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Borosilrenew
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Steve Nison
@nison_steve
Borosil Renewables - Patterns like these must be looked at carefully and must be kept on the radar. Herein price is contracting which generally signifies shifting of hands (from weak to strong). If you go wrong, the risk is limited in these.
Tar ⚡
@itsTarH
EPC companies have razor thin margins, they aren't the places to bet on.
It's the commodity makers who make real money and within commodity makers it's the ones with least disruption to their price and limited competition.
In solar chain, these are the solar glass players ☀️👓
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