Mobile phone
Vodafone: Calls to US (mobile) Rs11/min and Rs 6.40 (fixed-line); calls to UK cost Rs 10/min
Airtel: Calls to UK (fixed-line) at Rs6.4 / min and Rs 10 to mobile; calls to US at Rs 6.4/min (both fixed-line and mobile)
Reliance GSM: Calls to US & Europe (fixed line) (both fixed-line and mobile) (mobile)
BSNL: Requires security deposit of Rs 2,000;
Calls to US & UK cost Rs 7.20/min
International Calling Cards, Vodafone: A basic Rs 110 card gives a talktime of Rs 99; calls to US cost Rs 4.75/min and to UK cost Rs 4.95/min
Airtel: A basic Rs 55 card gives talktime of Rs 49; calls to US and Canada cost Rs 3.99;
Reliance: Provides an international calling service called Reliance Global Call (prepaid plan) starting at Rs 100; calls to US cost Rs 2.49/min; calls to UK (mobile) cost Rs 11.99 and Rs 3.49 (fixed-line)
VoIP services Spokn: Spokn-to-Spokn free; 0.92 paisa/min (US & UK mobiles & fixed-lines); also allows phone-to- phone calls without internet using access lines and costs Rs 2/min
Sifytalk: Initial costs include Rs 1,599 for device; calls to UK cost Re 1/min (fixed- line) and Rs 7.99 (mobile); calls to US cost Re 1/min (landline & mobile)
Skype: PC-to-PC is free; calls to US & UK (mobile and fixed-line) cost Rs 1.10/min
(#Data collected from company website & customer care centres)
Dear Shubham, I just noted that your reply was aimed at me.
I would request you and all other boarders to please evaluate your investments based on cold logic and rational expectations. I hope that my posts have not introduced any emotional element in investing. The biggest mistake we do often so is to fall in love with our stocks. The adoption of Warren Buffett style of investing with very long term holds, requires an additional discipline of constant evaluation of the concerned companies. I would suggest having a checklist ( I had given mine earlier ), and keep ticking off your checklist boxes regularly, so that you have the comfort that your continuous evaluation of your investment is in place.
It would be useful for all of us to learn as to what are the special features of Geod that you found as compelling investment, and worth increasing your investment from 1500 to 7500 shares.
To be frank, when i made my initial investment for 1500 Shares, it was purely based on discussion between you & Rumple and other boarders. This was when the share price was around 42. I sold these share at 52.
Then i bought shares again in the range of 95 to 141, after doing my analysis come out with below observations.
1. Valuation - p/e between 4-6 when most of the s/w companies were trading 15-25.
2. Very good growth year on year.
3. Constant increase in Book value.
4. Morgan Stanly had a big holding.
5. Selling unique Product which other indian companies were not into.
6. Increasing usage of mobile in daily life.
7. Company might get benifitted from National unique ID project.
8. FII Share holding remained unchanged during peak of recession, which proved that they believe in company and its growth.
9. Technical chart for past 3 years suggested that there is huge room for share price to move up.
10. Finally, i feel that there is price war going on between the telecom operators, few telecom operators will think of giving value added services to its customers and hence Geo might be benifitted with its products.
I think this Dec-09 quater will bring gr8 results.
Thanks, Shubham. I can see several differences in what we consider important. However, the main thing is to base important decisions upon objective criteria. I am sure this list would be useful for all of us.
| NIFTY 
