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Friday, February 27, 2009

Geodesic Ltd

"Geodesic Information Systems Limited" is now "Geodesic Limited" with effect from Sept 19, 2008.

Geodesic was founded, by Mr. Pankaj Kumar, Mr. Kiran Kulkarni, Mr. Prashant Mulekar and Mr. Mahesh Murthy, in the year 1999. Geodesic operates in a niche area of developing various innovative products in the information, communication and entertainment space.

Geodesic's product-list is versatile and all-encompassing when it comes to offering choice of communication and collaboration solutions to its users, whether it is the inherently simple hand-held Simputer to web-based mobile & wireless applications to the intricately complex Engage Spyder applications.

Geodesic's mix of innovative products and high performance solutions has driven the company to profit right from it's first year. Focusing its inventive capabilities across all aspects of communication and collaboration the company is widely recognized for its pioneering universal instant messaging system (www.mundu.com).

The company offers its products and services under the "Mundu brand name for the retail segment. Geodesic is widely recognized for its scalable content, contact management, presence, real-time communication and collaboration platform. The company has effectively used the above platform to build and deploy innovative front-end applications, viz. Mundu Instant Messenger(IM), Mundu Radio, Mundu Speak, Montage, etc., for the retail segment. Mundu IM has been recognized as one of the top 10 applications and has been used by more than 7% of the iPhone users.

Interestingly, the same platform has been used to build and deploy enterprise applications viz. Content indexing and referencing, Customer Alignment Relationship Management(CARM) and real-time communication and collaboration. Geodesic has built all of these products across desktops and mobile phones.

Geodesic's commitment to integrate different aspects of electronic communication is reflected in the line of products and their utility value to consumers:



Mundu web content aggregator


Mundu universal Instant Messenger for the desktop


Mundu universal Instant Messenger for Palm devices


ADePT - self service Ad Management System


Mundu universal Instant Messenger for Symbian Pocket PC, Blackberry and Linux


Mundu Internet Radio for the Palm


Mundu Speak - VoIP on Windows Mobile, Palm and Symbian across GPRS and Wi-Fi (a world first)


Mundu IM referral (word-of-mouth marketing)

Geodesic has been on an acquisition spree over the last three years. In 2005 alone, it acquired three companies, Picopeta Simputers, a Bangalore-based company, Engage Solutions, a Hong Kong-based company and a majority stake in Clangula IT of Sweden. Geodesic acquired a web developing company, E Dot Solutions and a 60 year old children magazine - Chandamama, in 2007.

Moreover, in January 2008, the company raised USD125 mn, by issuing FCCBs, to fund future acquisitions. Geodesic's current customer base consists of more than 95 enterprise customers and over 8.2 lac retail customers.

Geodesic is all set to contribute significantly to the wave of Convergence by launching innovative world class products such as the Geodesic IP phone that operates across different platforms of landlines, mobile phones & desktops/laptops that will work on all prevailing internet connections and will help users save 75-80 % on long distance calls.

Geodesic's talented staff of more than 400 employees ensures innovation, utility and ease of use. The combination of a highly competent team and state-of-the-art tools enhance the development of future-proof, useful business solutions.

Geodesic is a proud recipient of several international awards including Deloitte Touché Tohomatsu Fast 500 Asia Pacific for four consecutive years, Deloitte Touché Tohomatsu Fast 50 India in 2005 and Red Herring 'Top World 100' small cap technology companies for 2005.

Geodesic is a publicly traded company on both India's major Stock Exchanges: the Bombay Stock Exchange (BSE) and National Stock Exchange (NSE). In its quest to attain market leadership, Geodesic has also set up offices in the US, UK, Sweden, Mauritius, Germany and Hong Kong with the head quarters in Mumbai, India.


REVIEW OF OPERATIONS AND FUTURE OUTLOOK

Your company had a successful fiscal 2008 and directors are pleased to report excellent performance for the year under review. We continued to build exceptional market opportunities, broadened customer base and exerted to create a global community without barriers across platforms, devices and operating systems as best we can.

The year gone by was very dynamic and encouraging. Your Company has been privileged to be associated with MIO Technology Limited, a leading maker of GPS devices as the latter has opted Mundu IM to be pre-loaded onto the Mio Digiwalker A702 GPS PDA Phone which was launched in September 2007. During the year under review, your Company along with Gothenburg Post, Sweden has launched GP-Qrir, an interoperable Instant Messenger on the desktop and mobile platform. The evolved capabilities of Mundu IM V4 has been introduced on Windows Mobile based Pocket PC devices, popular Sony Ericsson phones and iPhone Edition for the Apple iPhone and thus enable its users to have access to seamless chat across leading IM services AIMr, MSNr. Yahoor, and Google Talkr - all through a single chat window.

Geodesic Mundu Radio scaled new peaks by achieving Symbian Signed status for latest Nokia Smartphones. Geodesic signed an agreement with loWorld Media, one of the worlds largest internet radio stations to offer access to Internet radio stations as presets on its Mundu Radio. The synergy with to World Media will not only allow Mundu radio users to enjoy high quality mobile music experience but also bestow on them a large selection of music leading to a new era in mobile entertainment.

Geodesic along with IDEA Cellular jointly launched "IDEA Radio" - a breakthrough technology, designed and optimized tor mobile operations, enables IDEAs 20 million subscribers to seamlessly tune into a range of exciting entertainment channels.

AWARDS AND RECOGNITIONS

Your Company has won several accolades and recognition during the fiscal 2008.

Its Mundu Radio won the CNET "Webware 100" Award for the Mobile Category. Winning this award in the Company of high caliber nominees such as google and yahoo proves the merit of our products. Additionally, PC Magazine-a renowned technology Magazine has rated Mundu IM V4 as one of the top 1 2 mobile applications in 2007. Munduspeak won Product of the year awards 2007-for innovative communication solutions awarded by TMCnet-Technology Marketing Corporation.

Geodesic has reoriented itself to stay focused on providing users the power to communicate with family, friends and colleagues, efficiently over cost effective and preferred medium, access to data at home, office or on the web or simply tune into more than one lakh music streaming channels.

Your management feels that the ensuing year will be full of ventures and adventures. The time to come should assure us in our business growth as well as creating an international brand.


it has an equity of 18.44 cr and posted netprofit of 211 cr for nine months and paid 40% interiam dividend. currently it is 50rs . and company is going to buy back of 25%equity. public holding 8.5% expecting 250 cr for full year (135e.p.s) face valu 2.rs i.e (27 e.p.s)


BUY FOR A TARGET OF 75RS IN A TWO MONTHS TIME


Toonz to give life to Chandamama Stories

Technopark based Toonz Animation India Pvt Ltd and Chandamama India Limited has decided to join hands in producing a full-length animated feature film based on a prime property from the library of Chandamama. Toonz will undertake the entire production based in its state-of-the-art studio in Technopark and will finance 100% of the production cost. The estimated budget of the film is pegged at around 20 Crores.

“Chandamama stories still linger in the minds of generations. The beauty of these stories lies in their simplicity and the socio cultural values they try to communicate. The animated film will be a perfect platform to provide today’s youth both engaging and educative entertainment,” quipped P.Jayakumar, CEO of Toonz Animation.

Legendary filmmakers B. Nagi Reddi and his friend Chakrapani conceptualized Chandamama in early 1947 and since then the company has been publishing stories in print as well as electronic media in 14 languages. The library of Chandamama has over 15,000 exclusive stories.

Commenting on the relationship with Toonz, L Subramanyan, CEO of Chandamama said, “Over the last 60 years, millions of Indians have grown up with Chandamama. The Association with Toonz and the proposed animated film will help us reach out to the current and future generations of young people and deliver the message across the new and emerging platforms”.

About Toonz Animation
Toonz, a major provider of animation to the top US and European producers, is South Asia’s most admired animation studio and part of the international business conglomerate, Comcraft Group, based out of Geneva. Founded in 1999, the client list of Toonz includes the biggest names in media and entertainment industry like Marvel, Hallmark, Paramount, Disney, BBC and Cartoon Network. Toonz Animation offers its world-wide clientele end-to-end animation services including 3D animation, 2D animation (digital and traditional), Flash, Stop Motion and VFX on a full spectrum of media platforms. The Animation Magazine has heralded the company as one of the top-ten multimedia studios in the world. The sprawling, 18,000 sq ft state-of-the-art studio is based in the electronic city of Technopark in Trivandrum. Over 500 artists work in this facility staffed with top creative professionals from across the world, including Philippines, Singapore, Canada, USA and India. Toonz also runs its animation training division ‘Toonz Academy’ in Mumbai, Delhi, Hyderabad, Nagpur, Indore, Ahmedabad, Calicut and Trivandrum.

About Chandamama
Chandamama was conceptualised by legendary filmmakers B. Nagi Reddi and his friend Chakrapani. Their reason for launching Chandamama was to familiarise the post-Independence generation with Indian tradition, folklore, mythology and history in the form of stories. From its inception in 1947, Chandamama has created over 15000 stories and is the only magazine published simultaneously in over 12 different languages, including Sanskrit and Santhali.

Chandamama has recently been acquired by the Bombay-based Geodesic. Incorporated in 1999, Geodesic is a publicly traded company with offices in the US, UK, Sweden and Hong Kong. The company has developed the popular universal instant messaging system Mundu www.mundu.com). The Mundu products successfully combine AIM, Google Talk, ICQ, MSN and Yahoo. Over six million users worldwide communicate through the various mundu products. Geodesic is the only Indian company to be included in the Red Herring Small Cap 100 list.

Chandamama announces the launch of 'Ramayana', an epic journey The Board has approved the proposal of buy back Company´s USD denominated Zero Coupon Convertible Bonds.

Q3- NOTES :-

. The Board has also approved the proposal to buyback of 25% of the Equity capital of the company through open offer through stock exchanges. The Board has authorized a committee consisting of members of the Board to take steps to implement the buy back.

. Geodesic launched a Beta version of Mundu SMS – an IP based two way SMS service for a wide range of mobile handsets and desktops/laptops. Mundu SMS can be used in India, Asia-Pacific, Europe and South America and saves
messaging costs between 60% - 90%.

. During the third quarter, Geodesic signed a teaming agreement with ITI Ltd to promote Video/Voice over IP on desktops, IP phones, mobile phones and Amida10K Simputer to cater to various State Government E-Governance projects in India.

. Glodyne Technoserve Ltd and Geodesic Ltd have signed a teaming agreement to include Geodesic´s Amida 10K Simputer as part of Glodyne´s solution for Public Distribution System for various states in India.

The company has added diverse customers during the third quarter in the space of portals, Banking and Financial services, System Integrators, Portals and Publishers and Telecom Carriers including, Edelweiss Capital Ltd,
Systematix Shares and Stocks (I) Ltd, First Global Stock Broking Pvt Ltd, Business Standard- a leading financial publication in India, Dialog Telekom - Sri Lanka Plc, one of Japan’s large Telecom Carrier.

. Geodesic added 223700 users for Mundu products and clocked an average of 60,000 minutes a day during the last quarter.

. During the third quarter, the marketing expenses to create a retail brand have risen and are expected to rise further in the coming quarters owing to new products & services being launched in the retail space. Geodesic has
signed with a Global Creative Agency - Wieden + Kennedy and are head quartered in the US.

Geodesic Holdings Ltd, wholly owned subsidiary of Geodesic Ltd has signed a Share Purchase Agreement to acquire 100% of a privately held software company, headquartered in Uruguay. The company focuses on developing advanced messaging and collaboration solutions for Telcos and have implemented their solution across 12 carriers in Latin America, South Africa and Asia.

During the quarter, Chandamama India Ltd (Chandamama), a subsidiary of the Company had a rights issue of 36,95,325 equity shares of Rs 10/- each at par and the same was subscribed 95.53%.

During the quarter, Chandamama launched Ramayana by Swami Sukhabodananda. The launch signifies the first time the Ramayana is being published in an illustrated book format as a single book.

Chandamama has signed MOU with Technopark based Toonz Animation India Pvt Ltd for producing a 70 minute, full-length animated feature film.

Sunday, February 15, 2009

Dredging Corporation of India Ltd

Profile

The Dredging Corporation of India Limited (DCI) was established in the year 1976 to provide dredging services to the Major Ports of the country in India. DCI is a pioneer organization in the field of dredging and maritime development. DCI is fully equipped to offer the complete range of dredging and allied services to the users in India and Abroad and to provide the vital inputs for the national development. It's Head Office is strategically situated on the east coast of India at Visakhapatnam, DCI helps to ensure continuous availability of the desired depths in the shipping channels of the major and minor Ports, Indian Navy, Fishing Harbors and other maritime organizations. It further serves the Nation in a variety of ways, be it capital dredging for creation of new harbors, deepening of existing harbors or maintenance dredging for the upkeep of the required depths at various Ports along the 7,500 Kms coastline of India.

DCI owns most modern and sophisticated fleet consisting of two Cutter Suction Dredgers and Ten Trailer Suction Dredgers.

DCI is an M.O.U. signing Company with Government of India.

DCI is a schedule B & a MINI RATNA- CATEGORY-I Public Sector Enterprise.

PRESPRESENT COMMITMENTSENT COMMITMENTS


1. Maintenance dredging at Kolkata Port for the Years 2007-08 to 2011-12 (Contract yet to be renewed) 3000
2. Maintenance dredging off Haldia Oil Jetties & in vicinity of Haldia dock complex of KoPT 80
3. Maintenance dredging at Paradip Port for the year 2007-08 to 2009-2010 (Approach channel, Harbour & sand Trap) 421.20
4.

Capital dredging at Paradip Port 2008-2009

2345.20
5. Maintenance dredging at Visakhapatnam Port for the year 2008-09 105
6. Maintenance dredging at NMPT for the year 2008-09 360
7. Maintenance dredging for MGPT for the year 2008-09

254.10

company has come out with a public issue in 2004 with a price of 400r.s

it has a book value of 440rs. and paying 150% dividend.continuously.

it went to 1350rs last year and come down to 176rs .current market price was 241rs. available at 6.p.e and dividend yield of 6.25%. buy for long term investment it will give u a tremendous return


GREAT BUY

Shorting Gold: 12 Reasons Making The Case For This Contrarian Investment

12 Reasons To Start Shorting Gold

  1. It’s decidedly contrarian. If a contrarian investor is someone who deliberately decides to go against the prevailing wisdom of other investors, shorting gold certainly fits the bill. Right now, everyone else is buying gold, or at least recommending it. If you have any doubt we’ve reached such fever pitch levels, consider No. 2.
  2. The infomercial factor. The best indicator of a turning point for any investment, in my experience, is infomercials. If an investment gets so popular it invades the pre-dawn hours with non-stop but-wait-there’s-more offers, it’s time to get out. And that’s exactly what’s happening now. So much so companies like Cash4Gold.com are invading primetime television. They even splurged for a Super Bowl ad spot. And they recruited washed-up celebrities Ed McMahon and M.C. Hammer to boot. In case you forgot, the Hammer filed bankruptcy in 1996. And Eddie boy almost lost his 7,000 square-foot, $6.5 million Beverly Hills pad to foreclosure. No offense, if you take investment cues from these two, you deserve to lose money.
  3. There is always some truth in a rumor. Recent news reports suggested Germany, the world’s second-largest holder of gold, was selling some from its vaults to trim its deficit. It turned out to be a rumor. But you gotta wonder if there’s some truth behind it. After all, high gold prices would be an easy way to raise cash. In other words, the scenario is completely plausible. And if Germany’s considering it, even remotely, so, too, are plenty of other deficit-ridden governments. It goes without saying that a government dumping supply on the market will send prices lower, quickly.
  4. The gold-to-oil ratio is out of whack. Historically, an ounce of gold will buy you about 14 barrels of oil. But with oil around $40 per barrel, an ounce of gold gets you almost 23 barrels - a whopping 64% above the historical mean. If you believe in statistics, a reversion to the mean is imminent!
  5. So is the gold-to-silver ratio. Historically, an ounce of gold will buy you 31 ounces of silver. But now the ratio stands at 73 - an unbelievable 134% above the historical mean. Here, too, a reversion to the mean is imminent. And I’d rather place my bets on a 57% decrease in the price of gold, than silver more than doubling to make it happen.
  6. The HGNSI index is too high at 60.9%. For the past 25 years, Hulbert Financial Digest has tracked the average recommended gold market exposure among a subset of gold-timing newsletters. It usually fleshes out around 32.6%. But now it rests at 60.9%, a level it’s only exceeded 13% of the time. The key - Hulbert found an inverse correlation exists between his proprietary index and the short-term market direction of gold. In other words, if the index is high, like now, gold is headed lower.
  7. Trinkets drive demand, not governments or speculators. Nearly 75% of gold demand comes from the jewelry market. And if Indian brides balk at buying above $750 per ounce as the Bombay Bullion Association reports - India’s gold imports cratered 81% in December - look out below. And don’t be fooled into thinking investors (governments or speculators) will pick up the slack. As HSBC reports, rising demand from investors, particularly from ETFs, only offset half of the 33% decline in jewelry market demand since 2001.
  8. What makes now “different?” If the global economic crisis keeps getting worse, as goldbugs like to point out, why hasn’t gold tested last March’s high of $1,030.80 per ounce? Or blown right by it? After all, gold is supposed to increase in value as economic conditions worsen. But it hasn’t lived up to expectations, not one bit. And I don’t think it ever will. Ultimately, when you factor in the massive amounts of stimulus being injected into the markets, on a global level, we’re close to the worst of times… and the peak for gold.
  9. Analysts love it. According to Bloomberg, 16 of 24 analysts surveyed by the London Bullion Market Association believe gold will reach a minimum of $1,032 per ounce this year. As we all know, analysts’ track records are deplorable. Instead of just ignoring them, why not bet against them? The odds are definitely in our favor.
  10. Hedge fund buying dried up. Institutional speculators (hedge funds) played a large part in gold’s run-up. But 920 of them went Kaplooey last year, according to Hedge Fund Research, Inc. Not to mention, hundreds of others hemorrhaged capital as investors demanded their money back, while those left standing ratcheted down borrowing to close to nothing, according to Rasini & C., a London-based investment adviser. In the end, gold prices will eventually reflect the absence of these former heavyweights.
  11. Gold is schizophrenic and the wrong personality is in control. Multiple motivations exist to buy gold including the desire for a safe haven, currency, adornment, raw material, or inflation hedge. But much like Treasuries, the bulk of buyers come from the safe haven camp today. And once the economy shows any signs of perking up, we can expect these same investors to flee for more risky assets. And don’t be so quick to rule out a second half recovery…
  12. The Fed, the President, history and the Baltic Dry Index concur - the economy’s on the mend. Despite dismal data, both the Fed and President Obama point to the current recession ending by the second half of 2009. Moreover, the average recession only lasts 14.4 months. So even if this one is longer than usual, we’re still near the tail end of it. A fact underscored by the recent 61.4% rally in the Baltic Dry Index from its early December low. As I wrote in November 2008, the index is the first pure indicator of an uptick in global activity. And once the economy gets back into gear, the Fed will act quickly to reign in the money supply and curb inflation.

Cleary the gold rush is on. But that’s all the more reason to move in the opposite direction, against the herd. I realize this might be the most unpopular recommendation right now, but that means it could also be the most profitable.

And before you brandish me a fool for recommending shorting Treasuries and gold in the span of two months, here’s the intersection. The driving force behind both assets in recent months has been safe haven buying. And it will remain the dominant variable in determining price in the months ahead. So when investors go back on the attack for more risky assets, prices for both assets will fall.

It’s already happening for Treasuries. And I’m convinced gold is next.

Good (and contrarian) investing,

Lou Basenese

Editor’s Note: In the past year, Lou’s been dead on with his predictions. He called the U.S. dollar bottom versus the euro within 26 days… oil’s peak within 24 days… and the top in U.S. Treasuries within two days. So when he makes a big call like this, we listen. And while Lou thinks gold is going down, there’s another asset class he thinks is going straight up - small caps. To get access to his five best small-cap picks, go to The White Cap Report.

Wednesday, February 11, 2009

SHORT TERM INVEST MENT CALLS

1.Polaris Software Lab Ltd : TIME TO BUY THIS PUNTING STOCK BUY AT CURRENT PRICE 51.5RS. SL.48 RS TARGET 70 RS BUY THIS MONTH ENDING

Blue Star Infotech Ltd

Blue Star Infotech, is a global provider of Product Development services, ERP solutions, Travel Technology solutions and Testing services. Part of the US$600M Blue Star Group, Blue Star Infotech provides profit-enhancing solutions to enterprises and product companies. With operations in North America, Europe, UK, Japan and India, Blue Star Infotech delivers high-performance technology-based services by adopting a partnering approach with its clients. BSI was successfully assessed at CMMI Level 3 in October 2008. Blue Star Infotech is a Microsoft Gold Partner and an Oracle Certified Partner.

Product Services, utilized by ISVs and hardware technology vendors, are delivered on a collaborative platform, and use a variety of development methodologies such as Scrum, XP, Iterative, to enable our clients to deliver their products to the market in the shortest possible time and at least cost, without compromising on quality and scope. Blue Star Infotech has an unblemished track record of having maintained Intellectual Property for its technology clients.

Enterprise Services are a combination of business process consulting and application management services that collectively address the end-to-end IT needs of an enterprise thereby enabling them to focus on what is core to them and leverage the mature practices of a CMMI/ISO certified delivery organization. Our VAR partnerships with leading ERP vendors such as Microsoft, Oracle, SAS and ProClarity provide us with that added advantage, enabling us to deliver value to our customers.

Travel and Hospitality Services provide organizations servicing both leisure and business travellers with solutions and services that help improve operational efficiencies, increase distribution channels and reduce costs through connecting directly to CRS and inventory databases and harnessing technology.

Independent Testing Services, a suite of ‘low risk-high impact’ offerings, enables CXOs to deliver a reliable and robust solution to their users. It provides an un-biased perspective on the quality of a solution, thereby taking up the role of an Independent Certification authority and enabling the CXO to focus on more critical parts of the development life cycle.

A people focused and high performance-oriented culture, learning environment, established processes and practices, deep technology expertise and a world-class infrastructure, enables us to attract and retain the best technical talent which is core to our ability to satisfy our customers.



it has an equity of 10Cr.and debit free company.and last five years they paid good dividend

for corresponding nine months it has posted 12.89Cr as against3Cr last year .

it has paid 25%div when it has 4.5e.p.s
40%dividend 6.96 e.p.s
50% div 9 e.p.s
90% div 18 e.p.s
so i am expecting 70-75% div for this year and now it is available at 48 rs. it will double in next six months. and book value was 62 rs.as on 2008

 STOCK IDEA:        Apollo Pipes Ltd 349.00 AROUND 325 ITS A GOOD BUY FOR LONGTERM   ...