Sunday, December 13, 2015

Agriculture ministry set to control cotton seed prices....

Following news is relevant and important to the share holders of seed companies ,hence re-posting it here .



HYDERABAD: In what could prove a major setback to the global hybrid seed giant Monsanto, India's agriculture ministry has decided to control the prices of cotton seed, including the genetically modified versions and their trait value.

The Ministry of Agriculture, Cooperation and Farmers Welfare on 7 December has firmed up the Cotton Seeds Price (Control) Order 2015, terming it as aimed at ensuring availability of cotton seeds to farmers at "fair, reasonable and affordable prices".
The move of the ministry comes in response to a series of representations made by the domestic hybrid seed manufacturers, who sought the government's intervention to rein in the American seed giant Monsanto on trait value of Bt cotton seed. A Mahyco Monsanto Biotech (India) spokesperson said the company just received a copy of the order and was in the process of reviewing. "We will be in a position to comment only after we understand the order in its entirety," said the spokesperson.  ..
"As a leading player in India's agriculture sector, Monsanto remains confident that the government will take into account views of all stakeholders and will continue to encourage innovation in Indian agriculture." The local seed makers moved the agriculture ministry after the American hybrid seed giant Mahyco Monsanto Biotech (MMB) refused to bring down the royalty payments and return the excess royalties they paid from 2010.

The Indian hybrid seed producers appealed to Monsanto to reduce trait values weeks after certain state government began fixing caps both on royalty amounts the seed makers pay to obtain seed technologies and on selling prices of hybrid cotton seed to farmers. 

This decision may negatively impact the business prospects of previously suggested companies - Kaveri Seed Company  and  Nath Biogene - from this sector.



HYDERABAD: In what could prove a major setback to the global hybrid seed giant Monsanto, India's agriculture ministry has decided to control the prices of cotton seed, including the genetically modified versions and their trait value.

The Ministry of Agriculture, Cooperation and Farmers Welfare on 7 December has firmed up the Cotton Seeds Price (Control) Order 2015, terming it as aimed at ensuring availability of cotton seeds to farmers at "fair, reasonable and affordable prices".

HYDERABAD: In what could prove a major setback to the global hybrid seed giant Monsanto, India's agriculture ministry has decided to control the prices of cotton seed, including the genetically modified versions and their trait value.

The Ministry of Agriculture, Cooperation and Farmers Welfare on 7 December has firmed up the Cotton Seeds Price (Control) Order 2015, terming it as aimed at ensuring availability of cotton seeds to farmers at "fair, reasonable and affordable prices".

91 comments:

  1. hi sir ur view on current run in jute sector.. do u think it will sustain for long and also whether one can buy it taking to consideration that it is enviornment friendly and also as one of stocks tha u liked Websol wanted to know about Ujaas which is same sector..
    Thanks

    ReplyDelete
    Replies
    1. In the past too various government's announced different plans to revive jute sector but beyond declaration nothing implemented seriously .So no comments :)

      Delete
  2. Sir looks like skm has shipped a bigger package to Russia, this time of 5OL...hopefully Russia will be a big market for skm like Japan is !

    ReplyDelete
    Replies
    1. Expecting December will be the best ever ( so far) quarter for SKM.

      Delete
  3. Will it effect PI ind & Dhanuka agri also....

    ReplyDelete
  4. What about Basant Agro Tech...?

    ReplyDelete
  5. Hi VP Sir , If u follow VEDAVAAG Systems please advise ur view.

    ReplyDelete
  6. Dear Sir U r view on Sudar industries.

    ReplyDelete
    Replies
    1. Why we should buy a company when promoters are continuously exiting ?

      http://www.bseindia.com/stock-share-price/stockreach_insidertrade.aspx?scripcode=533332&expandable=2

      Delete
  7. Dear sir plese your view on Talbros auto and Pincon sprit and Kokuyo camlin

    ReplyDelete
  8. Sir pls share your views on panasonic carbon at cmp

    ReplyDelete
  9. Your views on Rallies and MCX sir ?

    ReplyDelete
  10. Dear VP ji pls Share ur views on jet airways and spice jet after indigo listing.

    ReplyDelete
    Replies
    1. As of now not tracking any company from this sector.

      Delete
  11. Replies
    1. This stock already suggested @ Rs.182

      http://value-picks.blogspot.in/2014/03/camphor-allied-products-ltd-joining.html

      At CMP Rs.480 , one can still hold.

      Delete
  12. Sir please share your view on nector life & orient paper please .....

    ReplyDelete
  13. VP sir, What is your view on Paper industries in general. I am holding pudumjee pulp and ruching papers from them and need your opinion on future growth prospects of these stocks and in general. Thanks for all your help.

    ReplyDelete
  14. Sir, kindly share your views on Dish TV.

    ReplyDelete
  15. Sir,

    Please share your views on Usha Martin. Is it a gone case ? should we cut our losses or can hold assuming there is little down side from here.

    ReplyDelete
  16. your view on excel industries sir. cmp 235

    ReplyDelete
  17. pls share your views on ratnamani, city union bank and tata elexi...can we hold for 5+ years ? THank you

    ReplyDelete
  18. also pls share your views on avanti feeds ?

    ReplyDelete
    Replies
    1. Avanti already given more than 30 times return ( adjusted to stock split) from recommended level , not suggesting at this price.

      Delete
  19. Sir, your valuable views on below stocks at CMP
    1. Vinati organics
    2. Rajoo Engineers
    3. Pricol
    4. Nitesh Estates

    ReplyDelete
  20. Sir,

    Your view on Menon Bearings and celestial Biolabs

    ReplyDelete
  21. Most of the inquiry on the company are either tips from other online blogs. Very few are studies done by asking members. Value Pick are sharing many fundamental analysis articles and if we all could note top 5-6 studies or analysis and do it before asking about VP opinion then it would be better. Many a times VP has to answer multiple times that he is not tracking. We are wasting his precious time (precious for me as he is source for ideas which I further analyse). When a stock falls then everybody wants to know the view of VP because they havent studied it. Even a 2 hr study of stock before buying and tracking quarterly results with reading each and every footnote will do a ton of benefit for individual confidence. We all are doing lot of profits from VP's conviction and confidence and believe me we will do more and more profit if we could increase our confidence and conviction with the study that VP has provided.

    ReplyDelete
    Replies
    1. Those who ask for tips are people who have no business being in the markets. They are simply gambling and unwilling to do their own due diligence. It wastes the time of this blog writer, and giving them tips only serves to further their incompetence and feed their gambling habit.

      Stock tips should only point in a very broad direction. We all must have our own trading plan.

      Delete
    2. Perfectly said. I agree with all. Please allow time to VP sir rather than asking him about gambling stocks.

      Delete
  22. Sir, ur view on Narayana Hrudayalaya Limited IPO? is it best buy before IPO

    ReplyDelete
    Replies
    1. He already shared his opinion. Pls check comments of the next article.

      Delete
  23. sir, your view on JOINDRE capital, very cheaply undervalued share. Its a value pick....what u say?

    ReplyDelete
    Replies
    1. Not tracking it .Generally , very cheap is not the only criteria for my stock selection .If a company perform well in one year and we check its fundamentals at that particular time we may feel it as very cheap but sustainability of performance is also an important factor.

      Delete
    2. VP Sir, Should I average the aimco Pest (GTS-6) ?

      Delete
    3. Thanks for your guidance sir, i will find some better stock.

      Delete
  24. Dear sir, I am a new investor, this is my second mail to you, first of all thanks for suggesting SKM egg, where i am in 50% profits, sir i want to buy satin credit care, but now only i have funds, i know you are against price levels, but if u can please suggest me whether can i buy at this price, i am a risk taker, thank sir.

    ReplyDelete
    Replies
    1. Satin Credit care mentioned around Rs.90 which is currently trading around Rs.378. One should buy stocks when there is opportunities to do so and not when there is money in our pocket . We should wait with patience for opportunities and utilise when the same available. .

      Delete
  25. Sir, your view on SANGHI IND, TV TODAY, SALZER ELEC&ACTION CONSTRUCTION. pls thanks

    ReplyDelete
    Replies
    1. Only stock I am tracking from the list is Salzer and my opinion on the same already shared.

      Delete
  26. Dear VP Sir, so far you have posted 1008 messages in MMB. But we are able to view only one message now in MMB. Why Sir?

    ReplyDelete
    Replies
    1. There is two reasons for that and only one I know . If my understanding is correct , they will move very old messages to archive which may not visible in normal course .

      But the second is the unfortunate one . I posted my detailed opinion about Websol few weeks back , but on a fine morning it disappeared without any trace. There was no violation of their code of conduct or any offensive language used in that but moderator removed it without any genuine reason .This is why I am reluctant to post any serious messages in MMB.

      Delete
    2. True sir, but i dont understand one thing there are so many boarders writing crap and screraming every other company as buy openly still their all posts are intact and safe...and you followed every rule within compliance still paid price for being honest...why it's happening to us...even MMB moderator playing politics here ?? raises serious questions on him.

      Delete
    3. Thank you for your reply, VP Sir. It is really surprising to note the way MMB treats its platinum members. Sir,You may consider posting such messages in your face book page.

      Delete
  27. Dear Sir, please share your view if you tracking IL&FS Transportation Networks for long term prospect

    ReplyDelete
  28. Sir, do you have any fresh views on Sunil Hitech? Do you think we should exit this stock in the wake of IT raids ? Kindly share your views sir.

    ReplyDelete
  29. Dear VP, invested in sunil hitech engineers. today there are reports of IT raids on all offices. how does it compact the company? should it be a concern to a retail investor? want to buy more in this correction based on your reply.

    ReplyDelete
    Replies
    1. If there is any serious finding , it is a question mark on the integrity of promoters .I can't support such a company .As of now waiting for some clarity.

      Delete
  30. Hi sir, KOEL corrected around 100-110 rs from it's high and i think no negative bias/news in it and will take some quarter to prove it.

    Plz share your view on it.

    ReplyDelete
    Replies
    1. Company is good but the whole sector is going through tough time.

      Delete
  31. Sir,

    Do you track Surana solar?

    Any input on it comparing with websol based on technology and capacity. Not much informations are there in their ARs.

    Rgds.

    ReplyDelete
  32. Hi VP,

    Any change in fundamentals for superhouse? Why at lower PE compared to others in the sector?

    regards
    asm

    ReplyDelete
    Replies
    1. Brand is not popular as of other listed cos' and it is predominantly a leather based business hence raw material availability may impact due to beef ban ..etc

      Delete
  33. Sir are you tracking Olympia industries ?

    ReplyDelete
    Replies
    1. Though I am not strictly tracking it , it seems e-commmerce boom changed company's business profile and it is showing improvement in performance after turning as a Platinum Seller in Amazon.Now company is bringing additional funds for business expansion.

      Delete
  34. What are your views on godavri drug?

    ReplyDelete
  35. Sir, a very sincere request, can you please share your views on Orchid Chemicals. I did my part of research and found that it seems that its business is showing signs of revival but the only worrying factor is the huge debt but which is factored in the stock price. Thanks!

    ReplyDelete
    Replies
    1. Still I hope company will comeback ,but may take some time.

      Delete
  36. Dear VP Sir,
    Kindly share your valuable feedback on Arrow Coated Products.

    ReplyDelete
    Replies
    1. This stock suggested @ Rs.14 which is currently trading above Rs.700. Neutral at CMP.

      http://value-picks.blogspot.in/2013/08/gts-3-answer-arrow-coated-products_3.html

      Delete
  37. Dear vp sir
    Please share view on Prakash industry will hold for long term

    ReplyDelete
  38. Hi Sir, You mentioned about enkei wheels on MMB that company is showing improvement. But the debt to equity is high > 4. What is your view sir?

    Regards,
    Venu.

    ReplyDelete
    Replies
    1. If you check the ratio of past few years , it is clear that the same is coming down in each year .

      Delete
  39. Hi sir
    Thanks for the skm, your views on sunil healthcare in long run.

    ReplyDelete
  40. Your inputs on Ambika Cotton due to this news.

    Thanks.

    ReplyDelete
  41. dear sir,
    any CHRISTMAS GIFT for us ?
    wishing you a blessed christmas .

    ReplyDelete
  42. Hi VP,
    Any listed company in drinking water business?

    ReplyDelete
    Replies
    1. Tata Global( On merger of Moount everest Mineral water),Orient beverages, ..etc

      Delete
  43. Sir, your view on v-mart retail?

    ReplyDelete