Anant Raj- any idea when the rental income of 100 cars will increase to 275 crs….based on the info in the post, this seems to be hugely underpriced. RJ also holds a chunk of it at an average of Rs 60+ levels. Any idea if the Company is planning to do a REIT for its commercial rental assets?
Another interesting bet seems to be KSK- Management has converted warrants at Rs 99 per share against the current market price of Rs 37. The latest quarter numbers are very encouraging with Mahanandi plant increasing its PLF (currently running at 90% PLF in Oct/Nov) against last quarter of 46%. QIP 12 months back was done at Rs 99.00…..dirt cheap. Any news on the Open access issue with Mag govt will be the near term trigger.
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