Completely agree with you. When a structural tail wind starts, it takes at least 12-18 months for new capacities to emerge to fulfill the rising demand. During that period, companies having good quality and spare capacities make outsize gains. It does not makes sense to compare their performance with their past, as demand environment has changed completely. With yesterday’s Trump victory, AI, data centers and Cryptos (and crypto mining) will be given big push, which has potential to drive power demand further.
Coming back to company specific issues, it is hard to note why Voltamp did not perform in such a benign environment. Company not doing any investor communications like investor presentations and quarterly conference calls is a big negative for any investor like me.
Disclosure – invested in TRIL and Shilchar. Interested in Voltamp but can not invest due to lack of information
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