australian stockbrokers - wake up!, page-69

"In regards to the report and share price. It's simply that there are so many other great stocks around at the moment with great prospects. CCC is merely a needle in the haystack atm. CCC's current revenue's don't support its current SP, so there is already value built in for reserves to be developed, this will increase overtime as the projects are derisked."

I dont agree with this one iota.

on 2 fronts.

1) CCC is merely a needle in the hay stack atm.

Well if that is the case would anyone care to list 20 or 30 in the resources sector for me. How many others have a buyer guaranteed for 20 years in EDF? How many others are producing?

2)"CCC's current revenue's don't support its current SP, so there is already value built in for reserves to be developed"

Explain this further please as ferreira alone with the potential would see a pe of 20. Dont argue with me look at others. CZA COK and AFR for example.

It comes down to this. People question their positions when the market is telling thwm something different to that they believe. Rightly or wrongly so. So true value (that is the value in the future irrespective of todays shenanigans) at some point in time will be realised whatever it may be AND will be aligned with many peoples thought analysis and expectations. Even if that means that expectations drop and people realise that ccc is only worth 8cps.

I hear people say that the market is always right. In lay man terms this means that the COB price for that day is the REAL worth. This a useless piece of info really for me. As for stocks we want to know in x days/weeks ahead what will something be worth. This disparity allows for $$$ to be made.

Currently CCC in my book is way undervalued. Ferreira @ 700K tons x minimun 40$ tonne profit x PE 20 = Closer to 1 bil than where we are now. That is what the market values coal stocks at. CCC will be no different. It is this disparity that allows me to make $$ on this stock. The proof is in the pudding holding from 3.5c in the options I am well up and expect this trend to continue.

On top of that there is EDF and a plethora of activities that CCC are looking into as have been mentioned on here previously. Conti are making money in the black a new era is upon us the last 12 months have been sensational for holders the business has transformed. What we are seeing on Hotcopper is some questioning themselves as their expectations are being challenged by the market. PEN and SDL come to mind.

Look forward to the analysis suggesting we are fully valued. I have provided mine. Play ball.