Sify Technologies Limited (SIFY)

[kid biscuit]

The turnaround on SIFY is starting to attract a bit of attention with the new partnership with INXN which is a $3 bill company with a pe of ratio of 83 versus SIFY at only a current 11 even with the recent move up. If that generous multiple was given to SIFY we would be $7.40 pps. This turnaround is the biggest in SIFY history. The work that Mark Ryder's been doing this year as SIFY's new manager in charge of helping expand SIFY's footprint into the EU, along with positive cash flows and currency stability are exactly the 3 things that the institutions were looking for as a signal for re-entry into new long positions. I have read opinions about SIFY and this subject for the last couple years from multiple sources, and they apparently meant what they said.