MIC Electronics-A Bright Idea
How about Indo Asian Fusegear, which is a good play on power distribution equipments(switchgears) and CFL lights and it is expanding its capacities as well. Keeping in mind their expansion plans, they must scale up and should give returns to shareholders as well.
Views Invited.
Bye,
Mini
On Sep 14, 9:38 am, “samir shah” wrote: > The days of the light bulb are over. One day children are going to have to > ask their parents what the incandescent light bulb was, because they won’t > ever have seen one. Incandescent bulbs will be outlawed in Europe by 2009, > in Australia by 2010, and in Canada by 2012. > > Only 10% of the energy put out by incandescent bulbs is light. Ninety > percent of the energy given off is heat, which is great for warming those > barbequed chickens you get at Safeway, but not ideal for lighting your home. > > *White-light LEDs are a complete reversal of this energy scenario.* > ** > *And LEDs can put out light equivalent to that of a 25-watt incandescent > bulb on just a tad more than 5 watts of juice.* > > *Seeing the Light* > ** > We’re going to make money on this wave the best ways we know how. One way to > do that is by owning a key part of the supply chain. The US based CREE, for > instance, is considered the granddaddy of white-light LEDs makers. > > I’m giving that pick to you, and if you don’t own Cree you’re a bonehead, > because Cree is the killer-value play when it comes to white-light LEDs. The > company has plants in China that are kicking butt, and they have the > intellectual property rights for high-performance LED chips, which is *mucho > importante*. > > I’ve got another way to profit. Think about this for a second. If you wanted > to make money on lighting, you could buy stock in Royal Philips Electronics > (PHG) , and > it might go from $41 to $50. That’s about a 20% move, which isn’t a bad > deal. > > Instead we could focus on the little companies you’ve never heard of — the > ones supplying parts to many of the big players — like the company we > recommended that is making LED bulbs for Philips. > > These LED bulbs screw right into your current light sockets, or those little > candelabras I have outside of my house (you know, the ones that burn out > when it’s minus 20 degrees). Nobody wants to redo their entire house for > LEDs, so this is essential. > > *While the bulb you’re buying will say Philips on it, it will have been made > by our lighting company. The company also makes LEDs for Sylvania and Osram, > two of the leading lighting manufacturers in the world. * > > *You’re going to see LED sales ramp up in 2008 and then really take off in > 2009. * > *Pacific Gas and Electric > (PCG)* > * customers — about 35 million people — will see a new credit on their > electrical bill if they use the type of light bulbs made by this microcap > company.* > > *White-Hot Profits* > ** > In India we have MIC Electronics, that makes LED arrays that are at present > being used at Airports and Railway Stations for the purpose of making > announcements. This is a big field in itself, but does not bring in the > volumes. MIC, for this very purpose has been using the Middle Eastern > markets for exports and it has had success. And even with the recent > spectacular run-up in the last 2 days, MIC still quotes at roughly 15 times > FY08 earnings and about 12 times FY09 expected earnings. > > More importantly, the growth of LED as a lighting solution is now considered > a secular wave, that’s simply not going to stop. Once you replace > incandescent lights with white-light LEDs, you’re not turning back. > > *LEDs last 50,000 hours compared to only 500 to 1,000 hours for incandescent > lights. And in colder temperatures, LEDs can last up to 100,000 hours. > However, while you are investing there are two things I want you to take > away from today’s Rant:* > > First, the bull market is not dead, and I’m getting tired of telling > everyone why. > > Second, the way to make money on the white-light LED wave is with the > microcap with the fastest-growing sales in this secular growth story that is > revolutionizing the industry and how we live our daily lives. > > *Safe Harbor Statement:* > > *Some forward looking statements on projections, estimates, expectations & > outlook are included to enable a better comprehension of the Company > prospects. Actual results may, however, differ materially from those stated > on account of factors such as changes in government regulations, tax > regimes, economic developments within India and the countries within which > the Company conducts its business, exchange rate and interest rate > movements, impact of competing products and their pricing, product demand > and supply constraints.* > ** > *Nothing in this article is, or should be construed as, investment advice.** > * > > ** > * * > > ** > ** > > Samir Kumar Shah. > 9830405060
