I am quite happy today. It’s not because my pf is doing good. Its not at all pf is down 7% ish
The reason I am happy is because this is the second biggest fall post covid I think and the biggest I have witnessed and honestly, I feel a bit unfazed. I am ofc upset about my gains evaporating but that’s part and parcel of the game.
I am excited to see how the markets progress post this.
Don’t have a lot of cash unfortunately
but added Samhi, EIH and Nuvama today

I agree. This is turning into one of those long term holds, with a wait and see approach. Personally, this is not the outcome I was expecting. I expected to see a company that would announce multiple large orders in FY24, and one that would make significant headway in the electrolyzer and energy storage system domain in the near term.

In short, a dominant clean energy company, where the defence, space and nuclear sectors would be added bonuses. But looks like the ex-clean energy sectors will start doing some heavy lifting.

As someone with a technical background, I love the work that MTAR is doing, but management really needs to be careful when giving guidance, and needs to seriously address the client concentration issue.

Also, I agree with @praveen_potnuru ‘s potential way forward. I was happy to see the very large and long term agreement with Israel Aerospace Industries. Hoping to see more orders like this materialize.

Also @vipraw_srivastava , I was of the view that SO electrolyzers were cheaper to operate, but more expensive to install, while PEM and other technologies had the opposite problem. Has this changed? Also, just like green H2 is in its initial stages, white H2 is at an even earlier stage. So I think there is a scope to prove out both, and time will tell who the winner will be. Regarding MTAR, I was expecting them to say they would hit triple digits in terms of quarterly electrolyzer units shipped, but that has not happened. I am cautiously optimistic that this could still happen in the second half of this FY.

Hello @sbuy210, have made no change in Ceinsys holding. The only big change in folio is selling off All E tech, this is to pay taxes. Also because IT sector may face stagnation for sometime.

DISCLAIMER : this is not investment advice, I am not a sebi registered investment advisor, please do your due diligence before investing.

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