Sadly I'm a long suffering shareholder of CLH and have a bigger position in that than CCP, but the SPP will hopefully narrow that.
As you say, I think the US represents a huge opportunity, but the only question I have (at least in the short term of 6-12 mths) is whether all the handouts to companies (more so than individuals there) will distort the market resulting in a more ethical operator struggling to compete (FED PPP loans, and with Blackrock buying HY Bond ETFs which all means companies that should be struggling to survive are getting funds thrown at them which could distort a normal competitive market).......seeing a few people on twitter saying things like boat sales have taken off in the US
Anyway, can't see why CCP can't be generating 1H20 level EPS in 18-24 mths (given added dilution), and share price will follow.
CCP Price at posting:
$14.61 Sentiment: Hold Disclosure: Held
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