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Reddit
Side Hero Username: Reddit
Post Number: 8378 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Saturday, September 27, 2014 - 12:23 am: |
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Filmbuff:I worked very closely with Lafarge for a few months on a buy side mandate over a decade + back. It was a confused set up.
Concrete vertical B2B lo pani chesa. confused set-up ante cultural issues b'ween top management & India jugadu mentality calla vachina issues ani anukuntunna  We're so quick to point out our own flaws in others. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8377 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Saturday, September 27, 2014 - 12:20 am: |
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Royyala_nayudu:JJ is in Big trouble. Delay cheyyamani petition vesthe court thengeyi annadhi, verdict coming out shortly.
30 minutes lo  We're so quick to point out our own flaws in others. |
   
Royyala_nayudu
Side Hero Username: Royyala_nayudu
Post Number: 2065 Registered: 04-2014 Posted From: 104.5.162.120
Rating: N/A Votes: 0 (Vote!) | | Posted on Saturday, September 27, 2014 - 12:14 am: |
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Reddit:corruption charges paina final judgment vundi
JJ is in Big trouble. Delay cheyyamani petition vesthe court thengeyi annadhi, verdict coming out shortly. |
   
Filmbuff
Side Hero Username: Filmbuff
Post Number: 5488 Registered: 11-2011 Posted From: 117.198.124.241
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 09:34 pm: |
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Reddit:lafarge but a very short stint.
I worked very closely with Lafarge for a few months on a buy side mandate over a decade + back. It was a confused set up.
Boston_baba:import cement duty free ayyi, domestic cement meeda excise tax veyadam darunam. inverted tax structure undi mana products chala vatiki, mainly due to FTAs with various countries/regions.
Imported cement meedha having duty or not is not that relevant. Freight is one the biggest costs after power in cement production. That is why most cement plants are localised, running a LP to figure out the best location keeping in mind both the distance from the limestone deposits and the distance to the end markets. That is why imports are not a threat, the freight just does not work out. There are attempts on and off to get it by sea from SE Asia etc, but it not a relevant factor for the Indian market. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8343 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 05:16 am: |
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Filmbuff:Which one, nenu kooda okkapudu cement expert ga chalamani ayye vadini...worked on many buyside and sellside deals in the cement sector.
lafarge but a very short stint.
Boston_baba: above facts are eye opener for me. gypsum/coal, how much % are they to total cost? import cement duty free ayyi, domestic cement meeda excise tax veyadam darunam. inverted tax structure undi mana products chala vatiki, mainly due to FTAs with various countries/regions.
Costing vachesariki Govt. taxes, levies & royalties number one component followed by input cost & then transport. Mana deggara taxation darunaam le govt. maximum pindukuntadhi where ever they can without bothering about the effects it'll have for the end consumer. %'s avvi ekkado hard disk lo vandali ethiki eppudo oka sari mail chesthanu We're so quick to point out our own flaws in others. |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5273 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 05:01 am: |
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Reddit:taxes oka la vundatam endhi input materials like gypsum, pet-coke medha custom duty state ki nachi napped change chestha vuntaaru & comedy anti ante imported cement is duty free. Coal medha duty vundi. Price of coal vis-a-vis 2005 & now same prices? price perigithe tax component also increases kada.
Reddit:because I worked for a Cement major so can empathise with their problems unlike you.
emo le annai.. surface details like those cases, and price rise during boom time just to cash in demand & not increasing production etc.. chusi, aa opinion lo unnanu. above facts are eye opener for me. gypsum/coal, how much % are they to total cost? import cement duty free ayyi, domestic cement meeda excise tax veyadam darunam. inverted tax structure undi mana products chala vatiki, mainly due to FTAs with various countries/regions. Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Filmbuff
Side Hero Username: Filmbuff
Post Number: 5478 Registered: 11-2011 Posted From: 117.198.139.146
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:54 am: |
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Reddit:I worked for a Cement major
Which one, nenu kooda okkapudu cement expert ga chalamani ayye vadini...worked on many buyside and sellside deals in the cement sector. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8342 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:31 am: |
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Boston_baba:
stockholm syndrome emo naku because I worked for a Cement major so can empathise with their problems unlike you.  We're so quick to point out our own flaws in others. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8341 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:27 am: |
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Boston_baba:ayina, 2009-11 boom period endi? after 2008 recession, peddaga drastic improvement in economy ekkada undo.
Indian construction slowed down only after 2011 appati daka bagane vundindhi le. We're so quick to point out our own flaws in others. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8340 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:26 am: |
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Boston_baba:heading misleading. reduced price ki istunnaru. subsidy istundi ani cheppaledu.
procurement MP ki chesthundi so reduced price ki ivvali ante subsidy lekunda lea chesthundi vayya Boston_baba:taxes eppudu okela unnayi kada... given the constant taxes, abundant supply unde material ki, demand perigithe price peragadam enti? that too plants full capacity run availed.
taxes oka la vundatam endhi input materials like gypsum, pet-coke medha custom duty state ki nachi napped change chestha vuntaaru & comedy anti ante imported cement is duty free. Coal medha duty vundi. Price of coal vis-a-vis 2005 & now same prices? price perigithe tax component also increases kada. We're so quick to point out our own flaws in others. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8339 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:23 am: |
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Cement & Petroleum products medha taxes darunam final price lo avve 30-40% vuntaayi ayyi vadilesi cartels anta valance malli badudu We're so quick to point out our own flaws in others. |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5272 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:21 am: |
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Reddit:boom period of 09- 11 ninchi
ayina, 2009-11 boom period endi? after 2008 recession, peddaga drastic improvement in economy ekkada undi. Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5271 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:18 am: |
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Reddit:TN government is going to subsidise http://www.thehindu.com/news/national/tamil-nadu/tamil-nadu- govt-announces-amma-cement-scheme/article6448910.ece
heading misleading. reduced price ki istunnaru. subsidy istundi ani cheppaledu. taxes eppudu okela unnayi kada... given the constant taxes, abundant supply unde material ki, demand perigithe price peragadam enti? that too plants full capacity run avaledu. Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Reddit
Side Hero Username: Reddit
Post Number: 8338 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:16 am: |
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Boston_baba:if she can deliver for 190/- without burden to exchequer, i would be happy.
TN government is going to subsidise http://www.thehindu.com/news/national/tamil-nadu/tamil-nadu- govt-announces-amma-cement-scheme/article6448910.ece input costs 2005 & 2014 lo oke la vunnaya? taxes taggisthe rate lu avve taggutaayi kada  We're so quick to point out our own flaws in others. |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5270 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:11 am: |
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Reddit:ne paga mamuludi kada kada cement valla medha aaa fines anni boom period of 09- 11 ninchi
 Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5269 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 04:10 am: |
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Reddit:ne paga mamuludi kada kada cement valla medha aaa fines anni boom period of 09- 11 ninchi
logistics gurinchi peddaga telidu kani... abundant reserves unnayi. full capacity lo run cheyakunda, supply & prices control chestunnarani gut feeling annai.. 130/- per bag in 2005 nundi ivala 360/- charge chestunnaru. i see no good reason for price hike. if she can deliver for 190/- without burden to exchequer, i would be happy. Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Reddit
Side Hero Username: Reddit
Post Number: 8337 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 03:52 am: |
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Boston_baba:http://www.thehindubusinessline.com/industry-and-economy/car tel-case-rs-669cr-provision-to-hit-11-cement-firms-profits-i n-june-quarter/article4895472.ece
ne paga mamuludi kada kada cement valla medha aaa fines anni boom period of 09- 11 ninchi btw AP lo price perigaka vachina scheme idhi because AP cater 30-40% of cement requirement in TN. We're so quick to point out our own flaws in others. |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5268 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 03:47 am: |
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http://www.thehindubusinessline.com/industry-and-economy/car tel-case-rs-669cr-provision-to-hit-11-cement-firms-profits-i n-june-quarter/article4895472.ece Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Chitti_babu
Hero Username: Chitti_babu
Post Number: 12601 Registered: 03-2012 Posted From: 108.179.36.130
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 03:14 am: |
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Amma Cement Scheme idhi success aithey Sendri bob will start "Anna Cement Scheme " |
   
Boston_baba
Side Hero Username: Boston_baba
Post Number: 5267 Registered: 07-2012 Posted From: 182.72.145.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 02:26 am: |
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very good decision.. i always believe, cement is overpriced way above its production price, due to cartelisation. http://www.sakshi.com/news/andhra-pradesh/amma-cement-cost-r s-190-says-jayalalitha-170455?pfrom=home-top-story 190/- ante, must be close to production price. i wish this scheme good luck. Yes... I deliberately lied in assembly -CBN Jalayagnam irrigated 15lac acres in seemandhra - TDP http://www.thehindu.com/todays-paper/tp-national/tp-andhrapradesh/tdp-claims-denied-by-its-own-budget/article6336996.ece |
   
Amara
Hero Username: Amara
Post Number: 17487 Registered: 09-2010 Posted From: 49.205.148.234
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:59 am: |
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Pete_sampras:Mellaga mana desannai socialist country ne chestunanru politicians, votes kosam free free free ani anni ichestaunnaru, janalani lazy chestunnaru...
janam korukuntunnaarani..politicians isthunnaaru..politicians isthunnarani..alavatu padipothunnaaru..  |
   
Abhysg
Hero Username: Abhysg
Post Number: 17991 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:58 am: |
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http://www.andhrajyothy.com/Artical.aspx?SID=26176&SupID=21 |
   
Amara
Hero Username: Amara
Post Number: 17486 Registered: 09-2010 Posted From: 49.205.148.234
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:57 am: |
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Starbucks:mari naaku enduku cheppindhi?
manam manam feel avvam kabatti parledhu ani cheppaa...  |
   
Abhysg
Hero Username: Abhysg
Post Number: 17990 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:57 am: |
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Reddit:corruption charges paina final judgment vundi
http://www.andhrajyothy.com/Artical.aspx?SID=26170&SupID=21 |
   
Starbucks
Side Hero Username: Starbucks
Post Number: 2636 Registered: 08-2011 Posted From: 210.239.48.141
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:54 am: |
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Amara:feel avuthaavani..nene cheppoddhannaa..
mari naaku enduku cheppindhi?  Bhimavaram | Singapore | Tokyo |
   
Thikka_sankara
Hero Username: Thikka_sankara
Post Number: 13875 Registered: 02-2012 Posted From: 106.208.53.100
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:53 am: |
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Nice:antha undadhu emo, Supreme court ki veltundhi ga obvious ga
remember sasikala and her split with jaya sometime back....disco aithe jaruguthondi keka link: fikileaks,
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Nice
Side Hero Username: Nice
Post Number: 8302 Registered: 05-2009 Posted From: 122.164.171.60
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:51 am: |
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Amara:feel avuthaavani..nene cheppoddhannaa.
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Thikka_sankara
Hero Username: Thikka_sankara
Post Number: 13874 Registered: 02-2012 Posted From: 106.208.53.100
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:51 am: |
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Abhysg:
Tamil politicians andaru Bangalore lone makaam Petraeus.... Chennai to Bangalore burly divert chestaaru city enter avvakundaa ani talk....assale tn vs k pacha gaddi esthe chain reaction osthundi....so better be careful keka link: fikileaks,
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Nice
Side Hero Username: Nice
Post Number: 8301 Registered: 05-2009 Posted From: 122.164.171.60
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:50 am: |
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Thikka_sankara:Admk ollu kooda whoz next ani discodance modalettaru....
antha undadhu emo, Supreme court ki veltundhi ga obvious ga |
   
Amara
Hero Username: Amara
Post Number: 17483 Registered: 09-2010 Posted From: 49.205.148.234
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:50 am: |
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Nice:jaya aunty naaku emi cheppaledhe ee news gurinchi, ippude adugutanu aagandi
feel avuthaavani..nene cheppoddhannaa..  |
   
Mario_puzo
Side Hero Username: Mario_puzo
Post Number: 2860 Registered: 10-2008 Posted From: 117.247.107.86
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:49 am: |
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Abhysg:
entaa exfression...sette meere seyyala ? ( Hyd) |
   
Abhysg
Hero Username: Abhysg
Post Number: 17987 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:47 am: |
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Thikka_sankara:banglore vaasulu weekend jara bhadram...godaval jaragochu....
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Thikka_sankara
Hero Username: Thikka_sankara
Post Number: 13871 Registered: 02-2012 Posted From: 106.208.53.100
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:47 am: |
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Abhysg:kashtam emo...
anduke Anna sensational ani....judge ghatikudu....dorakatledu....few weeks gaa no cellphone no landline full police protection completely shutoff from outer world tiruguthunnadantA.... To escape pressure.... Admk ollu kooda whoz next ani discodance modalettaru.... keka link: fikileaks,
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Pete_sampras
Side Hero Username: Pete_sampras
Post Number: 8241 Registered: 03-2010 Posted From: 203.35.135.165
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:47 am: |
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Amara:condoms,diapers,napkins kuda edho oka roju set chesthundi..
Mellaga mana desannai socialist country ne chestunanru politicians, votes kosam free free free ani anni ichestaunnaru, janalani lazy chestunnaru... |
   
Reddit
Side Hero Username: Reddit
Post Number: 8331 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:46 am: |
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Thikka_sankara:
yep border areas badram. She is prepared to make Rachael from the looks of it. Supreme court ki elthadi so appude muyyaru le We're so quick to point out our own flaws in others. |
   
Nice
Side Hero Username: Nice
Post Number: 8299 Registered: 05-2009 Posted From: 122.164.171.60
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:44 am: |
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Thikka_sankara:100% pakka moosethaaru ani talk
jaya aunty naaku emi cheppaledhe ee news gurinchi, ippude adugutanu aagandi |
   
Reddit
Side Hero Username: Reddit
Post Number: 8330 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:44 am: |
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Abhysg:
kastam kadu water tight case just like laloo prasad yada vs. We're so quick to point out our own flaws in others. |
   
Nice
Side Hero Username: Nice
Post Number: 8298 Registered: 05-2009 Posted From: 122.164.171.60
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:43 am: |
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Thikka_sankara:watch out.... 2-3 days lo sensational news on the way....
emitadhi |
   
Thikka_sankara
Hero Username: Thikka_sankara
Post Number: 13870 Registered: 02-2012 Posted From: 106.208.53.100
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:43 am: |
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Reddit:corruption charges paina final judgment vundi
100% pakka moosethaaru ani talk.....banglore vaasulu weekend jara bhadram...godaval jaragochu.... keka link: fikileaks,
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Abhysg
Hero Username: Abhysg
Post Number: 17986 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:42 am: |
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Reddit:corruption charges paina final judgment vundi
kashtam emo... |
   
Abhysg
Hero Username: Abhysg
Post Number: 17985 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:41 am: |
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Reddit: Maharasthra lo already MNS is talking about runa maafi
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Reddit
Side Hero Username: Reddit
Post Number: 8329 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:40 am: |
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Abhysg:
corruption charges paina final judgment vundi We're so quick to point out our own flaws in others. |
   
Reddit
Side Hero Username: Reddit
Post Number: 8328 Registered: 05-2013 Posted From: 122.175.4.188
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:39 am: |
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Judges daya vunchi eeme ni lopala veyyali. TN ni gabbu leputhandi with her socialism schemes which will be replicated in other states or rather will be forced upon by insecure politicians. Maharasthra lo already MNS is talking about runa maafi We're so quick to point out our own flaws in others. |
   
Abhysg
Hero Username: Abhysg
Post Number: 17984 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:39 am: |
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Thikka_sankara:watch out.... 2-3 days lo sensational news on the way....
entadi |
   
Thikka_sankara
Hero Username: Thikka_sankara
Post Number: 13869 Registered: 02-2012 Posted From: 106.208.53.100
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:37 am: |
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Bongaram:
watch out.... 2-3 days lo sensational news on the way.... keka link: fikileaks,
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Amara
Hero Username: Amara
Post Number: 17482 Registered: 09-2010 Posted From: 49.205.148.234
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:36 am: |
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condoms,diapers,napkins kuda edho oka roju set chesthundi.. amma antha strong ayithe andaruu aa cement ye vaaduthaaru..  |
   
Abhysg
Hero Username: Abhysg
Post Number: 17983 Registered: 08-2008 Posted From: 69.248.70.203
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:34 am: |
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cemetry scheme kooda ettandi.. |
   
Bongaram
Hero Username: Bongaram
Post Number: 13258 Registered: 04-2013 Posted From: 103.245.47.20
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, September 26, 2014 - 12:24 am: |
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