@murch, @vvs @ aguy.....any current updates on BOC vs Carbacid.

Half year was a decline but with no profit warning end year may be a smaller decline,I bought some at 25 and can only buy again if it breaks 25 going south

I havent heard anything more about these two oflate but if you're asking if I'd buy any of the two, i would say at current market pricesCarbacid would be my choice and my reasons being.
1. The giant BIDCO is getting into the soft drinks market and Carbacid will be getting themselves a new customer for their compressed Co2. Mr Shah says in regulatory filings that Bidco Oil, the family firm he runs, has secured a piece of land off the Thika-Garissa highway on which it plans to build a production and bottling facility for non-carbonated still drinks, carbonated soft drinks and water.

2. More and more people in EA are getting into Green house farming hence pushing the demand for low grade carbon dioxide. (Esp Ethiopia)

I think the market has now properly valued the counter after the dilution that happened afew months ago. At the current price of 27.25/- and the EPS of 2.8 the PE is 9.7. Not bad.

For BOC they supply O2 to hospitals etc i really dont know much about the business but going by the books PBT declined by about 16%. Every one share ears 10.38 and it would take about 13.5 years to recoup your investment at the current market price of 140.00

Just my 2cents

I dont think Vimal would get into the venture just to fight with the Giants Pepsi and Coke he must have seen the opportunity. I dont think he's after Coke and Pepsi's market share rather, the under served. He's not one to ignore.

I really dont know much of BOC market and products.

Just as an FYI CO2 is also used in oil and gas drilling. Not sure tho if Carbacid is selling any to prospectors

@murch, @VVS, @aguy.....Mucha gracias...quite informed now.