COS 8.10% $1.14 cosol limited

I agree COSOL great company and some really long term...

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    I agree COSOL great company and some really long term management, good focus and long history. I am like you surprised but happy to have it as part of my portfolio, albeit I am very light on. I think the challenge with COSOL in the hotcopper space is that it is boring, small and predicable, my non technical analysis of HC traction is :

    1) Predictable, Boring and large - eg Data 3
    2) Software hence high multiples and high risk/return - DSE (was tempted to say Nuix but well there's more to that)
    3) Sexy Market segment - TNT

    Sadly COS is well great and boring !
 
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