Pisces, CCC is a business and it has to be viewed as such.
It digs up "stuff", cleans it up a little, ships it to a customer and hopefully banks a surplus over its expenses.
That's it!
So the questions are:
Has it got access to plenty of "stuff"? - YES it does
Does the market want the "stuff"? - YES, in fact we have people clamoring for it!
Have we got customers willing to pay for it? YES, we do!
Can we get it to them? Yes, we can via RB.
Is the price sufficient to cover costs? Yes, record prices paid for the "stuff" and every indication that costs are been more than covered.
Does the company have the ability to generate a great return on its investment? I believe so and this will only grow as the infrastructure and other mines are developed.
It may not be a blue chip business yet, but I'm not sure you can regard it as a "speccie" business either.
None of the above is my way of trying to denigrate the TA followers. If that works for them, great.
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