CCP credit corp group limited

Ann: CEO AGM Presentation, page-15

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    There is a bit on CCP's annual report in today's FNArena - https://www.fnarena.com/index.php/2021/11/09/credit-corp-diversifying-earnings-streams/

    It does not say much that is novel to folk who follow CCP, but it is publicity. I am more optimistic on the ANZ purchasing of PDLs than some brokers that FNArena relies on for opinion. My optimism springs from the belief that in ANZ: supply will improve as banks reduce forbearance; competitors are weak; and by its behaviour towards suppliers and their charged-off debtors,  CCP has shown that it does not abuse its near-monopsony in ANZ.
 
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