Instead of valuation, i would be more curious about its growth trajectory. Will this company grow as in the near past or that was just one off and its a cyclical chemical company with no room to grow at such level to become a constant compounder and part of one’s Core portfolio? Or it was one opportunistic bet of 2020 and 2021 , whose time had come and now gone and in next 5 to 7 years it will remain stagnant , if not degrow. I would be interested more into its long term outlook…If some learned member can help me on this, i would be indebted. I have read most of its concalls and not able to made up my mind to retain it in my portfolio or sell it in immediate future.
Disc. Invested at higher levels and currently in losses.
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