On Tue, Aug 11, 2009 at 5:42 PM, Vishal Joshi<
joshi.v...@gmail.com> wrote:
> Dear Kukkuji,
>
> Thanks Kukkuji.I will try to improve this work.
>
> But plz tell me is there any website from which we can get various
> commodity price on monthly basis including ferro alloys?We gets Oil price on
> daily basis because it is traded in exchange.But for other commodity which
> is not traded in exchange we need to get this data.How to get that?Because
> with the price movement of the respective commodity we can benefited from
> the price movement of that related scrip.
>
>
> On Tue, Aug 11, 2009 at 5:03 PM, kukku picks <
kukk...@gmail.com> wrote:
>>
>>
>> Vishal Joshi
>>
>>
>> u are doing good work by sharing details to the members.
>>
>>
>> pl keep it up.
>>
>>
>> kukku
>>
>>
>>
>>
>> <
joshi.v...@gmail.com>
>>>
>>> Nava Bharat Ventures
>>>
>>> In 3 years, Power generation to increase to around 600 MW from 237 MW
>>> currently
>>>
>>> Nava Bharat Ventures held a conference call to on 7th August 2009 discuss
>>> quarterly results and future growth plans. G. R. K. Prasad, Director
>>> (Finance and Corporate Affairs) addressed the call.
>>>
>>> Q1 FY2009 financial review
>>>
>>> Total Income stood at Rs 356.78 crore from Rs 291.86 crore on the
>>> strength of the Power business. Power sales were at Rs 234.48 crore from Rs
>>> 106.18 crore given higher capacities year-on-year. Ferro Alloys sales were
>>> at Rs 97.12 crore from Rs 205.75 crore in Q1 FY 2009 reflecting emphasis on
>>> inventory liquidation during the quarter. Given the focus on power the
>>> profitability is expected to be sustainable. Finance charges stood at Rs
>>> 8.65 crore from Rs 5.79 crore. The creation of power assets in the previous
>>> year resulted in higher Depreciation charges of Rs 10.13 crore this year as
>>> compared to Rs 6.84 crore previously. The Net Profits stood at Rs 136.38
>>> crore from Rs 126.91 crore following good operating performance in power and
>>> MAT credit entitlement.
>>>
>>> Highlights of the call
>>>
>>> The availability of power improved on account of voluntary cutbacks in
>>> ferro alloy production and contribution of 64 MW unit at Orissa and 20 MW
>>> unit in A.P. which were not present in the comparable quarter. Thus the
>>> total merchant sales were substantially higher at 387.78 million units as
>>> compared to 142.53 million units last year.
>>>
>>> There has been a up tick seen in Ferro Alloys realization The current
>>> Ferro Chrome production is in the range of Rs 53000-54000 per tonne.
>>>
>>> The average Merchant tariff during the quarter under review was around Rs
>>> 6.5 per unit.
>>>
>>> The Total Debt on books as on 30th June 2009 stands at Rs 410 crore (FCCB
>>> – Rs 140 crore)
>>>
>>> The company has a targeted production of 30000 tonnes of Ferro Alloys for
>>> the current fiscal.
>>>
>>> Production of Ferro alloys in the period was minimal and emphasis was on
>>> inventory liquidation. Production for the quarter stood at 745 MT as opposed
>>> to 29397 MT during the corresponding period last year. The Company sees
>>> potential in the medium to long term in Manganese alloy products.
>>>
>>> During the quarter under review Demand-supply mismatches have caused
>>> sugar realizations to trend upward.
>>>
>>> About 364 MW of additional power generation under implementation which
>>> will enhance the capacity to around 600 MW from around 228 MW currently in a
>>> time frame of 3 years.
>>>
>>> 64 MW in Orissa is expected to come on stream by last quarter of FY'11.
>>>
>>> The 2 x 150 MW project is close to achieving financial closure. The
>>> project is expected to be operational in a time frame of 3 years (June 2012)
>>>
>>> Quantitative Data Table
>>>
>>> Table on Production/Generation and Sales Volumes for quarter and FY
>>> period with comparative numbers
>>>
>>> Item Q4
>>> FY 2008-09 Q4
>>> FY 2007-08
>>> Production / Generation
>>> Silico Manganese (MT) 745 22625
>>> Ferro Manganese (MT) - -
>>> Ferro Chrome (MT) - 6745
>>> Power (MU) 431.94 302.94
>>> Sugar (MT) - 7287
>>> Molasses (MT) - 3681
>>> Spirit (B.Litres) - 608900
>>>
>>>
>>> Sales
>>> Silico Manganese (MT) 11440 13614
>>> Ferro Manganese (MT) 198 540
>>> Ferro Chrome (MT) 12243 7667
>>> Power (MU) - Captive Consumption
>>>
>>> Merchant Sale
>>>
>>> 5.31
>>>
>>> 387.78
>>>
>>> 126.98
>>>
>>> 142.53
>>>
>>> Sugar (MT) 10370 8274
>>> Molasses (MT) 2390 2187
>>> Spirit (B.Litres) 301351 1001079
>>> Co-gen Power (Kwh) - 3808700
>>>
>>>
>>>
>>> On Tue, Aug 11, 2009 at 2:24 PM, itsmebudddy <
itsmebu...@gmail.com>
>>> wrote:
>>>>
>>>> Dear Kukkuji
>>>>
>>>> I am little confused ...
>>>>
>>>> are talking of Ferro Alloys Corporation (cmp 10)OR INDIAN METAL &
>>>> FERRO ALLOYS LTD (cmp 346)
>>>>
>>>> in other thread you have mentioned INDIAN METAL & FERRO ALLOYS LTD
>>>>
>>>> Regards
>>>> Amish Desai
>>>>
>>>>
>>>> On Aug 11, 1:00 pm, Venky <
venky.invest...@gmail.com> wrote:
>>>> > dear kukkuji,
>>>> >
>>>> > where do we find the ferro alloy prices to note the % change? Can you
>>>> > please
>>>> > provide the % increase in the prices of ferro alloys y-o-y? Thanks for
>>>> > drawing attention to the stock.....I believe their sugar division may
>>>> > also
>>>> > do well and have higher margins given increased realizations.....
>>>> >
>>>> > Venkat
>>>> >
>>>> > On 8/11/09, kukku picks <
kukkus...@gmail.com> wrote:
>>>> >
>>>> >
>>>> >
>>>> >
>>>> >
>>>> > > added 750 shares today.
>>>> >
>>>> > > ferro alloy unit which was making losses , likely to contribute
>>>> > > good
>>>> > > profit from current qtr onwards .
>>>> >
>>>> > > as we discussed earlier , ferro alloys prices have gone up sharply
>>>> > > recently.
>>>> >
>>>> > > company also has power / sugar division beside ferro alloys.
>>>> >
>>>> > > stock looks interesting.
>>>> >
>>>> > > members may pl share view
>>>> >
>>>> > > kukku
>>>> >
>>>> > > 2009/6/4 Amol Chavan <
amol.cha...@gmail.com>
>>>> >
>>>> > >> What the status on the hyderabad metro?
>>>> >
>>>> > >> NavBharat has a join venture with Maytas and others.
>>>> >
>>>> > >> Any updates ?
>>>> >
>>>> > >> Amol
>>>> >
>>>> > > --
>>>> > > Sweetness and humility, are the essence of virtue and goodness.
>>>> >
>>>> > > IMPORTANT DISCLAIMER Investment in equity shares has its own risks.
>>>> > > Sincere
>>>> > > efforts have been made to present the right investment
>>>> > > perspective.The
>>>> > > information contained herein is based on analysis and up on sources
>>>> > > that we
>>>> > > consider reliable. I, however, do not vouch for the accuracy or the
>>>> > > completeness thereof. This material is for personal information and
>>>> > > I am not
>>>> > > responsible for any loss incurred based upon it.& take no
>>>> > > responsibility
>>>> > > whatsoever for any financial profits or loss which may arise from
>>>> > > the
>>>> > > recommendations above.- Hide quoted text -
>>>> >
>>>> > - Show quoted text -
>>>>
>>>>
>>>
>>>
>>>
>>> --
>>> Vishal Joshi
>>>
>>>
>>
>>
>>
>> --
>> Sweetness and humility, are the essence of virtue and goodness.
>>
>> IMPORTANT DISCLAIMER Investment in equity shares has its own risks.
>> Sincere efforts have been made to present the right investment
>> perspective.The information contained herein is based on analysis and up on
>> sources that we consider reliable. I, however, do not vouch for the accuracy
>> or the completeness thereof. This material is for personal information and I
>> am not responsible for any loss incurred based upon it.& take no
>> responsibility whatsoever for any financial profits or loss which may arise
>> from the recommendations above.
>>
>>
>
>
>
> --