whats with the massive sell down today?, page-11

Its good on paper but neither of the two mallee carbon plays have addressed in any way concerns over the threat of the virulent myrtle rust. The tea tree industry in north coast of NSW has its grower base on alert.

http://www.attia.org.au/myrtle_rust.php

It will affect COZ before it affects CCF as COZ has plantings in NSW, whereas CCF is based in WA.