@desiwallstreet Sir, since it seems that you have added some steel companies, I suggest you check out Godawari Power & Ispat. Is seems very undervalued. Thanks
@Disciplined_Inv@Disciplined_Inv , I believe you are bullish on DHP Ind. May you please share your views on the selling of significant stake by the Holding Company (Dabriwala Constructions Pvt Ltd)
@Disciplined_Inv@Disciplined_Inv sir, I think a much better option than Tata Steel Long would be Godawari Power & Ispat Ltd. Imo its currently available at mouthwatering valuations and there are many other factors which make it attractive. If possible pls do take a look :)
@DAmmannaya If the market cap of a holding company should be about 40-60% of its holdings, even Kama Holdings (which has holdings in SRF worth 35,955 Cr but a market Cap of 6,772 Cr) is undervalued right?
@MaheshN1976 GPIL's solar plant which will be operational in a year will add 170 cr non-cyclical EBIDTA. a 170 cr EBIDTA itself gets about a 1300 cr Market Cap in Indian markets.
@sahil_vi Sir, what is your view on Godawari Power & Ispat? If time permits, do check it out. It seems extremely undervalued and has stellar financials.