When I invested in CCC (and I did so again today) I invested in...

When I invested in CCC (and I did so again today) I invested in the future potential of a business that has massive assets of a commodity that is in demand!

PLUS, it has the infrastructure to get its commodity to market and it has contracts and customers who are willing to take all that can be produced.

And it has customers and JV partners who have deep pockets!

I am not aware of any events that have soured the outlook of this company.

All the ingredients are there...now we need to be patient whilst the potential is harvested!

What I didn't do was invest on the chocolate wheel or the roulette table.

And I'm not really concerned about skinning the cat to save one-tenth of one cent!

In due course today's SP will look cheap by comparison.

I have great respect for Funky...but as I am not a trader or short term investor, I am only an intersted by-stander in the day to day pricing activity.

In fact, it's just dawned on me that to read the CCC threads actually encourages you to buy into other peoples trading dramas rather than your own investment philosophy.

I am indebted however to Mihal and a few others who provide concrete information that is pertinent to the business itself..now that's worth reading.