Look, what changes fundamentally because of the short term event is that the Balance Sheet strengthens. This reduces the finance costs enormously and that has an impact on the earnings for the long term. It is worth noting that operationally, the earnings of the company weren't always all that bad, It was the interest cost primarily that would always mask its operational earnings.
The main reason why there is value here is because of the investment in Dystar. It is that asset which is very valuable but is being ignored by the markets. And now we have the catalyst of debt reduction to realize the assets value. This is more of an assets play than an earnings growth play. And to realize the assets value we always need catalysts like the events that are playing out now.
Even if a company operates with zero barriers to entry. I think as an investor you should be willing to pay for the assets value because the business is viable and if the business is viable, then the business must generate sufficient earnings to replace its depreciating assets. Therefore assets value will get realized.
And if you need an exit time, most of the catalysts will have reached fruition by the end of this calendar year.
@paresh.sarjani1 I agree with you that the quarterly numbers haven't been added properly. Will have to wait for the Annual Report.