Hi, didn’t Ami Organics tie up with electrolytes manufacturer and were going to announce the name in Gujarat Summit?
I don’t think they have announced anything. Any info?

A favorable signal to note is that the stock is currently undergoing a consolidation phase, accompanied by a decrease in trading volume.

I think growth will come from opening of new lounges and as the existing lounges are already crowded.

Thanks Saikat, @banskt, for the insights. I have not delved much into satelite hence, as of now i have limited understanding of its impact of telco products. Also one of the risk I note is the health impact of small cell towers.

Deep dive continues – Small cells – Base Station Antennas BSAs

What?

Base station antenna radiates and receives the signal from user. Small cells boost the signal from macro-cell (traditional large towers). Hence, its worth noting that small-cell is not going to replace traditional large towers.

Source: https://tec.gov.in/pdf/Studypaper/TEC%20Committee%20Report%20on%20Rollout%20of%20small%20cells.pdf

Market size and growth:

BSAs market is USD9 billion dollar and it is likely to grow by 17% CAGR to reach about 28 billion by 2030.

Use cases – Large venues (stadiums, apartments, societies), connected cars, and autonomous cars (vehicle-to-everything (C-V2X), smart cities, smart transport,

Number of small cells required:
India shall need 5 to 10 times of existing large tower network (which stood at ~7.5 lakh towers in 2023). Hence, India will need about 40 to 80 lakh small cells as of today to completely deploy 5G in India. I think by 2023 only 3-4 lakh small cells were deployed. This puts market size of small cells between 1.6 lakh crores to 3 lakh crores (assuming cost per small cell at 5000rs per cell). There shall be a natural growth of the market as well. For small cell to grow India needs increased fiberation of up to 70% which is currently in 30-40% range. Hence, There is a room for growth for fiber (estimated in 11-12% range), large towers (5-15%), and small cells (30%+ for the next 3 to 5 years).

Source: Macrocell vs. Small Cell vs. Femtocell: A 5G introduction.

Other reads.

Macro cells vs. Small Cells – Wireless backhaul: Why we need small cells vs macro cells | Blu Wireless
Difference between 5G SA and NSA.
5G NSA vs. SA: How do the deployment modes differ? | TechTarget

Disclaimer: If you take any inferences from this write-up on stocks, then please note that I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose and my for my own future references. All the names mentioned/infered here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation.

What I wanted to ask was didn’t Phantom sell the rights of the movie for a specified amount? I guess it was 19 crores?
So whatever additional the movie makes, phantom won’t get a piece of it?
Would be great if someone clear my doubts, thank you.
Disc- Invested, 6.37% of portfolio.