OK, where would you park your money in 2016 ???
Uranium, iron ore, gold, silver, rare earths, copper, oil, gas, manganese, graphite, coal ???......, NO THANKS, none of these will work, because the resource sector is finished, thanks to our neighbors - China, you only have to look at stocks like Santos, BHP, RIO, Woodside to confirm that, they are trading almost at their lows, so where is next to look at ???
Some are saying lithium, sort of like the idea, some tech stocks maybe, but from what we have seen last year, food and dairy will prosper once again in 2016 and as a matter of fact even more than last year.
We have seen the likes of Blackmores and Bellamy shoot to the stars in 2015 and they will keep going even this year, we also saw in the last few weeks runs in A2M, AHF, BFC and this week SFG, so where else can we look now ?
Carbon Conscious Ltd is a little gem, yet to be discovered, this is where and how you make the $$$$, Alterra Ltd will be the new name from mid Feb, and the expansion into the WA dairy will be a new company. The almost certain deal with Green Lake will make CCF prosper, Green Lake already has all the contacts and connections and already making money in China [ Henan Province], so CCF has got half of the work done for it already, with its strong and experienced management already in place and a m/c of only $14m and the chairman increasing his holding from 9m to 19m shares only last month, CCF will be re rated when this deal is all signed and delivered in the first quarter of 2016, we all know what happened with AHF when they acquired Camperdown dairy farmers last month, the stock went from 14c to 59c in 3 days, I am not saying it will happen again here but a 100% increase in share price is very likely, that will give the company a m/c of still only $32m which still makes it the cheapest dairy company on the ASX.
SO PLEASE DO SOME RESEARCH ON THE COMPANY, CONTACT THE MANAGEMENT, CONTACT AND LOOK INTO GREEN LAKE, you will be surprised what you will find.....come and talk to me within 12 months from now and I am not going to give, guess, or set a price on CCF but it will be an $80m to a $100m company......all the best to all holders and let the journey begins......CCF has 137m shares and 55% is held by the top 20 so there are only 70m laying around.
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