Ravi Panara

Chemical Industry Professional | Budding Equity Investor

[Ravi Panara @Ravi_Panara]

@vinaytaparia What do you suggest? To book complete or to book partial?

[Ravi Panara @Ravi_Panara]

@jitenkparmar Balaji Amines, Reddy Sir

[Ravi Panara @Ravi_Panara]

@StocksAndStoics Sharda cropchem 😊

[Ravi Panara @Ravi_Panara]

@StocksAndStoics Dhanuka Agritech 😊

[Ravi Panara @Ravi_Panara]

@StocksAndStoics Still I would invest in domestic focused formulation business. Upstreams does not provide margin certainty in current global environment.

[Shyam Sekhar @shyamsek]

Soon many knowledge workers in the investment field will realise that most chemicals are actually commodities & there was never really much to consider them to be speciality.

By then, they will remove all traces of what they spoke during circa 2019-2021 from social media.

[Ravi Panara @Ravi_Panara]

@StocksAndStoics Yes

[Ravi Panara @Ravi_Panara]

@aayushsarawgi_ Hello Aayush, can you DM me. Need some help on this.

[Ravi Panara @Ravi_Panara]

@Maaachaaa69 Cheapest option available could be next

[Ravi Panara @Ravi_Panara]

@safiranand 🙏🏻om shanti🙏🏻

[Ravi Panara @Ravi_Panara]

@shyamsek Chlor alkali, Soda Ash, Aluminium

[Ravi Panara @Ravi_Panara]

@ValueEducator Curious how a commodity chemicals can turn into speciality? I have seen speciality chemicals turning into a commodity one. Not the other way around.

[Ravi Panara @Ravi_Panara]

@drprashantmish6 Aniline demand is not a challenge in India. As far as the Nitrobenzene route is concerned, if the cost of mfg is low and if Sadhana is able to scale up fast, Valiant will have a tough time later.

[Ravi Panara @Ravi_Panara]

@ishmohit1 But it's not a me too chemistry as such! Complexity in handling fluorine is not same as other chemistries.

[Ravi Panara @Ravi_Panara]

@ValueEducator Balaji Amines

[Ravi Panara @Ravi_Panara]

@shyamsek It will depend on which end use the speciality chemicals caters to. If the market is global, domestic over capacities are good. If the market is domestic only, I see a consolidation for sometime.

[Ravi Panara @Ravi_Panara]

@aditya_kondawar @AlpinoHFoods

[Ravi Panara @Ravi_Panara]

@MeetshahV Aarti industries
UPL