True… this is what I was saying…
The experience suggest they have 2-3 years one…
Posts in category Value Pickr
Methanol Engine/Methanol blend (13-12-2023)
To the best of my knowledge, Currently GNFC vinati organic make methanol out of Natural gas & Or Coal and there is carbon emissions involved. Further both natural gas and coal are non renewable form of energy.
But there is a way , if Bio gas is used to produce methanol , then it can be a promising renewable fuel. But Bio gas production is still at a nascent stage Thermax very recently got a order for bio gas … Logistic and distribution of Bio gas need to be established
otherwise , Methanol ethanol are well established as Automobile fuel.
You may please read the post below if you have not gone through
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IIFL Finance (erstwhile IIFL Holdings) ~ Retail focused diversified NBFC (13-12-2023)
IIFL Finance- At 664…Market cap of 25 k cr, p/e of 15 times business growing over 30% last 3-4 years and last 1 year returns of the company has been near 30% which is pretty bad compared to the Re-Rating it should get…that’s the huge opportunity and margin of safety is there… odds are that iifl finance’ shares would do really well in coming times!
Gensol Engineering – A play on Energy Transition (Solar Energy & EV) (13-12-2023)
Gensol’s EV car first look teaser released today. March 2024 seems to be the next milestone
Glimpse of my PF. Is it too risky for a newbie like me? Please provide your valuable feedback (13-12-2023)
Thank you. Will do so. I do not have an exit strategy. Will have to device one.
Hazoor Multi Projects Limited (13-12-2023)
@Ascendant…No buddy…no knowledge on this…it’s become quite a popular trade I have my stoploss on and it’s been a good journey…just a cautious from now on… although yesterday a good Dubai based fund bought shares…but SL is on for me…thanks a lot for your knowledge ascendant…your deep dive is superb!!
Methanol Engine (13-12-2023)
The theme world over is “No carbon emission” for sustainable energym If alternate technology involves “no carbon emission” , then yes it will fit in to the scheme of things of the whole world including India. or else it would be short lived.
Methanol Engine (13-12-2023)
EV including we had technology more than 50 years. The question is how actively they are pushed now. Gadkari is pushing for 15% blend of Methanol in Diesel to reduce logistics cost. I can now say that for sure OEMs are testing this already. I am not making a political statement here but Gadkari is a go getter( Direct jump from BS4 to BS6 , Ethanol blend increase are examples) …he will go for it given the same portfolio if this same party comes to power. I wouldn’t say one needs to invest now but just keep this in mind. That’s exactly how I caught Praj earlier when the news of Ethanol blend increase appeared some where in some news article. It took almost a year for this news to catch attention of investors and then sugar stocks and Praj started moving rapidly. Just my thought. Counter arguments why this Methanol blend will not take off is most welcome…
