Indian Stock Market

Excel Industries is now up by 10% at Rs.63. Good call.
On 9/12/07, value investor wrote: > > Hi Jatin > > The following article will enlighten you on waste management that i am > talking off.I am not aware of IFSL that you are mentioning. > > > > VALUE INVESTOR > > *An Urban Waste Management Continuum > —————————— > * A rising quality of life, and high rates of resource consumption > patterns have had a unintended and negative impact on the urban environment > - generation of wastes far beyond the handling capacities of urban > governments and agencies. Cities are now grappling with the problems of high > volumes of waste, the costs involved, the disposal technologies and > methodologies, and the impact of wastes on the local and global environment. > > > Most local governments and urban agencies have, time and again, identified > waste management as a major problem that has reached proportions requiring > drastic measures. We can observe three key trends with respect to solid > waste - increase in shear volume of waste generated by urban residents; > change in the quality or make-up of waste generated; and the disposal method > of waste collected, by land-fill, incineration etc. > > But these problems have also provided a window of opportunity for cities > to find solutions - involving the community and the private sector; > involving innovative technologies and disposal methods; and involving > behaviour changes and awareness raising. These issues have been amply > demonstrated by good practices from many cities around the world. There is a > need, therefore, for a complete rethinking of “waste” - to analyse if waste > is indeed a ‘waste’. > > The current emphasis on waste disposal that is focused on municipalities > and uses high energy/high technology, needs to move more towards waste > processing and waste recycling that involves public-private partnerships, > aiming at eventually waste minimization, driven at the community level, and > using low energy/low technology resources. Some of the defining criteria for > future waste minimization programmes will include deeper community > participation, understanding economic benefits/recovery of waste, focusing > on product life cycles (rather than end-of-pipe solutions), decentralized > administration of waste, minimizing environmental impacts, and reconciling > investment costs with long-term goals. > > The above four key aspects of waste management - disposal, processing, > recycling and minimization - is presented here in the form of a dual-axis > continuum (see Figure 1), which will help in understanding the actions to be > taken, and in building a comprehensive waste management strategy for local > governments in cities of developing countries. > —————————— > Waste Processing > Waste Minimization > *Waste Disposal* > Waste Recycling > Waste Disposal > > Historically, efforts in the management of waste have focused primarily on > the disposal part of the waste. Whilst there is now a general move towards > the recovery of resources from waste, disposal is still the most common form > of managing waste. Dumping, landfilling of waste and incineration are some > of the most common methods of waste disposal. > —————————— > Waste Processing > Waste Minimization > Waste Disposal > *Waste Recycling* > Waste > Recycling > > Recycling is the breaking down of materials from waste streams into raw > materials, which are then reprocessed either into the same material (closed > loop) or a new product (open loop), generally including waste separation and > material reprocessing. There are various materials that are capable of being > recycled, and technology is advancing to allow the recycling of more > materials. > > The benefits of recycling do not lie solely in diversion of waste away > from disposal but, even more importantly, in the reduction of the amount of > virgin resources that need to be harvested and processed for the manufacture > of new products. > —————————— > *Waste Processing* > Waste Minimization > Waste Disposal > Waste Recycling > Waste > Processing > > Waste processing is the range of activities characterized by the treatment > and recovery (use) of materials or energy from waste through thermal, > chemical, or biological means. It also covers hazardous waste handling. > Generally, there are two main groups of processes to be considered, (1) > Biological processes, such as open composting, enclosed composting, > anaerobic digestion, and vermiculture, and (2) Thermal processes, such as > incineration, and gasification. > > Examples of reuse in initiatives include: (1) Product reuse - rethreading > tires, recovery of demolition materials, reuse of plastic bags, second hand > clothing, reconditioning and repair of furniture and appliances; (2) > Materials reuse - Liquid-paper board for seedlings planters, bottles, scrap > paper for notes/phone messages, mulching; (3) Durable packaging - e.g. > milk crates, bread trays, string or calico shopping bags. > > Some of the positive effects associated with processed waste include, more > effective use of resources, employment opportunities in the service and > repair industries, support for charity based stores, better protection of > products as durable packaging is more robust, and changes in attitudes > towards disposable products. > —————————— > Waste Processing > *Waste Minimization* > Waste Disposal > Waste Recycling > Waste > Minimization > > Waste minimization is aimed at reducing the production of waste through > education and improved production process rather than aiming to increase > technology to improve treatment of waste. The idea of minimization is not > centered on technological advances, it can be viewed a method of managing > existing resources and technology in order to maximise the efficiency of > available resource use. Minimizing waste generation has the potential to > reduce costs or increase profits by maximizing the use of resources and by > reducing the amount of waste to be disposed of the cost of waste management > is also decreased. > > Waste avoidance for individuals: Buying goods in bulk; reconsidering > superfluous purchases; purchasing products in materials/packaging that is > readily recycled; use of alternatives, e.g. landscaping that creates > mulched gardens in place of lawns; and use of composting and vermiculture > practices. > > Waste minimization in industry: Change in product design to reduce > materials consumption; using crates instead of pallets to avoid the need for > shrink wrap; incorporate Eco-Design technology into production processes; > adoption of Cleaner Production practices that ensure avoidance through > efficiency measures; and conduct regular audits and monitoring of waste > reduction/resource recovery practices. > > Waste minimization for Local Government: Encourage community ‘avoidance’ > activities, e.g. promote competitions rewarding initiative in this area of > resource recovery; lead by example, e.g. display mulched gardens > throughout the municipality; and provide facilities and infrastructure to > assist industry, business and the community to undertake resource recovery > practices, e.g. kerbside recycling and resource exchange registers, > initiate greener procurement programmes. > —————————— > These four issues, disposal, recycling, processing, and minimization, have > been put into a dual axis continuum illustrated in Figure 1. > > [image: The Waste Management Continuum] > > The Waste Management Continuum has two axes. One is the horizontal > stakeholder scale, ranging from municipalities and local governments to the > community. The other is the vertical technology scale ranging from high > tech/high energy disposal systems to low tech low energy systems. > > Much of current waste management efforts is focused on local government > based high tech/high energy disposal systems (the ‘NOW” position in the > continuum). We need to move towards a waste management system that is > community based using low tech/low energy, and focused on waste > minimization. In achieving this goal, we also have to pass through the > ‘gray’ areas of waste processing and waste recycling too. > > > > > On 9/12/07, jatin jain wrote: > > > > VIji, > > If you are comfortable can you plz elaborate waste management in > > detail.Other than plastic which other raw material can be used in waste > > management. > > What kind of margins are expected in to this business. > > You have really done a good job by identifying this new sector,but the > > story of IFSL still haunts me lolzzzzz > > I would be please if u may share more details with us > > jAtiN JaiN > > 9867064274 > > > > On 9/12/07, sudhansu padhy wrote: > > > > > > Thanks Value Investor, I am accumulating this stock at around Rs.57for sometime now. It suddenly jumped to > > > Rs.64 couple of days back and then receded. Will it be good to hold > > > Kalpana at around Rs.80. > > > > > > > > > > > > On 9/12/07, value investor wrote: > > > > > > > > > > > > Hi All > > > > > > > > The company is reported to be performing exceedingly well in the > > > > current qtr to end sep 07.The qtr could end with a turnover in the > > > > range of Rs 58/60 crs.Some of its raw material like alcohol prices > > > > have further eased .Thus one could expect further improvement in EBITDA > > > > margins. > > > > > > > > Excel is now laying good focus on solid waste management business . > > > > > > > > Waste management in both Water And solid are the themes on which > > > > I have foccused in the past.I am sure after some time this theme > > > > shall be hot topic in future. > > > > > > > > Based on this very theme I have been bullish on ION Exchange and > > > > Hind Dorr Oliver in the recent past. > > > > > > > > Excel is a must in growth portfolio. > > > > > > > > > > > > > > > > > > > > — > > > > VALUE INVESTOR > > > > > > > > Top line is Vanity, Bottom line is sanity, Cash is reality > > > > > > > > > > > > > > > > > > > > > — > VALUE INVESTOR > > Top line is Vanity, Bottom line is sanity, Cash is reality > > >