the management has put in considerable effort and has the right...

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    the management has put in considerable effort and has the right strategy and vision to turn codan into a less cyclical business…

    they have executed the strategy slowly and steadily using excess cash generated in the good times

    I believe in 10 years time codan will be much stable cash generating machine

    compare them to other businesses on the asx which make disastrous acquisitions on debt, codan is a much much superior business and way better shareholder oriented management
    Last edited by petertanaka: 24/01/23
 
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