@Midhunjoe, thanks. this is nice information.
Would you happen to have these numbers for Fuel cell as well ?
Alternatively could you suggest source/link to get these for Fuel cell ?
Posts tagged Value Pickr
Advait Infratech: A detailed analysis (29-08-2024)
Shilchar Technologies – Power & Distribution Transformers – Sunrise Sector? (29-08-2024)
How does that impact Shilchar Tech? Pls explain in layman’s language…
Advait Infratech: A detailed analysis (29-08-2024)
Back of the envelope calculation on electrolyser manufacturing:
Cost of manufacturing:
Electrolyser manufacturing : 300$ / kw
Installation cost. : 100$ / kw
Profit : 50$ / kw
Total : 450 $ / kw
= c. 40000₹/ kw
Govt Support
: ₹ 150 cr / 100 MW
= ₹ 15000/ kw
Net cost = ₹ 25000/ kw
Pl note ; All these are approximations at best. I might be wrong completely. DYODD
Disc : Invested a small tracking qty.
Sumit’s Portfolio (29-08-2024)
Transteel’s main competition comes from
- Big brands like Godrej Interio and Featherlite
- The unorganized sector
Here’s how I think (based on my limited understanding) it differentiates itself:
Turnkey Solutions Approach: Unlike many of its competitors, Transteel offers a complete turnkey solution for office furniture, from design and manufacturing to delivery and installation. This end-to-end service simplifies the buying process for clients, reduces the hassle of coordinating with multiple vendors, and ensures consistency in quality and execution.
Digital Channel Leverage: Transteel effectively uses digital channels and direct sales to reach customers, making it more agile and responsive compared to traditional players that rely on brick-and-mortar stores. This also helps in keeping costs low and passing on the benefits to clients.
Quality and Reliability: Against the unorganized sector, Transteel’s turnkey model ensures higher quality and reliability, backed by strong after-sales support and sustainability practices that unorganized players often lack.
However, I may be wrong and haven’t developed full conviction in the story yet.
Sumit’s Portfolio (29-08-2024)
When it comes to investing in SMEs, the process is a bit different because they usually have a limited track record and often don’t have a strong moat. But you can spot early signs that a moat might be forming. My approach is pretty straightforward: I look for ambitious management, a big opportunity size, and proof that they can execute. I think of SME investing a lot like startup investing — there’s a chance for big, asymmetric returns, but I also know that many of these bets might not pay off. The big difference is, with SMEs, I have the flexibility to exit when I feel my original thesis isn’t holding up, unlike in startups where you’re often locked in.
Neuland Laboratories Limited – Transformation towards niche APIs? (29-08-2024)
Analyst/CNBC Anchor are wrong regarding Neuland as they are Dedicated API player and not into formulation so IP violation chance is less and innovator more happy to work with Neuland. In fact cautious tone of management is taken as warning by people who have not followed Neuland management for long…
Investing Basics – Feel free to ask the most basic questions (29-08-2024)
@hardik_shah1 so if I see a company having FOCO stores, I should not simply take sales alone, because if any goods sent to franchisee store, that is treated as sale from the company side and in reality this is not a sale, Am i getting it right.
RACL Geartech Limited (29-08-2024)
Disc: – No Recommendation.
Hitesh portfolio (29-08-2024)
IRB Invit price has been going down almost since listing if I were to infer from chart visible on screener. Besides, I cannot find the payout history. I do not have much idea about IRB Invit.
Few years back I had bought Indigrid Invit because I considered the electrical transmission assets better than toll assets. That worked out well with good payouts and price appreciation. Even now it offers better than FD returns, though safety with FD still remains the highest. Though I sold off after some time because at that time I found pure equity investment more attractive.
Overall I am not a big fan of fixed income instruments, having had a good experience with equity investments.
Advait Infratech: A detailed analysis (29-08-2024)
Advait Infratech receives order worth 200 MW in tranche 2 of Electrolyser Manufacturing by SECI. Total orders received now is 300 MW including 100 MW won earlier.
