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Vivek@LT investor

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25 May, 5 tweets, 2 min read

Very good results frm shakti pumps .. Company is leader in solar pumps and going to be benefitted from PMKUSUM/Mukhyamantri saur krishi yojna etc.. company intend to double the sales by next year..They have huge pump production capacity, but utilizing only 70%..

I hope they could do sales of 2000 cr by next year..Mansoon is expected to be good..reasonable PE of 18 with EPS 41..

Management interview

@Saur_energy

With New Target Of 30.8 GW by 2022, Changes In KUSUM Scheme Follow saurenergy.com/solar-energy-n… via @Saur_energy

#shaktipumps

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Vivek@LT investor

@viveksingh2010

5 Jan

My two new investment IDEAs
Disclosure: I am a human and humans do mistakes. One should study, build conviction and then invest.
1-#Ashapura Minechem: Category- High Risk
~The largest exporters of bentonite from India and 3rd largest in the world.

~ In addition to bentonite, company is in the production of many other minerals including sizable operations in Bauxite, Kaolin, limestones..etc.

~Its major product –Benonite- is widely used in metal casting, iron ore pelletizing, civil engineering, drilling, paper, detergents, cosmetics.etc. Bauxite is the basic ore for producing Aluminium.

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