Can someone help me with this data point - how much does carbon black contribute to the cost of a tyre?
Posts in category Value Pickr
Rural Elect Corp (23-09-2022)
Typically, when you get maharatna status, it’s similar to “too big to fail” equivalent. You intra gov to gov file approvals and access to PSU bank funds etc is a bit easier. Along with the expectation that you’d pay higher dividend back to the GoI.
It’s all supposed to be positive.
Tinplate – Blasting through volumes, cyclically (23-09-2022)
I know, so much for thinking this was a dark horse consumption non-cyclical play. I was tracking this to take a position soon but I will hold off on this.
Rural Elect Corp (23-09-2022)
Could you pls explain how this is indicative of poorer efficiencies in the future? I was under the impression that being granted ‘Maharatna’ status is a good thing as the pre-requisite to get there is to be a high performing Navaratna for 3 or more years.
Tinplate – Blasting through volumes, cyclically (23-09-2022)
Market is god.
This might be the reason for the recent runup and some spike in volumes.
Sadly for me, my thesis has failed, it is going to be literally dependent of and part of Tata Steel.
Will watch how the latest capacity addition contributes to revenue this quarter. Will exit if they aren’t satisfactory.
Green Hydrogen- The ultimate Green Fuel- Indian companies that are leading the Green revolution in India! (23-09-2022)
Recently came across a good discussion on Green Hydrogen on CNBC. This sector definitely has tailwinds and the economics are becoming more viable.
See the bright Sun: Aditya Vision (23-09-2022)
- current Market cap 1700 Cr is ~11% lower than EV ~1911 Cr.
NMDC-Value or Cyclical? (23-09-2022)
There is also a cost of time it takes to complete a project. The greenfield project of Shyam Steel is expected to be commissioned by Sep 2025.
NINL is offering a ready to be commissioned 3MT plant.
Akash Portfolio (23-09-2022)
Any sensible businessman must do this . Look at Ambanis history .Which side were they on while the Hand party was in power ? Businessmen by necessity has to go along with the party in power in states like westbengal (my state).If the lotus party comes into power,Goenkas will align with them .From investors point of view, companies with fixed party allegiance is more dangerous (Amara Raja).
No big business can do without underhand tricks in India(most states) .
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US based NRI’s – How do you guys invest in equity now? (23-09-2022)
i am with Zerodha (DP, trading) and Yes Bank for five years. Planning to stay with Zerodha, but want to move to a different bank. My options are Axis Bank and IDFC First bank. Anyone using either? Which one’s better? For NRE PIS, are there limits to fund transfer? Can the funds transferred from bank to Zeriodha be used right away?