Hello friends,I am bullish about CKL's prospects into mid 2012...

Hello friends,

I am bullish about CKL's prospects into mid 2012 when the CHH acquisition is factored into a full year's reporting.

Their new size in the folding carton and relative cheapness I think makes them good value for what is a pretty steady business.

I expect the acquisition and integration will improve earnings in FY12 and margins in FY13.

I wrote about CKL in greater detail back in January:
http://ausvaluediary.blogspot.com/2011/01/colorpak-ckl.html