RE: And then there were two ......26 Oct 2025 08:58
Morning fulcrum, concur with your thoughts, CC has been a bucking bronco, it may have faired better in semi conductors in hindsight. I don't think JC envisaged all this time . India was/is the prime target, dragging out so long by GOI leaves the door open to all those who now want to get on band wagon, however CC have got themselves in position if India takes off in coming months. The possibility is that CCI is laying out too much cash to impress, we should have been breakeven 2 years but changes and more payouts, staff moving round every 5 minutes, probably salaries increasing. Everybody making an earnings out of this, except PIs. Shareholders should be a high priority.Goa could well be the turning point especially with Esyasoft. If the loans are spent wisely should be a good Y/E26. I get responses from JC but only to the ones he wants to answer.