Very good analysis of CCT, clearly an interesting investment idea, thank you.
Just to add to it: In their latest report (May 2025), they referred to the negative impact of US tariffs, not only on US business but on their overall business. They reduced the interim dividend from 8p to 3p and did not renew their share buybacks.
The share price did not react much to this news, so I would prefer to hold back any investment in CCT until the new tariff regime becomes clearer.
Very good analysis of CCT, clearly an interesting investment idea, thank you.
Just to add to it: In their latest report (May 2025), they referred to the negative impact of US tariffs, not only on US business but on their overall business. They reduced the interim dividend from 8p to 3p and did not renew their share buybacks.
The share price did not react much to this news, so I would prefer to hold back any investment in CCT until the new tariff regime becomes clearer.
Thanks for the comment costasco. Just to clarify they did extend and also increase the share buyback programme.