RE: Director Purchasing heating up5 Jun 2023 09:29
This conforts me in my stance that 2023 will be the year of re-rating for CNIC.
Insider with so much skin in the game know that the old CNIC under Ben is gone and that the future is bright.
CNIC has achieved critical mass which will lead to a sustained organic growth leaving management to prioritise capital allocation + shareholder return + maintain high margins & strong cash conversion.
Consensus is also massively low, leaving plenty of room for upside surprise.