i've always liked this business but agree that there have been...

i've always liked this business but agree that there have been some events which have slowed some roll outs- but still growing at huge rates !

What i always look for though is validation. Clearly the underlying business is validated given its growing at 50% YOY (ex australia business which is not in the listed company).

But Carbon ?
So hard to see what is legit and what isn't in this space.
Would love to see something around a partnership or JV.
would give me more confidence in this side of the business if CBA was to put their name to something. Which isnt easy.

So much money coming towards Carbon as it eeks its way into corporates obligation from next year onwards...