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Comments for SLT

Added By	Comments	Type	Date Added
usubu	Fast Growth	Love	February 21, 2008
MuseIce	Copper India	Love	December 04, 2007
julie peyton	raw materials in India	Love	November 30, 2007
rajan	Growth story	Love	October 16, 2007
othoschild	the Indian metals play..but nearing the target price of $25	Love	October 12, 2007
jraman77	Growth story in an emerging market	Love	September 13, 2007
stockerblog	P/E of 7.04	Love	September 09, 2007
Bpatel2290	india biggest mining company by far. It has a bright future.	Love	August 20, 2007
honest	great indian mining company	Love	August 17, 2007
Chopster	Mining, copper, zinc - metals play from India	Love	August 14, 2007
zilwin	buyout target, India basic mat'l	Love	August 11, 2007
stockerblog	P/E of 6.82.	Love	August 08, 2007
MORTON L.SHATZKIN	DIVERSIFICATION	Love	August 03, 2007
sonal1980	Excellent results in UK and India	Love	July 26, 2007
sixhundredlbsofsin	"In the time of the Chimpanzee, I was a monkey" BEcK July 9 - Alcoa Quarterly Results - Revenue increases 2% Quarter to Quarter, Net Profit increases 8% Quarter to Quarter, Net Profit Margin increases 1% Quarter to Quarter. Not a bad quarter. If you played it perfectly (ha ha), there was a 15-20% move in price from a week prior to earnings release to one week post-earnings release. http://www.alcoa.com/global/en/investment/invest_news_release.asp July 17 - Madras Aluminum Company (MALCO) Quarterly Report - Revenue Declines 20% 4Q07 to 1Q08 (161.01Crores vs. 128.83Crores) Net Profit Declines 13% 4Q07 to 1Q08 (42.19Crores vs. 36.62Crores) Net Profit Margin Increases 2% 4Q07 to 1Q08 (26% vs. 28%) "During the quarter ended June '07, operational performance is adversely affected due to temporary power disruption from captive power plant, which has since been normalized." No power, No aluminum. http://malco-india.com/admin/financial/MalcoDocument/F000000030.pdf Was looking to MALCO to provide some insight on the quarter for the other Indian Metals and Mining companies - particularly insight into the how the recent appreciation of the Rupee against the US Dollar may effect profit. However, there wasn't much commentary on the quarter in the company release or the Indian financial media. Despite the decline in revenue and net profit, net profit margins were maintained and even increased slightly. Not sure how important this is, but Vendanta - post ADR - owns 60.6% of Sterlite and 80% of MALCO. In turn MALCO - post ADR - owns approximately 3.5% of Sterlite. Vedanta is basically a Holding Company that derives it's value from its ownership in Sterlite and MALCO and more recently the purchase of 51% of Indian iron ore exporter Sesa Goa. July 24 - BHP June Quarter Report on Production, and Exploration and Development - Sets the tone for the Miners and Metals this week. http://www.bhpbilliton.com/bb/investorsMedia/calendar.jsp July 24 - Hindustan Zinc Quarterly Report - will have a large impact on Sterlite's performance the following day. Sterlite owns 64.9% of HZL. http://www.bseindia.com/qresann/news.asp?newsid={33AFD4F4-E1B3-4113-95F4-6A2E5C96A3C5} July 25 - Sterlite Industries Quarterly Report - Member of Indian Index http://www.bseindia.com/qresann/news.asp?newsid={9899041B-ABCB-4999-A056-8CEDD72ABCF9} Sterlite's Quarter: Average Price of Rupee appreciates approximately 1% against US Dollar in Jan,Feb,Mar 07 Average Price of Rupee appreciates approximately 7% against US Dollar in Apr,May,Jun 07. I don't fully understand the effect of a stronger Rupee on the bottom line, but 7% is bound to have some negative/postive impact. Coincidentally, Vedanta just purchased 51% of Indian iron ore exporter Sesa Goa and Sesa just reported that the Rupee's appreciation against the US Dollar reduced earnings. http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aEQhjIl.17NE Aluminum - LME Average Official and Settlement prices $US/Tonne from Jan-Mar 07 to Apr-Jun 07 were essentially unchanged. Zinc - LME Average Official and Settlement prices $US/Tonne from Jan-Mar 07 to Apr-Jun 07 increased 7%. Copper - LME Average Official and Settlement prices $US/Tonne from Jan-Mar 07 to Apr-Jun 07 increased 29%. At face value we can probably expect lackluster results from Aluminum, an improvement in Zinc, and a boost from Copper. http://www.lme.co.uk/dataprices_historical.asp July 25 - FCX Quarterly Report - Another Miner and Metals bellweather. http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c=63811&eventID=1604889 July 26 - Vendanta Quarterly Report - So goes MALCO and Sterlite, so goes Vedanta. http://www.vedantaresources.com/uploads/Notice%20of%20Q1%202008%20Production%20Results.pdf July 30 - NALCO Quarterly Report - Member of Indian Index http://www.bseindia.com/qresann/news.asp?newsid={BA3883D1-965D-407F-9A7C-4C9A9A50D3A8} July 31 - Alcan Quarterly Report - Last quarterly as Alcan. http://www.alcan.com/web/publishing.nsf/Content/Investors+-+Calendar July 31 - Rio Quarterly Report - will the real slim shady please stand up. http://www.cvrd.com.br/ "End of July" - Hindalco Quarterly Results - Member of Indian Index http://www.hindalco.com/investors/investors_calender/investors_calender.htm * Hindustan Copper Ltd.- no information on Quarterly Results - but they will report sooner or later. http://www.hindustancopper.com/QuarterlyPerformance.asp?FirstLink=Financials&SecondUrl=Reports&LastLink=Financial%20Reports "You pays your money and you takes your chances" William Joseph Johnson	Love	July 23, 2007
jigneshpatel	mining industry is hot and its a new IPO, good for long term investment.	Love	July 21, 2007
bobbiemac	great growth ..has copper/aluminum/zinc low p/e	Love	July 19, 2007
buzzwin	Indian mining gem , zinc	Love	July 19, 2007
mary lawton	expected growth	Love	July 16, 2007
Scott Speer	Any projections on a price for this SLT? Got in on the day of the IPO...nice ride so far, looking for some others thoughts?	Love	July 16, 2007
tintinwins	copper play in india	Love	July 13, 2007
Joelle	Just seems to want to go alot further in this Market - strong details	Love	July 13, 2007
daya1515	Sterlite Industries	Love	July 11, 2007
pimathew	future deamand	Love	July 10, 2007
Axangel	it will go up!!!	Love	June 24, 2007
JJungJr	IPO - Cramer	Love	June 23, 2007
ethel58	Good IPO	Love	June 22, 2007
stockpicker12	good ipo?	Love	June 19, 2007
Daytimer	was watchng cnbc and the stock was shooting up before my eyes , plus i've been looking for ipo's siince I started this	Love	June 19, 2007
roboas	A little overseas exposure with zinc and copper. I got it the day of the IPO	Love	June 19, 2007