CCL is a tale of 2 companies, australian CSDs and the rest. The market has focussed on the Au CSDs and forgotten about the rest. I wonder how a company incorporating the non au csd market would be valued given its growth profile?
What I like about CCL is that it identified structural csd headwinds, formulated a plan, and then it is successfully following through with that plan.
Bottom line very happy with CCL.
CCL Chart, page-12
-
- There are more pages in this discussion • 15 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
