Thanks a lot for your brilliant analysis as usual
My only worry is the amount of time the management is taking to deploy the QIP proceeds and with no news whatsoever about it (the upcoming Q2 results and concall could throw some light).. The waiting time is too much and i must say that this is truly testing one’s patientce
On a personal note I had missed out on opportunities like Jubilant Lifesciences, Kitex and 8k miles but i believe that this is one stock that should be part of one’s long term portfolio regardless of the short term vagaries.
Regards
Sreekanth
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