Csl is now a bargain, page-231

  1. 553 Posts.
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    profits doubling in 7 years is optimistic. It will require 10% pa compound growth. Sure the last few years may have come close, but the falling aud has provided a tailwind. Somewhere in the mid to high single % digits looks more appropriate to me. This is just one of many irons in the fire for me, I have eaten enough humble pie over the years to not get too excited.
    Last edited by andy777: 18/03/25
 
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