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Pranjal's avatar

How is this a fat pitch? You repeatedly mentioned about the opacity of the annual report & the difficulty to calculate certain metrics. If anything, this is an easy pass.

This writeup, unlike your previous ones, is pretty disappointing.

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searching4value's avatar

Interesting revisit. Hard times currently. Thus, how likely (true) maintenance Capex is as low as presented and designated growth Capex does not include a good portion of maintenance Capex?

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