COZ 1.33% 7.6¢ commodities group limited

Hi KeepingFocussed. For sure the problem at the moment is that...

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    Hi KeepingFocussed. For sure the problem at the moment is that some investors were given relatively cheap shares in a placement not long ago. So they have now an opportunity to collect 20% on their investment! I would say that will hold the share price down until they either run out of shares, OR until the company can indicate how they are operating - and I hope like hell that the management of COZ have learnt not to go back to the same group of investors the next time they want to raise some cash. Clearly they have not taken much effort to invest in COZ other than take an easy position. IMO though I would prefer them out sooner than take a bigger reward once COZ starts to perform.
    I can see that COZ will finally get traction, just as CSS has done, and since COZ is about 2.4 times lower in market cap then it has lots of room to move upwards just to catch up to CSS - the production and revenue profile in the first instance should be similar to CSS from my analysis, but with COZ having blue sky with its Project SeaDragon whilst CSS has less potential if the tuna breeding program is curtailed permanently. My opinion of course!
    I can't see COZ falling back too far, knowing that the recent capital raise has helped its balance sheet immensely.
 
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Currently unlisted public company.

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