FMG is a once in a lifetime story - CDS is no FMG.
but I'm in CDS - it appears to have some coal assets, it appears to have customers, it appears to be close to infrastructure and customers - so it might do something in the long run...
the only negative for me is that it's in South Africa - I have yet to win with any SA stock punt - maybe this will be a first?
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comdek limited.
uncharted territory, page-35
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