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Senin, 07 Januari 2008

Re: InvestorTalks- Fwd: Aquire Meghmani Organics

dear vivek

i am from ahmedabad and know this company since long

it is nice of you to pinpoint this company

i am regularly getting your sms and would like to talk to you in detail

as i wish to contribute to your blog

dinesh desai

prof in engg college

ahmedabad

m-09426361121

--- On Sun, 6/1/08, Vivek Karwa <vivek@karwa.co.in> wrote:

From: Vivek Karwa <vivek@karwa.co.in>
Subject: Re: InvestorTalks- Fwd: Aquire Meghmani Organics
To: SumanSpeaks@yahoogroups.com, investortalks@yahoogroups.com
Date: Sunday, 6 January, 2008, 10:37 PM

Meghmani was picked up by MFF at 25 and below and still holding. CMP is 50+ (Money Doubled)
 
Rgds
 
----- Original Message -----
Sent: Sunday, January 06, 2008 12:02 PM
Subject: InvestorTalks- Fwd: Aquire Meghmani Organics




People,
Buy megnmani organics targeted 75 in one week (CMP 46)
 
presented in an questionair with MD of meghmani
the company is going for a major expansion
 
real chance to earn money
 
also Ashok leyland is targeted at 60 rs by the month end.
 
shailesh
 
 
 
 

Excerpts from CNBC-TV18's exclusive interview with Ashish Soparkar:

 

Q: We would want to know a bit about Meghmani Fine Chemicals, because that seems to be the next story that is really developing. All investments are going to be in that zone. How much are promoters going to invest via equity and how much would IFC put in by way of equity and debt?

 

A: In Meghmani Fine Chemicals, promoters are going to put in around Rs 20-30 crore. The final figures are still being worked out. IFC is planning to invest around Rs 40 crore as part of equity.

 

Q: Give us an idea of the intention behind splitting the business into Meghmani Organics and putting most of that into Meghmani Fine Chemicals at this point of time? What is the thought process behind it?

 

A: Meghmani Organics Limited has very niche products of agro-chemicals and pigments. Meghmani Fine Chemicals Limited is going to produce caustic, chlorine and chlorine- based value added derivatives in the second phase, which will give raw materials to Meghmani Organics Limited. So, that is why we have kept two separate companies.

 

Meghmani Organics Limited is going to progress on its own. We have many opportunities coming in for Meghmani Organics Limited also. Nothing will be done at the cost of Meghmani Organics Limited. But we are also seriously trying to promote Meghmani Finechem Limited.

 

Q: Would you want to list Meghmani Finechem as well?

 

A: It is too early to say as of now. This decision will be taken after three years, not right now. It is too early, because after one year Meghmani Finechem Limited will be operational. Then, we will allow at least two years to mature that company.

 

Then Meghmani Organics Limited, which is the holding company, will take a decision how to go ahead, whether to list independently or merge. That is much later on.

 

Q: We also understand that you are looking at raising a separate USD 30 million as well. Walk us through as to what are your plans for this sum?

 

A: That is for Meghmani Finechem Limited.

 

Q: You said IFC will put in Rs 40 crore via equity. How much of equity dilution would that translate into? How much would it bring in via the route of debt?

 

A: The total project is around Rs 500 crore. Rs 340 crore would be coming by way of debt. Of the remaining Rs 160 crore, around Rs 20-30 crore will come from the promoter.

 

The majority stakeholder will be Meghmani Organics Limited. Meghmani Organics Limited is putting in around Rs 100 crore and Rs 40 crore will come from IFC. So, you can say that Rs 100 crore is from Meghmani Organics Limited, Rs 40 crore from IFC and Rs 20 crore from promoters of Meghmani. It makes Rs 160 crore by way of equity and the balance Rs 340 crore will come via debt. IFC is also one of the debt providers.

 

Q: How much debt are you raising via IFC?

 

A: IFC is planning to give us around USD 20 million of debt.

 

Q: USD 20 million via debt and Rs 40 crore for equity?

 

A: Yes, that is right. USD 20 million or Rs 80 crore by way of debt.



--
Regards,
Nimesh Shah
Mob # 9227882147



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