CCL is a tale of 2 companies, australian CSDs and the rest. The market has focussed on the Au CSDs and forgotten about the rest. I wonder how a company incorporating the non au csd market would be valued given its growth profile?
What I like about CCL is that it identified structural csd headwinds, formulated a plan, and then it is successfully following through with that plan.
Bottom line very happy with CCL.
CCL Price at posting:
$9.79 Sentiment: Buy Disclosure: Held