Reposted 9.11 PM Jul 30th by G237865
Price when posted : NSE: Rs. 8.00
Dear beginner_infinity, I hope you still hold Suzlon. As expected, the counter is getting windy and heading towards 18/20 levels as I mentioned in my earlier reply to you. You will get a decent exit opportunity from Suzlon. DSA is stuck in Suzlon just like many Ace Investors. Company is never short of reasons for its shortcomings. The rally is sectoral and it lifts all boats. Suzlon is no exception. Massive equity base and poor order book as well as govt flip-flops will continue to hit revenue and margins. Suzlon may soar but the myopic management will never generate ROE over Cost of Capital plus inflation. So, I have taken my bets off from Suzlon. If they move towards Hydrogen Initiative, yes, it has power to rule Indian Energy sector. But it requires $5-7 billion USD investment and TT has drowned shareholders in ocean of new shares already and new capital raising seems impossible. Only if RBI Governor loan him his printing machine for a couple of days... And there is no sight of ramping up of production in next few years. I do not call 1000 MW output as production when company has 6000 MW installed capacity. for optimum profit and pull counter over 100 rupees, you need 4000 MW of installation per year and govt must bring some intelligent policy to accelerate RE sector. Solar cost is falling but damage to Discom is rising.. Cheap solar and wind would make utilities bankrupt. This elevates costs arising from Contractual Obligation with Thermal Utilities for minimum offtake clause. And this is ticking time bomb which has suppressed REC and PFC. So, enjoy the rally and take the call. Good luck!!
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Dear beginner_infinity, I hope you still hold Suzlon. As expected, the counter is getting windy and heading towards 18/20 levels as I mentioned in my earlier reply to you. You will get a decent exit opportunity from Suzlon. DSA is stuck in ...
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