What are your thoughts on KSCL at this price? We had two bad monsoons in a row, and next one is predicted to be bad, which adds to the market’s dis-illusionment on KSCL. Adding to it, the uncertainty around how the monsanto relationship is going to play out, has kept the stock cheap, at 10x earnings now. (Though some level of aggressiveness in E of the PE).
I know you used to own the stock, and sold at a 20x. How do you feel now?
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