CCR 1.54% 33.0¢ credit clear limited

Ann: FY23 Results Presentation, page-6

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  1. 1,476 Posts.
    lightbulb Created with Sketch. 226
    possibly who knows.

    They do have a history of talking a big game and under delivering... No more than the overseas debacle. No surprises the man running that nowhere to be seen anymore.

    They couldn't really have better conditions for growth. We might at some point look back at that opportunity to get in at this price no doubt but it's not the explosive growth many LT holders were expecting. The trajectory towards 100 M rev may only be achievable with bolt on etc. But personally would like to see the business actually prove they can organically show multiple Q of sustained profitable growth before they muddy the waters with multiple different companies once again..

    Once they show that possibly see a price back over $0.30 as a starting point.
    Last edited by davo128: 02/09/23
 
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