Can you please share your latest portfolio… I find your analysis informative and interesting… thanks for sharing your journey
Posts tagged Value Pickr
Zen technologies – A micro cap in the defense space! (03-02-2024)
Bro first of all they dont make drones.
Secondly they make simulator and anti drone systems
Zen technologies – A micro cap in the defense space! (03-02-2024)
Bro first of all they dont make drones.
Secondly they make simulator and anti drone systems
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (03-02-2024)
Agree, at this point of time investing in small mid cap/ MSME stock related to green hydrogen value chain appears to be risky.
A lot of research are going on all over the world to produce cheaper hydrogen, electrolyser , fuel cell etc and the technology related to green hydrogen could undergo sea changes which the MSME ‘s may not be able to adopt quickly, where as large pvt players who are gearing up to provide end to end solutions for green hydrogen like Reliance , L&T , JSW, Adani etc and the PSU’s would be able to quickly adopt to the fast changing technology.
Rightly said , another way to play the hydrogen story is to bet on Established players on solar and wind.
Solar wind energy are the starting point for Green hydrogen production. If there is no solar wind energy, there is no green hydrogen.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (03-02-2024)
Agree, at this point of time investing in small mid cap/ MSME stock related to green hydrogen value chain appears to be risky.
A lot of research are going on all over the world to produce cheaper hydrogen, electrolyser , fuel cell etc and the technology related to green hydrogen could undergo sea changes which the MSME ‘s may not be able to adopt quickly, where as large pvt players who are gearing up to provide end to end solutions for green hydrogen like Reliance , L&T , JSW, Adani etc and the PSU’s would be able to quickly adopt to the fast changing technology.
Rightly said , another way to play the hydrogen story is to bet on Established players on solar and wind.
Solar wind energy are the starting point for Green hydrogen production. If there is no solar wind energy, there is no green hydrogen.
GHCL – Soda ash & home-textiles player (03-02-2024)
(post deleted by author)
Arman Financial Services Ltd (03-02-2024)
How will market react to rise in NNPA is the question. To some extent they had signalled rise of expenses
Oriental Carbon and Chemicals Ltd (03-02-2024)
How did u know defaults are shooting up west…where did u found the relevant data or else it’s ur guess based on ur assumptions