Any stock which makes a move after 3-5-8-10-15 years of Consolidation doesn't just stop being a doubler or a tripler,it roars much more. Name companies which are breaking out after a very long time.

On June 27, 2024, I came across an insightful post discussing the best promoters in the industry with people sharing their perspectives. I compiled data to analyze the current performance of companies led by these highly regarded promoters. While it’s been just over five months since the post, I understand this isn’t a long enough period to draw firm conclusions. I plan to revisit this fun analysis next year to gain a deeper perspective." Best performers: #Iris (Iris Business Services) #AllETech (All E Tech) #CarTrade (Car Trade Tech) #BetaDrugs (Beta Drugs) #Shaily (Shaily Engineering Plastics) @DEBU_NEOGI Thank you for the interesting post. BhulChukMaaf

#INOXINDIA One aspect of INOX India that many investors still underestimate is that it is not really an LNG equipment company. It is actually a cryogenic technology platform company. Most investors only focus on LNG tanks, LNG trailers and LNG infrastructure. But the same core cryogenic expertise is applicable across multiple futuristic industries. 1. Space Industry Exposure 🚀 Many investors know about the recent order linked to a global private space exploration company (widely believed to be related to SpaceX programs) but they may not fully appreciate what it means. Rocket fuels such as liquid oxygen and liquid methane require storage at extremely low temperatures. Only a handful of companies globally can design and manufacture such large scale cryogenic systems. INOX is increasingly becoming part of this ecosystem. This is not a one time opportunity. If commercial space launches continue growing, cryogenic infrastructure demand could rise significantly. 2. Fusion Energy Opportunity Very few investors discuss this. INOX has worked on projects connected to major international scientific organizations such as CERN and ITER. These projects require some of the most sophisticated cryogenic systems in the world. If fusion energy becomes commercially viable over the next decade, INOX already possesses relevant engineering credentials. 3. Export Story Is Bigger Than Most Think Many investors still view it as a domestic manufacturing company. However, exports have become a major contributor and a large share of its order book comes from overseas markets. The company serves customers across numerous countries and has manufacturing/service footprints beyond India. This gives it a larger addressable market than most Indian industrial companies. 4. Hydrogen Could Be The Real Long Term Trigger Everyone talks about green hydrogen. Very few companies can handle liquid hydrogen which must be stored at around -253°C. Cryogenic capability becomes the key bottleneck. If the hydrogen economy scales globally, INOX may benefit not because it produces hydrogen, but because it supplies the infrastructure needed to store and transport it. 5. Intellectual Property Is Slowly Growing The market generally values INOX as a manufacturing company. However, the company has also been building proprietary know how and patents in cryogenic technologies. These are difficult capabilities to replicate because they are based on decades of engineering experience and safety certifications. What the market may still be missing Many investors value INOX India as: "An LNG equipment manufacturer." A potentially more accurate description may be: "A niche global cryogenic technology company with exposure to LNG, industrial gases, space exploration, liquid hydrogen, fusion research and advanced scientific infrastructure." If that broader narrative continues to gain recognition over the next 5-10 years, the market could eventually assign a very different valuation framework to the business.