CCU 0.00% 5.8¢ cobar consolidated resources limited

the safest stock on the asx - silver to shine, page-2

  1. 7,247 Posts.
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    When the fundamentals all line up well, - as they do with CCU, - the risk factor I look for is management. Are they up to it? Are they steely and determined to the point of obsession to make it happen? Or are they content to drift and let events control them?

    The standard bearer benchmark for this is of course Fortescue. If we rate them at 100 and say FMS and a few drifting littlies at 40, then I would rate CCU at about 85. The management does not quite have the Forrest apetite for problems (bring 'em on, I love 'em), but does seem quietly determined.

    The reason for my less than stellar rating is that they do not seem to realise the value of feeding the market's appetite for news. They comply with requirements, but to my mind, they could do more to get a few journos on side and sell the thing. Metaphorically speaking.
 
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Currently unlisted public company.

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