My key takeway from yesterday EGM
- Management declaration of DPU accretive nature of new project indicates their intention for this asset and future asset additions
- Management if following more predictable/accurate timelines now as compared to last few years where they were giving vague answers in Concall
- Shareholder response to the resolution has been passed with great majority and same will push management to onboard more new assets in coming years
- Market Price differential from book value will merge soon and last few days price movement is quite indicative.
P.S: Invested and biased
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