MRPL - Out of sight ... out of mind?

Can't write a lot on MRPL.

Go through following link....easy to understand why MRPL should be in the investment list.

http://www.thehindubusinessline.com/companies/article2296232.ece

The company is planning to expand the refinery to 300,000 bpd.
Current capacity is 194000 bpd.

MRPL‘s expansion will witness the refinery complexity rising from 5.5 to 9.
This will help in maximizing GRMs.

Whats your call?

CIL is # 1

CIL is # 1 in market cap.
It has dethroned RIL who had dethroned ONGC in 2007.

As of today, Reliance Industries' market cap stands at Rs 248,662.36 crore and that of Coal India stands at Rs 250,728.08 crore.

The world's largest coal miner had a production target of 460.5 MT for 2010-11, which was revised to 440.2 MT

What does this news mean?
It implies that with CIL being # 1 in the sensex, its weightage will increase and all index MF and ETF will have to purchase it as per norms.
Please correct me if I am wrong here.

See MF holdings:
http://www.moneycontrol.com/mf/user_scheme/mfholddetail_sec.php?sc_did=CI11

Many index funds are missing. They need to buy which implies stock will be in demand.

Whats the future?

According to NC Jha, CIL's products are sold @ 50% cheaper prices than imported coal.
If the coal is washed, the company can get better rates for their coal.
For this the company has planned for 20 washeries which will gradually come onstream in a couple of years.

Waheries news: http://www.constructionupdate.com/CMS/Newsletter/NewsFiles/39739.html

As per moneycontrol:

Coal India in Q1'12:
Maharatna firm Coal India reported a 64% jump in the consolidated net profit at Rs 4,143 crore for the first quarter ended June 30.
The company had posted a consolidated net profit of Rs 2,525 crore in the April-June period of 2010

This at 50% cheaper price. Imagine the extent when they sell washed coal!!!

Prediction?
From the look of it, this company has huge potential.
Its in my outlook for long term investment.

What do you think?

Holiday season - resorts beckoning - Sterling Resorts beckoning?

Holiday season - resorts beckoning - Sterling Resorts beckoning?

Sterling Holiday Resorts has 10 resorts.
Sterling Holiday Resorts has plans to open 11 new resorts in the next 10 years.

Mahindra holidays -
http://money.rediff.com/companies/mahindra-holidays-and-resorts-india-ltd./16560125
Mcap - 3000 Crore
CMP: 364 Rs

Sterling Resorts -
http://money.rediff.com/companies/sterling-holiday-resorts-%28i%29-ltd./16560010
Mcap - 488 Crore
CMP: 99 Rs

What does Sterling Resorts have?
- Ramesh Ramanathan has joined as managing director (he was part of Mahindra holiday's success)
- Rakesh Jhunjhunwala to get preferential allotment of shares

Will it zoom away like VIP (after Jhunjhunwala bought it)?

Time for a treat.....time for pizza....time to buy Jubilant Foodworks?

Time for a treat.....time for pizza....time to buy Jubilant Foodworks?

Jubilant Foodworks who runs Dominoes and soon may open Dunken Donuts has reported 40% growth.
Results: http://economictimes.indiatimes.com/jubilant-foodworks-ltd/profitandlose/companyid-16224.cms

Food inflation has led to price rise in costs of the pizza.
However, the growth seems to be increasing with price.

Do we see a time that folks stop pizza? Would you?
If yes, what will you replace it with?
Pizza, burgers best idea for treats?

Today they announced that soon they will come up with a new Pizza in the next 2 months.

If folks accept dunkin donuts with the same enthu as McDonalds etc.....
we are looking at zooming profits for lots of quarters to come.

Time to buy Jubilant Foodworks?

This stock could zoom provided they keep up with their competitors.... + food inflation.