Looks pretty good mate. Just took a quick scan of the financials...

Looks pretty good mate. Just took a quick scan of the financials and presentation and there are no red flags. The only downside I can see is trapped retail investors as this was pumped pretty hard pre 2020 results. The wicks on the charts highlight that there are stale holders still on the register which is probably a good thing if you want to accumulate.

While I’m no expert on CLT as I stopped tracking it after the sell down last year, the valuation looks pretty compelling. PE of ~4x seems a bit low considering NTA is higher than the SP, liquidity is strong and dividends were restated. The balance sheet looks strong and from what I can see there are some product releases and the company is cycling into the Christmas season, which should be strong.

Thx for the tag, will do a deeper dive to see if I’ll allocate some $$$ here but looks like a good deep value play, which I like.