CBO 3.06% $1.86 cobram estate olives limited

Some of the posts in here seem a bit strange. Just because...

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    Some of the posts in here seem a bit strange. Just because there's debt that doesn't mean dividends aren't paid. Does diddycat think CBO is on its own in that respect?

    Also, comparisons to Timbercorp are misleading at best. Boundary Bend was getting way better yield from their trees than Timbercorp ever did, and in 2021 CBO have a direct means of getting their oil from grove to market - this cash flow makes me less concerned about the leverage (though I do concede that I would like to see the debt reduced a little quicker than it is currently).

    I've only got a small holding, but I'm pretty comfortable with it. Founder led, excellent product, investment in r&d that's far greater than their competitors etc etc
 
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