Whether it is next week, or next year an ETS will be a fact before long. "These" companies will really run when the companies with carbon liabilities start to sign contracts to mitigate their exposure.
In any future global carbon trading agreement scenario, forestry and reforestation will be a huge source of abatement supply, and one of the cheapest. The potential of "these" sorts of companies is massive in that environment.
Whether this particular company is best one of the sector to invest in, and when the optimal short term entry point is.... well I'm not sure.
COZ Price at posting:
31.0¢ Sentiment: LT Buy Disclosure: Not Held
