VEDANTA OIL & GAS - VOGL in Focus
After a sharp upmove stock has seen some profit taking
However VOGL has strong EBITDA projections and expansion plans to boost Oil Production
VOGL targets $939 mn EBITDA ie Rs 8900 crores next FY vs current market cap of Rs 16500 crores
VOGL plans to spend Rs 6600 cr to boost production and for capex
If VOGL targets are not aggressive, stock trades at ~2x EV/EBITDA - Half of ONGCs valuation !
Kshitij, there’s a new investor-friendly destination on the outskirts of Bengaluru. It’s called Anantapur. 😉
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@yatinmota No one is dancing. People having position in Idea are obviously excited. Mr Birla lending his name again could be a precursor to something happening on the debt / equity side. Let’s not demean investors.
@SandeepPoundrik These SKUs especially the ones used for manufacturing kitchen utensils should not have been put in the anti-dumping / high import duty list. This has led to huge losses for MSME companies.
@Sadafsayeed Need to see the share of zero tariff products like pharma, auto components, gems & jewellery etc. Other important point to consider would be tariff charged on other countries’ exports to US esp China, Bangladesh, Vietnam etc and this is the key.
Despite understanding demand supply dynamics being in equity markets for so long, u still chose to act like a crybaby shaming Bharat is a shame Nitin.
I respect your analyses on companies but this tweet is disrespectful.
This saga is about one company exploiting its monopoly.