Sterlite Industries India Limited (ADR) (NYSE:SLT)

Best yet to come

Great value, solid financials, growth potential.

India Copper Mining: Great value I believe here.

general india growth

Two words: India Infrastructure.

Inflation is coming, just a matter of when, not if ! Commodities-tangibles will compensate holders..and adjust appropriately ...

Finally! A value priced Indian infrastructure play.

Emerging market pick

zero debt good cash on hand dealing with mining raw resources that will be in high demand in developing countries as they build thier infrastructure. I like the fact they are also branching out into power out in india, could prove to become like the GE of india one day.

Trend, technicals - adx

Pick up on a dip

Huge potential . Has multiple operations in India ,Australia,and Middle east. Also expanding in power production in India,where there is chronic shortage.

Provides good leverage to Copper, Zinc and Aluminium producer in India

> Overpriced heavily compared to peers

> Metals are nowhere near to bottom

> Indian election euphoria taken prices to the sky, overtaking harsh realities

> Metal demand will take at least 3 years to pick up

This stock is so undervalued, looks like a no-brainer to me.

Fundamentals/Value

slt is selling at below the cash and market value of its subsidiaries. The one big uncertainty is around arasco transaction. However, we are close to that and the result can be pretty impressive once the issue is resolved.

With the amount of cash they have you can't go wrong with this stock for the long run. Once the economy get's any positive signs should at least be a triple.

it be hot!