Key Points
Gurmeet Chadha, Managing Partner & CIO, Complete Circle Consultants, says maybe the current upside in Tata Motors could be tapped..
But in his view, the way electrification is progressing, if they can demonstrate more, the PV business and eventual listing of EV business will create more value..
I pick up from the Street that a large section of the current shareholders asked for this conference call with the board and not with the current management and they could also discuss possibilities of succession if a change is required..
Gurmeet Chadha: There is a confidence issue right now because the texture of earnings was doubtful when a lot of receivables were inhouse and then the Sebi news of funds getting diverted came in..
So, the content industry, in my view, will create a lot of value but you need strong muscles, a strong partner who can infuse capital and work on content and allay any governance concern the Street has..
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