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Script is consolidating a lot near CMP despite of RJ pathology & MH radiology additional revenue expectation in the current FY. Am I missing something or it’s ready to blast after Q1/Q2 results ?

Please share your opinion as well


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One way to model this: roughly 3% of copper’s price is recycling EBITDA, and 25,000/ton is fixed value-added EBITDA.

So at a copper price of 1,260/kg (Q4 realization):

Recycling EBITDA/ton = 0.03 × 1,260 = 38/kg

Value-added processing EBITDA/ton = 25/kg (Can increase with more value addition)

Net = 63/kg

This calculation was explaine...


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Its been while i have updated the timeline but i will make sure to be consistent going forward:
First for Exits in portfolio:
1. Brookfield REIT:

Position was as to play the interest rate cuts and to benefit from yield which was equivalent to FD rates at that time, along with increasing occupancy rate. Above all things played out exactly envisio...

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