Hi Ankush, I am amazed at the detailed background and analysis of the power exchange business. Your analysis is bang on. Also liked the views about IEX, IGX, highlights of earning call. Fantastic work. Looking forward to more of such analysis !!! Thank you once again.
Being an employee of NTPC, I was able to see this shift much early & hence invested at lower level.
But this was an amazing article Ankush!! Thanks for simplifying the concept!!
Recently I came across one tweet with some caution -
https://twitter.com/sanjaylangval/status/1446747683574599681
Would love to know your view on this! Thanks again!!
Great article, Thanks for Sharing.
Ankush,
Great compilation.
I guess the risk/concern is there with regulatory CERC and new competitor (PTC Exchange).
Hi Ankush, I am amazed at the detailed background and analysis of the power exchange business. Your analysis is bang on. Also liked the views about IEX, IGX, highlights of earning call. Fantastic work. Looking forward to more of such analysis !!! Thank you once again.
Kudos Ankush you have covered all the points very well and made it really simpler for reader to understand.
I would suggest 1 thing, quoting source can help reader rely on your data easily.