Nirlon Ltd. (buy) A BIG REAL ESTATE STORY

NIRLON KNOWLEDGE PARK

OPERATIONS:
(a) Real Estate Division

i) Development of Phase 1 of the Nirlon Knowledge Park - Goregaon

After a detailed evaluation, the Company concluded that the development of an Information Technology (IT) Park, as per the Government of Maharashtra's IT Policy, will allow the Company to optimize the value of its real estate at Goregaon. Accordingly, the Company commenced a detailed planning, budgeting and marketing exercise for the development of this IT Park. This included the appointment of architects, project management consultants, engineering consultants, etc.

During this period, the Company also confirmed its financing requirement for the project, and obtained sanctions from the lenders in this regard. After the appointment of the required contractor(s) in April 2007 and obtaining the required permissions, construction commenced in May 2007 as scheduled.

Presently, the Company intends to offer constructed premises in the IT Park on a leave and license basis to potential users.
ii) Leave and License activity
Parallel to the planning for development of the Nirlon Knowledge Park as described in (i) above, the Company continued to rent on leave and license basis approx. 5.39 lakh sq. ft. built up area at Goregaon and 0.96 lakh sq. ft. built up area at Tarapur to various corporate clients as on March 31, 2007.

The income from the leave and license activity was Rs. 18.51 crores in 2005-06 (15 months). The income for the period under review (9 months) was Rs.12.69 crores.

(b) Belting Division - Roha
Your Company continues to hold 26% Equity in its Conveyor Belting Joint Venture Company `Sempertrans Nirlon Pvt. Ltd.' which was formed in November 2000 with Semperit A.G., an Austrian Industrial Rubber Products Multinational.
This Joint Venture Company further improved its performance and its profitability in the financial year 2006-07.

During the period under review, the performance of the V-Belt Division also improved.
This improvement has been achieved as a result of the full basic range of V-Belts now being made available to customers, across an increased market.

(c) Nylon Tyrecord Division - Tarapur

Dipping of Tyrecord Fabric and Industrial Fabric, as well as the manufacture/job work of griege tyrecord and industrial fabric continued at the Company's Tarapur location.

FUTURE OUTLOOK:

(a) Real Estate Division

(i) Development of Phase 1 of the Nirlon Knowledge Park - Goregaon
After appointment of the contractors in April 2007, and obtaining necessary permissions, the construction of Phase 1 of the Nirlon Knowledge Park commenced in May 2007. Phase 1 is expected to be ready for internal fit outs in the last quarter of the calendar year 2008. Income from Phase 1 is expected to begin from the first quarter of the calendar year 2009 (last quarter of the financial year 2008-09).
Marketing for licensing of floor areas in Phase 1 of this development is currently in progress, and on schedule. Subsequent phases of this development will commence depending on the response received by the Company for its Phase 1 development from potential users.

(ii) Leave and License activity
The Company expects to continue to receive its regular income from the areas already given on leave and license basis to various corporates in Goregaon and Tarapur during the financial year 2007-08.
However, some reductions may take place in the existing areas given on leave and license, which may be necessary as per the demolition and construction schedules of the Company's IT Park in Goregaon. This may affect the Company's income in the financial year 2007-08.

(b) Belting Division - Roha

The Company's Conveyor Belting Joint Venture, i.e. `Sempertrans Nirlon Pvt. Ltd.', has made substantial progress in expanding its production capacities during the financial year 2006-07. This expansion is expected to be substantially completed by the end of the financial year 2007-08, and the Joint Venture Company is expected to benefit from the extra installed capacities during the financial year 2008-09.
The capacity utilization and quality of the Company's V-Belts is expected to continue to improve in the financial year 2007-08. Though the Division has not become profitable during the financial year 2006-07 as planned, it is now close to a breakeven level, and is expected to become profitable during the financial year 2007-08.

(c) Nylon Tyrecord Division - Tarapur

The Company has evaluated the competitiveness of its Dipping Unit at Tarapur, and has identified areas which require modifications to make this Unit competitive for the medium and long term. The implementation of these modifications will be introduced in a phased manner in the financial year 2007-08, and are scheduled to be completed by the financial year 2008-09.

BIFR STATUS
Pursuant to the application for deregistration made by the Company to the Hon'ble BIFR on September 7, 2006, the BIFR has passed an order dated October 6, 2006 deregistering the Company from the list of Sick Industries as defined under Sick Industrial Companies (Special Provisions) Act (SICA), 1985.

AVT Natural Products Ltd.

AVT Natural Products (AVT NPL), the first Indian company to foray into Chinese agriculture sector, will invest $2.5 million in three years for production, dehydration and extraction of marigold flowers.
The company has also planned to start a big extraction unit in China.
In an exclusive interview with Business Standard, Managing director M S A Kumar said that the area under marigold cultivation would be increased to 6,000 acres by 2010 from 2,000 acres.
“The company is planning to expand its production of natural extracts in China as the climatic condition and government policies there are quiet favourable for this line of business,” said Kumar.
It also plans to source from China paprika, a chilli variety used for natural colour, artemisia and wolf berries, widely used as nuetraceuticals across the world.

China, which is the largest producer of marigold, has the climatic advantage because of prolonged day light and narrow range of variation in temperature during day and night.

Kumar said marigold from China would be used mainly for poultry pigmentation and natural colouring, while those from India would be used for producing lutein, which is widely used in the eyecare industry. AVT NPL, which started operations in China in 2005, has expanded its marigold acreage in the country from 500 acres to 2,000 acres.

The company is operating in the country through its arm Heilongjiang AVT Bio Products, which has forged an alliance with Shuangyashan State Farm in Heilongjiang province.

AVT provides seeds for farming and cultivation is done on 100 per cent buy back arrangement. The company started its first ever de-hydration plant in China through its Singapore-based associate AVT Natural Pte Limited in September this year.

AVT NPL, which is the only Indian company to produce de-caffinated tea, is planning to increase its production. The company currently supplies 2,000 tonnes annually. The worldwide demand for this specialised tea is around 8,000 tonnes.



from Twenty First Annual Report :

FUTURE PROSPECTS

The capacity utilization of the extraction plant dropped from 9015 Mt in 2005-06 to 7783 Mt in 2006-07. R&D efforts for new Products are being accelerated to fill the extraction plant with new products. Our objective is to improve the capacity utilization of the Extraction Plant in the next 2 to 3 years.


During 2006, your company successfully grew Marigold in Shungyashan City in Heilongjiang province in China. As this location is found suitable for Marigold growing in North East China, your investment holding company in Singapore has decided to expand Marigold growing area in this location. Consequently, the name and registration of Tonghe AVT Natural limited, located in Tonghe county is changed to Heilongjiang AVT Bioproducts Ltd located in Shungyashan city. We are putting up a new dehydration plant in Shungyashan Government owned State Farm.

PERFORMANCE OF SUBSIDIARY COMPANY

AVT Natural Pte.Ltd, Singapore together with its subsidiary, Tonghe AVT Natural Ltd China has recorded sales of Rs 5.41 Crores and a loss of Rs 3.75 Lakhs during the period ended December 2006. We expect improved performance in sales and profits of the subsidiary company in 2007 from our Chinese operations.

the Company has issued the following press release:

AVT Natural Products Ltd has stated its Marigold Flower processing unit in Heilongjiang Province of North East China. The new plant of Heilongjiang AVT Bio-Products Ltd was dedicated to the globe last week by the Chairman of AVT NPL, Ajit Thomas. AVT NPL manages marigold contract farming operation in Southern India.

Marigolds are the primary raw materials for the manufacture of Lutein."


AVT Natural Products Ltd has informed that AVT Natural Pte Ltd, Singapore, wholly owned subsidiary of the Company has entered into an agreement with Kemin Foods L.C.(USA) for managing their wholly owned subsidiary in Thailand, Siagra Company Ltd. The management agreement is initially for a period of three years and is on a profit sharing basis. As per the agreement, the marigold pellets produced at Siagra Company Ltd, Thailand will be processed at the Company's extraction plant in Kochi, India.


what is lutein ?

Lutein is a carotenoid, meaning a natural colorant or pigment, found in dark green leafy vegetables such as spinach, egg yolks, various fruits and corn. Lutein is the active carotenoid in this potent, natural source antioxidant. It is naturally derived from marigold flowers and contains a normal blend of carotenoids including zeaxanthin and cryptoxanthin. Lutein also filters the high energy blue wavelengths of light from the visible light spectrum.

Main Function:
1.Promote healthy of eye and skin through reducing the risk of macular degeneration;
2.Be good at protecting the eyes, the arteries and the lungs from damaging free radicals;
3.Support normal eye function and protect the retina by blocking harmful blue light;
4.Reduce the risk of heart diseases and cancers.


Marigold flower processing Plant of Heiliongjiang AVT Bio Products Ltd, China, a stepdown subsidiary of AVT Natural Products Ltd, commenced operations on September 20, 2007.

Gujarat State Petronet (GSPL)-Best Leverage On Natural Gas

GSPL will see a doubling in pipeline capacities and quadrupling of Revenues over the next 4 years. The stock should become a core infrastructure play for all book runners.

High Operating leverage in the high gas demand state of Gujarat, good project execution record, visibility on long term gas supplies and stakes in parent GSPC groups City Gas Projects make GSPL the most attractive non Exploration and Production play on the emerging natural gas theme in India.

The volume growth potential of GSPL's core transmission business is immense as gas from the Deen Dayal and Dhirubhai fields gushes out beginning April-September 08 and continues to rise beyond 2010-11 when the Ongc offshore and GSPCs Deen Dayal fields also begin producing Natural Gas from Andhra Offshore. There will be minimal regulatory impact on pricing of gas transportation as GSPL has been set up as an open carrier sans pricing controls of the MoPNG.

Stock Triggers

Additional Gas Supplies of 4.8 million squared cubic meters per day from the Gujarat Offshore Panna-Mukta-Tapti gas fields in April 2008; to the existing 1100 kms of gas pipelines in Gujarat another 1100 kms costing over Rs 3300 crore will be added in CY 2008, additional gas supplies ranging from 6.9 million squared cubic meters per day from Reliance and rising to a peak of 70 million squared cubic meters per day from Second half FY 2008, Additional Gas supplies from the GSPC owned Deen Dayal fields from early 2010 and successful execution of the City Gas Distribution projects of GSPC group.

Gujarat-The Biggest Natural Gas Consumer

Natural Gas Demand from the State of Gujarat for various dedicated Power, Fertilisers, Steel and civil distribution was estimated at 54 mn squared cubic meters per day and this demand will rise to 95 mmscmd by 2010.

GSPL currently moves 18 mmscmd of gas per day, and the current gas infrastructure under its belt allows volume expansion to 40 mmscmd without much incremental investment. Add to this another doubling in pipeline capacity and theoretically GSPL would be able to push through over 80 mmscmd of Natural Gas as an open carrier.

There are multiple landing points at Hazira and Uran where competing gas networks of Reliance and Gail can land gas for movement within Gujarat. As already announced Reliance would utilise the GSPL network to move the KG gas up to the new Jamnagar refinery.

More importantly, GSPLs network at present is a North-South Gujarat pipeline model which is being broadened to include Rajkot, Morbi, Himmatnagar, and emerging economic hubs of Mundra and Pipavav ports, and the Dahej SEZ being set up by Ongc. This expansion will make GSPL a NSEW pipeline network in Gujarat.

And yet the capacity increase will lag Natural Gas demand by atleast 10 per cent of the estimated potential.

GSPL has a formal agreement with RIL to transmit up to 14 mmscmd of gas using its existing pipelines and develop new pipelines between Bharuch and Hadala and Rajkot-Jamnagar. GSPL would also be supplying 4.8 mmscmd of gas to Torrent Power from April 2008 for its 1100 MW Sugen power plant at Surat.

GSPL will see a doubling in pipeline capacities and quadrupling of Revenues over the next 4 years..the stock should become a core infrastructure play for all book runners.


source: value notes (a.s.hameed)

Mobile Telecommunications Ltd. (buy)

Mobile Telecommunications Limited,

a ISO 9001-2000 company, engaged in designs development and manufacturing of wide range of products, including telecom access products, Railway Signaling,MCCBs, and allied products in energy management arena, has inked an agreement with Logic eastern India Pvt. Ltd. for the manufacture of set-top boxes.
Logic eastern India Pvt. will transfer technology and know-how to MTL for the manufacture of these boxes. It will also customize the middleware applications software and offer a range of development services in the application domain.
Logic Eastern researches, designs, manufactures and provides integration services to services providers so as to enable them to introduce next-generation services in their networks. It manufactures high quality Set Top Boxes ( both DVB-C and IPTV ) , Switches and routers. LE's end to end Triple Play IPTV solution is designed for truly converged next generation networks that enable telecom carriers and cable operators to greatly enhance revenue and reduce customer churn.
“This partnership will allow us to address the requirements of the Rs 1000-crore markets for set-top boxes and middleware for interactive TV in India. We plan to scale up production from 15,000 set-top boxes in the first month to a 50,000 in four months,” said A B Vedmehta, Managing Director Mobile Telecommunications Limited. “We hope to garner at least a 20 percent market share.”
Mtl is also planning to install Digital Head-Ends in 55 cities and plans to obtain Mso licenses for B class cities and has already got an approval for its IP TV set top boxes from a leading IP TV service provider.
The set-top box from the company has been extended from purely enabling entertainment, to offering electronic communication and commerce, thereby enhancing its utility in households. Product support through proper after-sales service, vital for the successful implementation of CAS, will be provided. The Company will also provide services in various system engineering aspects such as WAN and LAN system architecture, design and support, system integration, broadcast network integration, broadcast

MTL is an established player in the field of information technology. At present, it is engaged in development and marketing of software packages and manufacturing EPBT (electronic push button telephones)

New Project and Business Development

Over the years Mobile Telecommunications Limited has got the process and planning in place by getting in to EMS activity. So the jurney was not rewarding but the break through to it has attained by implementing SMT line operation in the city of Nashik and working with the MNCs like Siemens, Schnider. ABB etc.. the Company was able to set certain standards in terms of quality and process.
Now the Company has started participating in tenders for various utility Companies directly i.e. it has got into APFC (Automatic Power Factor Controller) panels with the joint venture with Herodex Power Systems Pvt. Ltd.. and the Company has forayed into the energy- saving devices market. Company has plans to enter into the areas of Public Light and Energy Saving products, it aims to the number one ESCO (Energy Saving Company) of India.


BPO Industry

Quantum eServices Pvt. Ltd.. is a wholly owned subsidiary of Mobile Telecommunications Limited, and it has a beautiful 550 seater facility in Mindspace, Malad (W). Mumbai.
MTL is planning to enter into BPO space in a big way and the contract with one of the worlds big airline for its outsourcing requirement are underway.
The company expect to achieve a turnover of INR 60 Crores by BPO operations in next one year and it has plans to put up a campus on A.B. Road 30 kms away from Thane. Company intend to reach a capacity of 2000 seats over the next two years.

latest developments

1. The Company has approved the acquisition of 50% stake in M/s Cynosure Enterprises Ltd (CEL), an e-Bike manufacturing company Based at Hyderabad. Cynosure Enterprises which started its operations for the first time in India in September 2006 and presently having two Plants in Hyderabad and Jaipur. By this acquisitions M/s Cynosure Enterprises Ltd will become a subsidiary of the Company.
2. The Company had approved to commence the assembly of e-Bikes at its Nashik plant and also take-up the assembling at other locations in India.
3. M/s Cynosure Enterprises Ltd has launched Docile plus model across the country and its product is well accepted in the market. CEL has Plans to Set up assembling of e-bikes across nine locations in India.
4. Mr. Anil Vedmehta, CMD of the Company has been authorized to sign and execute all the necessary documents, agreements, undertakings etc. pertaining to the acquisition of the stake.

concept stock buy small quantity's

Uniflex cables limited (buy)

Uniflex cables limited on of the largest and leading company in India serving its customers since 1981 with its wide range of cables well known by brand name UNICAB। The plant is ideally located at Umbergaon, Dist. Valsad, Gujarat (India) just 140 kms. From Mumbai is well equipped with advance manufacturing and testing facilities having the largest range of electrical and telecommunication cables and has five major divisions.

THROUGH THE YEARS ...


1981 ESTABLISHED WITH ELASTOMERIC DIVISION
1990 INCORPORATED AS UNIFLEX CABLES LTD
1993 POWER CABLE DIVISION
1995 OPTICAL FIBER CABLE DIVISION
1996 JELLY FILLED (PIJF) CABLE DIVISION
1996 ISO 9002 CERTIFIED
1999 ISO 9001 CERTIFIED
2003 EXPORT house

Uniflex Cables Ltd is a leading manufacturer of Telecom & Power Cables in India. After serving the domestic market for more than 20 years, Uniflex entered the International Market last year. Today, the cables are being exported to more than 25 countries in Middle East, South East Asia, Africa, Australia, Russia and Europe. Backed by its dedicated Export Department & its representatives in various countries, Uniflex Cables has, the ability to dispatch material and & ensure that the immediate & ongoing needs of the clients are met- WORLD WIDE.
With it's tradition to satisfy all it's customers requirements, from Immediate demand to an integrated Cable Management-quickly, efficiently & competitively, Uniflex Cables combines material availability with technical expertise to develop the most cost effective cables and wires in order to meet the highly competitive international market
In just a period of less than a year Uniflex Cables has made a global presence in the International market. In a very short span it has managed to execute orders from around the globe. With an unrivalled track record for long-term support, excellent service and dedication to quality, many buyers in the International market have rated the company as the first and certain choice for wires and cables.



Uniflex Cables Ltd has informed that after becoming positive in Net worth as per Audited Accounts for the year ended June 30, 2006, the Company has moved an application before the BIFR Board for discharging the Company from the purview of the Act.
Further the Company has informed that, BIFR Board has considered the Company's Application and vide its order dated October 06, 2006 informed the Company that the Company stands discharged from the purview of the Act with immediate effect.

i am expecting 150cr turnover againest 28cr last year .and netprofit of 7.5 cr for current year

companys profit margin for last three quarters are 1.05% 2.3% 4.10 % margins may improve further . so current price is 41 . short term target for this scrip is 75.buy for next 6months .

Net 4 India Ltd. ( buy)

Net 4 India Ltd.:-


Net 4 India Ltd has informed that M/s. Bonnett Coleman & Co. Ltd., has agreed to invest in the Equity Shares of the Company to the tune of 500,000 equity shares of Rs 10/- each at a premium of Rs 90 per share; subject to the approval of the Board at Directors and also requisite compliance of the listing and SEBI Guidelines


Founded in 1999, by professionals from U.K., the company has grown multifold within a very short period of time. It has built several successful brands including 'Net4Domains' and 'Phonewala'.Today, Net4India in association with Trak Online Net India Pvt Ltd, is among the leading Internet services company in India and the largest provider of data center services and domain name registration in Asia Pacific. It has over 1, 50,000 unique clients and executes nearly 280 new transactions everyday.The Company headquarters are located in New Delhi (India) and has business offices in Ahmedabad, Bangalore, Chennai, Cochin, Coimbatore, Mumbai, Chandigarh, Delhi, Kolkata, Hyderabad and Pune. It operates its Internet Data Center facilities in 6 cities. These data centers are built using the world’s best technologies (Cisco, Intel, etc.) and are equipped with state-of-the-art security, monitoring and management systems. Net4 provides the following services:Consumer Services PC-Phone Calling Cards Call Shops Business Solutions Small Business Solutions Enterprise solutions VoIP Products Dial-up Devices Ethernet/Broadband Devices Multiport Devices Leased Line Services Broadband Access Fixed Wireless AccessWeb Presence ServicesData Centre ServicesCorporate Email Solutions

The company, which is part of the UK based Sawhney group of companies, will provide a number of value added services to the user giving end-to-end solutions. The services will include Internet access, e-mail, web hosting, e-commerce, web design, web strategy consulting and Internet marketing.
Net4 India will be offering assistance in strategising, consultancy, database distribution management and customer services.
i am expecting 5-7 rs e.p.s and consolidated eps of 10.rs. for full year .

buy with a price target 200 in six months