I dont think CBA wants to get more egg on their face. Whilst there is still over 12.5% left and we must be seeing the end if these claims I think there is enough margin. I just think this may well be a boring industry that is hard to make good profits. The KPG story is interesting because they claim they are different. I am not so sure. I dont think their returns are special just the hype. I hold here because I think it is a dlow griwth company and dxodct returns to keep growing. Hopefully the CBA link and all the drama will disappear over time.
CUP Price at posting:
89.5¢ Sentiment: None Disclosure: Held
