Thanks Bill - I had GDO for a while (trading in and out over 6 months) & managed to book a small profit on it. CFE I've had on my watch list for a while & might take advantage of current weakness to buy in. Living in Perth, Tony Sage has a high profile in the media here. There is a fair bit of cross over in quality posters on HC between all three of these companies. Brenden & Septa are the best, IMO.
CCC have already received $1m for the VanMag sale as a deposit. Here are my notes from the AGM: "Vanmag Sale: entered into binding agreement with DeMindex (http:// www.demindex.com/index.html) bank guarantee becomes irrevocable on 24/11/2010. Then section 11 process - can take 6 weeks to 6 months. Should be done before end of year. [$9m] paid straight into SA operations (DT has got this $$ wrapped up already)"
CCC Price at posting:
74.0¢ Sentiment: LT Buy Disclosure: Held