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Thursday, October 11, 2012

Jayant Agro: July-Aug-Sept 2012 DGFT export numbers

As most investors following the blog know.. DGFT (Director General of Foreign Trade) reports export numbers and if we have the IEC (Import Export Code) number for the Exporter we can find the FOB (Freight On Board) Export numbers for the exporter. Jayant Agro Organics IEC Code is available in public domain and it is: Jayant Agro IEC: 0393002047

The DGFT export numbers state Jayant Agro Organics and its subsidiary Ihsedu AgroChem have Export FOB value for July-Aug-Sept 2012 as 460.29Cr

Please note: We have IEC Code for Jayant Agro but not for Ihsedu AgroChem and Ihsedu AgroChem numbers have been assumed based on data for Jayant Agro and hence this is not a number cast on stone .. we can however expect Jayant to report numbers close to the FOB numbers reported in this blog. 

It can have a positive or a negative spin because of accounting..

My personal observation is that most of the FOB are in the category "Focus Product Scheme" which has a FOB/CIF ratio of 50. It is my opinion that "Focus Product Scheme" exports are value added Castor derivatives and result in higher margin product.  

It is however surprising that topline has not increased for Jayant for Quarter ending June 2012 even as margins have improved..   Again my personal opinion is we can expect higher topline growth in the future..

you can right click and open in new "Tab" to see the full size DGFT numbers.

Conclusion: Jayant is just beginning its upward journey and even from these price levels (cmp: 150+) Jayant agro is a multibagger (more than 100% upside potential) SIP in Jayant stock is highly recommended. I think we can expect higher top line and bottom line numbers and a bonus in days to come..


Monday, October 08, 2012

Peak Oil: German Army Report

Peak Oil .. it seems does not mean running out of oil.. it basically means.. oil prices rise to such levels where certain economic activities which are oil dependent will no longer be economical.
Please review the "Post Carbon Institute" Article and link to the leaked report published by the German Army.

Here is the link to the original document (Link)
Here is the link to the German Army Study (Link)
Here is a link to eBook: Peak Energy Climate Change and collapse of global civilization (Link)

Thursday, October 04, 2012

Sant Kabir Doha: Udd Ja Hans Akela

Beautiful Kabir Doha..

Ek Daal Do Panchi Re Bathiya,
Koun Guru Koun Chela ????

Guru Ki Karni Guru Bharega, Chela Ki Karni Chela.
Ud Ja Hans Akela Bhai Sadho, Ud Ja Hans Akela

Full 42 minute Audio version available for download.. link here (Link)

Ud Ja Hans Akela lyrics

Ek dall do panchhi re baitha... kaun guru kaun chela
Guru ki karni guru bharega.... chela ki karni chela re sadhu bhai
Ud ja hans akela

Maati chun chun mahal banaya.. Log kahe ghar mera...
Na ghar tera na ghar mera ...chidiya rain basera re sadhu bhai..
Ud ja hans akela...
Ek dall do panchhi re baitha... kaun guru kaun chela

Kaudi kaudi maya jodi... jod bharela thaila..
Kahat kabeer suno bhai sadhu...Sang chale na dhela re sadhu bhai..
Ud ja hans akela..
Ek dall do panchhi re baitha... kaun guru kaun chela

Maat kahe ye putra hamara... bahan kahe ye mera.. 
Bhai  kahe ye bhuja hamari... naari kahe ye nar mera re sadhu bhai...
Ud ja hans akela...
Ek dall do panchhi re baitha kaun guru kaun chela

Pet pakad ke maata roye... bah pakad ke bhai
Lapat jhapat ke Tiriya roye... Hans akela jai re sadhu bhai
Ud ja hans akela...
Ek dall do panchhi re baitha.. kaun guru kaun chela

Jab tak jiye mata roye... bahan roye dasmasa..
Barah din tak tiriya roye.. Bhed kare ghar vasa re sadhu bhai
Ud ja hans akela...
Ek dall do panchhi re baitha... kaun guru kaun chela

Kabir lived in Benares, India in the 15th century. He was a weaver, a free-thinker and mystic, and opposed ritualism and false piety. Kabir's own religious identity was ambiguous. He was non-denominational as well as multi-denominational. His followers included both Hindus and Muslims. He was a leading figure in the Bhakti movement. He wrote a large number of poems and songs in simple Hindi, which are still sung across north India even today, especially by the common folk. The Sikhs' holy book, the Guru Granth Sahib, includes several of Kabir's teachings.