Bigprofit -what about closed loss making previously highly profitable NSW cell fibre companies owned by the founders over which COS has an option? If tidied up they would increase turnover dramatically. What about the Thailand cell fibre operation? In my opinion this stock will not run on the traditional business -you can bet Dilallo and the Sage boys have other plans. Since '84 it has been a series of taking over other insulation businesses -but I expect horizontal integration now. The founders are big shareholders in APZ. Not a straight forward analysis job just on the existing COS business.
QTM Price at posting:
0.0¢ Sentiment: None Disclosure: Not Held
