we are missing out the CBG opportunity – if Reliance and Adani are setting up hundreds of CBG plants the first input will be spentwash from sugar mills. this will give good income (and no cost) for sugar companies. also budget has given subsidy for transportation of biomass (which includes spent wash).
Posts tagged Value Pickr
Tube invest india ltd (06-02-2024)
It’s ok ,please delete the post & thread and shift your question to original thread.
Hariom Pipes Ltd: A Capex Play! (06-02-2024)
Correct this is the reason behind falling percentage
Hariom Pipes Ltd: A Capex Play! (06-02-2024)
Promoters are not selling… warrants are allotted
BSE & NSE shows shareholding patter as on date as & when shares will allotted it will change
If u see No of shares promoter hold its same as before & after
Hariom Pipes Ltd: A Capex Play! (06-02-2024)
Yup correct this is last order consequences
Like if Hariom Pipe operations were not affected then it’s transportation & distributors were surely affected… this can lead to inventory pile up if this were worsen or else cash flows will further strech as distributors will ask further time to recover
Let’s see what all can possible… if they answer such questions on press release like they done in Q1 then it would be much helpful
Roto Pumps – Fluid Engineering Company (06-02-2024)
Recently on 4th Feb 2024, Roto Pumps introduced “Roto Rudra” – solar pumping systems. These products will be manufactured by their subsidiary Roto Energy Systems Ltd.
Can someone review my portfolio? (06-02-2024)
Please give rationale for each investment so that anyone can give their thoughts meaningfully.
@SriniEquity please open your own PF review thread with rationale of each of your investments instead of using this thread.
PayTM (One 97 Communications Ltd) (06-02-2024)
NDTV Profit had earlier reported that Paytm operator One97 Communications cannot sell the wallet business of Paytm Payments Bank as recent restrictions on its activities by the central bank does not allow transfer of business.
It seems like PPBL was a major competitive advantage between PayTM and other payment apps.
Zen technologies – A micro cap in the defense space! (06-02-2024)
Please check the import data for zen. Also , please read the concall transcript for zen where the ceo says that if Taiwan get blockaded by China , we cannot deliver any anti drone products. Indian govt allows you to import and assemble. Zen does not make drones! It’s making anti drones which is RF based tech to block the spectrum.