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Rain Industries
1) Their vertical shaft plant should be online anytime which will make them lowest cost producer by a margin
2) Their chemical division is now working in full swing
3) With AL prices above $2100 US Smelters are now profitable and demand for CPC will be up #RKideas
4)They had a laggard in cement which too is now doing very well.
5) Their capex cycle is complete, now this company will become a cash producing machine with favourable tailwinds
6) See their operating cashflow numbers they are insane.
Technically
Stock is compressing with higher lows..close to a key resistance around 150 above which a new leg starts.
I will buy some next week heading into the result on 25th, post the concall if i like everything surely will double down. I believe this stock is a sleeping giant
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