Hi COZ watchers.
Very interesting looking stock... can see that this is likely to run hard in the coming months with the mandate of carbon trading and more companies participating in carbon offset schemes. That said it still appears to be pretty much a concept and it's hard to get a grasp of if/when and how profitable these guys can be. Without intending to downramp it seems a bit 'dot com'-ish on the surface. I've tried delving into the reports but cannot get any feel for potential earnings and as the company states it is not possible to make projections without potentially misleading shareholders.
Is the approach investors are taking at the moment to ride the undeniable momentum/follow the technicals? Or does anyone have ideas on modelling of potential future earnings?
Also thinking about competitors and barriers to entry... the company claims to have IP in regards tree planting of malee eucalypts but not sure how others cannot just do the same? There does appear to be a few other companies doing similar but again not possible to judge or compare to coz. Aside from tree planting do they have any other ideas in development? The report mentions carbon capture and storage is anyone aware that coz has IP or patents in this regard?
Thanks for your time and hoping to get a positive feeling on this company.
Hi COZ watchers. Very interesting looking stock... can see that...
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