What would your view be on this and how should shareholders

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canada goose black friday sale He also shares why he has been upbeat about transformer companies, while discussing results of Transformers canada goose outlet michigan Rectifiers and his take on media reports suggesting the government plans to merge 13 PSU oil firms.A: Primary numbers are looking very good and this is what has been expected from the company, because if you really see the refrigerant gas there are three players in this space; one is Navin Fluorine, second is SRF and third is the Gujarat canada goose outlet Fluorochemicals, but in case canada goose factory outlet toronto location of Gujarat Fluoro you see lot of income coming in from the wind energy business and that is why the market is not giving that kind of valuations, but even and actually in this summer because of the excellent sales of the air conditioners, we also see the better off take of the refrigerant gas also and that is in fact giving a very good results always Navin Fluorine Q1 numbers are always seen good, Q4 and Q1 numbers so on the similar line one can keep an eye on the SRF also, but yes coming on Navin Fluorine very good numbers seen from the company.Sonia: Wanted your thought on Transformers and Rectifiers, you had been tracking it for while, what did you make of the earnings at Rs 350 how does the risk reward look?A: Very good numbers and what I am impressed with the numbers is the top line increase, because if you see closer canada goose outlet england to about Rs 160 crore top line, I am comparing on year on year (YoY) basis because there is no point in comparing with Q4 where you see the maximum order execution and apart from that the operating profit which was canada goose outlet in montreal negative at Rs 12 crore in the same quarter last year, we have seen positive of Rs 9 crore and this is what I have been maintaining in case of the transformer makers that the turnaround has really happened in a big way.On last Monday we have seen disappointment from Bharat Bijlee where we have not seen the top line growth, so I am not able to reconcile that what was the reason, but yes going back to the theme canada goose outlet real of transformer makers, this Transformers and Rectifiers numbers are really looking very good and one has to keep an eye on the other similar companies like maybe Indo Tech Transformers or maybe Alstom T or maybe Voltamp Transformers they all are looking very good and probably they may post the similar kind of results what we have seen from Transformers and Rectifiers.Sonia: There are various permutations and combinations being spoken about right now and the talks we understand have begun between canada goose outlet black friday sale the government officials of a merger of some sort. What would your view be on this and how should shareholders approach the situation.A: I could say that this is just a wishful thinking, if I just need to take broadly take the exploration company ONGC and Oil India, Oil India is exactly 10 percent of ONGC so what will you do either you create two parallel canada goose outlet jackets companies with the point to point that means ONGC may have the merger of HPCL and BPCL with them, so you will be having a market cap of closer to Rs 4 lakh crore or may be in terms of the matching capacity then what will remain with Oil India will they acquire IOC, now I honestly don see any reason happening on that account. Because in the past if you see IBP merged with IOC that was fine and that is why you have seen marketing canada goose jacket outlet outlet of IOC being combined of HP BP plus 20 30 percent extra.Now come on the exploration and the refining both are independent business canada goose black friday sale.

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