You make it sound so simple and easy, thats the beauty when one understands himself as investor and to top it, has the required skills as well. Cannot stop admiring everytime I read your posts…
Posts tagged Value Pickr
Mann’s Portfolio (13-12-2023)
I recently came around the SKP and there is one more company which i liked is GALAXY BEARINGS LTD. Any views on this company.
Jindal saw – Another beneficiary of India’s growth story (13-12-2023)
Some case is going on with NTPC. Following is the information I got it from Twitter
https://twitter.com/Anuragag06/status/1734500028012437695
Also would like to highlight that the ntpc vs Jindal saw case is on 12th December so that will be a key event to watch out for. If Jindal saw wins the case it could garner them 1100cr +
Sona Comstar BLW – Direct EV Play (13-12-2023)
The acquisition of Novelic (54%) may add some value. The segment is niche and the target company is profitable.
Disc: not invested.
Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution (13-12-2023)
Thanx. Good questions !
my views :
(1) There is a big difference between “Hydro power” & “Pumped hydro storage project” also known as PSP.
(2) Hybrid by definition is a combo of any two out of Solar , Wind, Hydro power.
Because if we combine all 3 together , it may become a complex project
(3) In India when we say Hybrid – it is mostly a combo of Solar & wind , though there can be other combo of any two possible
.
(4) RTC Hybrid meaning the hybrid project is integrated with an energy storage solution either PSP or BESS.
(5) In cost, only two costs are being discussed currently – RTC Hybrid with PSP & RTC Hybrid with BESS
(5) If electrolyser Fuel cells are used , my guess is cost could go up by at least 40-50% due to import content – seen some where in digital media. and these capacities are yet to come up to deploy as energy storage.
So currently , All electrolyser capacities in India and imported ones are diverted for Green hydrogen requirement for Fertilizer , Refineries, industries , which is huge
(6) So the preferred mode of energy storage is PSP due to initial cost reasons and life of PSP is 30-40 years , BESS life is 15 years and PSP is all indigenous and BESS involves import of lithium ion battery or its ingredients involving rare elements.
I may be wrong and I stand corrected
Laurus Labs – Can Business Transform to Next Level? (13-12-2023)
Is there any way we can know what these observations were & there severity?
Geekay Wires Ltd (13-12-2023)
True… this is what I was saying…
The experience suggest they have 2-3 years one…
Methanol Engine/Methanol blend (13-12-2023)
To the best of my knowledge, Currently GNFC vinati organic make methanol out of Natural gas & Or Coal and there is carbon emissions involved. Further both natural gas and coal are non renewable form of energy.
But there is a way , if Bio gas is used to produce methanol , then it can be a promising renewable fuel. But Bio gas production is still at a nascent stage Thermax very recently got a order for bio gas … Logistic and distribution of Bio gas need to be established
otherwise , Methanol ethanol are well established as Automobile fuel.
You may please read the post below if you have not gone through
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