by making statements about bearish nature of market in short term..... this is my guess ,, and i dont know whether this is true or not.......

I reiterate that uflex is still a buy....all other all buy.. ennore coke, VIP Ind, Jyoti, Jyoti Structures(now brokerage houses have started to come out with a buy call on jyoti structure), Eros International, UTV, GSPL is already shining even in down market.. it is a hot cake stock now a days... almost everyone is saying to buy it... Petronet LNG is standing firm....

Trend Electronics has surprised everybody... came out with topline of 1500 crores... its market cap is just 63 crore... isnt it amazing.... sooner or later it will run...it is a screaming buy.... Suryaamba spinning mills has come down from level of 111Rs and it is a buy still.. Have a look at Super Spinning .. it has also came down 45% from its highs....

Also dont forgot Sumeet Industries... It has not moved but will start giving fruits very soon.... Hold on it... Buy Ennore Coke... It has come back to 90 levels... Once again giving excellent opportunities to invest....

SKS microfinance will make a come back.. i am still bullish on this scrip in LT......

One more stock i would like to bring into notice of readers is Shriram EPC... It is a great company ran by excellent management... fundamentally strong business model.. available at its near 52week low....at Rs 192 levels... came down from 312... It is a LT story...

Double “J”… Jyoti and Jyoti Structures

Jyoti…CMP: 103

Jyoti Structure… CMP:133

Friends,

I am tracking Jyoti Ltd since very long but unfortunately could not wrote anything on this excellent stock…though it has moved from its low of 44 and has already hit a high of 129.. right now it is at 103Rs and still it is a excellent company to buy for long term… I believe that this company is going to reward its investors very well in time to come. May be next 2-3 year time frame… things are turning positive for this company.. and according to me it is available at dirt cheap valuations looking at its business….

Jyoti is into Water, Power and Progress Projects…

I have written a lot on Water already.. Business in Water Sector is going to be a big thing in near future… companies has already sensed enormous potential in this sector and has started taking initiatives.. One big example is new business rivalry between HULs Pureit and TATA Swatch…

Jyoti has Market Cap of 165 crores… and current order book stands at 1100 Crores approximately… 6.5 times…. Also it has a very low equity of just 12.5 crores… profit coming from execution of those 1100 Crores projects will reflect in this 12.5 equity … you can think of yourself about this…. The company caters to Water, Power and Irrigation sectors where immense opportunities exist….It was established in 1943…..

Jyoti Ltd. today is serving the vital sectors of national and international economy such as

Power (Thermal, Hydel and Nuclear) generation, Transmission and Distribution.

Agriculture, providing irrigation through pumping systems.

Water supply and sewerage schemes.

Defense-particularly Naval and marine establishments.

Core industries like steel, cement, paper, sugar, fertilizers, chemicals and Petro-chemicals.

Railways.

Virtual Engineering :

Jyoti’s Design Center is the first of its kind in the western region of the country. The center aims at Virtual Engineering by providing CAD/CAM/CAE solutions i.e. to improve designs & manufacturing process and to enhance the product quality on one hand to reduce cost and time on the other.

Marketing Network :

The wide range of products and services offered are engineered by different product and service groups manned by competent professionals specializing in their respective fields. Jyoti has a country wide marketing network of Zonal and Branch offices and authorised service centers through which we cater to the complete technical & commercial needs of our wide base of customers

Its clientele includes:

RIL, Essar, TATA Chemicals, Indian power Corp, Indian Oil, GAIL, ONGC, SAIL, Indian petrochemical Corp, Grasim, L&T, NTPC… all big shot guns of Indian business industry… Jyoti has won many national awards… I would not list them all here… readers can go to company websites for more information on awards list….

Jyoti has a very huge real estate land bank in Gujarat … potential of which will unlock in near future… it is estimated to have 15 acres of land bank nearby Vadodara….. There is one negative thing for Jyoti and that is huge debt… but I believe it will overcome from that very soon… in FY09 Jyoti has paid total 14 crores as interest…

It has executed a project of 250 Crores received from HCC and Nagarjuna Construction(JV) for godawari Lift Irrigation Scheme in AP….and that too within timeline assigned…. This proves that Jyoti has capabilities to process and complete the project within time… this is a big thing that brings up the company on board to be looked upon by other potential big investors…… Now it is looking for more similar projects in irrigation space…

Last Year Jyoti has got orders of worth Rs541 Crores… wow… from Karnataka Neeravari Nigam Ltd to supply water pumps for drinking and irrigation water…. Also Jyoti was held completely responsible to execute all electro mechanical work including transmission links of power of 220KV…. Jyoti is currently executing this project within timeline… this is expected to be closed in around 3 years timeframe…

What is believe is, Sooner or later a big investor will take up stake in Jyoti Ltd…. That will be turning point… Since RJ has taken stake in VIP Industry it has rocking… I recommended VIP at 310.. now it is over 500… same can happen in Jyoti… This is a stock which you can buy and forgot for years to churn out real profit….

Buying or selling is ones own decision… I am nobody to force you to buy this stock… this is all my assumptions and thinking… I have wrote what I believe…..

Jyoti Structure is also a great and excellent company… I will post about this very soon on my blog….

Take Care