australian stockbrokers - wake up!, page-101

bumskins, fully agree.

I think our risk premium is priced unfairly low, but to make any real money we need to get the mine development up and running ASAP.

All the irrelevancies such as shares on issue etc. are proven to be just that if you are pumping out 50/100 million dollar operational profits a year.

The reason I like CCC is that it has a fairly easy path towards becoming a mid cap player. Currently, now CCC is harshly valued but I honestly dont see this being re-rated in the short term, I see it realising its true potential only when it successfully ramps up its mine production and drilling program. I believe it has to do this with as little dilution as possible.

PEN funding updates
PEN production updates
Financing updates
Iron Ore sale updates
DWC BFS updates
DWC drilling program updates

These are what I see as the most important piece of information regarding CCC. These company announcements (or lack thereof) will be what make me re-assess how much CCC I hold.

Great announcements with no price rise will probably see me go even harder.

No anns/ poor business deals will probably see me gradually offload to a more reasonable amount.