Dear Manas,
Thank you very much for all the insight you share here. The conviction you have for your holdings simply amazing. I am following this thread from the begining and I could see that most of your theses are playing out.
I have one question on Dynemic Product. Seems like it is not performing as expected. New capacity addition didnt bring anything good yet. Maybe it will start to perform better now onwards, but I failed to understand the current output. It should not have been that poor!
Would love to know your current view on Dynemic Product (I understand you trimmed some position here). Do you think Ultramarine & Pigments would be a better choice for investment as compared to DYNPRO? I think these two companies are not exactly peers but there are some overlaps.
Hope to hear from you.
Thanks much once again.
| Subscribe To Our Free Newsletter |
