By your own admission solar glass is a commodity
a difficult to produce commodity, but a commodity
If one really wants to play the commodity cycle, there might be much more favorable risk reward equations available. A commodity producer quoting at 5-6 times sales is a risky proposition imo. SAIL or IFGL or one of the second rung cement producers might be a much better risk reward proposition rather than a commodity producer quoting at 5x sales. Commodity Prices can often surprise on the downside, specially when buying the company at high valuations.
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