tax loss selling, page-7

Thank you SP500

Over the years there have been regular posters on CEU , but they have gone greener pastures.
I take this opportunity to thank them for their insights and wish all investors/traders WELL.

The GFC has hit CEU in the solar plexus. Any enterprise that had a large debt component was mercilessly attacked. Shorting both covered and naked was applied to CEU until eventually it was forced to recapitalize.
At the recapitalizing CEU found CP2 which is a company that studies infrastructure projects worldwide and understands their innate characteristics as long term annuity type investments. They hold SOLIDLY 27% of CEU.
Many retail investors were shaken from the tree and have not returned. BTW CP2 has a large stake in TCL also.
All sorts of dire prognostications abound. Traffic numbers will never reach prospectus projections. The price of petrol will skyrocket, and the recession will morph into a depression. The doomsayers have the field to themselves.
So where are we?

Investing 101 says always choose the road less travelled. The majority are always disappointed.
CEU will stand or fall on TRAFFIC NUMBERS
CEU is now open for about a year.
When CEU opened traffic on surrounding roads fell 27%. Gradually drivers realized that Spring Vale Rd etc were not as congested as before and gradually came back .
Now traffic is higher on Spring Vale Rd than before the opening of CEU.
Also the long promised BUS LANES on Spring Vale are to begin construction.
“The bus lanes, from Mitcham Rd, Donvale, to Westall Rd, Keysborough, will operate during peak hours and stop 250m before an intersection. VicRoads will also install around-the-clock bus lanes on Stud Rd. “
This is a significant development for CEU.
As the recession recedes development along the Eastlink corridor will resume. Business today has found CEU to be quite attractive
I hold CEU and am loading on dips