CEU got a mention in today's AFR special on infrastructure funds with the upbeat introduction of "When the crunch came they weren't as defensive as had been touted, but infrastructure stocks still boast the safest and some of the most profitable assets around."
The head of infrastructure at GSJBW Asset Management said that it was early days for CEU and that toll roads tend to miss their forecasts early on but then ramp up for longer periods of time than expected. He said that long-term the stock will be a pretty good one and that they came on when the economy was at its worst which explains its current predicament.
CEU Price at posting:
37.8¢ Sentiment: LT Buy Disclosure: Held
