People need to be honest. CLH is a lost cause, they have picked up no high growth PDLs, management has shuffled around a heap and the ATO contract isn't that substantial. If a recession hit it would be good for CLH as they have pretty low risk PDLs and credit corp would take a massive hit. It doesn't look like that will be happening just yet so CLH is a low growth inferior stock.
no v shape recovery, page-22
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