Author Topic: Shahtaj Sugar Mills Limited - SHJS  (Read 33503 times)

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Offline ValueInvestor

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Shahtaj Sugar Mills Limited - SHJS
« Reply #-1 on: June 10, 2014, 08:53:21 PM »

Can you please make a page for; Shahtaj Sugar Mills Limited - SHJS.
Have you ever looked into this company?

Thank you.
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." - Warren Buffett

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Shahtaj Sugar Mills Limited - SHJS
« Reply #-1 on: June 10, 2014, 08:53:21 PM »

Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« on: June 12, 2014, 03:44:14 AM »
not really

q2 account s

its one of the better run sugar mills
they just make produce sugar though, sell (excess)bagasse and molasses to other mills
Same group as shahtaj textiles / shezan / shahnawaz (mercedes dealers in pk )
I hate waking up.

Offline ValueInvestor

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #1 on: June 12, 2014, 06:20:43 AM »
not really

q2 account s

its one of the better run sugar mills
they just make produce sugar though, sell (excess)bagasse and molasses to other mills
Same group as shahtaj textiles / shezan / shahnawaz (mercedes dealers in pk )

Thank you. Brother, you  just started the topic. That is all I was looking for.
Thank you again.
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." - Warren Buffett

Offline SBM

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I hate waking up.

Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #3 on: January 23, 2015, 03:06:29 AM »
savings from installation of high pressure boiler = 140 million in a season where they crushed a 5 year low amount of cane  = 817 KT
Thats likely to go up this season, can be around 200 million as both price and quantity of bagasse sold increases.
by 2015-2016 season they are likely to have completed installation of two 15 MW turbines, adding around 900 million in electricity sales (after adj for loss of bagasse sales)

I beeleaf  recent caps were in honor of better future, though there are severe risks in short term from increase in cane price(up 5.8% for 2014-2015 season) and decrease in sugar price.
Thankfully price of molasses has been stable (down 2-3% from previous season) unlike ethanol which has collapsed (30-40%) with reduction in gasoline prices

Other points.
15% of sales are to shezan (group company)
& owns 11% of shahtaj textile.
with just 12 million shares, it has one of the lowest number of shares, result in a sales per share of PKR367

I dont have any shares though, should have gotten at recent lows ..
I hate waking up.

Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #4 on: January 29, 2015, 12:51:10 AM »
http://www.kse.com.pk/newsattachment/061955.PDF

poor result but q1 of sugar companies can vary alot depending on when crushing starts

share is completing cornered it seems even on result day no trade
I hate waking up.

Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #5 on: June 18, 2015, 01:59:29 AM »
 :down:
wapas ooper bhaag giya
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Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #6 on: July 27, 2015, 02:40:34 PM »
http://www.kse.com.pk/newsattachment/067866.pdf

poor result
hopefully we cna get it around 60
With roughly just 1 billion of stock left, q4 maybe loss as well
I hate waking up.

Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #7 on: January 18, 2016, 07:28:34 PM »

http://www.shahtajsugar.com/images/financial-reports/annual%20report%202015.pdf
PROSPECTS FOR THE YEAR 2015-2016
Your mill has started crushing on 30 November 2015 and
till 8:00 a.m. on 30 December 2015 have crushed 225,844
M. Tons sugarcane with an average recovery of 9.60%. By
the grace of ALLAH, sugarcane recovery and production is
better than last year. It is too early to assess the end results of
the season at this stage, however, indications are encouraging
as sugar price is slightly better than last year, availability of
sugarcane would be the same as last year but the recovery
is better. Keeping in view better recovery, it would be
expected that the production would be more than last year
INSHA ALLAH. The Punjab Government has not increased
the price of sugarcane and it is again fixed this year at
Rs. 180/- per 40 kg.
It is our earnest desire to generate electricity for the national
grid under the Government’s co-generation policy for sugar
mills. We plan to install two turbines of 16 MW each to
generate electricity from bagasse for our own use and to sell
the surplus electricity to the national grid. Electricity would
be generated by burning bio-mass in our high pressure boiler.
We are in negotiations with the banks for the financing and
our target is to generate electricity during the season 2016-
2017. The turbines would be of Chinese origin for which, the
financial arrangements are being conducted.
I hate waking up.

Offline SBM

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #8 on: August 05, 2016, 01:58:28 AM »
http://www.shahtajsugar.com/images/financial-reports/condensed%20interim%20financial%20information%20for%20nine%20month%20period%20enede%2030%20june%202016.pdf

will post 3-4 rupees per share loss in the last quarter
"
Our shareholders are aware that we are going for co-generation from biomass as per the policy announced by Government
for sugar mills. The power project consists of high pressure boiler, turbo generators and grid station to generate electricity
and to sell the surplus electricity to the national grid. Financial arrangements have been finalized with MCB as the lead
bank along with UBL and Bank Al-Habib Limited. Order for the equipment has been placed with the suppliers and civil
works have commenced."

Total cost is around 800 million rupees i think
it will be a game changer for the company
I hate waking up.

Offline aabugvi

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #9 on: November 18, 2016, 12:51:36 AM »
52 week low 80
52 week high 160
B.M 31 Dec 2016 expected
Half year earning 8.58
9 month earning 22.43
12 month earning   ??.??
I think 12 month earning 35 around honi chiya.this is hidden script comes bulish.
only 45 days holding.mera khyal sa price 250 around honi chiya.Give your opinion.

Offline sabir.hussain

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #10 on: November 18, 2016, 04:39:10 PM »
SBM nay bola
"Total cost is around 800 million rupees i think
it will be a game changer for the company "
:tongue:

Offline sabir.hussain

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #11 on: November 18, 2016, 06:52:01 PM »
Huge volume today (perhaps the record one) 😀99.99% traded on UL😡
« Last Edit: November 18, 2016, 07:02:13 PM by sabir.hussain »

Offline sabir.hussain

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #12 on: November 19, 2016, 09:54:36 AM »
86% settled 😱

Offline junaid043

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #13 on: November 19, 2016, 11:47:39 AM »
Sabir bhai, where u c it till results.

Offline sabir.hussain

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #14 on: November 19, 2016, 12:06:13 PM »
Sabir bhai, where u c it till results.
result say zyada power gen per bet expected ha, lao ha lao, weaay December tak 280+

Offline stuka

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #15 on: November 19, 2016, 12:21:42 PM »
Sabir bhai, where u c it till results.
result say zyada power gen per bet expected ha, lao ha lao, weaay December tak 280+

SBM bhai nay to ye b kaha ha k last quarter mai loss ha 3 to 4 rupee ka......


Offline sabir.hussain

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #16 on: November 19, 2016, 01:22:44 PM »
Sabir bhai, where u c it till results.
result say zyada power gen per bet expected ha, lao ha lao, weaay December tak 280+

SBM bhai nay to ye b kaha ha k last quarter mai loss ha 3 to 4 rupee ka......
dear power gen

Offline arshi

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #17 on: November 19, 2016, 02:35:02 PM »
Plz tell me someone , at which pe multiple sugar sector performs

Offline zelmc

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Re: Shahtaj Sugar Mills Limited - SHJS
« Reply #18 on: November 19, 2016, 02:47:28 PM »
Plz tell me someone , at which pe multiple sugar sector performs
Bro PE multiple is useless where Satta prevails. Unfortunately, in PSX PE multiple is considered only for fundamentally strong shares while those shares which are satta based, there is no limitation of pe multiple.

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