Ann: Trading Update , page-23

Wasnt targeting you, or anyone in specific Gordon Gekko.

Just the general topics being discussed over the last two days in these threads.

Good to see your doing your analysis :)


I agree that the CCV valuation has changed quite a bit. Prior to the 2 most recent updates my valuation was north of 1.30. But as information is released and broader trends appear we can update our information..so far this has led to the valuation (and SP) to decrease, however I feel that things will have to continue to get much worse to justify a 2 digit price-tag for CCV.

All-in-all I don't mind what the SP does really as I am only interested in my twice yearly div payment. Unless I find a reason to sell (which will never be due to SP momvement) I plan to hold these for a long time yet!