Hello Jiten, have been reading some of your comments and additions of cyclical commodities since a few days now , I have recently joined in and just learning as much as possible.
Coming to my question at hand how is your holding in cosmo films currently, and knowing you are working in the flexible laminates space do you still stand by your views from 2016 about cosmo films.
I am trying to learn this company more and more and learning about its capex growth in the last few years and seeing how the company is of a cyclical nature , current levels seem very attractive to capture the upcycle move, similarly the charts also show a good cup formation, ideally seeing the sector it had its peaks in 2016-17 then 20-21 and looks like it might pick up again , profit margins of the company and how they have been moving for competitors (nahar poly, jindal poly , polyplex, uflex) seem to be responding in tandem with the cyclical nature hence hinting an upward soon.
Could you please share your views on this?
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