"Care to share your thoughts in light of the detailed analysis and valuation rational kindly shared by @Transversal and others on this thread?"
@vic_wattle,
Ordinarily I'd be happy to, but this time of the year is where my limited energy and attention is devoted to analysing the financial results being reported.
Sorry.
PS. No, I haven't sold any of my CGF shares, for the reason that I don't think the business is overvalued, let alone sufficiently overvalued for me to be happy to crystalise a tax liability.
Why I’ve changed my mind on CGF, and some thoughts on sell discipline, page-16
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