Posts in category Value Pickr
Mahanagar Gas Ltd – a natural monopoly (10-10-2023)
CNG vehicles would remain a preferred mode of transport in and around city area due to presence of CNG filling stations.
But for long haul trucks and buses , LNG would be preferred as LNG in liquid form can be stored in Cryogenic fuel tanks for long distance journey and no top up required up to 1000-1500 kms and even more .
But both CNG & LPG are non-renewable energy , though both are 8-16 times cleaner than petrol diesel vehicles in terms of carbon. Further , we have to meet our CNG/ LNG requirement partly through imports.
Therefore , CNG & LNG are approaching towards semi-final. and both would gradually & ultimately be replaced by renewable energy like CBG (compressed Bio gas) & LBG (Liquified Bio gas).
The beauty of the technology is such that the existing CNG network/ Infrastructure can handle CBG / LBG fuel dispensing and existing CNG/ LNG vehicles will be able to run with CBG & LBG fuel. After all all the four contain a simple molecule called Methane CH4 as source of energy.
The other alternatives would coexists together for quite some time – EV, Hybrids , Ethanol , Ethanol + petrol, Bio diesel , Hydrogen IC and Hydrogen fuel cell.
Great articles to read on the web (10-10-2023)
Good information on rare minerals and where India stands.
Mazagon Dock: aptly called “Ship Builder to the Nation” (10-10-2023)
R.K.D has been an early bird in mazagon since its IPO listing.
Som Distilleries and Breweries (10-10-2023)
SOM Distilleries का QIP क्यों हुआ Cancel और FY24 Growth गाइडेंस पर Chairman JK Arora का Outlook
Interview after Withdrawing QIP
The SME portfolio (10-10-2023)
Yes, he also added yesterday. Today is the strongest upper circuit from its listing.
Ashish Kacholia bought 3.5% in it.
I read the Rhp and invested as there was very few issues in the business.
BSE (Bombay Stock Exchange)- Bet on Financialization? (10-10-2023)
This has been the game changer till now. Will it continue ?
Indiabulls Housing – A compounder from here? (10-10-2023)
I feel the concerns raised are fair but reflect only some aspects of business. IHF management has expressed their dissent and market also seems to have digested the rating change.
IHF current management has been very conservative till date and rightly so considering the reputation of old promoters. I fail to understand the rating downgrade by CARE now and not in last 2/3 years when situation was far more worse. Seems some big players have shorted IHF and looking for opportunities to cover by influencing some News.
I will love to see them getting trapped as in that scenario movement of IHF from 175 levels to 215 level will be very fast.
I being a long term investor am always looking for any opportunity to add below 170 levels,
The SME portfolio (10-10-2023)
Are you following Ashish Kacholia on Saakshi Medtech? I think he also added it, in his portfolio.