In terms of the recently released profit forecast, I was surprised by the markets reactions to what amounts to some bullish predictions.
In terms of long term investing, I'm interested in diversified revenue streams.
If you think the carbon price will provide a consistent an predictable stream of sales, over several years, then I advise you look at the impact of carbon pricing in overseas jurisdictions.
CO2 is less risky only because they have taken the wise move of not relying entirely on the tree planting business.
I'm not saying CCF is a bad buy - far from it - I am actually considering buying CCF myself.
COZ Price at posting:
17.0¢ Sentiment: LT Buy Disclosure: Held