Questions:
1.Why do you hold partially failed company like CCD?
2. Sonalis Consumer is a pump and dump as far as I know. What thesis to invest?
3. Waa Solar has CG issues. Why to invest?
Major companies are in good sector/valuations and good to see SMEs in your long term view.
Regarding Silicon, I was bullish on there business and still am. On VP, there is a thread showcasing high parameters compared to industry players; to play on safer side I booked my half holdings on nominal profit.
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