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Deepak fertilizers and RCF

Discussion in 'Fundamental Analysis' started by jyotiranjan8605, Dec 10, 2017.

  1. jyotiranjan8605

    jyotiranjan8605 New Member

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    Dear Shabbir ji kindly provide your observations regarding this scripts which may benefit if gadkari really puts up policy for 15% methanol in petrol

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  2. shabbir

    shabbir Administrator Staff Member

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    I typically have no views on yet another producer of a product company and fertilizers producers fall in such category. They don't pass my basic investment checklist - https://shabbir.in/investment-checklist/
     
  3. bhat64

    bhat64 Apprentice

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  4. bhat64

    bhat64 Apprentice

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    Fertiliser space has too much intervention from the government..look for speciality chemicals where there is a moat and not easy to duplicate due to entry barriers


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  5. jyotiranjan8605

    jyotiranjan8605 New Member

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  6. bhat64

    bhat64 Apprentice

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    Companies that don’t produce commodity chemicals- acetic acid or soda ask or other bulk organic chemicals but use these ingredients to come up with second level chemicals which involve a certain intellectual formula or mixing or finer processing to come up with a product..which are used in domestic or other industries including pharma


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