Jon Thorn
Jon Thorn
action company government inaction including issues price risk various
The risk to this company is not just the price of oil. It is the action or inaction of the government on various issues including subsidies.
basis cheap consistent earnings economic growing growth indian stocks
Indian stocks are not cheap anymore. But the acceleration of economic growth and earnings growing on a consistent basis still makes India attractive.
bombay damage died far floods greater hope impact people seemed small took
Far more people died and far greater damage to (economic growth) took place in the floods. After the floods people were back in the malls. It seemed to have little impact on Bombay and I'd hope this would have a small impact on Delhi.
closer india pakistan
Pakistan and India have never been closer than they are today.
cash clear company flows generating help momentum outlook plans quarters quite remaining year
The outlook for the remaining quarters of the year is quite clear and the momentum will be continued. Generating such cash flows will help the company in its plans to make its refinery the world's largest.