3 Comments
May 21Liked by ToffCap

excellent work Sir!!!

i have reviewed some of them , and to me one of the cheapest ones could be ITAFOS. The problem i see is quite iliquid .

On the other hand, OCI is a nice bet, but i would wait after the dividend to buy the shares once discounted the payment .

Expand full comment
May 21Liked by ToffCap

Great work. Thanks again.

Expand full comment

I wouldn't say that fundamentals of Clearvise have deteriorated. Yes, the numbers are worse than the previous year, but 2022 saw extremely high electricity prices and no one could expect that to continue. Clearvise has hit the upper end of its forecast for 2023.

Expand full comment