Good article to read, In this article electrolyser manufacturing global giant JohnCockerill name to be included. They have completed several mega projects globally. JohnCockerill had an agreement in india to provide electrolyser to Greenko. They are in the eligible list for PLI incentive scheme also.
With thanks

Among SKM, Ovobel and Venkys which seems a better investment bet at this time?

Ovobel has had a change in management.

Its quite interesting, MIT entry is very positive for the company.

I guess the reason why he is selling is when prices of aluminum, CPC, CTP OCP skyrocketed subsequently company posted best ever results in 2022 with highest ever Net profits and all but still the stock didn’t gave any meaningful returns like 2017 cycle I think market wasn’t rerating what Mr Pabhrai has assumed he might not be sure that what best could have happened than this so he is trying to take profits off the table. Also, I’m studying this business for a while all the triggers mentioned in above thread haven’t worked or if it have, The stock hasn’t rerated with that. I think the TAG of a “Commodity Company” and the “Debt” is the main reason why the stock isn’t performing or allowing it to rerate I personally believe that until the management takes on the charge to aggressively reduce the debt along with some triggers playing out as per the expectations, The stock will always remain undervalued or fairly valued. This might be thinking of MR. Market.

Disc- No holding till 18-1-23

Absolutely right @gsapte , these objectives are pretty much in line when it comes to objectives I want to cover. But thank you for the heads up, helps us in being accountable with regards to starting these discussions.