Wil CNG prices increase to same level as petrol/ diesel?? CNG vehicles sales will stop again.
even if 3 to4 Rs increase can stop the sales asdifference will not be much…
Posts in category Value Pickr
Everest Kanto Cylinders Ltd. – A long runway ahead! (20-11-2024)
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (20-11-2024)
Domestic sugar prices are falling. international prices have no impact on sugar companies as export is not allowed. Most likely realisation of sugar companies will come down in coming quarters.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (20-11-2024)
players have been forced to import as maize is not available at high price also. Even with imported maize they are making loss – but they have to meet commitment of ethanol supply or we will not met 20% blending target !! so to support them Govt has increased maize ethanol price to Rs. 72 / litre and forced sugar companies to shut ethanol plants and keep high levels of sugar stocks…
GIPCL – stable Govt. of Gujarat Company (20-11-2024)
Latest Investor Presentation,
Working below the average utilization levels, with upcoming renewable project updates.
Porfolio review! (20-11-2024)
The purpose of portfolio thread is to enhance learning rather than hand holding by others. So you need to put up your investment rationale so that it attracts meaningful inputs from knowledgeable investors will help you to improve your investment learnings. Merely putting stock names will not help.
Kore Digital stock discussion page (20-11-2024)
Add financials & disclosure of your holding.
Buy Unlisted Shares (20-11-2024)
Quick disc : I took an exit from Vikram Solar, been a good ride. Evaluated the potential IPO/timelines and valuations and felt comfortable exiting now. Time to focus on health care, high tech and product/platform start ups.
Phantom Digital Effects Limited (20-11-2024)
Hi @HarshVijay ,
I exited all 3 vfx players some time back. My portfolio is here. ( Need some updation ) .
Midhun’s Investment journey and Space to organize investment ideas
NPST – Technology Provider for UPI Tech (20-11-2024)
In matter of few quarters, whole industry may like to move to shadow ledger, if that’s the logical thing to do, to handle heavy traffic. These are the kind of things, a tech. player has to do to keep being relevant in the industry.
This is not something that will, only be implemented by NPST. Safe to assume other players having much larger market share are equally capable and it’s matter of time everyone will do. I don’t see others switching to NPST just because they have implemented shadow ledger feature first. There may be 100 such nuances in the tech that we as outsiders may not be aware of. Surely not in the MOAT category IMHO.