As I said last week - anything under $12 was a steal for this stock in my view.
The margin are solid with exception of Europe, but it merely follows the 80/20 rule - the majority of the business is healthy.
Breaking into markets like North America and Europe were always going to be challenging but given they are such big markets you'd be crazy not to go after a slice of those pies.
I wonder where this Co. could have been already without Covid - could have been sitting on a $3B+ market cap easily. The share buyback being recommencing shortly should provide some buffer to the SP. I don't think we'll see 11's again now unless theres a major market correction.
Anyone else tuning into the webinar today?
CTD Price at posting:
$12.86 Sentiment: Buy Disclosure: Held
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(20min delay)