@Malhar_Manek Hi Malhar. I have couple of queries pertaining to above stocks:
Talbros Engg:
How is this company better than Tabros Automotive. What is the revenue potential and scope of margin expansion, came to know that a new plant is getting operational in FY 24. There is no mention on potential business or growth in MD&A in 2022 AR, no investor ppt. On the contrary, Talbros Auto has clearly declared the new orders, potential of doubling turnover over a period of next 4 years. Your insights on this?
Loyal Equipments:
Nothing mentioned in MD&A regarding future potential. less info available in public as compared to Anup. In this scenario, how do you gauge the future potential in these kind of microcaps. Unless we have a strong conviction, allocation in individual stocks cannot be significant.
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