@avneesh Good question.
I have kept my investment case very simple in REVA, track the numbers every quarter and add more on corrections as long as the numbers are good.
REVA is not manufacturing diamonds, if LGD kills diamond prices, they could source it at lower prices?
They could also sell LGDs i dont think they need to change anything in the stores apart from inventory to do that.
Regarding PE , I think this can get rerated once they prove they can do well in the new EBO stores, as so far all the sales is from the parent SIS stores.
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