Vinati Organics

Hello Vivek,

Its a good business and good management. As you have done such a detailed work on Vinati Organics can you please throw some light on:

1. How to judge (roughly) the predictability of earnings. If their are some disruptions / discontinuity in the end products to whom Vinati supplies how to predict that ?
2. An extension of above -> One of the application of ATBS is in oil industry. Is it in the exploration of oil, shale gas ? Do you see some shakeups in this area ?

Disc: Not Invested