@hitesh2710 Hiteshji, As Sarthak posted, thank you for being generous in sharing your experience and guidance to novices and others in this forum.
You and many other VP veterans used to track seed companies. I was looking at Kaveri Seeds, Nath Bio-genes and JK Agri Genetics. Out of them while going through recent ARs I think Nath Bio-genes going through some changes in positive direction as R&D efforts are bearing fruit and they are revamping marketing. AR commentary looks positive. I can see it sells to historical PB and cheaper compared other two after the recent correction.
But the thread on it in VP do not have any recent attention, left abandoned for 4 years and that may be indicative of red flags. My notes from AR updated on the thread, but I could not get any comments, positive or negative. Historically this company was considered as low management quality one as it took almost 10 years relist.
Since my experience in markets are very limited, what’s your view on this company and especially the management quality ? This is part of my exercise to review my holdings based MQ and your views would be greatly appreciated.