Kausha wrote:@VVS 1H13 is breakeven to marginal EBITDA and positive PAT - write backs and asset sales pushing PAT up. 2nd Half is very positive EBITDA and PAT. I wouldn't be surprised if KK surprises by a quite a mile on the earnings front.
I do not expect a positive PAT [at best slightly profitable] even with writebacks. Major asset sales to crystallize in 2H 2013 but more likely to be in 2014.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett