Yes , you could find several posts on this subject under this thread…
You can go through to get some insights.
The point is every thing is on trial basis…if there are couple of places where reserves has been foun…but it may not be everywhere. And cost effectiveness also an issue .
So as of today , Green hydrogen through electrolysis of water seems to be the only viable option
Posts in category Value Pickr
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (17-05-2024)
Lt foods (daawat) (17-05-2024)
Also KRBL has corporate governance issues and I am not sure if the promoters are honest. I found LT Foods management quite honest and clean.
Buy Unlisted Shares (17-05-2024)
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Sanghvi Movers (17-05-2024)
Personally expect revenues to be north of 850 cr and also expect yields to be better than 2.2% currently. Although installations need to pick up 275 MW in April was a slow start.
Sanghvi Movers (17-05-2024)
Sir, Do you still believe these numbers are achievable post the concall and management commentary?
You had assumed a revenue of 1071 cr. However management is guiding for a revenue of 850cr+. Even in optimistic scenario, it might not cross 1000 cr.
Also management has guided for the yield to be in the range of 2 to 2.2%. Assumptions were it will go higher given the supply constraints. On top of that margin contraction because of lower margin EPC business. Would like to know your opinion and any change in the calculations if you have done them.
Combining AI and Equity Market (17-05-2024)
Have you tried it for any particular transcript? Could you share your experience in some more detail?
Siddhika Coating Limited- A Paint Company (17-05-2024)
The board has come out with annual result- profit has gone up to 37 Cr. with net profit of around 4.5 crores. EPS for the full year has been Rs. 14.84.
The Board has proposed a dividend at the rate of 33% [Rs. 3.30 per share].
Authorised share capital has been increased to Rs. 11 Cr.
The Board has proposed a bonus in the ratio of 1:1
SIDDHIKA_17052024144943_OUTCOMEPDF.pdf (1.8 MB)
Sona Comstar BLW – Direct EV Play (17-05-2024)
FY2024 Concall notes
Weak Off Highway market (Impacts differential gears and differential assembly business)
Uncertainity on FAME subsidy making Indian 2W market uncertain
Red Sea – leading to higher transportation time (increased Working capital)
Positive
Recovery in Europe and EV penetration in China
Pivoting Novelic to product engineering company
Increasing R&D Spend (good for long term growth)
This was an interesting bit – take on BEV vs Hybrid
Disc…On the sidelines for the time being—planning to invest
Regards
Pankaj Garg
(Pankajg.substack.com)
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (17-05-2024)
Hi
Has anyone studied in detail the ongoing efforts to drill for hydrogen instead of trying to manufacture it?
Pokarna Limited: (17-05-2024)
Good set of results
Growth triggers for FY25
