CCP credit corp group limited

Seems a little flimsy a thesis, despite the 37 pages. In...

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    Seems a little flimsy a thesis, despite the 37 pages.

    In summary:
    - We don't believe Wallet Wizard should be excluded from classification as a payday lender, and we want Westpac to pull their funding
    - Margins look too well managed, but we don't know how they are doing it, but we don't believe it could simply be excellent management.

    That said, after the BLA mess, any negativity will smash the share price, so hold onto your hats.
    Last edited by Stweeve: 21/06/18
 
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