GAIL: Expect marketing biz to do well this yr considering the prices are higher, crude to remain above $60/bbl
Have submitted 2 pipelines to MoPNG for asset monetisation approval from cabinet
LNG import target at 130 cargoes of which 40-45 will come from US
More from Sugar
A thread I had done in sugar industry last year. A few things could have changed. But, I think there are huge challenges to the E20 story. Do we have underlying dynamics in place. Do read how much time it took for Brazil.
Disc: Invested in sugar only as tactical play.
Disc: Invested in sugar only as tactical play.
Sugar Industry Insights (Feb 25, 2020)
— Jiten Parmar (@jitenkparmar) February 25, 2020
Last few years sugar industry has been a beneficiary of government largesse. Sugar cycle turned in 2015. Post that there has been surplus production.
The other just entered into quality territory today 😜
Quality hone ke liye HIGH PE hona jaroori hai
Quality hone ke liye HIGH PE hona jaroori hai
Ethanol plants need incineration boilers
— Siddhartha Bhaiya (@sidd1307) June 29, 2021
There are only 2 major manufacturers in India
One is thermax. The other is homework \U0001f61c#valueinvesting #Investment #investing #aequitas
Shree Renuka Sugars releases entire pledge of nearly 55.3 cr shares (26% equity) from IDBI bank
D: OWN/ BIASED/ ADVISED
D: OWN/ BIASED/ ADVISED
Thanks, ET for quoting me. But a slight warning that Renuka is still using ~75% of existing ethanol capacity & ~60% of enhanced capacity this year vs Balrampur 95%. The key is to monitor CU going ahead (and of course Wilmar stand on 300 mn loan to co)
— Varinder Bansal \U0001f1ee\U0001f1f3 (@varinder_bansal) June 10, 2021
D: OWN/ BIASED/ ADVISED pic.twitter.com/wgPAcYHtnR
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Recently, the @CNIL issued a decision regarding the GDPR compliance of an unknown French adtech company named "Vectaury". It may seem like small fry, but the decision has potential wide-ranging impacts for Google, the IAB framework, and today's adtech. It's thread time! 👇
It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha
I've read it so you needn't!
Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.
The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.
Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.
It's all in French, but if you're up for it you can read:
• Their blog post (lacks the most interesting details): https://t.co/PHkDcOT1hy
• Their high-level legal decision: https://t.co/hwpiEvjodt
• The full notification: https://t.co/QQB7rfynha
I've read it so you needn't!
Vectaury was collecting geolocation data in order to create profiles (eg. people who often go to this or that type of shop) so as to power ad targeting. They operate through embedded SDKs and ad bidding, making them invisible to users.
The @CNIL notes that profiling based off of geolocation presents particular risks since it reveals people's movements and habits. As risky, the processing requires consent — this will be the heart of their assessment.
Interesting point: they justify the decision in part because of how many people COULD be targeted in this way (rather than how many have — though they note that too). Because it's on a phone, and many have phones, it is considered large-scale processing no matter what.