CCF carbon conscious limited

article in "the land", page-9

  1. 1,346 Posts.
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    COZ is a more conservatively positioned tree planting play than CCF.

    Off the top of my head:

    COZ more diversified (e.g. owns carbon banc)
    CCF more debt
    CCF more bullish on profits
    CCF more "investor relations" oriented
    COZ very tightly held (top 20 = 70%)
    CCF more liquidity, volatility
    CCF "growing" quicker

    just as a disclaimer I own COZ and not CCF so I might be biased but not intentionally

    I would have sold at 28 c to be honest - I would probably hold though if you're happy with the risk profile.

    I will buy into CCF on a market overreaction to bad news but otherwise am happy with exposure to the sector through CO2 Group
 
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