Thanks @VJ_4402 and @Prdnt_investor for taking the discussion forward. I agree that they are also looking at the institutional market and adjacent market of IC through the R&G market which is largely small players in the south. Maybe organized/maybe unorganized.
I am trying to look at CCL as a call option. Where in I don’t lose much if the domestic business doesn’t fire and I will earn a lot if the domestic business does well. Thus the discussion.
Discl: Not Invested.