cosmic crf.pdf (2.3 MB)
Latest order update by the company.
CRF(Cold rolled formed) products are not only used in railways but it has various applications like in dredging, road constructions, highways, mountain regions – crash barriers, automobile sector etc.
They are cost effective and hence in demand.
Posts in category Value Pickr
COSMIC CRF LIMITED – sme (27-09-2023)
Bye Bye Diesel Petrol, Welcome Biofuel- Global Biofuel Alliance- A paradigm shift in sustainable energy, Carbon foot print and economic strategy- various options before India (27-09-2023)
Is there any indication/publically available data related carbon footprints(Scope1,2,3 emission of GHG) of EV vis a vis flex fuel hybrids ?
If flex fuel hybrids have lesser carbon foot prints compared to EV, that may be the obvious choice provided the refueling infrastructure is already available.
Based on my understanding/experience I would like to agree that in longer term dependency on petrol/diesel may indeed come down.
Shivalik Bimetal Controls Ltd (SBCL) (27-09-2023)
Thanks @Donald for putting together such a detailed notes of AGM. Just need one clarification on following:
VISIBILITY
-3x Sales in 2-3 years targets – 50% is visible today
Does this mean that company is targeting for 3 x of the current revenue in next 2-3 years. Is it only for Shunts division or overall?
Best Agrolife – Think Big, Think Best! (27-09-2023)
Yes…Let’s wait for a day or 2. Neither there is exchange filing nor media reports. If it turns out fake, we will know RedBoxIndia is not reliable source of info.
Best Agrolife – Think Big, Think Best! (27-09-2023)
Not sure if this is confirmed news–search found only one tweet on this, and in this tweet the source is not specific. If this is confirmed, why hasn’t this been notified to the exchanges yet?
(Not invested. I have only theoretical interest in this stock; not considering for investment. For reasons, check my earlier comments in this thread.)
Shreyas Shipping & Logistics Ltd. – A coastal shipping story! (27-09-2023)
Thanks for posting, that is what i would expect. Due to the war the shipping routes are extended. the shipping rates have gone up. And why should it be easy to force people to give up their shares? Howard marks top holding 20% portfolio as per data roma is shipping and that is not the only shipping company he holds
Balaji Telefilms (27-09-2023)
Looks like a solid possibility, but this might just be a quarter or two game at max
Bye Bye Diesel Petrol, Welcome Biofuel- Global Biofuel Alliance- A paradigm shift in sustainable energy, Carbon foot print and economic strategy- various options before India (27-09-2023)
lIt is not only for Environment which is primarily a Global issue and India is a part of it. Most importantly India aims to reduce its import dependency on diesel petrol which is currently stands at 90% of our requirement and that too uncertainty of availability due to Geo-political situations all the time and price volatility.
It is not a transition that is going to take place all of a sudden…EV will co-exist together Along with biofuels . EV is expensive to own and everyone can not afford to buy EV without Govt subsidy, It also has an import content of rare earth elements, And the recent life cycle study on carbon foot print indicates no appreciable improvement in carbon emissions.
Today, 85% vehicles being produced in india are still petrol diesel 12 % may be CNG and 2% may be EV.
it makes sense and it is logical.that if we can run these existing IC engine vehicles with blend of renewable Bio fuels such as Ethanol, Bio diesel & CBG In place of CNG to the maximum extent possible without any engine modification. But for flex fuel hybrids some engine modification would be required ( on the same platform of IC engine without major expensive alterations ).
Therefore my take is that Bio fuels such as Bio-Ethanol 1G/2G, CBG/LBG, CNG/LNG all will coexists together along with EV for quite some time.
Our import dependency on diesel petrol will gradually come down.
Delisting Discussions (27-09-2023)
Yes, indeed @kmukul at least by stock price movement. I completely missed it. I likely to see what are the ingredients that I missed to capture this. However, I stick with the view that it’s a highly cyclical industry and at the peak of it. Valuations were not giving comfort and the shareholding pattern was also scattered. Therefore, for me, it was passed from the margin of safety point of view. But at the end of the day, we all need to see the things that we missed. I believe I will identify if there is something I amiss and if yes, I’ll improve for the next one and if not, I will stick with the process irrespective of the outcome.
KPI Green- Turning Sunshine Into Cashflows (27-09-2023)
25Sep2023:
Bengaluru-based firm Ayana Renewable Power Four has awarded a commercial letter of intent (LoI) to KPI Green Energy for the development of a 145.20 MW wind-solar hybrid power project.
The company’s captive power producer (CPP) business segment is strategically placed in Gujarat. The project includes 145.20 MW of wind and 50 MW of solar.
Source: KPI Green Energy awarded LoI to develop hybrid power project