COZ 1.33% 7.6¢ commodities group limited

Agreed Speckledjim, Maybe it's worth looking at the historical...

  1. 83 Posts.
    Agreed Speckledjim,

    Maybe it's worth looking at the historical SP when Coz was a purely Carbon play. This may provide some indication of additional value that is currently unrealised.

    Also, where does Coz sit against other companies in Australia for the provision of Carbon services? Noting the diversity of Carbon service offerings by Coz, what competitive advantage does it currently hold? I think as you have indicated there is significant unrealised positive SP potential although note that the majority of communication by the company at the moment is focused on the prawn business and this may inadvertently mean that investors have forgotten about the other part.
    Last edited by keepingfocused: 26/11/14
 
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