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Normal Guy @Normal_2610 on x 2035 followers
Created: 2025-07-23 05:16:13 UTC
What to watch
Permitting velocity on Baitarani & Burapahar – forest clearance and land acquisition are critical gating items.
First commercial output from Ambadungar REE and Ambaji copper: timelines still soft.
ATPS turnaround metrics – PLF & cash breakeven post‑retrofit.
Commodity price cycles – coal/lignite margin swings vs. rising cap‑ex curve
XX engagements
Related Topics acquisition