Hi Brendan.
Good to see you back from the wilderness;-)
There's no doubt in my mind these recent sp moves are from the revenue numbers on he export thermal CCC has provided recently.
Sure it didnt move immediately on these numbers but then you would have fund managers going to their bosses and asking for the OK to invest in CCC and they would have no doubt been communicating with CCC prior to chucking in some of these rather impressive orders.
All this whilst many of these bods are on X-mas hols.
Proof of the pudding will be on confirmation of the next qtr of 120Kt's,NEARLY TWICE what they have done the Dec qtr as long as Transnet get their act together!!!
Overall this has been a gradual build of valuation potential imo and its only just beginning to be realised.
d.
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