australian stockbrokers - wake up!, page-72

"Explain this further please as ferreira alone with the potential would see a pe of 20."

That doesn't even make sense, generally a PE of 20 implies further growth expected. If anything Ferriera's should be a low PE to account for a short mine life. The 700,000TPA acounts for domestic production too which definitely isn't $40/T margins (more like $7/T). Besides you have to consider tax, salaries of the management, interest on loans, etc aswell, PE isn't on Gross Revenue.

"The proof is in the pudding holding from 3.5c in the options I am well up and expect this trend to continue."

Spoken like a true share investor, quick to brag about the money you make, yet no mention of the money you have lost. In any event many are in your same position.

I never said we are fully valued, I said current revenue doesn't support the current market cap of the company meaning that some value is already attributed to growth/reserves. This will change as projects are derisked.
DWC is still waiting on a DFS and isn't funded meaning, there is still a chance of further dilution.

Yes the company does have good growth prospects, which should add some value to the Share Prices but some of this value is taken away by the risk of dilution, project delays (this will change as plans/timelines become more defined).

I believe in the company and its growth prospects but I choose to take a more balanced view, i.e. not just hammer on about all the positives all the time. I hold a considerable amount of shares in CCC, but its definitely not my only holding (more like 15%).

In any event if your a long term shareholder as you mention, then why do you care what the price is right now. The company is only a very short way along in terms of completing its major plans. Vlak/Ferriera are miniscule in comparison to what DWC/Penumbra might become. So I would expect a major share price rerating to happen then, not now.