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Message: Conference call

Here is a brief Synopsis of the conference call. We are always dependant on the analysts to ask the appropriate questions, unfortunately they did not ask too many of the pertenent questions. One analyst asked about a nitrogen building that will be redundant after the non-nmp process is installed as well as all the NMP equipment and what value the equipment would be. Sankar would not put a number on it but stated they would worth a substantial amount. He stated in the last two months they have added customers in the ferry and separator business. They are adding sales staff for separators in Asia. They are bullish on auto sector but more bullish in industrial and utility. Some major announcements coming. Planning a holistic and complete financing to cover everything (my interpretation was for expansion). They were very happy with the number of companies asking for samples of separators. I was travelling during the CC so unable to take detailed notes.


Jul 30, 2015 06:26PM
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