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Sify Technologies Limited Message Board

  • hhtiwawa hhtiwawa May 4, 2014 10:55 PM Flag

    Barron's India headline -- good for SIFY?

    Could SIFY run after Barron's headline on how India is the China of the last two decades as an investment opportunity? Or maybe INFY CTSH IGTE much better plays on India.

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    • SIFY will remain on the sidelines until its huge private stock holding issue is resolved one way or another. My best guess would be it gets taken private before either a sale or an Indian IPO. The big question is how much do they pay for the shares and history would dictate not very much, hence the almost total lack of institutional ownership, they understand the implications of the situation and as time goes on so do a lot of retail investors.

 
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