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surajmnair
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Quote surajmnair Replybullet Topic: Kerla Yruveda - A Story in Making
    Posted: 12/Sep/2006 at 4:32pm
Great Regards to Basantji and all others who are contibuting to this particular website. The content is mature and sensible.
I also echo the same investment philosophy and hence dicslosing a new story.
 
Kerala Ayurveda Pharmacy Ltd KAPL) BSE CMP 58-60
 
Katra Helath Care of Ramesh Vangal bought 61% stake
 
Vangal is considered to be the father of PEPSI in India.
 
Sanjoy Mohanty joined KAPL as MD after resigning from Bharti Airtel.
Procter & Gamble's former President Far East,Ronald Pierce joined as Vice president for KAPL.
 
KAPL last year - loss making - 44 lacs.
This year 1st Q ' 07, consoldtd profit 27 lacs.
 
Do you know ayurveda is the second largest growing industry after IT.
Dont u think that their is a story in making, forget all financials.
 
 
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surajmnair
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Quote surajmnair Replybullet Posted: 12/Sep/2006 at 4:38pm

Kerala Ayurveda Pharmacy Ltd on August 11, 2006 has announced the rollout of 10 new Ayurvedic Academies in the United States under its flagship academy, AYU, based out of Seattle, Washington. AYU is recognized as one of the worlds leading educational institutions for advancing knowledge in the field of Ayurvedic sciences. With a faculty that includes some of Indias top academicians and physicians, it offer the most authentic and highest level of Ayurvedic training available outside of India.

The business of the Company today spans across India and the US across six main business lines:

1. Academy
2. Products
3. Clinics
4. Hospitals
5. Resorts, and
6. Services.

All the above is to ensure that the Brand of "Kerala Ayurveda" exemplifies the very essence of Ayurveda and its origins in a manner and style which helps to take the "India Advantage" global. That is the essence of the Katra Group.

With the acquisition of AYU in the United States, a robust operation of 16 years, AYU is now providing the kernel of growth for the expansion. AYU, which has an Academy, Clinic Spa & Products sales has been the forerunner in the Ayurvedic field in the US. The Ayurveda Academy is approved by the State of Washington, International Academy of Ayurveda in Pune, India and the International Holistic Health Institute in Bangalore, India. As a pioneer in the field of holistic natural healing, the Company is committed to continue shaping the future of alternate medicine.

The course initially being offered by AYU will be a Certified Ayurvedic Practitioner (CAP) where students will build a strong foundation of Ayurvedic philosophy, psychology and physiology .Students will learn to live an Ayurvedic lifestyle and will be able to integrate Ayurvedic principles and practices into their personal and professional life. Students will get a good understanding of Ayurvedic nutrition, herbology, Pancha Karma, daily and seasonal routines, and evaluation of constitution (Prakruti).

Subsequently, an Advanced Ayurvedic Practitioner (AAP) will be offered where students will get involved in deeper learning of advanced herbology, pharmacology, pathology, diagnostics and therapeutics. They will study history taking, physical observation and examination. Students will understand detailed evaluation of imbalance (Vikruti). They will learn how to design individualized Avurvedic treatment plans, consisting of customized diet plans, herbs and Pancha Karma. Students will also learn how to prescribe Rasayana rejuvenation, daily and seasonal routines for disease prevention. The course includes detailed theoretical and practical training in Pancha Karma. This 400 hour course includes advanced intensive training in India for 14 days at Ayurvedagram Ayurvedic Resort, Bangalore, India and an Advanced Intensive in USA.

To rollout the centers, the Company is adopting a dual strategy of Company Owned Academies and Franchisee Owned Academies. The 10 new centers are located in New York, San Francisco, Los Angeles, Orlando, Miami, Houston, Portland, Vancouver, Toronto and Hawaii.

Driving the rollout of the Ayurvedic Academies in the United States, Mr. Sonjoy Mohanty, Managing Director and CEO, said, "The rollout of the centers will herald a new era of Ayurvedic Learning in an organized manner in the US. Unlimited opportunities await the Ayurvedic Practitioner in the field of natural holistic health care, public education, research and writing. That Kerala Ayuveda is leading it only ensures that the Authenticity and Credibility of the courses being taught. There already exists a large mass of people currently practicing Yoga and who are aware of Ayurveda in the US. The quest to learn about Ayurveda is high and we are only serving the need by branching out quality Ayurvedic Academies."

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basant
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Quote basant Replybullet Posted: 12/Sep/2006 at 4:41pm

This seems to be a very interesting space.. With niche small cap plays a good management is a sine-quo-non. Scalability can come anytime. Can you add something more about the management. I.E If you have been following the company for about a year have they been proactive with their plans to the shareholders and other such things.

Meanwhile I would also try to check up.


Edited by basant - 12/Sep/2006 at 4:51pm
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kulman
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Quote kulman Replybullet Posted: 12/Sep/2006 at 4:51pm
Seems very interesting...
 
Look at what effect Swami Ramdev had, he has made Yoga hugely popular. And believe me, its very effective..
 
Especially those day traders there need regular Pranayam (with such volatile markets!!)


Edited by kulman - 12/Sep/2006 at 4:51pm
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omshivaya
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Quote omshivaya Replybullet Posted: 12/Sep/2006 at 6:01pm

Ayurveda, hmm? Does have a good potential. But it is important to understand what Pharms cos. will do to ensure people use their allopathic products instead of going for ayurveda. yoga, asanas I can understand but ayurvedic medicenes - will it be able to take a pie off the pharma cos.

 
I would hope so, as ayurveda is natural and has less or no side-effects. But financially, dunno. Let's hear what Basant jee comes up with!
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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surajmnair
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Quote surajmnair Replybullet Posted: 12/Sep/2006 at 6:43pm
Im in touch with the same person who is closely related to damani.Infact we both together went for KAPL AGM, and it was we in conjuction who had put across the same to Damani.True to its form we both are working together.
However, to understand the balance sheet of the company and their commitment to sharehoders is too immature at this point in time since katra had taken stake only a few months back.Whatever the company has done has become history.Now new management , new plans.For disclaimer purpose myself and a few has already taken stake believing that their is story unfolding and will exit when the story is deemed to cease.
I had personally spoken to Vnagal during its AGM in kochi and is well convinced about his involvement in this.And i beleive within six months time they will come up with an Anlysts meet which they promised and also shows their commitment to shareholders.
No one abroad especiall in America,will consume an altenative medicine without any knowledge.For Ayurvede to make its mark abroad, they should understand the lifestyle of Ayurveda.KAPL's move to tie up with differnet Amercian Universities to intiate teaching on Ayurveda, is indeed the right start.It could well be a initial platform to the sell their products.
I feel their is a good story behind and thought will pass on the same to you. Good companies can give us a 30-40% return but their are only a few which delivers a fortune.To identify them it is very easy but to make a decision its difficult.By the time we act on that , it would have already run up.Implemetation is the key.So i bought this story.............will be contiued,
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Quote Equity Buff Replybullet Posted: 12/Sep/2006 at 7:08pm

Dear Suraj,

Your post on Kerala Ayurveda looks very interesting. Today alternative medicine is really becoming popular worlwide. Mr. Vangal is know to be an excellent businessman and could take this company places. I like the initiatives they have taken in the U.S..
 
Are you based in Kochi ? Does Kerala Ayurveda has any Ayurvedic spa's in Kerala or any where else or are they currently only manufacturing Ayurvedic medicines ?  
 
Also a friend of mine was telling me that they have got huge land near the Kochi Airport and since this land has appreciated substantially they may sell it and develop new aurvedic spas on other land. Do you have any information on this.
 
Rgds
Equity Buff
 
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omshivaya
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Quote omshivaya Replybullet Posted: 12/Sep/2006 at 10:45pm

Xcellent post suraj. When is the AGAM. 6 months from now, means in March or April? What are the proposing to disclose in that AGM which you think would be shareholder-friendly?

Also , you seem to have bought sometime in 2005? You had that discussion with RD in August 2005 correct? Has it issued any bonuses since then? From that price in August around 100s, it is around 50 bucks now? Would you explain why so? Is this all bcoz of the May meltdown or is there some other news behind it falling too?
 
What kind of target have you set for Kerala Ayurveda in revenues or how long do you plan on holding AT LEAST or is this just a 1-2 years hold for you?
 


Edited by basant - 12/Sep/2006 at 11:12pm
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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