CCU cobar consolidated resources limited

price rebound, page-47

  1. 12,577 Posts.
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    Have held CCU in the past.

    Very surprised at just how far the SP has fallen today.

    CCU in my book is a solid company facing the usual ramp up issues.

    Just entered to hold for at least 12-18 months as if they do get all the kinks sorted out, you are looking at a company with an MC of $80 million, bringing in planned revenue of $80 million in 2013.

    pretty simple maths but I merely post it to get others thoughts. As in the above posts, many were already buying at a higher SP.

    No country risk other than a badly run state government.
 
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