Awesome Donald & team, Highly appreciated.

Very logical that there should be producers in US. But my search on American Diary products institute website and google didn't yield any results,so not sure what's missing.

Actually the raw material for lactose/lactulose production (whey permeate solids) is considered as a typical waste product when cheese is produced from milk. The waste normally goes into effluent treat system unless used for producing derivatives such as lactose/lactulose. Attaching the file with more data on this.

As of 2007, the global market size for lactulose as per attached reports was 25000 - 35000 MT. If we assume the capacity and market size has doubled in last 8 years to 50k Mt to 70k MT, Lactose India's lactulose production capacity represents about 3-5% of global capacity. Sounds very significant to me.

There are some consulting firms which sell very latest reports on lactose and lactulose market. But they are selling the reports very costly for me to afford.Uploading...

Manishji: I am holding 1,64,000 shares of shree renuka. Bought in different lots starting with 14.80, 31, 11.60 and 7.80. Risk involved in Shree Renuka is poor results which is because of recession in international market. Also leveraged buying of operations at Brazil could not reward the company because of adverse scenerio in Brazil as well as international sugar market. ICE Future which is bench mark of global sugar market was at peak of 31 C/lb when Shree Renuka bought tow mills in Brazil. But poor market and continued surplus in sugar sector for consecutive 5 years put Shree renuka to near bankrupt situation. Debt was restructured by sale of equity to Singapore based Wilmar International. But this was inadequate and its capital started eroding.

Only silver line here is because of all these adverse scenario, Shree Renuka's price hit the bottom and now with ICE future again on rising trend, bright future is ahead. With huge operational leverage Shree Renuka is likely to generate enough cash flow to turn around.

In coming time we might see Shree Renuka touching new highs.

Sugarbull

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You can not start a new thread on a company by just writing few lines. You need to put up your work on the company with all the figures. Also you have put one sided story. The other side(key risks) of the story is missing. Also you have not disclosed your holding in the stock which is a must for the topic starter. Please put up the balanced story, your holding in the stock and oblidge. Not doing so may lead to deletion of the thread. Please read the rules and regulations of the forum and strictly follow the same.