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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Business Transformation SEPC Ltd: The Market Sees an Order. It's Missing a Revolution. It's a Business Model Coup. Mining now makes up 41% of SEPC's standalone order book. A zero-cash acquisition is opening the door to ADNOC-grade oil & gas consultancy in the Middle East. Individually, these look like two good pieces of news. Put together, they describe a company quietly rebuilding what it actually is. Markets often react to the size of an order. They rarely ask whether that order signals a transformation in the business itself. SEPC's ₹3,300 crore Rampur Batura coal mining contract looked, at first glance, like another healthy addition to an already-growing order book. Read differently, it looks like something more interesting: an early marker of SEPC Ltd (...
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DO YOU KNOW?
Rohit Ferro-Tech Ltd (Rs.6.53) earlier informed the BSE, that Company's Factory at Haldia, Purba Mednipur, was under suspension of work from July 01, 2015. The Suspension of work was mainly on account of the following reason:

Substantial gap in Tariff of electricity by the West Bengal State Electricity Distribution Co. Ltd. (WBSDCL) and Damodar Valley Corporation (DVC). For the Company's Haldia Plant, the Company have to procure electricity from WBSEDCL, whose rates are 30% higher compared to DVC and as a result the Company is incurring huge losses.

This a good news for the shareholders, as the company might now think of procuring electricity from DVC instead of WBSDCL. The scrip should slowly move towards Rs.8-9.5 in the coming days--remain invested.

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