Restructuring the business model, wouldn't be backing in a surprise reward for the faithful but a token divvy with commentary that the board anticipates that CCL is on a path to growth into the future under renewal.
End of the day you are buying an iconic brand that won't disappear overnight and is paying good dividends and in a low interest rate environment with franking. Can't believe the entry price but wouldn't be surprised of a dip below the $9, and will buy more if they do.
CCL Price at posting:
$9.40 Sentiment: Buy Disclosure: Held