Rafale Controversy. My theory. Many stock buying opportunities.

Remember the Rafale controversy? 

Double price controversy. 

Many multibaggers for you.

There is a theory. It explains why double price has been paid by NDA for the same planes. Has 3 parts. 

1. 36 planes in flyaway condition from Europe. 100+ plane to be manufactured by Rel Naval in Nagpur. (ToT from Dassault Aviation to Rel Naval) 

Rel naval and promoter company Reliance infrastructure, both of ADAG group, are in high debt. 20+ banks are lenders. When IFCI moved NCLT, other 19 banks convinced it not to go. The matter was silently mummed out of the court. Their is some sort of silent takeover by Relaince Industries (of Mukesh Ambani) going on and the banks are being guaranteed their fair share. (Rel Naval can go three digits if it's true)

2. The package include several modern systems and their ToT (beneficial for all defence MSMEs like Alpha Design technologies, Avantel, Sika Interplast, BEL, Rolta, Tata Power, etc.)

3. The planes will be nuclear compatible and all 130+ planes will be able to carry Brahmos nuclear warhead in future. Let me break it down to you. 

Construction of a secret nuclear city ongoing in Karnataka. The plant there will be able to Produce highly enriched uranium (imported).

This uranium will be used for 2 purposes:

A. Energy: players like Walchandnagar, L&T, HCC and other nuclear reactor manufacturers. 

B. Nuclear Warheads: Remember me mentioning about Some ToT from DRDO to Solar Industries. It was for Brahmos Propellant. 

Solar Industries CEO:

"With the government's increased focus on mining, infrastructure, housing, defence and international business, we see a positive outlook on our business. The commercial rollover of defence products are delayed, but we are very positive to see them rolling from April this year and achieving our targets by 2020," company's managing director and CEO Manish Nuwal said in a statement here.

During the quarter, the company bagged the contract for mass production of a crucial solid propellant booster of Brahmos.

"Recently, we have received Transfer of Technology (ToT) for mass production of a crucial solid propellant booster of Brahmos. The demand for the booster is expected to be high, as Indian Air-force will induct more missiles on its fighter jets in the near future which will help us," he added.

Clearly the gov. wants to mass produce it and attach it on the Rafales. This is the main reason the cost is increasing and the Raksha Mantri can't Disclose it now or will cause severe complexities. 

Proof: 

Centre cannot disclose details of Rafale deal as it is classified, says defence minister. Nuclear program is RTI proof, hence classified.

Rafale fighter jet: Defence ministry says deal secured by Government better than its predecessor. What could be better than Nuclear capability?

https://www.quora.com/Does-India-have-a-nuclear-city-As-alleged-by-Pakistan-recently

(Read this)

https://www.dawn.com/news/1313741

And everyone knows that BJP is pro-nukes since decades.

(Propellant manufacturers like PEL, Solar Industries, GOCL to benefit also DRDO, HAL and Brahmos aerospace to benefit. HAL IPO coming in March.)

Those who are thinking that I am pro-right wing can think as they like. I am just an opportunist. I am apolitical. Just that, I am quite certain that Modi, Shah or Jaitley or anyone won't comprise our national security and interest for their personal gains.

That's it. Just a theory. But the dots do connect.