slequityanalyst wrote:
Another run! of course, absolutely possible some day/one day. In the interim, keep in mind below:
http://lankanmarkets.blogspot.com/2015/10/follow-herd-win-or-lose.html
It is a unfrofitable, uncompetitive business. What type of benefits are you talking about as they are already taxed at concessionary rates of 12%. Irrespective of that their operation itself is not viable.
Cost of raw material could be a big problem now and in future, mainly for large scale companies.
Lot of small scale and medium scale coco producers have emerged in Coconut cultivation areas.
The main business is producing various eco friendly fiber and potting material for agriculture and other uses in developed countries.
Now, price of a coconut husk has risen to 7.50 in some areas. They collect a plucked coconut @ 25/- - 30/- and removed husk is worth 5 -7.50. After cutting they sell the outcome from 1.5 - 2 husks @ 20-22 Rupees to exporters. (local price)
Almost in every village you can see one or two locally manufactured husk cutting machines in operation.
Price of husk cutting machine is around 80,000 - 100,000 LKR.
They cut coco husks into small chips and supply to exporters. Many number of successful exporters are there now in Sri Lanka in this business.
They , with low overheads get more profit and are capable of paying higher price for husks.
Hence competition for raw material is increasing.
Compared to the business of REXP , HEXP's business is easier to be penetrated by small scalers with low technical knowhow and with less financial strength.
cocoplus co.
cocpeatlanka co.
Boumylanka co.
Note:
ලංකාවට අමතරව ඉන් දියාව, මැදගස්කර්, මැලෙසියා, තායි රටවලත් මේ පොල් ලෙල්ලෙ ව්යාපාරය කරනව. නමුත් හොඳම ලෙස පැලෑටි වැඩීමට අවශ්ය සැකැස්ම සහිතව තියෙන්නෙ අපේ පොල්ලෙලි වල.
ඉදිරියේ දී පොල් ගෙඩියට වඩා ලෙල්ල ගනං ගියත් පුදුම වෙන්න දෙයක් නෑ. දැනටත් පොල් ලෙල්ලකින් හැදෙන කැබලි ප්රමාණය අපනයන තොග මිල රුපියල් 40 ට වැඩියි.