Sunflag Iron & Steel

Lot of interesting points to study Sun flag:

1. Won auction for Surajgad iron ore block
2. Any positive direction from current mines where lease has lapsed and matter is sub-judice
3. More approvals from various leading companies from defence, aerospace for super alloys
4. More utilization of super alloys division will help to increase realisation per ton.
5. Daido steel which holds 10% will help to expand reach of Sunflag to global market and increase focus on Super alloys
6. Current value of the co’s stake in Llyod metals is nearly 3500 cr which is current mkt cap of the company
7. Technically the stock consolidating in 190-200 range and sector also looks positive

I think company is at inflection point from 5-10 years perspective, however I would like to know analysis of other members whether to factor in some risks which could derail the growth.

Disc : Invested. This is not any stock recommendation to buy or sell. Please do you due diligence. I am not any Sebi approved analyst.