Hard to compare (and I don't know enough about CDU) but reading the press from the time of the CDU fall last year it looks like that news was genuinely disappointing, while for PLV it is a more debatable question as to whether this is good or bad news (for example if the CAPEX is high across the sector then presumably all juniors are in the same boat so PLV is not necessarily at a disadvantage). And yet we've fallen further. Can someone with more CDU experience give their opinion on this?
cheers D
(p.s. have held PLV since 2009 and lived through riskier times than this I recon)
PLV Price at posting:
29.7¢ Sentiment: Hold Disclosure: Held
