Hey VP folks, tremendous work done by you all. I have gone through all the comments above & it has helped me a lot in understanding Shivalik better, especially in absence of the primary information by the management in the form of presentations. I have started to look this company recently & it is looking good prima facie. But still I have some questions even after going through the whole thread. Since I am not from Engineering background, the questions related to the products that I am going to ask may be naïve. So please forgive me on that part. The questions are mentioned below:
- In one of the comments above, it is mentioned that “Resistors are part of the semiconductor”. If it is so, can the Vedanta-Foxconn deal be a big boost for the company since they would require resistors for the production of semiconductors & Shivalik could supply to them?
- On capacity side- In AGM 2022, the management said that they have doubled their capacity in 3 years. In the year 2019, they said that they were increasing their capacity to 3500-4000 MT (from 1800 MT). So was that the last capacity expansion by them, which implies the current capacity of shunt resistors to be between 3500-4000 MT.
- On India mart, they are selling a resistor at 15 rupees (minimum 10000 pieces order). So is this the Low-Ohmic Resistor or just a simple one which could be used anywhere else? Would need some clarity on the Resistors used in Smart Meters, BMS, EVs & EV stations!!
- Since we are having the capacity & assuming that we can get the per unit price of the resistor (if different for Low-Ohmic Resistor), can we calculate the revenue from this segment at different utilization levels?
To all the experts, please throw some light on these questions!!
Thank you everyone!!!
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