Scripscan:Samrat Pharmachem Ltd
cmp:40
Code:530125
Story:At the start I would like to insist that I am neither recommending a buy nor sell for this microcap, nor am I invested in it as yet. I would briefly mention this commodity stock for your later research.Fortunes turn about-face as the change of weather on shore side with commodities. I have never believed in any metal including Gold, its utility to me is only in times of war, to carry something precious in pockets when a country is ravaged. Despite out performance of this metal in past decade the odds are completely stacked against this non-thinking, nor productive asset, last two hundred year of results stand up for even TIPS and vouch the superiority of equities.A commodity nevertheless, backed by able men has distinct advantage over bare metal. Hence the openness to invest in commodity miners and manufacturers. A microcap such as this, or Sandur Manganese, SELAN etc are infinitely superior investments to investing in rarest of rarest metals like Platinum, Rhodium etc. I firmly believe there will be no money left to make in coming decades in any commodity, only technology will be the saviour. Majority of resources including metals, iron, crude oil etc. will all be over in any case by the end of the century at humble 1-2% growth rate assumption. Iodine is a 15,000 tonne industry globally out of which 2.5 - 3% of Global output is contributed by Samrat Pharmachem. Recent out performance is a consequence of global turnaround. Other players that produce Iodine and its derivatives in India are:G. Amphray Laboratories, Calibre Chemicals Pvt Limited, Salvi Chemical Industries,Vishal Laboratories, Champa Purie-Chem Industries, Shree Bhavani Iodates, Adani Pharmachem Pvt Limited, Canton Laboratories Pvt Limited, Micron Laboratories,Prachi Pharmaceuticals Pvt Limited, Omkar Speciality Chemicals Pvt Limited, Samrat Remedies Limited, Triveni Chemicals and IRIS Pharmachem - quite a few one would say.Global Leaders in this domain include: Ajay-SQM,Deepwater Chemical Inc,IodiTech,Troy Corporation,Cosayach - Chile,Atacama - Chile,Ise Chemicals - Japan.Godo Shigen Sangyo - Japan.World reserves exceed 15 million tonnes, i.e 1000 years worth of supply, hence there is no shortfall. In addition to above reserves, Iodine can be extracted from sea weeds which contain 0.05 PPM or at current sea weed stockpile 34 million tonnes. Recent demand of Iodine was propelled by LCD display and X-Ray contrast media. Like any cyclical stock, this will reward or misbehave with your money, hinges on how correctly cycle is timed.
Source:Amit arora
Search This Blog(Over 800 companies covered in the blog).
Archives : Old artciles
Important Disclaimer&Privacy policy
This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com
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 I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and 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.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
