Thanks Ishan for bringing this important issue up.
While it is addressed to Ishan, this is for the consumption of all newcomers tracking/invested in Kaveri Seeds
- I remain invested fully in Kaveri.
- Do not get swayed by media reports so easily. If you track the history of such reports over past 3 years in this thread itself - you will see that 80% of the time you will get it wrong if you go only by the reports
- If monsoons play truant, cotton is a crop that benefits the most, as it needs only a few brief showers. There are many regions in Maharashtra, AP (the largest markets for cotton seeds) where there is no alternative crop
- In times of stress, it is the smaller players who face the music the most - especially those who have lots of piled up inventory accummulated over 2-3 years or more - they will liquidate stocks at any cost
- The premium hybrid seeds in demand - folks like Kaveri - stand to benefit from the stressful situation. Farmer still wants the best hybrids for himself
- Banning sale or forcing reduced price sell hasn’t dampened sales of premium in demand hybrids in the past. Sometimes it works to their favour - as cross-border sales become rampant
Having said all that, we do not know what will happen. Things can go wrong for Kaveri too. I am willing to take that risk - despite not having the time this time to drive scuttlebutt efforts in AP & Maharashtra - as I have got busier with another passion - rural education for the underprivileged.
Disc: Invested from over 3 years; haven’t reduced holdings
@gaurav12123 - could you provide an update on on-the-ground situation at Beed, Jalna districts of Maharashtra. And collate for rest of Maharshtra too as possible, please
@OM_1417 could you do the same for AP/Telengana regions, please