With the added context, it makes sense. Thanks!
Posts tagged Value Pickr
Everest Kanto Cylinders Ltd. – A long runway ahead! (05-02-2024)
Looks like all of you have deep technical expertise which I don’t have…
Everest Kanto Cylinders Ltd. – A long runway ahead! (05-02-2024)
Fully agree… steel cylinders will used for stationary H2 storage – similar to CNG cascades. EKC could not capatalise on the CNG demand which is a core segment for them… i doubt they will be able to supply hydrogen cylinders !!
UPL Ltd – global agrochemical company (05-02-2024)
This is what I am fearing for. Market wil beat such high debt ridden stock. Will only accumulate near book value. I rest my case here.Open for discussion.
Hariom Pipes Ltd: A Capex Play! (05-02-2024)
The plant is located where there was no flood but I think the transport to the sales location might be affected that’s there is selling going on since the Mid December. Lets see the results om 9th.
INOX Wind (05-02-2024)
Yes, 15 MW turbines is not made by indian manufacturers at the moment.
However,
-
it will be interesting to see how this bids pan out and
-
whats the commentry of suzlon & inox in concall wrt this offshore projects.
Hence I have shared this info. Happy to delete, if members dont find it useful.
INOX Wind (05-02-2024)
Yes, 15 MW turbines is not made by indian manufacturers at the moment.
However,
-
it will be interesting to see how this bids pan out and
-
whats the commentry of suzlon & inox in concall wrt this offshore projects.
Hence I have shared this info. Happy to delete, if members dont find it useful.
Everest Kanto Cylinders Ltd. – A long runway ahead! (05-02-2024)
This is an extract from Annual report 2023. There is one more red flag. Supplied defective hydrogen cylinder to Customer.
This also exposes company’s flaw in QA/QC procedures. 300bar is very high pressure and can cause big accident.
My note: It is too heavy to end user to transport 300 bar pressure steel tanks. It can be used for hydrogen storage only. It can not be used in trucks and other automobiles. Tanks made of composite materials is better alternative.
Everest Kanto Cylinders Ltd. – A long runway ahead! (05-02-2024)
This is an extract from Annual report 2023. There is one more red flag. Supplied defective hydrogen cylinder to Customer.
This also exposes company’s flaw in QA/QC procedures. 300bar is very high pressure and can cause big accident.
My note: It is too heavy to end user to transport 300 bar pressure steel tanks. It can be used for hydrogen storage only. It can not be used in trucks and other automobiles. Tanks made of composite materials is better alternative.
INOX Wind (05-02-2024)
That is fine but this is quite important to know. It is not like Suzlon and Inox can overnight decide to do these kind of big turbines (15 MW). It will take years of R&D and certifications. Hence I didn’t think the post was relevant in this thread. Happy to be corrected.