In multiple comments, I see you point at “favorable industry trend”/“sectoral tailwind” etc. Could you please help me with how do you gauge this ? How do you keep track of the where the sector stands currently ?
Quest will be extremely well! As per concall the Pat projections for FY’25 will be double of FY’24
@BalajiBaskaran Can you share the link for the concall?
Vishnusurya Projects and Infra Ltd
An interesting company with a strong Balance Sheet, not commonly seen in Sme segment.
Lot size 500, listed on NSE Emerge.
Latest Investor Presentation:
https://nsearchives.nseindia.com/corporate/VISHNUSURYA_31122024142740_VISHNUINFR_INVESTOR_PRESENTATION.pdf
M Sand:
H1 Commentary:
Bio-Mining of Legacy Waste is a very good optionality.
A video explaining Bio-Mining:
Disclosure:
Initiated a position with 1 lot, still studying. No Buy/Sell Recommendation.
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