Been analyzing IMFA and Balasore Alloys since 2018, chose Balasore Alloys unwisely without realizing the drama around it, incl shady promoters. Now believe IMFA is a wise choice, it’s mostly stainless steel and kinda rhymes with the steel cycle. Just tracking.
Also looking at Jindal stainless and Jindal stainless (Hissar) – they’re merging now, so one company less to track.
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