NSL - what happens next?, page-87

Well said Oxxa.

I'm not about to make excuses, just calling it how I see it, and that is management can't really do a thing about 33% more rain, it is what it is, but that should all change now baring in mind monsoon season for north India usually ends around the start of October but drags on a couple more weeks for the south(us), but looking at the current Kurnool weekly weather forecast all is good now, so onwards and upwards from here on I dare say. I'm sure some won't be impressed if we miss nameplate capacity by end of October and may even dump, but I think we'll see them buying back in by the end of November when nameplate should be hit.

This is obviously just my opinion, but those contemplating dumping(even if just a few shares hoping to get them back cheaper) if nameplate isn't hit by the end of October really need to have a long hard think about the following, I know I have:
1/has production increased in October even with 33% more rain than average? if so then management are clearly getting right on top of things, and with the monsoon season behind us what is the likelihood of nameplate being hit in November?
2/Is it really worth jumping out(and potentially missing CGT discount for some of the more MT-LT'ers) and having to buy back in higher if expansion news also hits prior to the end of November(I really like the chances of this one, with what I can only assume First Sam pounding very hard on managements door to make this happen asap and with nameplate in check or close to then this is surely the no.1 priority after that or even along side that).

Just my ramblings, but as long as capacity has increased this month under what has obviously been very difficult conditions weather wise(as Oxxa has pointed out) then I'm more than happy to see this through, especially with the monsoon season behind us and expansion imminent, each to their own but I still see this bagging before years end(once nameplate and expansion announced), and once it does it should be onwards and upwards from there considering the large growth that will be in sight.