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Hardly anyone comments on CCC but it relentlessly increases profits every year and is in a growing industry.
Apart from MKS it's my best performing stock in the past year.
A good chance of a special dividend too.
I've let the dust settle before putting in my two pennies worth.
The results were good and the free cash flow shows a healthy company.
The trading statement was very upbeat and the results more cautious.
This spooked the market but the fundamentals are strong.
There are plenty of signs that this will not be a full blown recession in US or Europe.
I've added this morning.
Ignoring all the noise the housing market hasn't collapsed and as its intrinsically linked to the British economy, no government can allow it to.
Prices and demand never rise in a straight line and sometimes pause to allow earnings to catch up.
Share prices reflect maybe 12 to 18 months ahead.
Excellent time to buy and lock in circa 10% on average dividend.
I was in Val for years and have seen many placings.
Always the over-riding thing was the science works, even 'bloody works' in George's words.
Throughout all this the market value has remained very low.
Why if it's that good does nobody including the board, multiple drug companies etc not want to invest?
The markets are us.
If you believe in investing in quality then Mks is showing good management in multiple directions.
It's pretty much last man standing on many high streets and already taking over Debenham stores in the better location.
The Ocado tie up is a quality operation.
Food is excellent and clothing is gradually improving.
A bit of patience will be handsomely rewarded.
It was the lack of clarity which convinced me to sell up.
Who knows at what price the fundraise will settle.
Surely it could have been done and then Rns'd
There are always two sides to any discussion and I'm on the side of the management with quarterly reporting.
It allows them to be focusing their efforts on production without worrying that a couple of bad days might necessitate a big PR push wasting management time.
Anyone who has worked in production knows things happen unexpectedly.
Over 3 months the real trend of production can be established.
Turnaround takes time.
If you believe this is happening then a little mire patience will see a handsome reward.
Turnaround stories always take time and this is engineering/production.
It's a slow process and set backs happen but the production levels are moving inexorably up.
I'm confident we will be very happy in 2 years time.
The idea that it's one seller is laughable .
Sentiment has changed as uncertainty has increased.
I sold my last shares at 89 and got some stick but it was the rail delays which convinced me.
As I've said before markets don't like uncertainty.
I too am out for now.
I got in at 30 and its been my best share this year.
However I'm concerned with no news on the train in a company which usually communicates frequently.
I'm probably wrong but am currently risk adverse.
This is a very nice board and I wish you all well