Hi @SimonGr, My apologies for getting back so late on this tag...

Hi @SimonGr,

My apologies for getting back so late on this tag of yours. I don't follow CCP closely, but my overarching opinion is that it is easily the best, most durable operator in a somewhat opaque and hard-to-analyse industry.

The only reason I don't have a position yet is I am already heavily invested in related companies, most notably CLH, which has been an underperformer in all the time I have held it. I continue to hold that name as it screens (seemingly) as undervalued. If that valuation gap were to close, I will most likely sell out of my position and look to initiate one in CCP assuming it is available at a reasonable price at the time.

I hope this helps.