@Rakesh_Arora Sir, they have availability of coal linkage also. So can Prakash continue getting supply under linkage for its captive use and simultaneously sell commercial coal in market from its mine.
Kindly also advise your views on the management and Company as a whole and also about market perception for the Company.
Posts tagged Value Pickr
Prakash Industries Ltd. (Prakash) (07-02-2024)
Indiabulls Housing – A compounder from here? (07-02-2024)
I don’t see rights entitlements in my demat account yet. I use ICICIDirect. Please confirm if you are seeing right entitlements in your Demat account.
Zen technologies – A micro cap in the defense space! (06-02-2024)
It is obvious that mostly the chip components/hardwares are imported either by Zen or any other company India. It would be naive of us to believe if any company says otherwise.
There is nothing wrong in assembling the components that are manufactured elsewhere, what we have to understand whether the company holds IP to design of these components/behaviours. Infact that’s what most product companies do and it’s a wise strategy.
I would be damned if the firmware is also imported as one of the fellow member posted. I never heard the Mr. Atluri accepting this claim.
Zen technologies – A micro cap in the defense space! (06-02-2024)
While I have no capability to validate technically, Zen do have patents in counter drone strikes. I will have to assume that simple buy+assemble company won’t be able to get a patent.
Companies with 20%+ growth guidance for next few years (06-02-2024)
JSW Energy – I was going through their latest investor presentation and it says “Balance Sheet Size to grow at 22% CAGR”.
An overview of the current merger situation and a fun analysis of if Sony can even terminate this merger (06-02-2024)
Thank you!
No idea about the end game. I’m definitely waiting for both the merger agreement and Sony’s termination notice to Zee to become public. There’ll be a lot of interesting stuff in it. And I’d like to validate just black/white/grey the situation is.
I’ve done a couple of other posts on Zee. If you’d like to read them you can google “boring money zee shirpur” and you might find the first two links relevant. (Not allowed to link my blogs here.)
An overview of the current merger situation and a fun analysis of if Sony can even terminate this merger (06-02-2024)
(post deleted by author)
An overview of the current merger situation and a fun analysis of if Sony can even terminate this merger (06-02-2024)
Great Analysis bro … please share more if you have anything else to say … By the way what you think is the end game here … would live to know your view …
Laurus Labs – Can Business Transform to Next Level? (06-02-2024)
Does anyone have visibility into potential revenue impact of this for Lauras Labs and respective timeframes?
Eco Recycling Limited (Ecoreco (06-02-2024)
Investor meet announced for 13 Feb – a lot of things will be clearer then