Valid concerns raised.
Here's another gem for you Lev if you're reading.
PDL revenues, excluding sales and options income, has fallen for 3 years straight and is now -23% from the peak in FY15. Yet the PDL carry value has increased for 3 straight years and is now 18% higher.
The company has been making less collections on a "bigger asset".
Ann: CLH - 2018 AGM - Letter to Shareholders, page-32
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