“Luck is what happens when preparation meets opportunity.” — Seneca
Hi Investors! The best time to study a strong business is when it's in a down cycle 😊
In our experience as investors we have observed that industries with few players seem to have a lot of entry barriers built in. Today we bring you an analysis from one such Industry of Amines. This concentrated industry has seen growth rates of 10-15% over a period of 25 years. Being a duopoly, both the players have seen massive jumps in their share price, making them both 500 baggers. We'll analyse the Amines Industry and then move over to our business in focus Balaji Amines Ltd.
The focus is to understand how the cycle plays out in the Amines Industry and we can benefit from this analysis once the cycle turns towards up move now. Expect to learn the following points in detail:
1. Industry Structure
2. Product Portfolio
3. Capex Plans
4. Corporate Structure
5. Business History
6. Mix of Valuations & Technicals
Hope you enjoy this video and send us your feedback.
00:00 Capital Cycle in Amines
03:35 Entry Barriers
10:33 RM Prices Variability
13:50 Company History
15:46 Product Portfolio
20:13 Growth: Value vs Volume
26:23 Antithesis & Growth Triggers
30:46 Technical View
