RE: SP12 Oct 2020 12:05
I still think CC is a strong buy. Updates are sparse but that is India. All of our recent successes have good backgrounds and do not appear as one-offs. Heathers reference to volumes will be in addition to these running contracts, so a lot to look forward to.
Hope your Vets bills are not too steep Colour, if it moans like you do I bet you are always up there.
Practicalities; never spot on but a good starting point. If CC achieves £183m (if certain forward contracts are allowed, if guaranteed) then SP theoretically worth 100p and £90m, 50p etc..
In my opinion at this stage income over next few months will drag but constantly improve until reaches the point of changing up a gear, and away. The leasing aspect will be acorns but building and building, that is what leasing is all about.
Colour you must have an answer to this conundrum, CC says 'we have this contract about to be signed' etc and you say 'I don't believe it, prove it. Yet when this Wirepas gets mentioned, by you, you say about to be signed, imminent etc.
This may well be but it appears you just want to knock CC, you must stick to your principles, not flip the coin to suit.
JC/Anil probably have no more power to speed things up in India than anybody else but it is there waiting as with SP.
I am still happy with situation, it's coming to fruition.
DYOR