Not able to access the article as it asks for subscription.
However , the head line says ” RIL, Adani, JSW group, L&T enter race for green H2 and electrolyser”
Is there any other company name appearing in the article other than the above 4 known companies ?

Okay firstly, I have sold Greenpanel after the last update – HERE. I needed cash and I sacrificed Greenpanel because I don’t see their earnings growing significantly in the next few months. If I have cash in the future & valuation is good, I’ll review the space for entry.

Now coming to your question.

What you’re saying are short-term challenges (which usually happen in every sector). I would be happy if these hiccups get so intense that it eliminates some competition. My views about the long-term trends of MDF are positive and I like GP’s management much more than peers. Certainly, the valuation is not cheap but I do not think it’s crazy enough to make me sell (which is ironic because i sold – but my reason was something else which I explained earlier).

The Promoter has pledge 17 % of their holdings today, Does this raise any red flags ?

Their Inventory days has increased too.

Discloser- Invested

Data centre business seems to have enormous tail winds. Eventhough the companies in this domain have run up already. Many construction and electrical EPC contractors have joined the bandwagon.

P.S: This thread is low in participation. I feel if we can identify sectors with tailwinds in the nascent stages it could be very rewarding for all of us.

Could someone explain the above filing in layperson language and what’s the impact of this on the business, near term/long term. Thanks!