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12:51
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Originally posted by Iloveicecreams:
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Well that was interesting listening to the AGM. The share price action this morning seemed a little exuberant, though it's probably been oversold anyway. I didn't really see too much more in the AGM presentation that shareholders weren't already broadly aware of. But I do like the fact that CCP are able to cushion lower PDL transactions in ANZ by growth in lending. I like that element of diversity. Growth in the U.S. still looks encouraging.
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The biggest problem with CCP is the severe lack of insider ownership.
(20min delay)