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I studied #camlin #fine #sciences for past few weeks. Does not deserve full thread imo so only sharing some key take-aways.
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few things i like:
lot of triggers: more efficient manufacturing (lot of capex in Dahej), plans to forward integrate all catechol and hydroquinone production (higher Gross margins).
lot of triggers: more efficient manufacturing (lot of capex in Dahej), plans to forward integrate all catechol and hydroquinone production (higher Gross margins).
Manufacturing becoming more efficient incrementally(dahej instead of italy and other geopgraphies), the battery play (Lockheed contract) which definitely can be huge. Fermentation company that they are aquiring for omega 3 fatty acids production
