Anyone with AGM notes? was not able to attend
Posts in category Value Pickr
NMDC-Value or Cyclical? (30-08-2022)
Gents:
Please be careful while estimating when the steel plant is getting commissioned.
I have spoken to one of the major equipment suppliers to the Nagarnar steel plant.
He said the steel plant in its entirety is far from getting commissioned!
Please note he was talking about the complete plant. Piecemeal commissioning can happen before that.
FYI.
Ramana’s Portfolio – Feedback most welcome! (30-08-2022)
Agree with most of your comments.
The reason I was hinting to reduce the number of companies is to get the right % of allocation. Most of the time my portfolio gain/loss is very similar to mid cap index.
I think I should focus on increasing % of allocation where I have relatively more conviction.
NMDC-Value or Cyclical? (30-08-2022)
Thanks for sharing this. Unfortunately, the CMD says they are now hoping to commission the steel plant at the end of this financial year! That’s another 6 month delay. Also interesting to know their plans to prospect for lithium mines even though it’s early stage.
Ramana’s Portfolio – Feedback most welcome! (30-08-2022)
Thanks for suggestion. Updated as you righty suggested.
Portfolio for next 10-15 years – Starting now (Jan-Feb 2021) (30-08-2022)
sorry to interrupt here you were asking opinion of others about IEX in three four threads .it is better to sell and reenter once you have more conviction .this kind of confirmation bias will not help you to hold on to IEX for long term
Portfolio for next 10-15 years – Starting now (Jan-Feb 2021) (30-08-2022)
@blue what’s the reasoning for selling RACL Geartech…
And your views on IEX regarding its prone to disruptions…govt policies etc …
Sahil’s Portfolio (30-08-2022)
Hi @sahil_vi hope you are doing good …
any changes in your portfolio…