CSL 0.67% $285.29 csl limited

Is Aegros a genuine Threat to CSL?, page-53

  1. 6,052 Posts.
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    My last comments on CSL.

    It's been ugly for 4.5 months, down 25%.

    A ludicrously high PE 5 months ago, in a higher interest rate environment, incoming competition on a couple of fronts at least, and a departure of some execs were red flags. The simple fact is that money earns more in the bank for almost zero risk.

    Exited my short position on todays large fall. Hope for LT holders this levels off because if it doesn't, next stop is around 210.




 
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