time to sit back and evaluate

Guys, guys, guys,,,,,,
Investors are right now, tonight and over coming days, reconsidering their positioning in ccc . Stop a sec and look at the recent data and the declared ( believe it or not) financial future, think about the cleaned up financials free of all the past establishment costs and fees . Consider the delivery of product inside previously declared time frames and above expected volumes. Cash flows and the net profits well exceeding those that sought to downgrade the company- place the financial data well within a considered perspective of the continuing need to reinvest cash flows back in to developing mines to deliver to shareholders what's needed to meet the mine developments.

The company has delivered -and more - thats that - better than most everyone should have expected -ok in some eyes too slowly - but thats a day trader's perspective not an investor's- It has been in very good time frames given other industry experience and clear and well discussed external hurdles.

The future ( ie next year and further out 1-2 years ) places this company on a ridiculously low p/e. Much of the e is locked in and much more should be easily achieved at current rates of growth we know about is very likely to be delivered. The huge improvement in SA local and Botswana transport infrastructure seems to be totally overlooked as unimportant by most posters --but in fact is a major issue that will propel the company capacity to export and deliver product, profits and value to shareholders . The recent and past coal prices received are already profitable and will be more so as world growth inevitably picks up over coming years.

Botswana is clearly valued in current market prices at 0 and is likely , very likely to become a major asset. This potential impact on the valuation of the company is absent even in current so called speculator hands.

I very much many of you will look back and wonder how you were put off by an attitude of ( mostly shared and self feeding ) expectations that were too closely aligned to a very short time frame and a share price that was dominated by factors such as traders and distressed short term sellers . This plus a temporary soft global market for shares generally including in coal companies (ill priced in my view as we are seeing now post tsunami etc etc)all ended in strongly undervaluing such a potentially large resource based company like cc with fantastic prospects and strong major shareholder and financier support.


Following todays report and the next soon to be released news on a number of very important developments - I see this stock returning to last year's prices and more - particularly as day and short term traders get dis-enfranchised and substantial shareholders increasingly declare their interest .


Read this now and report back to me in June. If I'm totally wrong I'll self implode and again remove myself voluntarily from hc ccc postings.