I second this thought, good management first delivers quality products, here in the case of chuk they are yet to be profitable, all of their growth is delivered from their commodity paper from which the market is ready to 3-4x multiple.
If the paper cycle turns, I mean when there will be degrowth.
As per building capacity, chuk products is yet to be successful and they are already building massive capacities for idk what. If you read satia calls you will know the demand is low, pricing is also half decent, and they are running on half capacities for their molded products
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